Salesforce Both(Admin+Developer) Course Content:
Course Duration: 45-50 Hours with Online Live & Interactive Sessions
===== Admin | 201 Syllabus =====
Background preparation
- Introduction on Cloud Computing
- IAAS (Infrastructure as a Service)
- PAAS (Platform as a Service)
- SAAS (Software as a Service)
- Introduction on CRM
- History of Salesforce
- Introduction on SalesForce.Com
- Case study
Understanding Salesforce environment
- Salesforce Organization
- Salesforce Editions
- Pricing
- App logo
- Global search
- User menu
- App menu
- Tab bar
- Recycle bin
- Case study
Salesforce Standard Objects
- Salesforce Sales Process
- Salesforce Service Process
- Salesforce Marketing Process
- Lead management
- Lead conversion
- Web to Lead
- Lead auto response
- Lead Assignment
- Case management
- Case auto assignment
- Case auto response
- Web to case
- Email to case
- Case escalation
- Solution management
- Knowledge management
- Activity management
- Task
- Event
- Case study
Collaboration in Salesforce
- Setting in Chatter
- Using Chatter
- Private groups
- Public groups
- Invite customers
- Post a message by email
- Chatter feeds
- Chatter tagging
Salesforce Data Model
- Becoming Familiar with the Setup segments
- Introducing Apps
- Introducing Objects
- Introducing Tabs
- Introducing Fields
- General Fields
- Enhancing the Simple App with Advanced Fields
- Field Dependency
- Multi dependency picklist
- Field tracking
- Field deletion consideration
- Global field
- Becoming Familiar with Object Definition Page
- Case study
Data Validation
- Enhancing the Simple App with Data Validation
- Introducing Validation Rules
- Standard Validation Rule
- Custom Validation Rule
- Case study
UI Design & Mapping With Department
- Introducing Page Layouts
- Adding page Layout elements
- Tab Layouts
- Working on fields
- Field setting
- Working on buttons
- Working on related list
- Working on sections
- Detail page
- Edit page
- Reports in Page layout
- List views
- Access in list views
- Case study
Expanding the App Using Relationships
- Introducing Relationships
- Lookup Relationship
- Master Detail Relationship
- Roll-up Summary fields
- Hierarchy Relationship
- Self Relationship
- Many to many Relationship
- Case study
User Management
- Introduction Users
- User management process
- User license
- Features license
- Case study
Security and Sharing
- IP Address restrictions
- Activations
- Audit Trials
- Login hours
- Forceful password expiry
- Session details
- Organization-Wide Defaults
- Profile
- Permission Sets
- Roles
- Sharing Rules
- Manual Sharing
- Field Level Permissions
- Public Groups
- Queues
- Public Group Vs Queue — Use case
- Case study
Data Management
- Scheduling
- Mass delete
- Mass transfer
- Data import wizard
- Data import wizard Vs Data loader
- Data loader
- Batch size
- Server host
- Sandbox Vs Production Usage
- Export
- Export all
- Insert
- Update
- Upsert
- Delete
- Hard delete
- 15 digit ID
- 18 digit ID
- External ID
- Case study
Using Custom Workflow Processes
- Introducing Automation
- Workflow rules
- Update Record
- Create Task
- Automate Emails
- Outbound Message
- Time dependent workflows
- Time triggers
- Deep dive into Evaluation criteria
- Use case of evaluation criteria
- Case study
Approvals Process
- Planning for Approval processes
- Creating an Approval process
- Creating Approval steps
- Multi step Approvals
- Final approval action
- Final rejection action
- Working on recalling
- Delegate process
- Multiple approvers Vs Single approver
- Case study
Advance Automation
- Limitations of Workflow rules
- Workflow Vs Process Builder
- Benefits of Process Builder
- Record update
- Email alert
- Chatter post
- Visual Workflows AKA Flows
- Screens
- Condition check
- Outcomes
- DML by Flows
- Login flows
Analysing Data with Reports and Dashboards
- Introducing Reports
- Tabular Reports
- Summary Reports
- Matrix Reports
- Joined Reports
- Report Formats
- Introducing Dashboards
- Adding Dashboard Components
- Dynamic dashboard
- Regular dashboard
- Dashboard security
- Types of report sharing
- Types of Dashboard sharing
- Report security
- Bucket fields
- Custom Reports Types
- Formula fields
===== Developer Syllabus =====
Basics of programming (for those who never did any coding before)
- Basics of programming
- Variables
- Operators
- Expressions
- Looping Statement
- Controlling Statement
- Class
- Objects
- Functions
Basics of Salesforce programming
- Architecture Apex / Force.com
- Data Types in Salesforce
- Collections
- List
- Set
- Map
- Debug process and methodology
Building logic through programming
- APEX Class
- Triggers in Salesforce
- Invoking apex classes from Triggers
- Trigger handlers
- Trigger Scope
- Trigger Types
- Trigger Events
- Best Practices Triggers
- Governor Limits
- Understanding Trigger Context Variables in Salesforce
- Trigger.New
- Trigger.Old
- Trigger.New Vs Trigger.Old
- Trigger.NewMap Vs Trigger.OldMap
Testing in Salesforce
- Understanding Test Classes in Salesforce
- Building Test Classes and execution
- Code coverage understanding
- Annotations
Data Manipulation Language
- DML Statements
- Insert statement
- Update Statement
- Delete Statement
- Getting data from recycle bin
- MVC pattern in Salesforce
- Introduction to Visual Force
- Enabling VF for your Organization and Execution
- Creating First VF page
Working on UI with Visualforce Pages
- Building Page Block Table in VF page
- Building Form in VF page
- Apex:PageBlockSection and apex :PageBlockSectionItem
- Input Components
- InputText
- InputField
- OutputLabel
- Controllers
- Types of Controllers
- Standard Controllers
- Custom Controllers
- Controller Extension
- Rerender
- With sharing
- Without sharing
- VF page with multiple extension class
- Best Practices Visualforce
- Bulkification
- Exceptions
Query Languages
- Intro to SOQL
- Query formation in SOQL
- Intro to SOSL
- Query formation in SOSL
- DML statements in Salesforce
- SOQL Vs SOSL
- Aggregate functions
- SOSL transformation
- Relationship query
- Query on parent to fetch child data
- Query on child to fetch parent data
Advance APEX
- Batch class
- Using Start()
- Using Execute()
- Using Finish()
- Batchable interface
- Understanding BatchableContext
- Schedule Class
- Schedulable interface
- Calling batch from schedule class
- Scheduling using CRON job
- Transaction Control
- Rollback
- Save point