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SALESFORCE CRM ADMINISTARTION
CLOUD COMPUTING SERVICES AND CRM
*Definition of cloud computing
*On-demand advantages of Cloud computing
*What is CRM and How CRM can Help?
*Legacy CRM Systems.
*Business Value of CRM
*Origin of CRM
*Streamline Business Process
*Services of Cloud computing
Saas(Software as a Service)
PaaS(Platform as a Service)
IaaS(Infrastructure as a Service)
*Types of Clouds
Public Cloud
Private Cloud
Hybrid Cloud
Community Cloud
DEFINITION OF SALESFORCE AND IT'S PRODUCTS:
*Importance of Salesforce
*Importance of CRM and Solutions
*Grouth of Revenue using CRM
*comparison of Salesforce CRM with other CRM Products
*Salesforce Products
Sals cloud
Service cloud
Marketing cloud
Force.com platform
Configuration
AppExchange
Chatter
Web services
*Salesforce Features and Edition Limits
SALES CLOUD-GENERIC BUSINESS PROCESS:
*Features of Sales Cloud
*Products
*Campaign
*Lead
Assignment Rule
AutoResponse Rule
Lead Process
Web-to-Lead
*Account
*Opportunity
*Contact
*Contract
*QuoteManage
*Order
*Forecast
*Entitlement
SERVICE CLOUD-CUSTOMER SERVICE:
*Features of Service cloud
*case
*Solution
*Public Knowledge Base
* Web-to-case
*Self-Service Portal
*Escalation rules
COMPANY INFORMATION:
*creating Company Profile
*Setting Fisca Year
*Setting Business Hours
*Setting Holidays
*Setting Language
*Identifying Edition
SALESFORCE-FORCE.COM PLATFORM:
*Creating User Login Credentials
*Setup-Personal Setup
*About Administartion Setup
*Standard Applications
*Standard Tabs
*Standard Objects
*Creating Custom Application(Design)
*Creating Custom Objects
*Creating Custom Tabs
*Creating Custom Fields Using DataTypes
*Creating Custom Picklist and Dependencies
MANAGE USERS:
*Creating users
*Creating Roles
*Creating Custom Profiles
*Discussion on Standard Profiles
*Creating Permission Sets
*Creating Public Groups
*Creating Queues
*Login History
RELATIONSHIPS IN SALESFORE:
*Lookup Relationship
*Master-Detail Relationship
*Many to many Rlationships
*Junction Object
*Rollup Summary Felds
*ReaTime Scinarios
APPLYING VALIDATIONS AND FORMULAS:
*Overview of validation
*Creating Validation Rule
*Apply Formula in Validation
*PageLayout on Objects
*Mini PageLayout
*Search Layout
*Record Type
*Field Level Security on Layout
OBJECT LEVEL SECURITY MODEL(TABLE):
*Profile Level
*Permission Set Level
FIELD LEVEL SECURITY MODEL(COLUMN):
*Profile Level
*PageLayout Security
*Permission Set Security
RECORD LEVEL SECURITY MODEL-SHARING SETTINGS(ROW):
*Overview of Record Level security
*Organization-Wide-Default
*Sharing Rules
*Grant Access Using Hierarchies
*Internal Access
*External Access
*Mannual Sharing
*Owner Based Sharing Rule
*Both Usage of Profile and OWD
*RealTime Scenarios
WORKFLOWS AND APPROVALS:
*Overview of Workflows
*Email Alerts
*Tasks
*Field Updates
*Outbound Messages
*Time Dependent Workflow Actions
*Order of Execution
*Approval Process Definition
*Dynamic Approval Process
*Multi-Step Approval Process
*Parallel Approval Process
*Approval Process Actions
*Real Time Scenarios
DATA MANAGEMENT WITH SFDC:
*Overview Import wizard
*Limitations on Import Wizard
*Data Export
*Import Objects
*.CSV File usage in salesfore
*Import Data into Salesforce
*Data Loader
Overview
Limitations
Installation
Mapping with Fields
Upsert Data
Batch Process
*Mass Transfer Records
*Mass Delete of Records
SECURITY SETTINGS:
*Single-Sign-on settings
*Session Settings
*Password Policies
*Identity Provides
*Login Access
*Identity Connect
*Email Admin Setup
EMAIL ADMINISTRATION:
*Deliverability
*Test Deliverability
*Organization-Wide Addresses
*Setting Email Footers
*Compliance BCC Email
ADMINISTRATIVE INTEGRATION:
*Overview on Declarative(no-code)
*Overview on Programatic(coding)
*Integrating SFDC to SFDC
*Integrating SFDC to Excel
*Integrating SFDC to Facebook
REPORTS AND DASHBOARDS:
*Importance of Reports
*Discussion On Standard Report
*Creating Custom Report
*Creating Tabular Report
*Creating Summary report
*Creating Matrix Report
*Creating Joined Report
*Creating Report Types
*Applying Filters on Report
*Run Report
*Export Report
*create Dashboard
*Fetching Dashboard in to Visualforce
RESOLVING PROJECT ISSUES:
*Overview on Types of Projects
*Issue Capturing and Priority
*Isuue Resolving
*Issue escalation
*How RealTime Issues
*Overview on Outlook Email
*Code Checking
*BluePrint
*Agile Methodology
*How to Clear RoadBlocks
*Office Communicator(O.C)
SALESFORCE CRM DEVELOPMENT
PROJECT RELATED:
*Resolving User Issues In Project
*Importance of User In Application
*Real time project explanation
*Real time Project Business Process
*Project Development Life Cycle
*Project Management Tools
*Sandbox and UAT
*Change Set
*Deployment
*Production
BEFORE START DEVELOPMENT:
*Enable Development Mode
*MVC Architecture
*Developer Console Usage
*Query Editor Usage
*Execute Anonymous Window
*Create Class Using Developer Console
*Create Visualforce Using Developer Console
*Test and Debug Using Developer Console
*Installing Eclipse
VISUALFORCE PAGES:
*Comparisson With HTML Tags
*Create VF Using URL
*Create VF Using Developer Console
*Create VF Using Standard Navigation
*Create VF Using Eclipse
DATA SOURCES IN VISUALFORCE:
*Apex Class Variables
*Parameters Using URL
*Global Standard Objects or Custom Objects
*Static Data
PAGEBLOCK TAGS:
*Pageblock
*PageBlockSection
*PageBlockSectionItem
*PageBlockButton and Location
*CommandButtons and Actions
INPUT COMPONENTS:
*InputText
*InputField
*InputSecret
*InputHidden
*InputFile
SELECT COMPONENTS:
*SelectOption
*SelectOptions
*SelectCheckBox
*SelectRadio
MESSAGE TAGS:
*PageMessage
*PageMessages
PANEL TAGS:
*PanelBar
*PanelBarmItem
*PanelGrid
*PanelGroup
OTHER VF TAGS:
*Column
*CommandLink
*Detail
*Facet
*Form
*Iframe
*Image
*IncludeScript
*Include Page
*ListViews
*Repeat
*Tab and Tab Panel
*Render,Rerender,RenderAs
*Passing parameters
*Creating VF Tabs
*Realted List
*Enhanced List
LIST VIEWS:
*Creating Views
*PageBlockTable ListView
*DataTable
*DataList
*Repeat
ACTION COMPONENTS IN VISUALFORCE:
*ActionSuppot
*ActionFunction
*ActionStatus
*ActionRegion
*ActionPoller
REAL TIME TOPICS WITH VISUALFORCE:
*Usage of Static Resource In VF
*Overriding Buttons,Links,and Tabs with VF
*Dynamic Visualforce Binding
*Integrating Email with Visualforce
*VisualforceTemplates
*Generate Visualforce page as PDF,WordDocument
*Real Time Scinarios
USAGE OF CSS IN VISUALFORCE:
*Create CSS Class
*InternalCSS
*External CSS
*StaticResource In ExternalCSS
*Boostrap Usage in Visualforce
*Realtime Scinarios
USAGE OF JAVASCRIPT:
*JS Functions Usage in Visualforce
*JS DOM Usage in visualforce
*JS Events Usage in Visualforce
*JS Validations In Visualforce
*Internal JavaScript
*External JavaScript
*Realtime Scinarios
USAGE OF JQUERY IN VISUALFORCE:
*Using Less Code In Visualforce
*Jquery StaticResorces
*URL Plugins
*AutoComplete
USAGE AJAX IN VISUALFORCE:
*Overview on Connectios
*Ajax SOQL
*Ajax DML
USAGE OF ANGULAR JS IN VISUALFORCE:
*Overview on SinglePage Web Application
*Dependancy Injection
*Controller,Directives
*Filters,Model
*Scope,Service
*Expressions,Module
OOPS-OBJECT ORIENTED PROGRAMMING:
*Fundamental and Properties
*Variables
*Identifiers
*Data types
*Access Modifiers
*Methods
*Conditional Statements
*Exceptiopnal Statements
*Class syntax writing
*Constructing Method
*Reference Varibles
*Setter Method
*Getter method
*Constructors
*Class Properties
*Return Statements
*Inheritance
*Abstarction
*Polymorphism
*Encapsulaion
*Creating Wizard Class
*Wrapper Class
*Usage Of properties in sfdc
APEX
COLLECTIONS:
List class-Scenarios
Set class-Scenarios
Map class-Scenarios
Advanced Example Programms
SOQL AND SOSL:
*Overview on SOQL,SOSL
*Fetching Records on VF Using SOQL
*Inserting Records from VF to Salesforce
*Debug Logs
*Static SOQL
*Dynamic SOQL
*Relational SOQL(p-c,c-p)
*Functional SOQL(Aggregate,Date)
*Creating Interfaces Using SOSL
*GoverningLimits on Apex
*RealTime Project Scinarios
DML OPERATIONS:
*DML STATEMENTS VS DATABASE CLASS METHODS:
*Database DML Operations
*Insert Statement
*Update Sattements
*Upsert Statement
*Delete Statements
*Undelete Statements
*Merge Statements
*Rollback operations
*SavePoint In DML
*Realtime Rroject Scenarios
CONTROLLERS IN APEX:
*Standard Controller
*Standard Set Controller
*Custom Controller
*Controller Extensions
SCHEMA PROGRAMMING:
*Objects
*fields
*Selected Options
EMAIL SERVICE USING APEX CLASS:
*Overview Of Email Sending
*Outbound Email Service
*Inbound Email service
*Email Service Using Templates
*Sending PDF Attachments
*Sending VF Attachments
*Mass Email Message Sending
*Creating Methods for Sending Emails
*Syntax for Send Emails
*Realtime Scenarios
CUSTOM SETTING:
*List Custom setting
*Hierarchial Custom Setting
ASYNCHRONOUS APEX:
*Future Method-Long Running
*Queueable Apex-Chain Jobs
*Batch Apex-LargeDataVolumes
*Scheduled Apex:Run On Schedule
Implemantation
Invoking Future Method from Schedule
Schedule Using Point and click
Schesule Using Code Customization
BATCH APEX:
*Iterable Class
*Database.QueryLocator
*Database.GetQueryLocator
*Start Method
*Execute Method
*Finish Mehtod
*Sending Email From finish Method
*Database.BatchableContext
*Debug Batch Apex
*Creating Future Methods in Batch Apex
*Implememnting Database.AllowCallouts
*Call Batch In a Batch
*Serialize Batch By Batch
*RealTime Scenarios
APEX TRIGGERS:
*Overview On Triggers
*Trigger Events
*Before Triggers
*After Triggers
*Insert Triggers
*Update Triggers
*Delete Triggers
*Undelete Triggers
*Trigger.New
*Trigger.Old
*Trigger.NewMap
*Trigger.OldMap
*Recursive Triggers
*Validation Rule with Trigger
*Workflow with Trigger
*Invoking Batch Apex,callouts from trigger
*Invoking Schedule,Future Methods from Trigger
*RealTime Scenarios on Each Topic
TEST CLASS:
* Overview on Test classes
* StartTest,StopTest
* Test Class on Apex class
* Test Class on Batch APEX
* Test Class On Schedule Apex
* Test Class on Triggers
INTEGRATION AND WEBSERVICES
* What is Integrations
* Definition Of Web Services.
* What is WSDL.
* Types of integration:,
-what is call ?
-call in
-call out
-Different methdoloies.
* WSDL:
Standard WSDLs
Enterprise(Strongly typed)
Partner WSDL(Loosely Typed)
Custom Apex WSDL
* XML:
XMLParsers
XML Stream
XML DOM
* Differnce between seesion Header & Session ID
* Types of API(force.com APIs,Streaming API and Bulk API,Meta Data api) SOAP & REST.
* Wrapper classes usability in SOAP Call In Intergration.
* Integrating standard WSDL of SOAP
* Exposing Apex classes as SOAP web Services
* writing more efficient SOAP Apex Web Services & Testing WSDL
* SOAP Call out Integration
* Consuming external SOAP WSDL files into Salesforce.
* Generating Apex class code from Partner WSDL and Enterprize WSDL.
* Complete Analyzation while parsing external WSDL files into Saleforce
* Real time Call In Integration using SOAP and WSDL Files(salesorce to salesforce)
Rest Call API:
* Call in integration using standard rest resources
* exposing apex classes as rest web services & rest annotations
HTTP:classes:
http callouts,
http,httprequest
httpresponse
* How to implement callouts from triggers,unit test classes for callouts
* Practiing more efficent rest apex web services
* Scenario base rest call out integration
* JSON Parser Syntax
* Parsing JSON Data
* JSON Serialization
* JSON Parser and JSON Deserialization
* Real Time Call In Integration using Rest
* Real Time Call Out Integration using Rest
* Feqquently Used Integration Tools:
Force.com Workbench(workbench.developerforce.com) and Rest API
* Custom Setting:
List custom settings
Hierarchy Custom Setting,
* Deployment: Quick Deployment,Change sets
Mixed DML errors
* Advanced Security, Assigining Profiles.
* Organization wide defaults,Sharing rules,Criteria Based and Owner based
* Setup Duplicate Management, Create or Edit Duplicate rules
* Create or Edit Duplicate rules,Matching Rules
* Custom Lables & Translation Workbench,Custom Labels
* How to Enabling Tranlation Workbench
Communities:
what is communities.
salesforce Communities?
Types of Communities.
Enable Salesforce Communities.
Creating Community.
Enable Global header for Communities.
Adding Tabs to the Community.
Adding Member To your community.
Community Users.
Process Builder:
Overview
Limits
Considerations
Create Processes
Managing Process
WorkFlows With Process Builder
Lightning Components and Builder:
* Introduction to lighting components
* Components and javascript conrollers
* Apex Components
* Creating Components
* Creating Component Attributes
Training Info
info@salesforcekishore.com/
Call - +91 - 9703384061
Jobs-
career@salesforcekishore.com/
