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SALEFORCE CRM TRAINING

SALEFORCE CRM ADMINISTRATION

CLOUD COMPUTING SERVICES AND

CRM
*Definition of Cloud Computing g:Data.com h:Chatter
a:What is Cloud Computing. * Environments And Sandbox Types
b:Advantages of Cloud computing a:Production Environment
c:Overview On Cloud Services b:Developer Environment c:Testing
d:Saas(Software as a Service) Environment
e:PaaS(Platform as a Service) *Salesforce Editions:
f:IaaS(Infrastructure as a Service) a:Basic
g:IaaS vs SaaS vs PaaS b:Group c:Essential
*Types of Clouds d:Professional
a:Public Cloud e:Enterprise
b:Private Cloud d:Unlimited
c:Hybrid Cloud e:Developer
*Origin of CRM *Salesforce Licenses:
a:Introduction a:Standard User Licenses
b:What is CRM b:Chatter User Licenses
b:CRM History c:Communities User Licenses
c:On- d:Service Cloud Portal User
PremiseCRM Licenses e:Sites and Site.com User
d:On-DemadCRM Licenses f:Authenticated Website
e:Legacy CRM Systems. User Licenses
*Streamline Business
Process. SALES CLOUD GENERICBUSINESS
PROCESS:
DEFINITION OF SALESFORCEAND IT’S *Features of Sales Cloud
PRODUCTS: *Products
*What is Salesforce *Campaign
*Importance of CRM and Solutions *Lead
*Grouth of Revenue using CRM a:Lead Management
*Comparisonof SalesforceCRMwithother b: Assignment Rule
CRMProducts c:AutoResponse Rule
*Salesforce Products d:Lead Process
a:Sals cloud e:Web-to-Lead
b:Service cloud f:Lead Members
c:Marketing cloud *Account
d:Community *Opportunity
Cloude:Lightning *Contact
Platform *Contract
f:Database.com *QuoteManage

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*Order *Standard Objects
*Forecast *Creating Custom Objects
*Entitlement *Creating Custom Fields
CPQ: *Creating Custom Picklist
*CPQ Introduction *FieldDependencies
*Price Book
*Product Master USER MANAGEMENT:
*Quote and QuoteLine *Creating users
*Email Quote *Creating Roles
*Quote Version *Creating Custom Profiles
*Discussion on Standard Profiles
SERVICE *Creating Permission Sets
CLOUD *Creating Public Groups
CUSTOMER *Creating Queues
SERVICE: *Login History
*Login Issues
*Features of Service cloud
*case *Password Policies
*Case Alerts *Network Access
*Case Queue *Login Acces Policies
*Assignment Rules
*Solution RELATIONSHIPS IN SALESFORE:
*Public Knowledge Base *Lookup Relationship
*Web-To-Case *Master-Detail Relationship
*Email-to-Case *Many to many Rlationships
*Self-Service Portal *Junction Object
*Escalation rules *Rollup Summary Felds
*Hierarchical
COMPANY INFORMATION: *External Relationship
*Creating Company Profile *ReaTime Scinarios
*Setting Fisca Year
*Setting Business Hours VALIDATIONS AND FORMULAS:
*Setting Holidays *Overview of validation
*Setting Language *Creating Validation Rule
*Identifying Edition *Functions in Validation
LAYOUTS AND FORMS: *Conditional AND,OR
*PageLayout on Objects *Text and Arthematic
*Mini PageLayout OBJECT LEVEL SECURITY
*Search Layout
MODEL(TABLE):
*Record Type
*Profile Level
*Compact Layouts
*Permission Set Level
*Field Level Security on Layout
SALESFORCE FIELD LEVEL SECURITY :
FORCE.COM PLATFORM: *Profile Level
*Creating Trail Account *PageLayout Security
*Creating Developer Account *Permission Set Security
*Setup-Personal Setup
*About Administartion Setup RECORD LEVEL SECURITY :
*Standard Applications *Overview of Record Level security
*Creating Custom *Organization-Wide-Default
Application(Design) *Sharing Rules
*Standard Tabs *Grant Access Using Hierarchies
*Creating Custom Tabs *Internal Access
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*External Access *Mass Delete of Records
*Mannual Sharing
*Apex Sharing SECURITY SETTINGS:
*Owner Based Sharing Rule *Single-Sign-on settings
*Criteria Based Sharing Rule *Session Settings
*Both Usage of Profile and OWD *Password Policies
*RealTime Scenarios *Identity Provides
*Login Access
WORKFLOWS AND *Identity Connect
APPROVALS: *Email Admin Setup
*Overview of Workflows
*Email Alerts EMAIL ADMINISTRATION:
*Tasks *Email Attachments
*Field Updates *Templates
*Outbound Messages *Email Attachments
*Time Dependent Workflow Actions *Email Footers
*Order of Execution *Deliverability
*Approval Process Definition *Deliveriy Settings
*Dynamic Approval Process *Organization-Wide Addresses
*Multi-Step Approval Process *Setting Email Footers
*Parallel Approval Process *Compliance BCC Email
*Approval Process Actions
*Real Time Scenarios COMMUNITIES:
*what is communities.
PROCESS BUILDER: *salesforce Communities?
*Introduction *Types of Communities.
*Actions *Enable Salesforce Communities.
*Conditions and Criteria *Creating Community.
*Immediate Action *Enable Global header for Communities.
*Scheduled Action *Adding Tabs to the Community.
*Adding Member To your community.
DATA MANAGEMENT WITH SFDC: * Community Users.
*Overview Import wizard
*Limitations on Import Wizard
*Data Export REPORTS AND DASHBOARDS:
*Import Objects *Importance of Reports
*Discussion On Standard Report
*.CSV File usage in salesfore
*Creating Custom Report
*Import Data into Salesforce
*Creating Tabular Report
*Data Loader *Creating Summary report
a:Overview *Creating Matrix Report
b:Operations
*Creating Joined Report
c:Limitations
*Creating Report Types
d:Installation
*Applying Filters on Report
e:Mapping with Fields
*Run Report
f:Upsert Data
*Export Report
g:Batch Process
*Create Dashboard
h:Exporting With CustomFilter *Report Folders
i:Duplicate Rules *Custom Folders
j:Matching Rules *Fetching Dashboard in to Visualforce
k:Storage Management
l:Big Objects
*Mass Transfer Records
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MONITORING: RESOLVING PROJECT ISSUES:
*Debug Logs *Overview on Types of Projects
*Email Logs *Issue Capturing and Priority
*Audit Trail *Isuue Resolving
*View Setup *Issue escalation
*Scheduled Jobs *How RealTime Issues
*Apex Jobs *Overview on Outlook Email
*Bulk Data *Code Checking
*BluePrint
*Agile Methodology
*How to Clear RoadBlocks
*Office Communicator(O.C)

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SALESFORCE CRM DEVELOPMEN

PROJECT RELATED: *PageBlockButton and Location

*Resolving User Issues In Project *CommandButtons and Actions
*Importance of User In Application *CommandLink
*Real time project explanation
*Real time Project Business Process INPUT COMPONENTS:
*Project Development Life Cycle *InputText
*Project Management Tools *InputField
*Sandbox and UAT *InputSecret
*Change Set *InputHidden
*Deployment *InputFile
*Production
SELECT COMPONENTS:
BEFORE START DEVELOPMENT: *SelectOption
*Enable Development Mode *SelectOptions
*MVC Architecture *SelectCheckBox
*Developer Console Usage *SelectRadio
*Query Editor Usage
*Execute Anonymous Window MESSAGE TAGS:
*Create Class Using Developer Console *PageMessage
*PageMessages
*Create Visualforce Using Developer Console
*Test and Debug Using Developer Console PANEL TAGS:
*Installing Eclipse *PanelBar
*PanelBarmItem
VF PAGES:
*PanelGrid
VISUALFORCE PAGES:
*PanelGroup
*Comparisson With HTML Tags
*Create VF Using URL
STANDARD CONTROLLER:
*Create VF Using Developer Console
*SObject in VF
*Create VF Using Standard Navigation
*input Fields
*output Fields
DATA SOURCES IN VISUALFORCE:
*inlineEditSupport
*Apex Class Variables
*SObjectStandardActions
*Parameters Using URL
*Global Standard Objects or Custom Objects
OTHER VF TAGS:
*Static Data
*Column
*CommandLink
DEVELOPER CONSOLE:
*Detail
Query Editor
*Form
Anonymous Window
*Iframe
Logs
*Image
Visual force Pages *IncludeScript
Apex Classes *Include Page
*ListViews
PAGEBLOCK TAGS: *Repeat
*Pageblock *Tab and Tab Panel
*PageBlockSection *Render,Rerender,RenderAs
*PageBlockSectionItem
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*Passing parameters *Realtime Scinarios
*Creating VF Tabs
*Realted List USAGE OF JQUERY IN
*Enhanced List VISUALFORCE:
*Using Less Code In Visualforce
LIST VIEWS:
*Jquery StaticResorces
*Creating Views
*URL Plugins
*PageBlockTable ListView
*AutoComplete
*DataTable
*DataList
*Repeat USAGE AJAX IN VISUALFORCE:
*recordSetVar *Overview on Connectios
*Facet *Ajax SOQL
*Ajax DML
SELECT COMPONENTS:
*selectOption OOPS: OBJECT
*selectOptions ORIENTED
*selectList PROGRAMMING:
*selectCheckbox *Fundamentals and Properties
*selectRadioButtons *Lexicals
*Keywords
ACTION COMPONENTS IN *Variables
VISUALFORCE: *Identifiers
*ActionSuppot *Data types
*ActionFunction *Access Modifiers
*ActionStatus *Class
*ActionRegion *Methods
*For-Loops
*ActionPoller
*Conditional Statements
*Exceptiopnal Statements
REAL TIME TOPICS WITH VISUALFORCE:
*Class syntax writing
*Usage of Static Resource In VF *Constructing Method
*Overriding Buttons,Links,and Tabs with VF *Overloading
*Dynamic Visualforce Binding *Reference Varibles
*Integrating Email with Visualforce *Try-Catch
*VisualforceTemplates *Setter Method
*Generate Visualforce page as PDF,WordDocument *Getter method
*Real Time Scinarios *Constructors
*Class Properties
USAGE OF CSS IN VISUALFORCE: *Return Statements
*Create CSS Class *Inheritance
*InternalCSS *Abstarction
*External CSS *Polymorphism
*StaticResource In ExternalCSS *Encapsulaion
*Boostrap Usage in Visualforce *Creating Wizard Class
*Realtime Scinarios *Wrapper Class
*Usage Of properties in sfdc
USAGE OF JAVASCRIPT:
*JS Functions Usage in Visualforce APEX CLASSES: COLLECTIONS:
*JS DOM Usage in visualforce *List class
*JS Events Usage in Visualforce *Set class
*JS Validations In Visualforce *Map class
*Internal JavaScript *Arrays
*External JavaScript *Wrapper
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*Advanced Example snippets *Syntax for Send Emails
*Limits
SOQL AND SOSL: *Logs and Debugging
*Overview on SOQL,SOSL *Realtime Scenarios
*Fetching Records on VF Using SOQL
*Inserting Records from VF to Salesforce CUSTOM SETTING:
*Debug Logs *Introduction
*Static SOQL *List Custom setting
*Dynamic SOQL *Hierarchial Custom Setting
*Relational SOQL(p-c,c-p) *Controlling Execution Of Validations
*Functional SOQL(Aggregate,Date)
*Creating Interfaces Using SOSL ASYNCHRONOUS APEX:
*GoverningLimits on Apex *Future Method-Long Running
*RealTime Project Scinarios *Queueable Apex-Chain Jobs
*Batch Apex-LargeDataVolumes
DML OPERATIONS: *Schedule Apex-Run On
*DML STATEMENTS VS DATABASE ScheduleSCHEDULE APEX:
CLASS METHODS: *Implemantation
*Database DML Operations *Invoking Future Method from Schedule
*Insert Statement *Schedule Using Point and click
*Update Sattements *Schesule Using Code Customization
*Upsert Statement *Cron Expression
*Delete Statements *Cron Trigger
*Undelete Statements *Invoke batch,schedule
*Merge Statements and future methods from
*Rollback operations Schedule
*SavePoint In DML *:Limits
*Realtime Rroject Scenarios
BATCH APEX:
CONTROLLERS IN APEX: *Iterable Class
*Standard Controller *Iterator
*Standard Set Controller *Database.QueryLocator
*Custom Controller *Database.GetQueryLocator
*Controller Extensions *Batchable Context
*Start Method
SCHEMA PROGRAMMING: *Execute Method
*Finish Mehtod
*ObjectType *Sending Email From finish Method
*SobjectFieldType *Database.BatchableContext
*FetchingSObjectAndField *Debug Batch Apex
*Selected Options *Creating Future Methods in Batch Apex
*Fetching Picklist *Implememnting
Database.AllowCallouts
EMAIL SERVICE USING APEX CLASS: *Call Batch In a Batch
*Overview Of Email Sending *Future,QueuableFrom Batch
*Outbound Email Service *Serialize Batch By Batch
*Inbound Email service *RealTime Scenarios
*Email Service Using Templates
*Sending PDF as Attachments QUEUEABLE APEX:
*Sending VF Attachments *Queueable Interface
*Mass Email Message Sending *Changing Of JObs
*Creating Methods for Sending Emails *Invoking Future,BatchAndSchedule
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*Implementation
*Scenarios TEST CLASS:
*Overview on Test classes
FUTURE METHODS: *StartTest,StopTest
*LongRunningOperators *Test Class On DMLOperations
*FutureInvokeCalloutsTrigger *Test Class on Apex class
*@future Annotations *Test Class on Batch APEX
*ApexJObs
*Test Class On Schedule Apex
*MIxedDML Expressions
*Test Class on Triggers
EXTENSIONS:
*Pagenation DEPLOYMENTS:
*Creating CustomButtons *Creating Sandbox
*Creating ListViewButtons
*Outbound ChangeSets
*Overriding StandardButtons
*InboundChangeSets
*StandardController
*DeploymentUsingEclipse
*StanadardSetController
*DeploymentUsingANT
*Overriding StandardTabs

APEX TRIGGERS:
*Overview On Triggers
*Trigger Events
*Before Triggers
*After Triggers
*Insert Triggers
*Update Triggers
*Delete Triggers
*Undelete Triggers
*Trigger.New
*Trigger.Old
*Trigger.NewMap
*Trigger.OldMap
*Recursive Triggers
*Validation Rule with Trigger
*Workflow with Trigger
*Invoking Batch Apex,callouts from trigger
*Invoking Schedule,Future Methods from Trigger
*RealTime Scenarios on Each Topic

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INTEGRATION AND WEB SERVICES

* What is Integrations
* Definition Of Web Services.
* What is WSDL.
* Types of integrations:
-what is call ?
-call in
-call out
-Different methdoloies.
* WSDL:
Standard WSDLs
Enterprise(Strongly typed)
Partner WSDL(Loosely Typed)
Custom Apex WSDL
* XML:
XMLParsers
XML Stream
XML DOM
* Differnce between seesion Header & Session ID
* Types of API(force.com APIs,Streaming API and Bulk API,Meta Data api) SOAP & REST.
* Wrapper classes usability in SOAP Call In Intergration.
* Integrating standard WSDL of SOAP
* Exposing Apex classes as SOAP web Services
* writing more efficient SOAP Apex Web Services & Testing WSDL
* SOAP Call out Integration
* Consuming external SOAP WSDL files into Salesforce.
* Generating Apex class code from Partner WSDL and Enterprize WSDL.
* Complete Analyzation while parsing external WSDL files into Saleforce
* Real time Call In Integration using SOAP and WSDL Files(salesorce to salesforce

Rest Call API:

* Call in integration using standard rest resources
* exposing apex classes as rest web services & rest annotations
HTTPclasses:
http callouts,
http,httprequest
httpresponse
* How to implement callouts from triggers,unit test classes for callouts
* Practiing more efficent rest apex web services
* Scenario base rest call out integration
* JSON Parser Syntax
* Parsing JSON Data
* JSON Serialization
* JSON Parser and JSON Deserialization
* Real Time Call In Integration using Rest
* Real Time Call Out Integration using Rest

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* Feqquently Used Integration Tools:
Force.com Workbench(workbench.developerforce.com) and Rest API
* Custom Setting:
List custom settings
Hierarchy Custom Setting,
* Deployment: Quick Deployment,Change sets

Mixed DML errors

* Advanced Security, Assigining Profiles.
* Organization wide defaults,Sharing rules,
Criteria Based and Owner based
* Setup Duplicate Management, Create or
Edit Duplicate rules
* Create or Edit Duplicate rules,Matching Rules
* Custom Lables & Translation Workbench,
Custom Labels
* How to Enabling Tranlation Workbench
*Testing SOAP Services and Callouts
*Testing Rest Services and Callouts
*Chatter API
*Streaming API
*Metadata API
*Bulk API

Lightning Components and Builder:

* Introduction to lighting components
* Components and javascript conrollers
* Apex Components
* Creating Components
* Creating Component Attributes

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