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Salesforce Admin Essentials (ADM/ADX 201)

Salesforce
Understanding Salesforce
Why to use Salesforce
Various Salesforce Modules
Salesforce Data Model and Navigation methods
Creating a simple HTML Document
Viewing HTML Document with Browsers
Introduction to different Web Browsers – IE, Chrome, Mozilla, Safari, UC Browser
Webpage Vs Website
URLs / Domains
Web Servers and Web Hosting

Configuring Salesforce
Understanding and Managing Company Profile Settings
User Interface – Configuration
Configuring Activities and Calendars
Understanding and Configuring Search Settings
Understanding and Setting Chatter Groups
Accessing Salesforce for Mobile with Salesforce1

Managing Users
Understanding and managing User Profiles
Managing Users in Salesforce
Understanding Chatter Free Users and Invites
Understanding and Troubleshooting Login Issues

Managing Data Access and Security

Understanding Users and Profiles
Understanding Roles and Permission Sets
Understanding Sharing Rules
Controlling User Logins
Understanding Standard Objects and Custom Objects
Controlling Object Access
Understanding Groups and Teams
Managing Field Level Security

Customizing Objects
Standard Fields and Custom Fields
Managing Standard Fields
Creating Custom Fields

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Pick lists and Lookup fields

Understanding and Creating Fields with Formulas
Understanding Business Processes
Understanding Record Types
Working with Page Layouts
Ensuring Data Quality

Data Management in Salesforce

Getting data from different sources
Understanding Import Wizards
Working with Data Loader and Data.com
Handling Mass Transfer of Data
Backup and Restoring Data

Generating Reports and using Dashboards

Introduction to Reports and Dashboards
Understanding and using Report Builder
Creating New Reports
Modifying Reports
Using Report Filters
Using Formulas in Reports
Using Visual Summaries
Printing Reports, Exporting Reports and emailing Reports
Building and Managing Dashboards

Workflow and Process Automation

Understanding and using Process Builder
Creating and Managing Workflow Rules
Using Email Templates

Managing Support

Understanding the Support Process

Customizing Support Process
Managing Support Cases and Resolving
Automating the Support Process
Using the Salesforce Console for Service

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Platform App Builder: Declarative Development (DEX- 402)

Declaratively Building a Data Model

Understanding the Capabilities of Core CRM Objects
Limitations of Declarative Customizations
Understanding when to us Programmatic Customizations
Creating the required Data Model
Defining Relationship Types and Impact on the Record Access

More on Data Model

Changing the Field Types
Understanding and using Schema Builder
Importing and Exporting Data
Handling External Objects

Building User Interface

Understanding the Customization Options
Creating Custom Buttons, Links and Actions
Understanding List Views
Exploring Record Types
Exploring Social Features
Following Best Practices for UI Design
Developing Business Logic
Understanding Formula Fields
Advantages of Formula Fields
Understanding Summary Fields and Types
Creating and managing Validation Rules
Managing Data Security
Restricting Object Access
Restricting Record and Field Access
Extending Access to Object, Record and Field
Providing appropriate Solutions for Sharing Data

Business Process Automation

Understanding Process builder in Salesforce
Working with Lightning Process Builder
Using Workflows for Process Automation
Implementing Approvals in Workflows

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Exploring Business Process Auotmation

Managing Field Updates
Understanding and Implementing Recursion

Deploying App
Understanding the Application Life Cycle in Salesforce
Working with Sandboxes
Working with Change Sets
Understanding Managed and Unmanaged Packages
Creating and Implementing a suitable Deployment Plan

Working with Advanced UI Components

Creating Reports using Advanced UI
Understanding Various Report Types
Creating and Managing Dashboards
Incorporating Lightning Components using Declarative Options
Customizing Salesforce1 User Interface using Declarative Options

Limitations of Declarative Option

Understand the Limitation of Declarative Tools
Necessity for Programmatic solutions
Understanding AppExchange
Using Apps from AppExchange

Salesforce Lightning

What is salesforce lightning

Navigate to Lightning
Salesforce classic vs Lightning
Lightning advantages & usages
Salesforce mobile experience
App for mobile experience
Lightning path
Developer console for lightning experience
Types of pages available in lightning
Introduction to Aura components
Creating component for lightning and mobile experience
Creating reports for lightning
Creating dashboard for lightning
Creating a custom application using lightning
Aura Components bundle

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Creating Aura Components

Creating Aura Apps
Events
Communicating with Events
Lighting data service

Platform Developer: Programmatic Development using APEX and

Visual force (DEX-450)

Working with Objects and Fields

Understanding Objects in Salesforce Platform
Various types of Objects
Understanding Standard Objects
Understanding Custom Objects
Creating and Managing a Custom Object
Creating and Managing Custom Fields
Create Fields with Relationships

More on Custom Objects

Need for Formula Fields
Understanding and Creating Custom Formula Fields
Understanding roll-up Summary
Creating Fields with Roll-up Summary
More on Record types
Understanding the capabilities of Record Types

APEX Programming
Introduction to APEX Platform
Understanding Apex Builder, Apex API and Apex Code
Key Aspects to understand about Apex
How Apex is unlike other Programming Languages like Java, C#
Understanding Apex Development Process
Write and execute a Simple Apex Code
Using Variables and Data Types in Apex
Understanding the sObject Data Type
Understanding Primitive Data Types
Understanding and working with Control Statements in Apex
Understanding Governor and Governor Limits for Apex Transactions

Using Classes in Apex

Understanding Classes and Objects

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Using Class Variables and Methods

Understanding Constructors and Access Modifiers
Understanding Interfaces
Understanding and using Keywords and Annotations

The Salesforce Object Query Language (SOQL)

Understanding SOQL
Writing basic Queries using SOQL
Writing Dynamic Queries
Understanding Relationship Queries
Understanding Parent-Child Relationships
Understanding Queries that traverses
Traversing Child to Parent Relationship with Queries
Traversing Parent to Child Relationship with Queries

Exploring Data Manipulation Language (DML)

Understanding What is DML statements
Using DML statements to Insert, Update, Delete, Merge records
Different method to Invoke DML statements using Apex
Writing Apex Code to perform Data Manipulation

Understanding Triggers
Understanding Triggers and its advantages
Understanding Syntax of a Trigger
Understanding Before and After Triggers
Understanding Bulk Triggers
Understanding Trigger Exceptions
Operations that will not Invoke Triggers
Understanding and Using Trigger Context Variables

Strategically Designed Triggers

Understanding List Declarative Mechanisms
Understanding to implement Complex Business Logic using Triggers
Methods to improve Programming Solutions using the Declarative Functionality

Apex Transactions and Triggers

Understanding the Triggers Order of Execution
How Order of Execution Impact on Triggers
Understanding the Lifecycle of an Apex Transaction
Understanding the Lifecycle of Static Variables

Debugging Apex Code

Understanding the Debug Logs
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Debugging API Calls

Understanding Exception statements
Exploring built in Exception
Creating Custom Exceptions

Testing Apex Code

Understanding Testing in Apex
Why to Test
Understanding the Apex Test Framework
Understanding Apex Unit Testing
Understanding the Test Class and Test Methods
Understanding Code Coverage percentages
Understanding the Test Data
Creating and Running an Apex Test

Strategies for Testing

Understanding the Best Practices for Writing code to Manage it efficiently
Writing Efficient Codes to work with databases

Working with Visualforce Pages

Understanding a Visualforce Page
Referencing a Standard Controller in a Visualforce Page
Displaying data in a Visualforce Page
Launching Visualforce Page

Controller and View Layers

More on working with Visualforce Pages
Displaying Data
Working with Standard Controller Actions

Understanding Custom Controllers and Extensions

Understanding Controller Extensions
Creating a Custom Controller
Defining Properties for the Custom Controller
Creating Custom Methods
Invoking Custom Methods

Working with SOSL Queries in Visualforce

Understanding the Standard List Controller
Creating a SOSL query
Understanding the need for Custom List Controller
Creating and managing Custom List Controller

More on Visualforce

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Exploring possibility of a Declarative Solution for a Problem

Understanding the common Governor Limits
Understanding the Security Limits and Concerns
Testing the Visualforce Controllers
Understanding How Visualforce Controllers interact with Views
Writing test for Controllers, action methods, Getters and Setters, Properties

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