salesforce training

Course Syllabus

salesforce training

Introduction to Salesforce

1.What is Cloud Computing?

2.Types of Cloud Computing Services with examples

3.Cloud Computing Architecture

4.What is Salesforce?

5.Services provided by Salesforce

6.What is CRM Process?

7.Kinds of Apps developed by Salesforce

8.Advantages of Salesforce

9.Employment opportunities with Salesforce

Production and Sandbox Environments

1.Production Environment

2.Types of Sandbox Environments

3.Registering with Developer Organization

4.Salesforce Terminology

Creating a new Application

I. Steps to create the Application

II. Setting up the logo for Application

Creating an Object

I. Steps to create the Object

II. Different options involved while creating the object

Creating a Tab

I. Steps to create the tab

II. Different options involved with the tab

Creating custom fields

a)Different Data Types involved while creating custom fields

b)Different options involved with custom fields

c)Changing the Default Currency Type

d)Field Dependencies

Custom Validation Rules

I. Steps to configure custom validations

II. Different formula functions involved with custom validations

Search Layouts, Inline Editing, Enhanced List Views and Record Ids

1.Enable more columns at tab level, search results level and look up dialog Level

2.Working with inline editing

3.Working with enhanced list views

4.Analyzing Record Ids of the components

Creating Relationships

1.Different Types of Relationships

2.Creating a junction object

3.Governor Limits in Salesforce

Page Layouts and Mini Page Layouts

1.Different options available in page layout

2.Steps to configure mini page layout

3.Adding Related Lists to Layout

Record Types

1.Steps to configure Record Types

2.Creating Record Types for standard objects

Field History Tracking and Activities

a)Steps to configure Field History Tracking

b)Steps to enable and creating activates

Security in Salesforce

1.Users in Salesforce and enabling Grant Login Access

2.Profiles and Permission Sets

3.Role Hierarchy

4.OWD (Organization Wide Defaults)

5.Manual Sharing and Sharing Rules

6.Purpose of Grant Access using Hierarchies

7.Purpose of View All, Modify All, View All Data and Modify All Data

8. Apex Managed Sharing

Import Wizard and Data Loader

1. Difference between Import Wizard and Data Loader

2. Generating Security Token and Maintaining IP range using Trusted IP

3. Data Loader Settings

4. Data Loader Operations

5. Purpose of External Id

6. Purpose of Data Export

Workflow Rules

a) Difference between evaluation criteria

b) Difference between rule criteria

c) Types of workflow actions

d) Re-evaluation Criteria for Field Update

e) Types of Email Templates

f) Setting to enable Task Action

g) Different scenarios with Workflow Rules

Approval Process

A. Configuring Approval Process

B. Different options available with Approval Process

C. Creating custom hierarchy field

D. Adding multiple steps to the approval process

E. Purpose of Queues and steps to configure the Queue

F. Difference between Queue and Public Group

G. Working with the Queues

H. Approving the records from Email Lightning Process Builder

I. Options involved with Process Builder

J. Advantages over Workflow Rules

K. Disadvantages over Workflow Rules

L. Submitting the records for approval automatically

Reports and Dashboards

1. Different types of Reports

2. Scheduling the Reports

3. Creating the Dashboard

4. Different Components involved in Dashboard

Web to Lead and Web to Case

1. Generating Web to Lead

2. Generating Web to Case

Rules on Leads and Cases

1) Assignment Rules

2) Auto Responsive Rules

3) Escalation Rules


i. Basics of Programming

ii. Comparing Natural and Formal Languages