Training Information
Salesforce CRM
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Course Content
Syllabus:
SALESFORCE CRM
1. Introduction to Cloud Computing/SFDC
Salesforce.com Course Contents
Introduction to IT,Cloud computing and its types of services
Introduction to Salesforce, Different types of Salesforce Cloud, Partners
Multitenant Architecture ,Editions,Environments,Versions and typesof Cloud (Private, Public and Hybrid)
MVC Pattern
2. Configuration
Basic Vocabulary - Principles of Design (How to Identify Apps,sObject, Fields and Why Apps, sObjects, Fields)
Account registration, Creation of Basic Vocabulary in Developer Account
Drawbacks of Traditional Approach, Introduction to Relationships
Types of Relationships -Self,Lookup and Master detail
Types of Relationships-Many to Many,Rollup Summery Relationships
Introduction to Validation Rules, Types and their Implementations
Page Layouts and Record types
Cross Object Formula Field,Globla Picklist Values,Fileld Track History,Filed Dependency,Multi Select Picklist
3. CRM (Marketing , Sales and Service)
Introduction to CRM and Comparision with Other CRM
Industries- Clients, Communication, Financials,Health Care, Manufacturing, HR
CRM Architecture - Marketing, Sales and Service Cloud
Working with Salesforce CRM (Standard Objects)
Campaigns,Lead, Account, Contact,Opportunity
Product, Price Book,Forecast, Qoutes, Orders,Contract
Asset, Activity, Task,Event, Case, Solution, Answers
SFDC CRM life Cycle
PaaS of Salesforce.com CRM - Lead Assignment Rule, Lead Auto Response
Web to Lead, Email to Case
Sales Process, Lead Process ,Support Process
Service Cloud : Live Agent and Omni Channel
Introduction to App Exchange
4. Administration
Introduction to Administration, Difference between Security and Protection
Data Management - Data Migration
Data Import Wizard,Data Loader / Dataloader.io
Difference between Data loader and Data loader.io
Workflows
Process Builder
Approvals
Flows
Reports and Report types,Dashboards
Introduction to Security Components
Organizational Level Security (Login IP Ranges, Login Time, Password Policies)
S-object Level Security (Profiles and Permission Sets)
Field Level Security (Profiles and Permission Sets)
Record level Security (OWD,Roles Hirarchy, Sharing Rules and Manual Sharing)
Roles, Queues and Public Groups
Email Templates
Internal and External Users(Community and Portal Users)
5. Development
APEX
Introduction to Software languages(HLL,Assembly and Low Level language )
Introduction to HLL (Programming Languages, Scripting Language and Markup Language)
Introduction to Programming Language(Monolithic,Structured,POPL,OBL,OOPL)
Comparision to between Natural and Formal Languages
Types of Tokens (Identifiers,keywords,literals,Strings and Operators )
Types of Statements(Memory, ALU, I/O and Control statements ) with Examples
Memory Statement- Datatypes (Prmitive,Complex)
ALU Statement (Operators and its types) with example programs
Control Statements and It's tpyes (Simple condition:- Simple if,If else,If else if,Series of if and Nested if )
Iterative Statements (Range based : (For loop, For each) Condition based : While and Do-While )
Jump Statements: Return Statements
Introduction to Functions: Types, System defined and User defined and Parts of the Functions
Introduction to OOPS: Encpasulation,Abstaction, Polymorphism and Introduction to Inheritance
Introduction to Class:- Definition, Syntax and Expamples
Types of Class: Business class and Test Class
Introduction to Object and Constructor and their Syntax
Types of Abstractions (Protected,Private,Public and Global)
Basic Programs with 5 Examples
THIS Operator
Constructor and its types
Polymorpshim(Method OverLoading, Operator Over Loading, Constructor Over Loading)
Collections(List , Set, Map and its related methods)
Exception Handling and Assertions
Annorations(@isTest,@future,@depricated)
Database Statements (DML,SOQL and SOSL)
FORCE.COM
VisualForce
Introduction to Mark Up Language- Basic HTML Tags , Form Related tags
Visualforce Components - Input, Output, Action
Different Types of Controllers -Standard, Custom, Stadard List , Custom List , Extensions , Standard Set Controllers
Schedule Apex
Batch Apex
Triggers - Before and After Events
Integration
Introduction to Integration
Types of Integration
SOAP API
REST API Through WorkBench
BULK API
6. Lightning Development Real time Project Modules
Intoduction to Lightning
Intoduction to salesforce lightning platform
What is Lightning ?
Difference Between Traditional Web Application Approach to Single Page Application
Difference Between Classic and Lightning
Lightning Schema
Create sObjects , Fields & Relationships ,Tab , Lightning App
App Customization Using Lightning App Builder
Hands on Challenge
Intoduction to Lightning Development
Lightning Component Framework Overview
Domain Creation
Intoduction to Lightning Development
Understanding Lightning Bundle
Component
Controller
Helper
Style
Documentation
Renderer
Design
SVG(Scalable Vector Graphics)
Lightning Component Library
Namespcaes & Expression
Types of Attribute & Value Providers
Calling Mechanism
Combining App , Component And Client Side Controller
Connect Componets With Events
Application Event , Component Events , Browser Events & System Events
Hands on Challenge
Lightning Calculator
Referring STYLE Resources and SLDS
Usecase of Lightning
aura:if,aura:iteration,lightning:input,lightning:button,lightning:datatable
Calling Mechanism
Server Side Controller
Create and Edit Record through Lightning Component
Search Records Dynamically
Hands on Challenge
Insert and Dynamic Display in same page
Search Records Dynamically without Button
Delete Operation through Lightning Component
Introduction to LDS(Lightning Data Service)
Lightning:RecordForm , force:recordata