Curriculum

Introduction To Salesforce Application

  • What is CRM (Examples)

  • What is Salesforce

  • The Salesforce Role

  • Importance of the Salesforce roles: Administration, Development, Business Analyst, Data Integration Analyst, Scrum Master, Technical Architect, Project Managers

  • Scope of the Salesforce roles

  • Scope of the Salesforce roles

  • A Typical Salesforce Project

  • Software development life cycle and how it impacts Salesforce implementations  

  • Salesforce Certifications Types & Examples (201, Platform App Builder etc)

  • Creating a Salesforce Trainer User Account

  • Trailhead

CLASS 1

  • Creating Objects

  • Creating Tabs to access the Objects

  • Creating Custom Fields

  • Creating Custom Fields sets for Custom Objects

  • Creating Applications

  • How to access the Applications in the Instance

  • How to insert records into objects

CLASS 4

  • Lightning vs Classic

  • Standard Objects vs Custom Objects

  • Standard Features Vs Custom Features

  • Configuration vs Customization

CLASS 2

  • Validation Rules

  • Advanced Fields

    Formula Fields

    Dependent Picklists

    Multi Picklist

  • Creating Relationships between Objects

  • Types of Relationships

    Self Relationship (Lookup)

    One to Many (Master-detail, Lookup relationship)

    Many-to-Many Relationship (Master-detail)

  • Rollup Summary Field

  • Record Types

  • Page Layout

CLASS 5

  • Data Loading and Tools

  • Import Wizard

  • Apex Data Loader

  • Work Bench (SOSL and SOQL)

  • Extract Transformation Load  Tools/Middleware Tools (Informatica & Cast Iron) – AppExchange Tools

  • Advantages of one over the other tool

  • Uploading Attachments and Uploading Documents into Document Standard Object

CLASS 3

  • Schema Builder

  • Flows/WorkFlows

    o Email Alerts

    o Field Update

    o Tasks

    o Outbound Messages

  • Approval Processes

  • Process Builder

  • Email Templates and Letter Heads

CLASS 6

  • Reports and Dashboards

  • List Views

  • Creating Roles – Controls Record Level Security

  • Creating Profiles – Controls Field and Object Level Security

  • Creating Users

  • Creating Permission Sets and Assigning it to users

  • Sharing Customizations

  • Creating Public Groups

  • Manual/Auto Record Sharing