Unit 1: Introduction

  1. CRM Overview
  2. Introduction to Cloud Computing
  3. Salesforce Basics
  4. Home Page Customization
  5. User Management
  6. Creating and customizing Tabs, Apps and other elements
  7. Business and IT Benefits of SFDC
  8. Development environment & Sandboxes
  9. Updating the Fiscal Year

Unit 2: Organization Administration and customization of CRM

  1. Set your organization’s language & locale
  2. How to Manage organization’s currency
  3. How to Create custom profiles & custom fields
  4. How to Define dependent picklists
  5. How to Customize lookup fields & formula fields
  6. How to Customize page layouts
  7. Customize standard related lists
  8. Learn about record types & business processes
  9. Use field-level security

Unit 3: SFDC Security Model Org-Level General administrative features and Object Level features

  1. Introduction to Security – Analogy
  2. Introducing Org-level security settings with profiles and permission sets
  3. Introducing Object level security settings with profiles and permission sets
  4. Difference between profiles and permission sets
  5. Work with page layouts
  6. Work with record types and business processes
  7. Maintain data quality

Unit 4: SFDC Security Model Object, Record and Field Level features

  1. Introduction to OWD
  2. Introduction to Role and Role Hierarchy
  3. Introduction to record sharing – Criteria based and Manual

Unit 5: Business Logic

  1. Need for different business processes for different departments and leveraging record types and page layout
  2. Need for formula fields and different types of functions
  3. Different ways to enforce data quality
  4. Perform basic field level validations
  5. Automation using Formulas
  6. Defining Validation Rules
  7. Creating SFDC Flows
  8. Email Alerts
  9. Assigning Tasks
  10. Workflow Rules & Approval Processes
  11. Record Types
  12. Roll-Up Summary

Unit 6: Sales Cloud

  1. Introduction
  2. Capture Leads from website and Lead assignment rules
  3. Creating List Views
  4. Customize Lead
  5. Create queue
  6. Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams
  7. Using Chatter for collaboration in the sales process across teams
  8. Reports -Standard and Custom reports

Unit 7: Service Cloud

  1. Capture cases from website and email
  2. Customize case process, solutions, communities and Salesforce knowledge

Unit 8: Field Types

  1. Introduction
  2. Modifying standard fields
  3. Creating auto number fields
  4. Creating formula fields, rollup summary fields, lookup and master detail fields
  5. Creating currency, number and percent fields
  6. Creating date field and date and time fields
  7. Creating Phone and email fields
  8. Creating geolocation fields
  9. Creating picklist and multi-select picklist
  10. Creating text and text area fields
  11. Creating text area long and text area rich fields
  12. Creating encrypted fields and URL fields

Unit 9: Data handling and processing

  1. Data Handling and Processing Overview
  2. Exporting data and Regular Backup
  3. Importance of record IDs
  4. Install Apex Data loader
  5. Use the Import Wizard and Data Loader and compare the features
  6. Upsert operations
  7. Delete and Hard Delete records
  8. Transfer record ownership

Unit 10: Reports and Dashboards

  1. Execute a report with and without modifications
  2. Create a simple tabular report
  3. Summary and matrix report
  4. Working with Standard Reports
  5. Report Formats
  6. Controlling Report Accessibility
  7. Scheduling Reports
  8. Defining Report Types
  9. Add a chart and few other features like highlighting
  10. Create a custom report type and store in a folder
  11. User filters in reports
  12. To create a simple dashboard

Unit 11: Visual force

  1. Custom Controllers
  2. Custom List Controllers
  3. Controller Extensions
  4. Overriding Standard Pages
  5. Using Input Components
  6. Visualforce Page Blocks
  7. Creating Email Templates with Visualforce
  8. Creating VF Pages in IDE
  9. Configuring Development Mode
  10. Creating VF Pages in UI
  11. Standard Controllers
  12. Standard List Controllers
  13. Visualforce Forms
  14. Custom List Controllers
  15. Adding Interactivity to Pages
  16. HTML in Visualforce
  17. CSS in Visualforce

Unit 12: APEX

  1. Basics – OOPS Concept
  2. Understanding Classes
  3. Introduction to APEX
  4. Data Types
  5. Variables
  6. Expressions
  7. Assignment Statements
  8. Conditional (If-Else) Statements
  9. Creating APEX Classes in IDE
  10. SOSL-Salesforce Object Search Language
  11. SOQL-Salesforce Object Query Language
  12. Creating APEX Classes in UI
  13. Creating APEX Triggers in IDE
  14. Creating APEX Triggers in UI
  15. Understanding APEX Methods
  16. Creating Search Layouts
  17. Creating Test Classes

Unit 13: AppExchange

  1. Creating Packages
  2. Deploying Apps to AppExchange
  3. Introduction to AppExchange
  4. Installing Apps from AppExchange

Unit 14: Integration

  1. Creating Sites
  2. Creating Customer & Partner Portals
  3. Distributing Packages
  4. Deploying Apps to other Org
  5. Web to Lead
  6. Uploading Apps

Unit 15: Development on IDE

  1. Working on Eclipse
  2. Configuring IDE
  3. Creating Projects
  4. Working with Metadata Components

Unit 16: Understanding Lightning components

  1. Understanding Lightning Framework
  2. Introduction To Lightning Components.
  3. Understanding Resources in Lightning component
  4. Setting up a Custom Domain and Deployment of Domain
  5. Create Your First Lightning Component.
  6. Give Style to Your Lightning Component.
  7. Creating Lightning Apps
  8. Understanding Lightning App components
  9. Using Attributes In Component or Application
  10. Define JavaScript Function and use in Application
  11. Value Providers.
  12. Use Conditional Statements.
  13. Handling Events
  14. Incorporating Visual Force Pages to Lightning Platform Application.
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