Salesforce Training Program

• Weekdays - 5 to 6 weeks
• Weekend - 6 to 7 weeks
• FastTrack - 4 to 5 weeks

• Weekdays - 5 to 6 weeks
• Weekend - 6 to 7 weeks
• FastTrack - 4 to 5 weeks

• What is Cloud Computing
• Service and Deployment models in the Cloud
• Trending technologies in the domain of cloud computing
• Introduction to SF1 and SalesForce.com Platform

• Overview of Salesforce and its Editions
• Home Page Customization
• User Management
• Apps Creation
• Core CRM objects Capabilities
• Declarative & Programmatic Options
• Meta-data Driven Architecture & Multi-tenant Architecture
• Use and Benefits

• Sign-up for a Free Environment / Org
• System overview
• Salesforce Key Building Blocks
• MVC Pattern
• Student App
• Student App Master Basic Data Model – [Marks/Grades, Basic Security, Reports, Application Scope]
• List views, creating and converting the leads
• Creating accounts, contacts, email templates, mass emails, price books, products, etc.
• Creating activities, opportunities, web-to-lead form, assignment rule, queue, campaigns, etc.
• Quote Templates
• Quote Templates Introduction
• Creating a Quote record, template, quote PDF
• Service Cloud
• Service cloud introduction
• Creating cases, assignment rules, escalation Rules
• Enabling solutions, creating solutions, attaching it to cases
• Enabling and configuring knowledge
• Creating web-to-case form, email-to-case

• Introduction to Quote Templates
• Preview of Quote template
• Create Quote template
• Activate Quote template

• Introduction Field types
• Standard fields modification
• Auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
• Number, currency, and percent fields
• Geolocation, phone, and email fields
• Date & time fields
• Text and text area fields
• URL, encrypted fields, etc.
• Components, standard objects, and its modification
• External objects and creation of custom objects

• Creation of buttons, links, and actions overview
• Creation of new records with actions
• Call logging with actions
• Record updating
• Creation of custom buttons and custom links

• Overview of visual workflow, schema builder, and process builder
• Creation of visual flow
• Modification of the existing workflows
• Creation of process
• Field creation in the schema builder.

• Overview of validation rules, its creation
• Creation of formulas
• Creation of error messages
• Overview of workflow rules
• Creation of Workflow rule

• 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

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

• Business Logic
• Implementation of Business Logic Functions
• Validation Rules
• Summary Fields
• Record Types and Page Layouts
• Business Requirements – Workflow Rules [Action trigger, Approvals processes]

• Lightning Components
• Lightning Component Capabilities Lightning Components vs. Visualforce
• Lightning components installation, its capabilities
• Visualforce vs. Lightning Components

• 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

• 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 Answer

• 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, Insert operations, Delete and Hard Delete records
• Transfer record ownership

• Reports introduction
• Report formats
• Creation of: Leads report
• Creating contacts
• Accounts report
• Opportunity report
• Charts
• Scheduling report
• Campaign report
• Report formula
• Using report to add the leads to campaign
• Reports export to Excel
• Dashboards introduction
• Dashboard
• Creation and refreshing dashboard
• Modifying columns
• Adding filter
• Adding reports
• Interfaces
• Access management
• Dynamic dashboards configuration
• Report builder activation on profiles

• AppExchange Introduction and Overview
• Finding
• App
• Developer
• Consultant

• Communities introduction
• Making a new community, and preferences
• Management of Topic
• Recommendations & Reputation
• Addition of members
• Managing branding and tabs
• Registration and Login

• Change Sets introduction and its Deployment
• Change Sets
• Inbound, Outbound & Deployment
• Settings & Status
• Eclipse IDE

• User Interface Introduction
• General Options
• Sidebar Options
• Calendar Options
• Name Settings
• Setup Options

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

• Salesforce1
• Lightning Experience
• Lightning Apps
• Components belonging to different namespaces
• Aura, Force, force Chatter, force Community, lightning design system styling, lightning namespace components & user interface.
• Chatter groups, feeds & people Files
• Follow records, people Groups Topics and Files Global Action Types-Create Log a call, Custom VF pag

• Application Lifecycles Introduction
• Key milestones and considerations
• Sandboxes
• Change Sets
• Unmanaged packages

Problem Statement: - Develop a cloud based library management system using salesforce to keep track of books issued and returned as well as requirements.

Description: - In this project you will work upon to create a management system using salesforce. It will be a Salesforce Apex platform which will analyse data and generate reports. The searched books and authors needs to be maintained to meet the requirements. As well as books issues and returned needs to be tracked with reports for proper allocations. Librarian should be given with proper rights so that he/she can manage the things well.

Problem Statement: - Keep track of products in inventory with Salesforce

Description: - In this project you will work upon to manage an inventory in real time. Here you need to track four aspects of an inventory i.e. available products, sales, Customer and sold items. Whenever an item got sold it needs to be replaced in the inventory. The product bought and customer list needs to be updated in real time.

Problem Statement: - Maintain and manage salesforce Administrator

Description: - In this project some you will work upon multiple services and verticals to gain wide work experience. The target area to work upon is Salesforce objects creation, dashboards and reports, workflow in Salesforce, Process builder, validation rules and so on. It will be a wholesome Salesforce Administrative management project which includes permissions, data loader, reports and wizards.