Salesforce CRM Training

Salesforce CRM Administration

Cloud Computing Services and CRM

• Definition of Cloud Computing
  • What is Cloud Computing.
  • Advantages of Cloud computing
  • Overview On Cloud Services
  • Saas(Software as a Service)
  • PaaS(Platform as a Service)
  • IaaS(Infrastructure as a Service)
  • IaaS vs SaaS vs PaaS
• Types of Clouds
  • Public Cloud
  • Private Cloud
  • Hybrid Cloud
• Origin of CRM
  • Introduction
  • What is CRM
  • CRM History
  • On-PremiseCRM
  • On-DemadCRM
  • Legacy CRM Systems
• Streamline Business Process

Definition of Salesforce and IT's Products

• What is 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
  • Community Cloud
  • Lightning Platform
  • com
  • com
  • Chatter
• Environments And Sandbox Types
  • Production Environment
  • Developer Environment
  • Testing Environment
• Salesforce Editions:
  • Basic
  • Group
  • Essential
  • Professional
  • Enterprise
  • Unlimited
  • Developer
• Salesforce Licenses:
  • Standard User Licenses
  • Chatter User Licenses
  • Communities User Licenses
  • Service Cloud Portal User Licenses
  • Sites and Site.com User Licenses
  • Authenticated Website User Licenses.

Sales Cloud Generic Business Process

• Features of Sales Cloud
• Products
• Campaign
• Lead
  • Lead Management
  • Assignment Rule
  • AutoResponse Rule
  • Lead Process
  • Web-to-Lead
  • Lead Members
• Account
• Opportunity
• Contact
• Contract
• QuoteManage
• Order
• Forecast
• Entitlement

CPQ:

• CPQ Introduction
• Price Book
• Product Master
• Quote and QuoteLine
• Email Quote
• Quote Version

Service Cloud Customer Service:

• Features of Service cloud
• case
• Case Alerts
• Case Queue
• Assignment Rules
• Solution
• Public Knowledge Base
• Web-To-Case
• Email-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.com Platform:

• Creating Trail Account
• Creating Developer Account
• Setup-Personal Setup
• About Administartion Setup
• Standard Applications
• Creating Custom Application(Design)
• Standard Tabs
• Creating Custom Tabs
• Standard Objects
• Creating Custom Objects
• Creating Custom Fields
• Creating Custom Picklist
• FieldDependencies

User Management:

• Creating users
• Creating Roles
• Creating Custom Profiles
• Discussion on Standard Profiles
• Creating Permission Sets
• Creating Public Groups
• Creating Queues
• Login History
• Login Issues
• Password Policies
• Network Access
• Login Acces Policies

Relationships in Salesforce:

• Lookup Relationship
• Master-Detail Relationship
• Many to many Rlationships
• Junction Object
• Rollup Summary Felds
• Hierarchical
• External Relationship
• ReaTime Scinarios

Validations and Formulas:

• Overview of validation
• Creating Validation Rule
• Functions in Validation
• Conditional AND,OR
• Text and Arthematic

Layouts and Forms:

• PageLayout on Objects
• Mini PageLayout
• Search Layout
• Record Type
• Compact Layouts
• Field Level Security on Layout

Object Level Security Model(Table):

• Profile Level
• Permission Set Level

Field Level Security:

• Profile Level
• PageLayout Security
• Permission Set Security

Record Level Security 

• Overview of Record Level security
• Organization-Wide-Default
• Sharing Rules
• Grant Access Using Hierarchies
• Internal Access
• External Access
• Mannual Sharing
• Apex Sharing
• Owner Based Sharing Rule
• Criteria 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

PROCESS BUILDER:

• Introduction
• Actions
• Conditions and Criteria
• Immediate Action
• Scheduled Action

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
  • Operations
  • Limitations
  • Installation
  • Mapping with Fields
  • Upsert Data
  • Batch Process
  • Exporting With CustomFilter
  • Duplicate Rules
  • Matching Rules
  • Storage Management
  • Big Objects
• 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:

• Email Attachments
• Templates
• Email Attachments
• Email Footers
• Deliverability
• Deliveriy Settings
• Organization-Wide Addresses
• Setting Email Footers
• Compliance BCC Email

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.

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
• Report Folders
• Custom Folders
• Fetching Dashboard in to Visualforce

Monitoring:

• Debug Logs
• Email Logs
• Audit Trail
• View Setup
• Scheduled Jobs
• Apex Jobs
• Bulk Data

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)

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

VF Pages:Visualforce Pages:

• Comparisson With HTML Tags
• Create VF Using URL
• Create VF Using Developer Console
• Create VF Using Standard Navigation

Data Sources in Visualforce:

• Apex Class Variables
• Parameters Using URL
• Global Standard Objects or Custom Objects
• Static Data

Developer Console:

• Query Editor
• Anonymous Window
• Logs
• Visual force Pages
• Apex Classes

Pageblock Tags:

• Pageblock
• PageBlockSection
• PageBlockSectionItem
• PageBlockButton and Location
• CommandButtons and Actions
• CommandLink

Input Components:

• InputText
• InputField
• InputSecret
• InputHidden
• InputFile

SELECT COMPONENTS:

• SelectOption
• SelectOptions
• SelectCheckBox
• SelectRadio

Message Tags:

• PageMessage
• PageMessages

Panel Tags:

• PanelBar
• PanelBarmItem
• PanelGrid
• PanelGroup

Standard Controller:

• SObject in VF
• input Fields
• output Fields
• inlineEditSupport
• SObjectStandardActions

Other VF Tags:

• Column
• CommandLink
• Detail
• Form
• *Iframe
• Image
• IncludeScript
• Include Page
• ListViews
• Repeat
• Tab and Tab Panel
• Render,Rerender,RenderAs
• Passing parameters
• Creating VF Tabs
• Realted List
• Enhanced List

SALESFORCE CRM DEVELOPMENT

List Views:

• Creating Views
• PageBlockTable ListView
• DataTable
• DataList
• Repeat
• recordSetVar
• Facet

Select Components:

• selectOption
• selectOptions
• selectList
• selectCheckbox
• selectRadioButtons

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

OOPS: Object Oriented Programming:

• Fundamentals and Properties
• Lexicals
• Keywords
• Variables
• Identifiers
• Data types
• Access Modifiers
• Class
• Methods
• For-Loops
• Conditional Statements
• Exceptiopnal Statements
• Class syntax writing
• Constructing Method
• Overloading
• Reference Varibles
• Try-Catch
• Setter Method
• Getter method
• Constructors
• Class Properties
• Return Statements
• Inheritance
• Abstarction
• Polymorphism
• Encapsulaion
• Creating Wizard Class
• Wrapper Class
• Usage Of properties in sfdc

APEX CLASSES: COLLECTIONS:

• List class
• Set class
• Map class
• Arrays
• Wrapper
• Advanced Example snippets

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:

• ObjectType
• SobjectFieldType
• FetchingSObjectAndField
• Selected Options
• Fetching Picklist

EMAIL SERVICE USING APEX CLASS:

• Overview Of Email Sending
• Outbound Email Service
• Inbound Email service
• Email Service Using Templates
• Sending PDF as Attachments
• Sending VF Attachments
• Mass Email Message Sending
• Creating Methods for Sending Emails
• Syntax for Send Emails
• Limits
• Logs and Debugging
• Realtime Scenarios

CUSTOM SETTING:

• Introduction
• List Custom setting
• Hierarchial Custom Setting
• Controlling Execution Of Validations

ASYNCHRONOUS APEX:

• Future Method-Long Running
• Queueable Apex-Chain Jobs
• Batch Apex-LargeDataVolumes
• Schedule Apex-Run On Schedule

SCHEDULE APEX:

• Implemantation
• Invoking Future Method from Schedule
• Schedule Using Point and click
• Schesule Using Code Customization
• Cron Expression
• Cron Trigger
• Invoke batch,schedule and
• future methods from Schedule
• :Limits

BATCH APEX:

• Iterable Class
• Iterator
• QueryLocator
• GetQueryLocator
• Batchable Context
• Start Method
• Execute Method
• Finish Mehtod
• Sending Email From finish Method
• BatchableContext
• Debug Batch Apex
• Creating Future Methods in Batch Apex
• Implememnting Database.AllowCallouts
• Call Batch In a Batch
• Future,QueuableFrom Batch
• Serialize Batch By Batch
• RealTime Scenarios

QUEUEABLE APEX:

• Queueable Interface
• Changing Of JObs
• Invoking Future,BatchAndSchedule
• Implementation
• Scenarios

FUTURE METHODS:

• LongRunningOperators
• FutureInvokeCalloutsTrigger
• @future Annotations
• ApexJObs
• MIxedDML Expressions

EXTENSIONS:

• Pagenation
• Creating CustomButtons
• Creating ListViewButtons
• Overriding StandardButtons
• StandardController
• StanadardSetController
• Overriding StandardTabs

APEX TRIGGERS:

• Overview On Triggers
• Trigger Events
• Before Triggers
• After Triggers
• Insert Triggers
• Update Triggers
• Delete Triggers
• Undelete Triggers
• New
• Old
• NewMap
• 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 DMLOperations
• Test Class on Apex class
• Test Class on Batch APEX
• Test Class On Schedule Apex
• Test Class on Triggers

Deployments:

• Creating Sandbox
• Outbound ChangeSets
• InboundChangeSets
• DeploymentUsingEclipse
• DeploymentUsingANT

Integration and Web Services

• What is Integrations
• Definition Of Web Services.
• What is WSDL.
• Types of integrations:
  • 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
  • HTTPclasses:
  • 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:
  • 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
• Testing SOAP Services and Callouts
• Testing Rest Services and Callouts
• Chatter API
• Streaming API
• Metadata API
• Bulk API

Lightning Components and Builder:

• Introduction to lighting components
• Components and javascript conrollers
• Apex Components
• Creating Components
• Creating Component Attributes