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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