Salesforce Training : Configuration

Salesforce Training : CRM Overview

• Introduction to Cloud Computing
• Salesforce Basics
• Understanding SFDC UI
• Personal Setup
• Reset Person Info ~ Password ~ Security Token
• Understanding Salesforce Editions
• Configuring Company Setup
• Security and Identity Confirmation

Data Utilities

• Creating ~ Editing ~ Deleting: Records
• Exporting Data
• Scheduling Exports
• Data Storage Usage
• Data Loader

Data Modeling

• Introduction to SFDC Components
• Customizing Standard SFDC Components
• Creating Custom SFDC Components
• Understanding Data Structure
• SFDC Data Components – Overview
• Data Relationships
• Lookup Relations
• Master Detail Relationships
• Many to Many Relationship
• Junction Objects
• Creating Field Dependencies

Administration

• Managing Users
• Managing Roles
• Managing Profiles
• Organization Wide Default
• Defining Sharing Rules
• Field Level Security
• Field Accessibilities

Customization

• Customizing Email Templates
• Creating Email Templates
• Introduction to SFDC Home Pages
• Customizing Home Page Layouts
• Creating Custom Home Pages
• Customizing Page Layouts
• Customizing Display – Tabs & Pages
• Customizing Views
• Creating and Managing User Groups

Business Logics

• Formula Fields
• Defining Validation Rules
• Creating SFDC Flows
• Email Alerts
• Automatic Field Updates
• Assigning Tasks
• Workflow Rules & Approval Processes
• Record Types
• Roll-Up Summary

Reports & Dashboards

• Working with Standard Reports
• Creating reports
• Report Formats
• Controlling Report Accessibility
• Scheduling Reports
• Defining Report Types
• Including Charts
• Creating Dashboards

Visual force

• Custom Controllers
• Controller Extensions
• Overriding Standard Pages
• Using Input Components
• Visualforce Page Blocks
• Creating Email Templates with Visualforce
• Configuring Development Mode
• Creating VF Pages in UI
• Standard Controllers
• Visualforce Forms
• Custom List Controllers
• Adding Interactivity to Pages
• HTML in Visualforce
• CSS in Visualforce

APEX

• 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 Test Classes

AppExchange

• Introduction to AppExchange
• Installing Apps from AppExchange

Development on IDE

• Working on Eclipse
• Configuring Force.com IDE
• Creating Force.com Projects
• Working with Metadata Components

Salesforce Training – Duration & Timings :

Duration – 30 Hours.

Training Type: Online Live Interactive Session.

Faculty: Experienced.

Weekday Session – Mon – Thu 8:30 PM to 10:30 PM (EST) – 4 Weeks. September 30, 2024.

Weekend Session – Sat & Sun 9:30 AM to 12:30 PM (EST) – 5 Weeks. October 12, 2024.

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