Course Content

Salesforce.com Course Content

Salesforce Admin Training
Introduction
• Introduction to Cloud Computing
o What is Cloud Computing
o Advantages
o Layers – Client, Application(Software as a Service (SaaS)), Platform (platform as a service (PaaS)), InfraStructure(infrastructure as a service” (IaaS)), Server
o Deployment Models – Public cloudm Community Cloud, Hybrid Cloud, Private Cloud
• Introduction to Salesforce Admin
o What is Salesforce Admin.com
o Advantages
o Products and Services
 Customer Relationship Management(CRM) – Salesforce Admin CRM and other CRM
 The Sales Cloud
 The Service Cloud
 Force.com Platform
 Chatter
 AppExchange
 Configuration
 Web services
 Mobile support

Introduction to Force.com Platform
• Registering Developer Edition with Salesforce Admin.com
• Standard applications
• Standard Tabs
• Standard Objects and relationships, Links
• Setup page – Personal Setup, Application Setup and Administration Setup
Personal Setup
• Personal Information
• Change Password
• Reset my security Token
• Change My Display
• Grant Login Access
• Calendar Access
• Reminders
• Email Settings
Designing Applications on Force.com – I
• Creating new application
• Creating Custom objects
• Creating Tabs – Custom Tabs, Web tabs
• Adding text ,Currency,Checkbox,Date fields
• Creating Picklists
• Field Dependencies
Designing Applications on Force.com – II
• Encrypted fields, field help, and field history tracking
• Use master detail, lookup, and many-to-many Relationships
• Custom button and links Creation
• Rollup Summary field
Designing Applications on Force.com – III
• Develop custom formulas
o Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
• Validation Rules – Creating rule by applying formulas
• Payelayouts – Payelayout Editor,Grouping fields into New Section, adding spece between Fields, Editing Field properties
• Search Layouts
Designing Applications on Force.com – IV
• Workflows
o Introducing Workflow Rules and work flow actions
 Email Alerts – Email templates
 Tasks
 Field Updates – Queues and Time Dependent Workflow Actions

Designing Applications on Force.com – V
• Creating an approval Process
o Create an Email template for approvals
o Create an Approval Process
o Create a Custom Profile
o Create User
o Test the Approval Process
Reports
• Introducing Reports and Custom Reports
• Create a tabular Report
• Create a Summary Report – Adding Summary fields and adding Columns and Filters
• Create Matrix Report
• Exporting Reports
• Dashboards – Creating and Editing Dashboards, Adding Dashboard SnapShots to Home Page, Creating Additional Reports
• Creating Custom Report Types
Sharing and Security data – I
• Creating User Accounts
• Controlling Access to Data
• Controlling Access to Objects
o Introducing Profiles
o Standard Profiles
o Custom Profiles
• Controlling Access to Fields
o Introducing Filed Level Security
o Accessing Field-Level Security Settings
Sharing and Security data – II
• Controlling Access to Records
o Introducing Organization-Wide Defaults
o Introducing Role Hierarchies
o Company Roles and Profiles
o Sharing Rules
o Manual Sharing
Sharing and Security data – III
• Displaying Field values and Page Layouts according to Profiles –
• Overriding Sharing with Object Level Permissions
• Administration Groups – Managing Groups(Public and Personal)
Sharing and Security data – IV
• Login History
• Password Policies
• User session Settings
• Set Trusted Ip range
Administration Setup – Mobile, Desktop and Email administration
• Mobile Administration:
o Configuring Mobile user
o User Settings
• Desktop Administration:
o Configuring for outlook
o Offline Briefcase configuration
• Email Administration
o Testing Deliverability
o Deliverability Settings
o Setting Organization-Wide addresses
o Compliance BCC
o Setting Enail Footers
Company Profile and Monitoring
• Editing Company Information
• Settings Fiscal Year
• Settings Business Hours and Holis
• Language Settings
• Debug Logs
• Email Log files
Managing data – I
• Importing data to Salesforce Admin.com from external Sources
• Import Custom objects
• Data Export
• Mass Transfer Records
• Mass Delete Records
• Mass Trnasfer Approval
• Mass Update addresses
Managing data – II
• Data Loader
o Data loader Overview
o When to use Data Loader
o Installing and Configuraing dayta Loader
o Use Data Loader to create mapping files and upsert data
o Running Batch Processes
o Command Line Quick start
Salesforce Developer Training
Overview of Apex

Apex Language basics
• Variables
• Operators
• Arrays and Collections
• Control Logic
• Understanding Governor Limits
Database Integration in Apex
• Database Records as objects
• Database Queries – SOQL(Query results, Relationships, Filtering)
• Persisting Database Records – DML(Insert, Update, Upsert, Delete, UnDelete
• Database Triggers – Trigger Definition, Batch Processing, Error Handling, Governor Limits)
• Database Security in Apex
Debugging and Testing
• Debugging
o Viewing Logs
o Logging
o Handling Uncaught Exceptions
o Understanding Execution Governors and Limits
o Using Governor Limit Email Warnings
• Testing
o Understanding Testing in Apex
 Why Test Apex?
 What to Test in Apex
o Unit Testing Apex
 Isolation of Test Data from OrganizationData in Unit Tests
 Using the runAs Method
 Using Limits, startTest, and stopTest
 Adding SOSL Queries to Unit Tests
o Running Unit Test Methods
o Testing Best Practices
o Testing Example
Advanced Business Logic – I
• SOQL
o Inner and Outer Join
o Semi- Join and Anti Join
o Multi- Select Picklists
• Transaction Processing
o DML Databasse Methods
o points
o Record Locking
Designing Advanced Business Logic – II
• Apex Managed Sharing
o Sharing Objects
o Creating Sharing Rules in Apex
• Sending and Receiving Email
o Sending Email – SingleEmailMessage, SingleEmailMessage with Template and MassEmailMessage
o Receiving Email
• Dynamic Apex – Dynamic Database queries, Schema Meta data
Introduction to Visualforce – I
• Introducing Visualforce and the MVC model
• VisualForce Controllers
o Standard Controller
 Associating a Standard Controllerwith a Visualforce Page
 Accessing Data with a Standard Controller
 Using Standard Controller Actions
 Validation Rules and Standard Controllers
 Styling Pages that Use Standard Controllers
 Checking for Object Accessibility
• Standard List Controller
o Associating a Standard List Controller with a Visualforce Page
o Accessing Data with List Controllers
o Using Standard List Controller Actions
o Pagination with a List Controller
o Using List Views with Standard List Controllers
o Editing Records with List Controllers
• Custom Controller
• Controller Extensions

Introduction to visualForce – II
• View Components
o View Component Basics
o Data Components
o Action Components
o Force.com Styles Components
o Force.com User Interface Components
o Using Static Resources
 Creating a Static Resource
 Referencing a Static Resource in Visualforce Markup
Introduction to visualForce – II
• Visualforce and the Native user Interface
o Standard Pages
o Standard Buttons
o Page layouts
o Custom buttons and links
o Custom tabs
• VisualForce in Production
o Security
o Error Handling
o Governor Limits
o Unit tests
• Overriding Buttons, Links,and Tabs with Visualforce
o Overriding Tabs Using a Standard ListController
o Defining Custom Buttons and Links for Visualforce
o Adding Custom List Buttons using StandardList Controllers
o Displaying Record Types