salesforce crm online training , job support from canada by hands on experts
for free demo contact :
email : raj@apex-online-it-training.com
phone/whatsapp : +91-(850) 012-2107
usa number : 214-628-3894
gtalk : raavi.sriraja
blog: https://best-online-it-training-institute.blogspot.com
sfdc interview questions and answers, recorded video sessions, materials, mock interviews,assignments will be provided
salesforce crm course agenda
(the course content can be modified as per your requirements):
salesforce admin
introduction
· introduction to cloud computing
· what is cloud computing
· advantages
· layers – client, application(software as a service (saas)), platform (platform as a service (paas)), infrastructure(infrastructure as a service” (iaas)), server
· deployment models – public cloudm community cloud, hybrid cloud, private cloud
· introduction to salesforce admin
· what is salesforce admin.com
· advantages
· 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
· 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
· 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
· create an email template for approvals
· create an approval process
· create a custom profile
· create user
· 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
· introducing profiles
· standard profiles
· custom profiles
· controlling access to fields
· introducing filed level security
· accessing field-level security settings
sharing and security data – ii
· controlling access to records
· introducing organization-wide defaults
· introducing role hierarchies
· company roles and profiles
· sharing rules
· 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:
· configuring mobile user
· user settings
· desktop administration:
· configuring for outlook
· offline briefcase configuration
· email administration
· testing deliverability
· deliverability settings
· setting organization-wide addresses
· compliance bcc
· 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
· data loader overview
· when to use data loader
· installing and configuraing dayta loader
· use data loader to create mapping files and upsert data
· running batch processes
· command line quick start
salesforce development
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
· viewing logs
· logging
· handling uncaught exceptions
· understanding execution governors and limits
· using governor limit email warnings
· testing
· understanding testing in apex
· why test apex?
· what to test in apex
· 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
· running unit test methods
· testing best practices
· testing example
• Location: New York, NY, USA

