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Salesforce CRM

Salesforce Administration Content
Cloud Computing Concepts
1
• Introduction
2
• Evolution of Cloud Computing
3
• Comparison with Other computing techniques
4
• Characteristics of Cloud Computing
5
• Advantages and Disadvantages
6
• Classification of Cloud Computing Services
7
PAAS (Platform As A Service)
8
SAAS (Software As A Service)
9
IAAS (Infrastructure As A Service)
CRM Concepts
1
• CRM Vocabulary
2
• CRM Processes
3
• Marketing Process
4
• Sales Process
5
• Support Process
6
• Lead Conversion Process
Creating Salesforce Developer Account
1
• Salesforce Products Overview
2
• Salesforce Editions
3
• Creating Salesforce Developer Account
4
• Salesforce overview
Salesforce.com Products Overview
1
• Overview of products
2
• Sales : Sales Cloud
3
• Service : Service Cloud
4
• Social : Chatter
5
• Appexchange
6
• Editions and Pricing
Salesforce Object Management
1
• Standard Objects and Custom Objects
2
• Creating / Editing / Deletion of records
3
• Creating Custom Fields, Custom Objects
4
• Field Dependency, Field History Tracking
5
• Lead Conversion Process
6
• Web to Lead
7
• Creating Applications & Configuration
Data Validation & Formula Fields:
1
• Learn about Salesforce CRM Data Validation
2
• Create Data Validation Rules & Formula Fields
3
• Salesforce Functions for Validation Rules & Formula Fields
4
• Learn about the Custom fields & Unique properties
Customizing Page Layouts
1
• Creating and Customizing Page Layouts (Fields, Buttons, Related Lists)
2
• Page Layout Assignments
3
• Creating Salesforce Business Records (Record Types)
4
• Introduction to Business Processes (Lead Process, Sales Process, Support Process, Solution Process)
5
• Customizing Record Types
Object Relationships
1
• Datatypes – Read Only, Relationship and Generic
2
• Lookup & Master details
3
• One to Many & Many to Many relationships
4
• Junction Object
5
• Indirect Lookup & External Lookup relationships
Business Process Automation Tools
1
• Workflow
2
• Email Templates
3
• Approval Processes
4
• Process Builder
5
• Visual workflow / Flows
Security & Data Visibility
1
• Introduction to Salesforce Security Model
2
• Role Hierarchy & OWD
3
• Sharing Settings & Sharing Rules
4
• Profiles & Permission Sets & Users
5
• Public Groups and Queues & Assignment Rules
6
• Field Level Security & Object Level Security
Data Management
1
• Introduction to Data Loader
2
• Import & Export Operations in Data Loader
3
• Performing DML Operations on Records (Insert, Update, Delete, Upsert)
4
• Introduction to Import wizard and Import & Export operations
5
• Import wizard Vs Data Loader
Sales Cloud Implementation
1
• Campaign, Leads
2
• Account, Contact & Opportunity
3
• Product, Pricebook & Contracts
4
• Orders & Quotes
5
• Web to lead
6
• Email to case
7
• Lead Assignment rules
Service Cloud Implementation
1
• Introduction to Service Cloud and Objects
2
• Case Assignment Rules
3
• Web to Case & Email to Case
4
• Case Auto Response Rules
5
• Escalation Rules
6
• Entitlement Management & Service Console
7
• Live Agent Setup & Configuration
Community Cloud
1
• My domain
2
• Community Cloud builder
3
• Partner & Customer Community
Enterprise Territory Management
1
• Territory types
2
• territory models
3
• territory model states
Analytics in Salesforce
1
• Creating Reports in Salesforce
2
• Report Types (Standard & Custom)
3
• Types of Reports (Tabular, Matrix, Summarize, Joined)
4
• Creating Custom Report Types & Implementation
5
• Scheduling the Reports
6
• Introduction to Dashboards
7
• Dashboard Components & Charts
8
• Dynamic Dashboards
Salesforce Development Content
1
Introduction to Cloud Computing
2
Classification of Cloud Services
3
• SAAS (Software As A Service)
4
• PAAS (Platform As A Service)
5
• IAAS (Infrastructure As A Service)
6
Overview of Cloud Computing Vendors
7
Introduction to Salesforce.com and its Services
8
Salesforce.com Platform (Force.com) and Benefits
9
Multitenant Architecture and Benefits
10
Overview of Apex and Visual Force
11
Overview of Tools (Developer Console, Eclipse IDE)
Apex Language Yes
1
Building Blocks of Apex
2
Data Types (Primitive Types and Object Types)
3
Conditional Statements and Iterative Statements
4
Object Oriented Programming concepts
5
• OOPs Overview
6
• Access Specifiers
7
• Classes and Objects
8
• Constructors and Types
9
• Inheritance and its usage
10
• Abstract classes & Interfaces
11
• Overloading and Overriding
12
• Overview of Properties (Set, Get)
13
• Overview of sObject Types
Collection Classes:---Yes
Overview of Collections and its Benefits
1
• List Collection
2
• Set Collection
3
• Map Collection
SOSL and SOQL:--Yes
SOSL and SOQL:--Yes
1
Overview of Sales force Query Language (SOQL)
2
• Select Statement overview
3
• Retrieving Data from Objects
4
• Query Conditions (Where, Group By, Having, Order By, Limit, Offset)
5
• SOQL Governor Limits
Overview of SObject Relationships
1
• Relationship Queries (Parent – Child, Child – Parent)
Overview of Sales force Search Language (SOSL)
1
• Search content in the objects
DML Statements:---Yes
1
• Overviews of DML Statements (insert, update, delete and upsert)
2
• DML Operations with Conditions
3
• Bulkify DML operations
4
• Overview of Database Class and Methods
5
• Introduction to Transactions
Triggers:---Yes
1
• Overview of Triggers and Benefits
2
• Trigger Events and Trigger Context Variables
3
• Bulkify Trigger Operations
4
• Trigger Execution Order
5
• Recursive Triggers and Usage
6
• Trigger Best Practices
7
• Overview of Trigger Handler Factory
Visual Force Pages No as of now
1
• Overview of MVC Architecture
2
• Overview of VF Markup and VF Controllers
3
• Visual Force Page Lice Cycle
4
• Visual Force Tags (Input Tags, Output Tags, Select Tags, Action Tags, Other Tags)
5
• VF Controllers (Standard, Extension, Custom)
6
• Pagination in Visual Force
7
• Standard Set Controller Class overview
8
• Creating Tab Panes and Panel Grid
9
• Overriding Buttons, Links and Tabs with Visual Force
10
• Validations in Visual Force (Java Script)
11
• Overview of View State and Transient Variables
12
• Visual Force Components and Usage
13
• Governor Limits and Best Practices for Visual Force Pages
Email Programming No as of now
1
• Overview of Email Services and Messaging Namespace
2
• Inbound Email Services (SingleEmailMessage, MassEmailMessage)
3
• Outbound Email Services (InboundEmailHandler)
4
• Governor Limits and Best Practices for Email Services
Batch Processing Yes
1
• Overview of Batch Apex and Limits in DML Statements
2
• Introduction to Database.Batchable and implementation
3
• State full Batch Processing with Database.Stateful
4
• Callouts in Batch Apex
5
• Governor Limits & Best Practices
Scheduling Yes
1
• Overview of Apex Scheduler
2
• Introduction to System.Schedule Interface and Methods
3
• Implementing the Schedulable interface
4
• Schedule the Jobs using Sales force UI
5
• Tracking Schedule Job Status using Queries
6
• Overview of Cron Triggers and Usage
7
• Governor Limits
Test Coverage:---Yes
1
• Overview of Test Coverage in Sales force
2
• Writing Test Classes for the triggers, Classes Batch classes
3
• Monitoring Test Coverage using Developer Console
4
• Best Practices for Test Classes
Deployment Yes
1
• Overview of Deployment and Organization Landscape
2
• Preparing Migration Checklist
3
• Deployment Tools in Sales force (Change Sets, Eclipse IDE, TFS, etc)
Version Controlling Yes
1
• Overview of Configuration Management and Tools
2
• Introduction to GitterBit and TFS (Team Foundation Server)
3
• Check-in and Check-out, Creating Versions
• Aura Component Yes
• LWC Yes
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