Salesforce

Project Description

Salesforce Training Course Overview:

Salesforce online training offered by IT Training for U makes you master both salesforce development as well as the administration from the basics of cloud computing from beginner to the advanced level by real-time working professionals across the globe. During this course, you will be acquiring practical knowledge on the Salesforce platform, customizing the application through salesforce lightning user management and so on. During the course, you will be working with the real-time project to enhances your knowledge of the Salesforce platform and get ready to get certified.

Course Content

Salesforce Fundamentals

  • Introduction to Salesforce
  • Overview of Salesforce, its Editions
  • Home Page Customization
  • User Management
  • Apps Creation
  • Core CRM objects Capabilities
  • Declarative Customizations Boundaries
  • Programmatic Customizations Use Cases

Quote Templates – Preview, Create, and Activate

  • Introduction to Quote Templates
  • Quote record creation, its template, and quote PDF

Field Types and Salesforce Objects

  • Field types overview
  • Standard fields modification
  • Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
  • Creation of number, currency, and percent fields
  • Creation of geolocation, phone, and email fields
  • 3Creation of date & time fields
  • Creation of text and text area fields
  • Creation of URL, encrypted fields, etc.
  • Salesforce objects introduction
  • Components, standard objects, and its modification
  • External objects and creation of custom objects

Creation of Custom Buttons, Link units, and Actions

  • Creation of buttons, links, and actions overview
  • Creation of new records with actions
  • Call logging with actions
  • Record updating
  • Creation of custom buttons and custom links, etc.

Salesforce Workflow, Schema Builder, and Process Builder

  • Overview of visual workflow, schema builder, and process builder
  • Creation of visual flow
  • Modification of the existing workflows
  • Creation of process
  • Field creation in the schema builder

Validation and Workflow Rules

  • Overview of validation rules, its creation
  • Creation of formulas
  • Creation of error messages
  • Overview of workflow rules
  • Creation of Workflow rule, Field update, Task assignment, Email alert

Creation of Role Hierarchy

  • Overview of the role hierarchy
  • Creating
  • Roles
  • Groups
  • Permission Sets
  • Enabling field history
  • Assigning Roles to Users

Security Data Security Model

  • Restricting logins
  • Object access determination
  • Record access configuration
  • Creation of role hierarchy
  • Record access exceptions

Salesforce User Profiles

  • Profiles introduction
  • Overview of standard profiles
  • Page layouts assigning
  • Settings
  • Custom app and its access
  • Tab
  • Record type
  • Permissions
  • Administrative
  • General user
  • Standard object
  • Custom object
  • Password guidelines
  • Session timeout, hours of log in, IP ranges
  • Field-level security
  • Access of Apex and Visualforce

Salesforce Reporting and Dashboards

  • Reports introduction
  • Report formats
  • Creation of:
  • Leads report
  • Creating contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula
  • Using report to add the leads to campaign
  • Reports export to Excel
  • Dashboards introduction
  • Dashboard
  • Creation and refreshing dashboard
  • Modifying columns
  • Adding filter
  • Adding reports
  • Interfaces
  • Access management
  • Dynamic dashboards configuration
  • Report builder activation on profiles

Data Management in Salesforce

  • Data management introduction
  • Importing
  • Leads
  • Contacts
  • Accounts
  • Installation of data loader
  • Mass delete
  • Records
  • Importing with data loader
  • Exporting with data Loader
  • Updating with data Loader
  • Deleting with data Loader
  • Addition of field to schema builder, etc.

AppExchange

  • AppExchange Introduction and Overview
  • Finding
  • App
  • Developer
  • Consultant

Deploying a Change Set

  • Change Sets introduction and its Deployment
  • Change Sets
  • Inbound
  • Outbound
  • Deployment
  • Settings
  • Status
  • Eclipse IDE

User Interface in Salesforce

  • User Interface Introduction
  • General Options
  • Sidebar Options
  • Calendar Options
  • Name Settings
  • Setup Options

UI component dynamic update

  • Dynamically updating UI components
  • JavaScript controller actions for firing events in Lightning Component Framework
  • Event declaration using aura
  • Event tag in a .evt resource.

Event handling

  • Event-driven programming using JavaScript
  • Java Swing
  • component event and application event
  • writing handlers in JavaScript controller actions.

Server side controller

  • Creating server side controller in Apex
  • @Aura Enabled annotation
  • annotation to enable client and server-side access to controlled method
  • calling a server-side controller action from a client-side controller.

Hands on example of Server side controller

  • A real example of deploying Server side controller by pulling data from Opportunity object
  • creating Client side controller to invoke Server side controller
  • passing the returned value to components.

Mobile

  • Describe the declarative customization options available for the Salesforce mobile application user interface.

APP DEVELOPMENT

  • Describe the key milestones and considerations when managing the application lifecycle.
  • Describe the differences between and considerations when using the various types of sandboxes.
  • Describe the capabilities of and considerations when using change sets
  • Describe the use cases of and considerations when using unmanaged packages