Salesforce Admin & Development

Salesforce Admin & Developer
Course Overview:
This Salesforce course is designed to ensure that you learn and master the concepts of
being a Salesforce Administrator and App Builder. In this Salesforce training, you will
learn how to configure Salesforce to collect, analyze, and retrieve vital customer
information and create applications using Salesforce Lightning. This Salesforce training
course is fully immersive and helps you clear the Salesforce Administrator Exam (ADM
201) and the Salesforce App Builder (DEV 401) Exam.
Salesforce is a highly scalable and flexible CRM structure, delivered through the cloud
or Software as a Service (SaaS). Many cloud-based products like, Sales Cloud, Service
Cloud, Force.com are offered by Salesforce.com. Salesforce is responsible for
collaborating community, service, sales and marketing, analytics using its cloud
platform. Salesforce enables sales representatives to get more leads, close more deals,
expedite productivity and make insightful decisions that matter most to grow their
business. Salesforce introduced Salesforce Lightning to help enterprises that are
looking forward to engaging potential leads using multiple channels. Initially, Salesforce
Lightning was designed for mobile devices, after the establishment of the design
framework and completion of mobile application, the desktop version was also
brought under its range.
Course Outline:
Admin
Introduction to CRM:
 Why CRM?
 Introduction to Cloud Computing & Salesforce.com
 Cloud Computing - Overview
 What is Software-as-a-Service (SAAS)?
 What is Platform-as-a-Service (PAAS)?
 What is Infrastructure-as-a-Service (IAAS)?
What is Salesforce.com?
 Salesforce.com CRM Editions

 Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
 Salesforce Editions / Pricing
Salesforce.com Navigation - Overview:
 Salesforce Certifications
 Certified Force.com Developer (401)
 Certified Administration (201)
 Certified Advanced Force.com Developer (501), etc.,
Database Introduction:
 Database Model - Object Creation

 Salesforce Building Blocks
 Standard Objects
 Create custom Objects
 CRM functionality in Salesforce and use of standard objects
 Custom Objects Vs. Standard Objects
 Create custom Fields
 Create custom Tabs
Types of Tab:
 Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,

 Custom object Tabs
 Web Tabs
 Visual force Tabs
Custom Application:
 Limitations
 Field Creation and its Relationships a. Different Data types
 Standard Data types:
 Text, Email, Number, Currency, URL, Text Area.
 Storage Limitations
 Read only Data types:
 Auto Number, Formula and Rollup summary
 Rollup summary Operations
 Sum (), Min(), Max() and Count
Relational Data types:
 Lookup Vs. Master - Detail Relationship

 Limitations
 Required, External Id, Default Value and Unique fields
Salesforce Application elements:
 Home Page
 Tabs
 Tab Home Pages
 Detail Page
 Side Bar
 Apps
 Record
Page Layouts:
 Defining Page layouts

 Field order changes
 Adding custom buttons and links
 Defining required and read only fields
 Adding related list
Record Types:
 To create and maintain record types for your organization.

 Display different page layouts and picklist values based on record types.
 Uses of Record Types
Field Dependencies:
 Controlling field/Dependent field?

 Making dependent pick list fields
 Limitations
Validation Rules:
 Defining Salesforce Data Validation

 Creating Custom Validation Rules
 Validation Vs. Trigger
Workflow rules:
 Define workflow
 Create Email template
 Set up workflow rules
 Set up workflow actions
Workflow Approval process:
 Plan approvals using workflow

 Use the approval wizard – standard vs. jump start
 Create workflow approvals
Email Templates:
 Email Templates – Sending Single emails and Mass emails.

 Types of Templates - HTML (Using Letter Head) , Custom HTML (without using
letter head), Visual force Email Templates
Data Management:
 Import Wizard Vs Data Loader

 Importing Overview
 Exporting Overview
 Import custom object records using the Data Loader
 Use mass delete
 Use storage
Personal Setup:
 Managing Personal Information

 Password Reset
 User Management Overview
 Roles, Users, Profiles & Sharing
Users, Roles and Profiles:
 Creating Users
 User Licenses Overview
 Understanding Record Ownership and Access
 Role Hierarchy
 Profiles
 Overview and different profiles
 User Permissions
Security:
 Managing the Users
 Set Organization Wide Defaults (OWD)
 Object-level Security
 Field-level Security
 Record-level Security
 Sharing Rules
 Define Sharing rules

 Discuss about types of sharing rules
Reports & Dashboards AppExchange:
 Installing an App
 Uninstalling an App
Development
Introduction to oops concepts MVC Architecture:
 Model
 View
 Controller
Apex Programming Overview:

 CSS Introduction
JavaScript Introduction:
 Internal
 External
Static Resources:
 Adding External CSS files to the static resources

 <apex: stylesheet/>
 Adding External Javascript files to the static resources
 <apex:includescript/>
Apex Class Creation – Calling
 Defining Class
 Access Specifiers
 Method Declarations
 Debugging results
 Naming conventions & Code Commenting
Data Types:
 Primitives
 Collections (List, Set and Map)
 Subject
Controllers:
Standard Controller
 Record setvar
Custom Controller
 SOQL Query – Query data with SOQL and place them on Pages
 Custom Save Functionality
 With Sharing class Vs. without Sharing Class
 User mode Execution Vs. System mode Execution
Extensions
 Save - Standard controller with extension sample
Wrapper Classes:
 Display multi object data

 Adding check boxes to the data and perform related operations
View State:
 Inner Queries & Relational Queries
Triggers:
 Trigger Events
 Trigger Overview
 Defining Triggers in Salesforce
Trigger Context variables
Ajax Components & its related components:
 Action Function
 Action Support
 Action Region
 Action Pollar
 Action Status
 Rerender
 Render
 Facet
 Outputpanel
Packages:
 Package Overview
 Defining packages
 Package Types
 Managed
 Unmanaged
 Managed Vs Unmanaged Packages
Force.com Sites – Public website Building:
 Building public websites for the external Users
Batch Apex:
 Batch apex Use and its Methods
Scheduling Apex:
 Scheduling apex Use and its Methods

 Limitations
Different sandboxes:
 Sandbox Vs. Production Environments

 Change sets
 Limitations
Prerequisites:
 There are no such prerequisites for this Salesforce.com training course. But
prior working experience as an administrator or a developer is beneficial.
Who Can attend:
 Salesforce Professionals, Software Administrators, Developers, Analysts, Sales

Managers and Executives can take this Salesforce course.
 The Sales force Administrator training course is best suited for the following IT
Professionals
 System Administrators
 IT Managers
 Product Managers
 Consultants
 Sales Operations Professionals
 Power Users
Number of Hours: 50hrs
Certification: Salesforce Administrator (ADM-201) and the Salesforce App Builder

(DEV-401)
Key Features:
 One to One Training

 Online Training
 Fastrack & Normal Track
 Resume Modification
 Mock Interviews
 Video Tutorials
 Materials
 Real Time Projects
 Virtual Live Experience
 Preparing for Certification
 24/7 Support Team

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Salesforce Admin & Developer

 Salesforce.com CRM Editions

Salesforce.com Navigation - Overview:

 Database Model - Object Creation

 Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,

Relational Data types:

 Lookup Vs. Master - Detail Relationship

Salesforce Application elements:

 Defining Page layouts

 To create and maintain record types for your organization.

 Controlling field/Dependent field?

 Defining Salesforce Data Validation

Workflow Approval process:

 Plan approvals using workflow

 Email Templates – Sending Single emails and Mass emails.

 Import Wizard Vs Data Loader

 Managing Personal Information

Users, Roles and Profiles:

 Define Sharing rules

Reports & Dashboards AppExchange:

Apex Programming Overview:

 Adding External CSS files to the static resources

Apex Class Creation – Calling

 Save - Standard controller with extension sample

 Display multi object data

 Inner Queries & Relational Queries

Trigger Context variables

Ajax Components & its related components:

Force.com Sites – Public website Building:

 Building public websites for the external Users

 Batch apex Use and its Methods

 Scheduling apex Use and its Methods

 Sandbox Vs. Production Environments

Who Can attend:

 Salesforce Professionals, Software Administrators, Developers, Analysts, Sales

Number of Hours: 50hrs

Certification: Salesforce Administrator (ADM-201) and the Salesforce App Builder

 One to One Training

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