This course is for all those who wanted to get started in Salesforce. No prerequisite. Student can bring their laptops if required. Else they can bring notebooks to note important points and steps to perform practicals. 

Contents are as follows, 

 

Definition Of Cloud Computing And Types

• Definition of cloud computing
• On-demand advantages of Cloud computing
• Services of Cloud computing
  • SaaS (Software as a Service)
  • PaaS (Platform as a Service)
  • IaaS (Infrastructure as a Service)
• Types of Clouds

 

Sales Cloud-Generic Business Process

• Features of Sales Cloud
• Products
• Campaign
• Lead
  • Lead Process
  • Web-to-Lead
• Account
• Opportunity
• Contact
• Contract
• Quote
• Order
• Forecast
• Entitlement

 

Company Information

• creating Company Profile
• Setting Fiscal Year
• Setting Business Hours
• Setting Holidays
• Setting Language
• Identifying Edition

Salesforce-Force.Com Platform

• Creating User Login Credentials
• Setup-Personal Setup
• About Administration Setup
• Standard Applications
• Standard Tabs
• Standard Objects
• Creating Custom Application (Design)
• Creating Custom Objects
• Creating Custom Tabs
• Creating Custom Fields Using Data-Types
• Creating Custom Picklist and Dependencies

Manage Users

• Creating users
• Creating Roles
• Creating Custom Profiles
• Discussion on Standard Profiles
• Creating Permission Sets
• Creating Public Groups
• Creating Queues
• Login History

Relationships In Salesforce

• Lookup Relationship
• Master-Detail Relationship
• External relationship
• Many to many Relationships
• Junction Object
• Rollup Summary Felds
• Formula and cross object formula fields
• Realtime Scenarios

Applying Validations And Formulas

• Overview of validation
• Creating Validation Rule
• Apply Formula in Validation
• PageLayout on Objects
• Mini PageLayout
• Search Layout
• Record Type
• Field Level Security on Layout

Object Level Security Model (Table)

• Profile Level
• Permission Set Level

Field Level Security Model (Column)

• Profile Level
• Page Layout Security
• Permission Set Security

Record Level Security Model-Sharing Settings (Row)

• Overview of Record Level security
• Organization-Wide-Default
• Sharing Rules
• Grant Access Using Hierarchies
• Internal Access
• External Access
• Manual Sharing
• Owner Based Sharing Rule
• Both Usage of Profile and OWD
• Real-Time Scenarios

Process Builder, Approvals and other rules

• Overview of Workflows
• Email Alerts
• Tasks
• Field Updates
• Outbound Messages
• Time Dependent Workflow Actions
• Approval Process Definition
• Dynamic Approval Process
• Multi-Step Approval Process
• Parallel Approval Process
• Approval Process Actions
• Auto Response Rules
• Auto Assignment Rules
• Escalation Rules
• Real Time Scenarios

 

Process Builder

• Overview of Process Builder
• Process builder actions
• Difference between process builder and workflows

 

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
  • Limitations
  • Installation
  • Mapping with Fields
  • Upsert Data
  • Use of External ID
  • Batch Process
• 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
  (three of above)

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
• Fetching Dashboard in to Visualforce
• Report Charts and Record Charts