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Sf001: Salesforce Development & Administrator Essentials: Course Description

Course Description: In this course, students will learn how to build custom apps that transform how your enterprise connects with employees and customers. Also, student will get the cloud knowledge you need to design custom applications for your business. Learn the essentials you need to design a secure infrastructure that delivers the full benefits of the Salesforce Platform.

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Amit Sharma
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829 views4 pages

Sf001: Salesforce Development & Administrator Essentials: Course Description

Course Description: In this course, students will learn how to build custom apps that transform how your enterprise connects with employees and customers. Also, student will get the cloud knowledge you need to design custom applications for your business. Learn the essentials you need to design a secure infrastructure that delivers the full benefits of the Salesforce Platform.

Uploaded by

Amit Sharma
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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SF001 : SalesForce Development & Administrator Essentials

Course Description: In this course, students will learn how to build custom apps that transform how your enterprise connects with employees and customers. Also, student will get the cloud knowledge you need to design custom applications for your business. Learn the essentials you need to design a secure infrastructure that delivers the full benefits of the Salesforce Platform. Course Highlights Develop and manage your custom code components and applications more efficiently Intensive training from expert developers who teach real-world scenarios and data analysis. Learn how to create insightful analytics and improve processes with effective automation Each course session explains the actions required to solve a problem or implement a feature using code snippets. Problem/Solutions based model and completely based on current job requirements. Prerequisite: There is no specific prerequisite for the course. However, the basic knowledge of below topics will be added advantages Basic know of Object-oriented programming language will be added advantages Understanding of data modeling Course Duration: 35 hours. Take Away: Student Guide, Lab Guide, Practice Material, Sample Data Model and sample case study. Class Delivery: On Line (Interactive Web Based)
Cloud Computing Overview CRM and Cloud Computing Overview Customization Getting Around the App
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Data model and navigation Help & Training Setting up the UI and search options Setting up the Company Profile Configuring the UI Configuring search settings Managing user profiles Managing users Troubleshooting login issues Restricting logins Determining Object access Setting up Record access Creating a Role Hierarchy Dealing with Record access exceptions

Setting Up the User Interface Getting Your Organization Ready for Users

Setting Up and Managing Users

Security and Data Access

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Managing field-level security Administrating standard Fields Creating new custom Fields Creating selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with Record Types and business processes Maintaining data quality Import Wizards Data loader Mass transfer Backing up data Mass delete and the Recycle Bin Workflow rules Lead and case automation Approvals Running and modifying reports Creating new reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, exporting, and emailing reports Building dashboards

Customization: Fields

Managing Data

Automation

Reports and Dashboards

Building Applications with Force.com & Visualforce Designing Applications on Force.com


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Factors to consider when building a data model Develop custom objects and fields, encrypted fields, field help, and field history tracking Use master detail, lookup, and many-to-many relationships Create a user interface for custom applications using the Custom Object tab, Page Layout, and Customization options Set field attributes on the page layout Use the Custom Object queue and event-based workflow rules with field update actions Develop custom formulas and validation rules Designing Applications for Multiple Users Factors to consider when designing applications for multiple users Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience Customize the user experience with record types and page layouts Control access to records Employ OWD, sharing rules and levels, roles, public groups, and manual share Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data Apply OWDs, public groups, and manual Sharing to create conditional access to data Analyze suitability of FLS, page layouts, and record types to satisfy business requirements

Sharing and Security

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Implementing Business Processes


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Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes Use validation rules to enforce conditional required behavior Use functions to enforce data format and data consistency Implement multistep approval workflows and escalations to automate business processes Use outbound messages as part of an approval workflow Establish approval workflow criteria with crossobject formulas Set up field history tracking to audit processes Learn techniques to prevent or record data changes Learn when and how to use upsert Use data management tools and the capabilities of API-based tools Configure the Data Loader via command line Encrypt passwords using encrypt.bat Use the Data Loader to create mapping files and to upsert data Learn about the capabilities of the Visualforce framework Incorporate Visualforce pages into Salesforce Construct expression bindings and incorporate Salesforce into Visualforce pages with Visualforce tags Use Visualforce tags to create page layouts, input forms, output tables, custom components, and more Create partial page refreshes on JavaScript events Learn about the functionality that comes with Visualforce standard controllers Find out when Apex is required for creating custom controllers or extensions Overview, including Force.com code in the salesforce.com stack, environment requirements, usage scenarios, the development lifecycle, execution methods, and salesforce.com objects & fields An introduction to object-oriented programming, classes, & objects Installation & development using the Force.com IDE Classes, variables & methods, & data objects Data objects & relationships between objects Force.com code variables, data types, & expressions Best practices for formatting, commenting, & naming conventions Classes and objects, including passing & returning variables, encapsulation, conditions & logic flow control, loops, & exception handling Introduction to Force.com triggers, including when to use a trigger, order of execution, creation & development considerations, & governors & limitations An introduction to querying data with SOQL and SOSL Data Manipulation Language (DML) Debugging scenarios, methods & tools Test classes, unit testing, testing requirements & strategies, & considerations & best practices IDE testing & an overview of Salesforce CRM UI testing Deployment checklist & preparation steps Force.com IDE deployment

Managing Data

Visualforce Pages
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Introduction to Force.com Code

Force.com Code Building Blocks

Force.com Code Class Construction Force.com Triggers & Data


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Testing, Debugging, & Deployment

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Apex & Visualforce Controllers APEX


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Apex features compared to other programming languages use cases for which Apex is good solution Apex access modifiers Apex object types types of collections Learn the syntax for including SOQL queries within Apex Write SOQL for loops to handle bulk data Learn about the two types of DML statements Use limit statements Save execution order and when "before" and "after" Apex triggers fire Learn about the types of governor limits and contexts Code Apex triggers to handle bulk data Create a unit test for a previous class, using assertion methods, and run a test Write a Web services class Consume an external WSDL and access it through Apex Learn the arguments to send an email from Apex Visualforce standard controllers Code custom controllers and extensions Use testing, debugging, and deploying controllers capabilities Learn the basics of testing controllers vs. regular Apex classes

Apex and SOQL

Visualforce Controllers

Additional Topics:
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Google Integration Email Integration Outlook Integration Mobile Administration Integration with Zoho CRM

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