Curriculums

• Introduction to Cloud Computing and SFDC

  Learning Objectives: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models. You will also get an introduction to SFDC and its architecture.

  Topics:

  What is Cloud Computing
  Service and Deployment models in the Cloud
  Market situation
  Cloud Ownership
  Introduction to SF1 and Force.com Platform
  Declarative & Programmatic Options in Force.com
  Meta-data Driven Architecture
  Multi-tenant Architecture
  Business and IT benefits
  Use of SF1

• Building Blocks of Force.com Platform

  Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in SFDC.

  Topics:

  Sign-up for a Free Environment / Org
  Adding company logo
  Benefits of System overview
  Salesforce Key Building Blocks
  Editions and Different Environments Available
  MVC Pattern
  Student App
  Student App Master Basic Data Model
  Student Master and Marks/Grades
  Student Master Basic Security Model
  Student Master Reports
  Student Master Application Scope

• SFDC Data model, Objects, Relationships and Fields

  Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.

  Topics:

  Create Custom Objects and understand various properties in the Object definition section
  Customize standard objects
  Field and Data Types
  Custom Field Prosperities
  Field Dependencies
  Types of Relationship Fields
  Search Layouts

• SFDC Security Model and Its Features

  Learning Objectives: Understand different levels – Org-level, Object level, Record level, Org-level – Profile and Permission sets Login hours, network level and Object Level – Profile and Permission sets.

  Topics:

  Security Model Mind Map
  System Level or Org Level Security
  User Administration and Troubleshooting
  Permission Sets
  Profile and Permissions Sets
  Password Policy
  IP Address security
  Login hours
  Session settings
  Activations
  Page layout assignment
  Tab setting
  Field level security

  Hands-on:

  Permission Set
  Profile
  Security

• SFDC Security Model Object, Record and Field Level Features

  Learning Objectives: Learn organization wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

  Topics:

  Security Model Mind Map
  Record Level and Object Level
  Organization wide defaults
  Organization wide defaults – Student App
  Role and Role Hierarchy
  Criteria Based Sharing
  Different ways to gain Record Level Access
  Public Group
  Queue
  Public group Vs Queue

• Business Logic

  Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

  Topics:

  Business Logic Mind Map
  Different Options to Implement Business Logic
  Functions
  Formula
  Validation Rules
  Rollup Summary Fields
  Record Types and Page Layouts

• Business Process Automation

  Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and gives you an introduction to Lightning Process builder.

  Topics:

  Business Process Automation
  Business Requirements – Workflow Rules
  Workflow – Actions (Time When Action Takes Place)
  Workflow – Actions
  Workflow – Considerations
  Approvals – Introduction
  Approvals – How to Create A Process
  Approvals – Actions
  Approvals – How and What Can Approvers Do

• Introduction to Sales Cloud

  Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

  Topics:

  Sales Cloud
  Sales Process
  Sales Productivity Features
  Lead Management
  Lead auto response
  Lead assignment
  Web to lead
  Accounts and Contacts Management
  Opportunities
  Campaign Management
  Price Book, Products, Price Book Entries

• Introduction to Service Cloud

  Learning Objectives: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.

  Topics:

  Service Cloud
  Case Management
  Typical Service and Support Process
  Automation – Web2Case and Auto-Response
  Automation – Email2Case
  Automation – Assignment Rules
  Automation – Escalation Rules
  Email Templates in Case Management
  Channels
  Case Resolution – Solutions
  Case Resolution Using Knowledge
  Communities Basics
  Communities Setup and Administration
  Communities – Ideas and Answers

  Hands-on:

  Capture cases from website and email
  Customize case process, Solutions, Communities and Salesforce Knowledge

• Data Handling and Processing

  Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.

  Topics:

  Data Handling and Processing Overview
  Exporting data and Regular Backup
  External ID and Unique Fields
  Import
  Install Apex Data loader
  Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
  Transfer record ownership

  Hands-on:

  Data Handling and Processing
  Exporting data and Regular Backup
  Install Apex Data loader
  Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
  Transfer record ownership

• Reports and Dashboards

  Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.

  Topics:

  Execute a report with and without modifications
  Create a tabular report, summary and matrix report
  Report and Security
  Report Builder and Standard Reports Available
  Add a chart and a few other features like highlighting
  Create a custom report type and store in a folder
  User filters in reports
  Create a dashboard
  Bucket field
  Tabular Report significance
  Summary report significance
  Matrix report significance
  Joined report significance
  Dynamic dashboard

  Hands-on:

  Execute a report with and without modifications
  Create a tabular report, summary and matrix report
  Add a chart and a few other features like highlighting
  Create a custom report type and store in a folder
  User filters in reports
  Create a dashboard

• Salesforce 1, Lightning App Builder, Salesforce A, Outlook

  Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

  Topics:

  Customizable parts of the SF1 app
  Security and customizable settings
  Navigation menu
  Compact layouts and Mobile cards
  Basic admin activities on Salesforce A
  Outlook and SF synch up

  Hands-on:

  Customizable parts of the SF1 app
  Security and customizable settings
  Navigation menu
  Compact layouts and Mobile cards
  Basic admin activities on Salesforce A
  Outlook and SF synch up

• Activity Management, AppExchange, Content and Folder Management

  Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

  Topics:

  Activity management – Tasks, Events, and Open activities
  Creating and tracking tasks and events
  Folders and Document templates
  AppExchange

  Hands-on:

  Activity management – Tasks, Events, and Open activities
  Creating and tracking tasks and events
  Folders and Document templates
  AppExchange

• Chatter, Global Action and Publisher Layout

  Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.

  Topics:

  Chatter groups, feeds, people
  Files, Follow records, people
  Groups Topics and Files
  Global action types-Create
  Log a call, Custom VF page
  Custom canvas, Publisher layout
  Global an Object specific actions

  Hands-on:

  Chatter groups, feeds, people
  Files, Follow records, people
  Groups Topics and Files
  Global action types-Create
  Log a call, Custom VF page
  Custom canvas, Publisher layout
  Global an Object specific actions

• Salesforce Mobile

  Learning Objectives: Learn about the Salesforce mobile apps.

  Topics:

  Salesforce1
  SalesforceA
  Salesforce1 Vs SalesforceA

  Hands-on:

  Salesforce1
  SalesforceA

• Deployment

  Learning Objectives: In this module, you will learn deployment process in Salesforce environment.

  Topics:

  Outbound Change Sets
  Inbound Change Sets
  Deployment Settings

  Hands-on:

  Implement deployment steps

• Application Cycle

  Learning Objectives: Get an overview of the application cycle of a Salesforce project.

  Topics:

  Milestones
  Sandboxes
  Change Sets
  Packages

  Hands-on:

  Create change sets and packages

• Lightning in Salesforce

  Learning Objectives: In this module, you will get an introduction to Salesforce Lightning.

  Topics:

  Lightning Components
  Lightning Component Capabilities
  Lightning Components vs. Visualforce

  Hands-on:

  Work on lightning experience

• Buttons and Link Management

  Learning Objectives: Learn how to work on buttons and links.

  Topics:

  Creating Custom Buttons
  Creating Custom Links
  Creating Records with Actions
  Global Action
  Object Specific Action

  Hands-on:

  Create Salesforce button and links

• App Exchange

  Learning Objectives: In this module, you will get to know about AppExchange.

  Topics:

  AppExchange Overview
  Finding and Selecting an App
  Installing an App
  Finding a Developer
  Finding a Consultant

  Hands-on:

  Work in AppExhange