SFDC Syllabus PDF

Unit 1: Introduction
1. CRM Overview
2. Introduction to Cloud Computing
3. Salesforce Basics
4. Home Page Customization
5. User Management
6. Creating and customizing Tabs, Apps and other elements
7. Business and IT Benefits of SFDC
8. Development environment & Sandboxes
9. Updating the Fiscal Year
Unit 2: Organization Administration and customization of Salesforce.com CRM
1. Set your organizations language & locale

2. How to Manage organizations currency
3. How to Create custom profiles & custom fields
4. How to Define dependent picklists
5. How to Customize lookup fields & formula fields
6. How to Customize page layouts
7. Customize standard related lists
8. Learn about record types & business processes
9. Use field-level security
Unit 3: SFDC Security Model Org-Level General administrative features and
Object Level features
1. Introduction to Security Analogy

2. Introducing Org-level security settings with profiles and permission sets
3. Introducing Object level security settings with profiles and permission sets
4. Difference between profiles and permission sets
5. Work with page layouts
6. Work with record types and business processes
7. Maintain data quality
Unit 4: SFDC Security Model Object, Record and Field Level features
1. Introduction to OWD
2. Introduction to Role and Role Hierarchy
3. Introduction to record sharing - Criteria based and Manual
Unit 5: Business Logic
1. Need for different business processes for different departments and leveraging record types and
page layout
2. Need for formula fields and different types of functions
3. Different ways to enforce data quality
4. Perform basic field level validations
5. Automation using Formulas
6. Defining Validation Rules
7. Creating SFDC Flows
8. Email Alerts
9. Assigning Tasks
10. Workflow Rules & Approval Processes
11. Record Types
12. Roll-Up Summary
Unit 6: Sales Cloud
1. Introduction
2. Capture Leads from website and Lead assignment rules
3. Creating List Views
4. Customize Lead
5. Create queue
6. Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams
7. Using Chatter for collaboration in the sales process across teams
8. Reports -Standard and Custom reports
Unit 7: Service Cloud
1. Capture cases from website and email

2. Customize case process, solutions, communities and Salesforce knowledge
Unit 8: Field Types
1. Introduction
2. Modifying standard fields
3. Creating auto number fields
4. Creating formula fields, rollup summary fields, lookup and master detail fields
5. Creating currency, number and percent fields
6. Creating date field and date and time fields
7. Creating Phone and email fields
8. Creating geolocation fields
9. Creating picklist and multi-select picklist
10. Creating text and text area fields
11. Creating text area long and text area rich fields
12. Creating encrypted fields and URL fields
Unit 9: Data handling and processing
1. Data Handling and Processing Overview

2. Exporting data and Regular Backup
3. Importance of record IDs
4. Install Apex Data loader
5. Use the Import Wizard and Data Loader and compare the features
6. Upsert operations
7. Delete and Hard Delete records
8. Transfer record ownership
Unit 10: Reports and Dashboards
1. Execute a report with and without modifications

2. Create a simple tabular report
3. Summary and matrix report
4. Working with Standard Reports
5. Report Formats
6. Controlling Report Accessibility
7. Scheduling Reports
8. Defining Report Types
9. Add a chart and few other features like highlighting
10. Create a custom report type and store in a folder
11. User filters in reports
12. To create a simple dashboard
Unit 11: Visual force
1. Custom Controllers
2. Custom List Controllers
3. Controller Extensions
4. Overriding Standard Pages
5. Using Input Components
6. Visualforce Page Blocks
7. Creating Email Templates with Visualforce
8. Creating VF Pages in IDE
9. Configuring Development Mode
10. Creating VF Pages in UI
11. Standard Controllers
12. Standard List Controllers
13. Visualforce Forms
14. Custom List Controllers
15. Adding Interactivity to Pages
16. HTML in Visualforce
17. CSS in Visualforce
Unit 12: APEX
1. Basics OOPS Concept

2. Understanding Classes
3. Introduction to APEX
4. Data Types
5. Variables
6. Expressions
7. Assignment Statements
8. Conditional (If-Else) Statements
9. Creating APEX Classes in IDE
10. SOSL-Salesforce Object Search Language
11. SOQL-Salesforce Object Query Language
12. Creating APEX Classes in UI
13. Creating APEX Triggers in IDE
14. Creating APEX Triggers in UI
15. Understanding APEX Methods
16. Creating Search Layouts
17. Creating Test Classes
Unit 13: AppExchange
1. Creating Packages
2. Deploying Apps to AppExchange
3. Introduction to AppExchange
4. Installing Apps from AppExchange
Unit 14: Integration
1. Creating Force.com Sites

2. Creating Customer & Partner Portals
3. Distributing Packages
4. Deploying Apps to other Org
5. Web to Lead
6. Uploading Apps
Unit 15: Development on IDE
1. Working on Eclipse
2. Configuring Force.com IDE
3. Creating Force.com Projects
4. Working with Metadata Components

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Unit 1: Introduction

1. Set your organizations language & locale

1. Introduction to Security Analogy

1. Capture cases from website and email

1. Data Handling and Processing Overview

1. Execute a report with and without modifications

1. Basics OOPS Concept

1. Creating Force.com Sites

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