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Salesforce CRM Admin and Developer Training
SALESFORCE CRM ADMINISTRATION
What is CRM?
Common business issues faced by companies
How CRM can help?
What CRM brings to business?
Evolution of CRM
Business value of CRM
What CRM means to you as a user?
Customers benefiting from CRM
Compare Salesforce CRM with other CRM products
SALESFORCE Administration
Chapter 1: Sales Cloud Concepts
- Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
- Understanding Leads and Opportunities
- Adding A Lead
- Adding An Account
- Edit An Account Record
- Adding A Product To An Opportunity
- Sales ID
- Adding A Task
- Document Tab
- Web to lead
- Web to Case
- Sales automation
- Converting A Lead
- Team Contacts
- Adding An Opportunity
- Adding A Contact
- Creating A View
- Activity History
- Submitting A Case
Chapter 2: Standard SFDC Applications
- Salesforce CRM Content
Chapter 3: Sales Force.com Overview
- Overview of products
- Sales cloud
- Service cloud
- Custom Force.com
Chapter 5: Service Cloud Concepts Create Case
- Researching and Resolving Cases
- Communicating the Outcome
- Automate case management
- Capturing and associating cases efficiently
- Helping customers helping themselves
- Improving productivity
- Manage Cases
Chapter 6: Security
- User Security and Authentication
- Session Security Network
- Security Security Tokens
- Data Security
Chapter 7:Standard Objects
- Account
- Person Account
- Contact
- Lead
- Campaign
- Opportunity
- Case
Chapter 8:Managing Users
- Profiles
- Roles
- Groups
- Permission Sets
Chapter 9: Securing and Sharing Data
- Object-Level Security
- Field- Level Security
- Record-Level Security
- Field Accessibility
- Record Types
Chapter 10: Automate Business Process with Workflow Developing Approval Processes
- Formulas
- Syntax
- Object Formulas
- Where Do I Use Them?
- Workflows &Business Rules
- Visualforce
- Limitations
- Best Practices
- Predefined Function and experiment
Chapter 11:Going Global
- Divisions
- Locale
- Currencies
- Advanced currency Management
- Translating the User Interface
- Import
- Export
Chapter 12: Using Analytics
- Running Dynamic Reports
- Custom Report Types
- Dashboards
Chapter 13: Overriding Link, Tabs and Label Sending Mass Email Importing Data
- Import Data wizard
- APEX Data Loader
Chapter 14: Monitoring your Org
- Debug Logs
- Email Logs
- Login History
- Time-based Workflow
- Scheduled Job
- Apex Job Queue
- Import Queue
- Mass Email Queue
- Bulk Data Load Jobs
Chapter 15: JavaScipt in VF page
- Internal javascript
- External javascript
- Events & validations
- Invoice pages
Chapter 16: Jquery in VF page
- Establish a plugin using Static Resource
- Establish a plugin using Url
- AutoComplete
Paginations
SALESFORCE CRM DEVELOPMENT
- Programming basics
- Translators
- Program Execution
- Decision Statements
- Loops
- Arrays
- Class, object and OOPs concepts
- Constructors and its types
- Inheritance and its types
- Overloading
- Overriding
Chapter 2: Visual Force
- VF introduction
- Save Record
- Display Single Record
- Creation Custom Object,
- Displaying page block Records
- VF and javascript functionality
- Modal Dialog
- CSS Styles, Custom Components
- Collections(List, set, map)
- Ajax functionalities
- Dynamic visual force components
Chapter 3: Apex programming
- Apex introduction :Setter, getter methods
- Communication VF to Salesforce :Save & Display
- Multiple Object Records
- SOQL
- SOSL
- com IDE with eclipse
- Governor limits
- Dynamic apex
- Dynamic visualforce components
Chapter 4: Triggers and advance apex
- Introduction to triggers and Trigger Events
- Triggers context variables
- Triggers context variables consideration
- Multiple Records
- Duplicate Records
- Apex Email API on inserting and deleting
- Using Trigger After mode
- Schedule apex and batch apex
- Recursive triggers
- Command links
- Checkbox
- Wrapper Class
- Pagination
Chapter 5: Apex programming
- Apex introduction :Setter, getter methods
- Communication VF to Salesforce: Save & Display
- Multiple Object Records
- SOQL
- SOSL
- com IDE with eclipse
- Governor limits
- Dynamic apex
- Dynamic visualforce components
Chapter 6: Triggers and advance apex
- Introduction to triggers and Trigger Events
- Triggers context variables
- Triggers context variables consideration
- Multiple Records
- Duplicate Records
- Apex Email API on inserting and deleting
- Using Trigger After mode
- Schedule apex and batch apex
- Recursive triggers
- Command links
- Checkbox
- Wrapper Class
- Pagination
- Mass update
Chapter 7: Test Classes in Salesforce
- Creating a Test Classes,
- code coverage of both apex and Triggers implementation
- Use of test classes
- Best practices of apex and Test Classes.
Chapter 8: Undlete Triggers
- New
- New Map
- Invoking Batch Apex from Triggers
- Invoking Schedule Apex from Triggers
- Invoking Email’s from Triggers
- Invoking future Methods from Triggers
- Invoking Callouts from Triggers
- Invoking apex classes from Triggers
- Dataloader with Triggers
- Test Classes
Chapter 9: Schema Programming
- Invoking List of object from Schema
- Invoking List of field from a given object
- Comparing the data type and fetching PickList fields from the object
- Creating a custom picklist field with the options from the given picklist field from given object
- Fetching the list of tabs available in the schema
Chapter 10: Extensions
- Standard Controller
- Standard Set Controller
Chapter 11: Custom Setting:
- List
- Hierarchial
- Salesforce to OKTA (single sign on)
- Apex based Sharing rules
- Apex based auto approval process
- Wrapper Class
Chapter 12: Input Components
- InputText
- InputField
- InputHidden
- IinputSecret
- InputTextArea
- InputCheckbox
Chapter 13: Output Components
- OutputText
- OutputLabel
- OutputField
Chapter 14: CSS in VF page
- Internal CSS
- InLine CSS
- External CSS using static Resource
