Module1: Salesforce Fundamentals
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The module explain the Introduction to Salesforce and Overview of Salesforce, its Editions, Home Page Customization, User Management, Apps Creation, Core CRM objects Capabilities, Declarative Customizations Boundaries & Programmatic Customizations Use Cases.
- Salesforce and Overview of Salesforce
- Its Editions
- Home Page Customization
- User Management
- Apps Creation
- Core CRM objects Capabilities
- Declarative Customizations Boundaries
- Programmatic Customizations Use Cases
Module 2: Quote Templates – Preview, Create, and Activate
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This module helps to Introduce with Quote Templates, Quote record creation, its template, quote PDF & You can explore in different arenas after completion of this module.
- Quote Templates
- Quote record creation, its template
- quote PDF
Module 3: Field Types and Salesforce Objects
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This module helps to understand the Field types overview, Standard fields modification and Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields, Creation of number, currency, and percent fields, Creation of geolocation, phone, and email fields, Creation of date & time fields, Creation of text and text area fields, Creation of URL, encrypted fields, etc., Salesforce objects introduction & Components, standard objects, and its modification, External objects and creation of custom objects.
- Field types overview
- Standard fields modification and Creation of auto-number formula
- Roll-up summary
- lookup & master-detail
- Checkbox fields
- Creation of number, currency, and percent fields
- Creation of geolocation, phone, and email fields
- Creation of date & time fields
- Creation of text and text area fields
- Creation of URL, encrypted fields, etc.
- Salesforce objects introduction
- Components, standard objects, and its modification
- External objects and creation of custom objects
Module 4: Creation of Custom Buttons, Link units, and Actions
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This module will equip the candidate with the knowledge of Creation of buttons, links, actions overview, Creation of new records with actions, Call logging with actions, Record updating & Creation of custom buttons and custom links, etc.
- Creation of buttons
- Links
- Actions overview
- Creation of new records with actions
- Call logging with actions
- Record updating
- Creation of custom buttons and custom links, etc.
Module 5: Salesforce Workflow, Schema Builder, and Process Builder
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This module help the learner to overview of visual workflow, schema builder, and process builder, Creation of visual flow, Modification of the existing workflows, Creation of process & Field creation in the schema builder.
- Visual workflow
- Schema builder
- Process builder
- Creation of visual flow
- Modification of the existing workflows
- Creation of process
- Field creation in the schema builder
Module 6: Validation and Workflow Rules
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This module will help to overview of validation rules, its creation, Creation of formulas, Creation of error messages, Overview of workflow rules & Creation of Workflow rule, Field update, Task assignment, Email alert.
- Validation rules, its creation
- Creation of formulas
- Creation of error messages
- Overview of workflow rules
- Creation of Workflow rule, Field update, Task assignment, Email alert
Module 7: Creation of Role Hierarchy
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This module understand the Overview of the role hierarchy, Enabling field history, Assigning Roles to Users & You can explore in different arenas after completion of this module.
- Overview of the role hierarchy
- Creating
- Roles
- Groups
- Permission Sets
- Enabling field history
- Assigning Roles to Users
Module 8: Security Data Security Model
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This module will help to understand the Restricting logins,object access determination and Record access configuration, Creation of role hierarchy & Record access exceptions. And You can explore in different arenas after completion of this module.
- Restricting logins,
- Object access determination
- Record access configuration
- Creation of role hierarchy
- Record access exceptions
Module 9: Salesforce User Profiles
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Candidates can learn many aspects of this course like profiles introduction, overview of standard profiles and Page layouts assigning, Password guidelines, Session timeout, hours of log in, IP ranges, Field-level security & Access of Apex and Visualforce. And You can explore in different arenas after completion of this module.
- Profiles introduction
- Overview of standard profiles
- Page layouts assigning
- Settings
- Custom app and its access
- Tab
- Record type
- Permissions
- Password guidelines
- Session timeout, hours of log in, IP ranges
- Field-level security
- Access of Apex and Visualforce
Module 10: Salesforce Reporting and Dashboards
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Aspiring learners can understand reports introduction and report formats, Creation of:, Leads report, Using report to add the leads to campaign, Reports export to Excel, Dashboards introduction, Access management, Dynamic dashboards configuration & Report builder activation on profiles
- Reports introduction
- Report formats
- Creation of:
- Leads report
- Creating contacts
- Accounts report
- Opportunity report
- Charts
- Scheduling report
- Campaign report
- Report formula
- Using report to add the leads to campaign
- Reports export to Excel
- Dashboards introduction
- Dashboard
- Creation and refreshing dashboard
- Modifying columns
- Adding filter
- Adding reports
- Interfaces
- Access management
- Dynamic dashboards configuration
- Report builder activation on profiles
Module 11: Data Management in Salesforce
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This module will help the candidate to learn the data management introduction,Importing, Installation of data loader, Mass delete, Records & Addition of field to schema builder, etc. And many more from this module.
- Data management introduction
- Importing
- Installation of data loader
- Mass delete
- Records
- Importing with data loader
- Exporting with data Loader
- Updating with data Loader
- Deleting with data Loader
- Addition of field to schema builder, etc.
Module 12: AppExchange
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This module will help to understand about AppExchange Introduction and Overview & Finding. And You can explore in different arenas after completion of this module.
- AppExchange Introduction and Overview
- Finding
Module 13: Deploying a Change Set
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This module helps the learner to understand the change Sets introduction and its Deployment, Deployment, Eclipse IDE & many more.
- Change Sets
- Deployment
- Eclipse IDE
Module 14: User Interface in Salesforce
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This module will help the candidate to Learn the skills of user Interface Introduction,General Options and Sidebar Options, Calendar Options, Name Settings & Setup Options. And You can explore in different arenas after completion of this module.
- User Interface Introduction
- General Options
- Sidebar Options
- Calendar Options
- Name Settings
- Setup Options
Module 15: UI component dynamic update
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This module will equip the candidate with the knowledge of Dynamically updating UI components and JavaScript controller actions for firing events in Lightning Component Framework, Event declaration using aura & Event tag in a .evt resource.
- Dynamically updating UI components
- JavaScript controller actions for firing events in Lightning Component Framework
- Event declaration using aura
- Event tag in a .evt resource
Module 16: Event handling
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This module explains the Event-driven programming using JavaScript and Java Swing, Component event and application event & Writing handlers in JavaScript controller actions & You can explore in different arenas after completion of this module.
- Event-driven programming using JavaScript
- Java Swing
- Component event and application event
- Writing handlers in JavaScript controller actions
Module 17: Server-side controller
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The module will help the learner to creating server-side controller in Apex and @Aura Enabled annotation, Annotation to enable client and server-side access to controlled method & Calling a server-side controller action from a client-side controller.
- Creating server-side controller in Apex
- @Aura Enabled annotation
- Annotation to enable client and server-side access to controlled method
- Calling a server-side controller action from a client-side controller
Module 18 Hands-on example of Server side controller
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This module will contain a real example of deploying Server side controller by pulling data from Opportunity object, Creating Client side controller to invoke Server side controller & passing the returned value to components. And gain knowledge about the various necessary for same.
- Real example of deploying Server side controller by pulling data from Opportunity object
- Creating Client side controller to invoke Server side controller
- passing the returned value to components.
Module 19: Mobile
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The module will describe the declarative customization options available for the Salesforce mobile application user interface & You can explore in different arenas after completion of this module.
- Declarative customization options available for the Salesforce mobile application user interface.
Module 20: APP DEVELOPMENT
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This module will describe the key milestones and considerations when managing the application lifecycle and describe the differences and considerations when using the various types of sandboxes, Describe the capabilities of and considerations when using change sets & Describe the use cases of and considerations when using unmanaged packages
- Key milestones
- Considerations when managing the application lifecycle
- Describe the differences and considerations when using the various types of sandboxes.
- Describe the capabilities of and considerations when using change sets
- Describe the use cases of and considerations when using unmanaged packages