Salesforce Admin & Developer
Course Overview:
This Salesforce course is designed to ensure that you learn and master the concepts of
being a Salesforce Administrator and App Builder. In this Salesforce training, you will
learn how to configure Salesforce to collect, analyze, and retrieve vital customer
information and create applications using Salesforce Lightning. This Salesforce training
course is fully immersive and helps you clear the Salesforce Administrator Exam (ADM
201) and the Salesforce App Builder (DEV 401) Exam.
Salesforce is a highly scalable and flexible CRM structure, delivered through the cloud
or Software as a Service (SaaS). Many cloud-based products like, Sales Cloud, Service
Cloud, Force.com are offered by Salesforce.com. Salesforce is responsible for
collaborating community, service, sales and marketing, analytics using its cloud
platform. Salesforce enables sales representatives to get more leads, close more deals,
expedite productivity and make insightful decisions that matter most to grow their
business. Salesforce introduced Salesforce Lightning to help enterprises that are
looking forward to engaging potential leads using multiple channels. Initially, Salesforce
Lightning was designed for mobile devices, after the establishment of the design
framework and completion of mobile application, the desktop version was also
brought under its range.
Course Outline:
Admin
Introduction to CRM:
Why CRM?
Introduction to Cloud Computing & Salesforce.com
Cloud Computing - Overview
What is Software-as-a-Service (SAAS)?
What is Platform-as-a-Service (PAAS)?
What is Infrastructure-as-a-Service (IAAS)?
What is Salesforce.com?
Salesforce.com CRM Editions
Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
Salesforce Editions / Pricing
Salesforce.com Navigation - Overview:
Salesforce Certifications
Certified Force.com Developer (401)
Certified Administration (201)
Certified Advanced Force.com Developer (501), etc.,
Database Introduction:
Database Model - Object Creation
Salesforce Building Blocks
Standard Objects
Create custom Objects
CRM functionality in Salesforce and use of standard objects
Custom Objects Vs. Standard Objects
Create custom Fields
Create custom Tabs
Types of Tab:
Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
Custom object Tabs
Web Tabs
Visual force Tabs
Custom Application:
Limitations
Field Creation and its Relationships a. Different Data types
Standard Data types:
Text, Email, Number, Currency, URL, Text Area.
Storage Limitations
Read only Data types:
Auto Number, Formula and Rollup summary
Rollup summary Operations
Sum (), Min(), Max() and Count
Relational Data types:
Lookup Vs. Master - Detail Relationship
Limitations
Required, External Id, Default Value and Unique fields
Salesforce Application elements:
Home Page
Tabs
Tab Home Pages
Detail Page
Side Bar
Apps
Record
Page Layouts:
Defining Page layouts
Field order changes
Adding custom buttons and links
Defining required and read only fields
Adding related list
Record Types:
To create and maintain record types for your organization.
Display different page layouts and picklist values based on record types.
Uses of Record Types
Field Dependencies:
Controlling field/Dependent field?
Making dependent pick list fields
Limitations
Validation Rules:
Defining Salesforce Data Validation
Creating Custom Validation Rules
Validation Vs. Trigger
Workflow rules:
Define workflow
Create Email template
Set up workflow rules
Set up workflow actions
Workflow Approval process:
Plan approvals using workflow
Use the approval wizard – standard vs. jump start
Create workflow approvals
Email Templates:
Email Templates – Sending Single emails and Mass emails.
Types of Templates - HTML (Using Letter Head) , Custom HTML (without using
letter head), Visual force Email Templates
Data Management:
Import Wizard Vs Data Loader
Importing Overview
Exporting Overview
Import custom object records using the Data Loader
Use mass delete
Use storage
Personal Setup:
Managing Personal Information
Password Reset
User Management Overview
Roles, Users, Profiles & Sharing
Users, Roles and Profiles:
Creating Users
User Licenses Overview
Understanding Record Ownership and Access
Role Hierarchy
Profiles
Overview and different profiles
User Permissions
Security:
Managing the Users
Set Organization Wide Defaults (OWD)
Object-level Security
Field-level Security
Record-level Security
Sharing Rules
Define Sharing rules
Discuss about types of sharing rules
Reports & Dashboards AppExchange:
Installing an App
Uninstalling an App
Development
Introduction to oops concepts MVC Architecture:
Model
View
Controller
Apex Programming Overview:
CSS Introduction
JavaScript Introduction:
Internal
External
Static Resources:
Adding External CSS files to the static resources
<apex: stylesheet/>
Adding External Javascript files to the static resources
<apex:includescript/>
Apex Class Creation – Calling
Defining Class
Access Specifiers
Method Declarations
Debugging results
Naming conventions & Code Commenting
Data Types:
Primitives
Collections (List, Set and Map)
Subject
Controllers:
Standard Controller
Record setvar
Custom Controller
SOQL Query – Query data with SOQL and place them on Pages
Custom Save Functionality
With Sharing class Vs. without Sharing Class
User mode Execution Vs. System mode Execution
Extensions
Save - Standard controller with extension sample
Wrapper Classes:
Display multi object data
Adding check boxes to the data and perform related operations
View State:
Inner Queries & Relational Queries
Triggers:
Trigger Events
Trigger Overview
Defining Triggers in Salesforce
Trigger Context variables
Ajax Components & its related components:
Action Function
Action Support
Action Region
Action Pollar
Action Status
Rerender
Render
Facet
Outputpanel
Packages:
Package Overview
Defining packages
Package Types
Managed
Unmanaged
Managed Vs Unmanaged Packages
Force.com Sites – Public website Building:
Building public websites for the external Users
Batch Apex:
Batch apex Use and its Methods
Scheduling Apex:
Scheduling apex Use and its Methods
Limitations
Different sandboxes:
Sandbox Vs. Production Environments
Change sets
Limitations
Prerequisites:
There are no such prerequisites for this Salesforce.com training course. But
prior working experience as an administrator or a developer is beneficial.
Who Can attend:
Salesforce Professionals, Software Administrators, Developers, Analysts, Sales
Managers and Executives can take this Salesforce course.
The Sales force Administrator training course is best suited for the following IT
Professionals
System Administrators
IT Managers
Product Managers
Consultants
Sales Operations Professionals
Power Users
Number of Hours: 50hrs
Certification: Salesforce Administrator (ADM-201) and the Salesforce App Builder
(DEV-401)
Key Features:
One to One Training
Online Training
Fastrack & Normal Track
Resume Modification
Mock Interviews
Video Tutorials
Materials
Real Time Projects
Virtual Live Experience
Preparing for Certification
24/7 Support Team
