Email:info@araniconsulting.com
Unit 1: Introduction
- CRM Overview
- Introduction to Cloud Computing
- Salesforce Basics
- Home Page Customization
- User Management
- Creating and customizing Tabs, Apps and other elements
- Business and IT Benefits of SFDC
- Development environment & Sandboxes
- Updating the Fiscal Year
Unit 2: Organization Administration and customization of Salesforce.com CRM
- Set your organization’s language & locale
- How to Manage organization’s currency
- How to Create custom profiles & custom fields
- How to Define dependent picklists
- How to Customize lookup fields & formula fields
- How to Customize page layouts
- Customize standard related lists
- Learn about record types & business processes
- Use field-level security
Unit 3: SFDC Security Model Org-Level General administrative features and Object Level features
- Introduction to Security – Analogy
- Introducing Org-level security settings with profiles and permission sets
- Introducing Object level security settings with profiles and permission sets
- Difference between profiles and permission sets
- Work with page layouts
- Work with record types and business processes
- Maintain data quality
Unit 4: SFDC Security Model Object, Record and Field Level features
- Introduction to OWD
- Introduction to Role and Role Hierarchy
- Introduction to record sharing – Criteria based and Manual
Unit 5: Business Logic
- Need for different business processes for different departments and leveraging record types and page layout
- Need for formula fields and different types of functions
- Different ways to enforce data quality
- Perform basic field level validations
- Automation using Formulas
- Defining Validation Rules
- Creating SFDC Flows
- Email Alerts
- Assigning Tasks
- Workflow Rules & Approval Processes
- Record Types
- Roll-Up Summary
Unit 6: Sales Cloud
- Introduction
- Capture Leads from website and Lead assignment rules
- Creating List Views
- Customize Lead
- Create queue
- Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams
- Using Chatter for collaboration in the sales process across teams
- Reports -Standard and Custom reports
Unit 7: Service Cloud
- Capture cases from website and email
- Customize case process, solutions, communities and Salesforce knowledge
Unit 8: Field Types
- Introduction
- Modifying standard fields
- Creating auto number fields
- Creating formula fields, rollup summary fields, lookup and master detail fields
- Creating currency, number and percent fields
- Creating date field and date and time fields
- Creating Phone and email fields
- Creating geolocation fields
- Creating picklist and multi-select picklist
- Creating text and text area fields
- Creating text area long and text area rich fields
- Creating encrypted fields and URL fields
Unit 9: Data handling and processing
- Data Handling and Processing Overview
- Exporting data and Regular Backup
- Importance of record IDs
- Install Apex Data loader
- Use the Import Wizard and Data Loader and compare the features
- Upsert operations
- Delete and Hard Delete records
- Transfer record ownership
Unit 10: Reports and Dashboards
- Execute a report with and without modifications
- Create a simple tabular report
- Summary and matrix report
- Working with Standard Reports
- Report Formats
- Controlling Report Accessibility
- Scheduling Reports
- Defining Report Types
- Add a chart and few other features like highlighting
- Create a custom report type and store in a folder
- User filters in reports
- To create a simple dashboard
Unit 11: Visual force
- Custom Controllers
- Custom List Controllers
- Controller Extensions
- Overriding Standard Pages
- Using Input Components
- Visualforce Page Blocks
- Creating Email Templates with Visualforce
- Creating VF Pages in IDE
- Configuring Development Mode
- Creating VF Pages in UI
- Standard Controllers
- Standard List Controllers
- Visualforce Forms
- Custom List Controllers
- Adding Interactivity to Pages
- HTML in Visualforce
- CSS in Visualforce
Unit 12: APEX
- Basics – OOPS Concept
- Understanding Classes
- Introduction to APEX
- Data Types
- Variables
- Expressions
- Assignment Statements
- Conditional (If-Else) Statements
- Creating APEX Classes in IDE
- SOSL-Salesforce Object Search Language
- SOQL-Salesforce Object Query Language
- Creating APEX Classes in UI
- Creating APEX Triggers in IDE
- Creating APEX Triggers in UI
- Understanding APEX Methods
- Creating Search Layouts
- Creating Test Classes
Unit 13: AppExchange
- Creating Packages
- Deploying Apps to AppExchange
- Introduction to AppExchange
- Installing Apps from AppExchange
Unit 14: Integration
- Creating Force.com Sites
- Creating Customer & Partner Portals
- Distributing Packages
- Deploying Apps to other Org
- Web to Lead
- Uploading Apps
Unit 15: Development on IDE
- Working on Eclipse
- Configuring Force.com IDE
- Creating Force.com Projects
- Working with Metadata Components
Unit 16: Understanding Lightning components
- Understanding Lightning Framework
- Introduction To Lightning Components.
- Understanding Resources in Lightning component
- Setting up a Custom Domain and Deployment of Domain
- Create Your First Lightning Component.
- Give Style to Your Lightning Component.
- Creating Lightning Apps
- Understanding Lightning App components
- Using Attributes In Component or Application
- Define JavaScript Function and use in Application
- Value Providers.
- Use Conditional Statements.
- Handling Events
- Incorporating Visual Force Pages to Lightning Platform Application.