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Sales Force Training
Sales Force
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
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
- He is an SAP-certified ABAP professional
- Extensive skills in handling teams and managing the work-relationship building, negotiation, collaboration, advocacy, governance, and consensus-building
- Demonstrate excellent verbal, written communications and presentation skills including technical and non-technical users
- Communicate well within the organization and management teams utilizing strong presentation skills combined with a solid technical background
- Strong interpersonal and communication skills, both verbally, in writing and via presentations
- Detail-oriented and self-motivated with strong problem-solving skills
- Work in an ambiguous environment and streamline, excellent solution provisioning skills with varied technologies within SAP strong analytical and communication skills, including the ability to rapidly gather data, structure hypotheses and develop synthesized findings and recommendation.