Salesforce

CloudLabs

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Course Overview

Salesforce.com (stylized as salesƒorce) is an American cloud computing company headquartered in San Francisco, California. Though its revenue comes from a customer relationship management (CRM) product, Salesforce also capitalizes on commercial applications of social networking through acquisition. Salesforce.com’s customer relationship management (CRM) service is broken down into several broad categories: Sales Cloud, Service Cloud, Data Cloud (including Jigsaw), Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT with over 100,000 customers.

At the end of the training, participants will be able to:

Pre-requisite

None

Duarion

5 days

Course Outline

  1. What is Cloud Computing?
  2. What is Force.com Platform?
  3. Different Editions of Force.com
  4. Signup for Force.com Account
  5. Multi-tenant environment
  6. MVC pattern
  1. Creating new application
  2. Creating Custom objects, history objects, Chatter object, metadata,external IDs
  3. Custom settings
  4. Creating Tabs – Custom Tabs, Web tabs
  5. Objects, multi-currency, multi-language
  6. Understanding & Creating different data types
  7. Understanding & Creating different types of relationship
  8. Master-Detail Relationship
  9. Lookup Relationship
  10. Picklists (Normal Picklists, Dependent Picklists, Multi-Select Picklists)
  11. Creating Page Layouts
  12. Schema Builder
  13. Importing and exporting data
  1. Company profile info
  1. Identify the steps to set up / maintain a user
  2. User access
  1. Creating Users
  2. Understanding, Creating & Using Roles
  3. Understanding, Creating & Using Profiles
  4. Restricting Access based on IP & Login Hours
  5. Managing Company Information
  6. Sharing Records
  7. Sharing via Apex
  8. Auditing &Monitoring
  9. Describe the capabilities of territory management and the implications to the sharing model
  1. Record types
  2. Formula fields
  3. Roll-up summary fields
  4. Validation rules
  5. Approval processes
  6. Workflow, visual workflow
  1. Understand Reporting on Force.com Platform
  2. Creating Reports (Standard, Summary, Matrix)
  3. Understanding Dashboards
  4. Creating a Dashboard Component
  1. Lifecycle
  2. Sandboxes
  3. Change sets
  4. Packages
  1. Salesforce1 mobile application user interface
  2. synchronization options of Salesforce for Outlook
  1. Features of Chatter
  1. Salesforce sales process
  2. Products and price books
  3. Lead management
  4. Campaign management
  1. Case management
  2. Solution management
  3. Communities
  4. Salesforce Knowledge
  1. Features of Content
  2. Organize folders
  1. Activity management
Accordion Content
Accordion Content
  1. What is Apex
  2. When should I use Apex
  3. What are the Limitations of Apex
  1. Writing Apex
  2. Writing Tests
  3. Deploying Apex
  4. Apex Development Tools
  1. Creating a custom Object
  2. Adding an Apex Class
  3. Adding an Apex Trigger
  4. Adding a Test Class
  5. Deployment
  1. Primitive Data Types
  2. sObject Types
  1. Variables
  2. Expressions
  3. Assignments
  4. Conditional Statements (IF-ELSE)
  5. Loops (Do-While, While, For – Traditional, Iteration, SOQL)
  6. Exceptions
  1. Defining Apex Classes
  2. Declaring Class Variables
  3. Defining Class Methods
  4. Using Constructors
  5. Access Modifiers
  6. Static & Instance methods and classes
  7. Interfaces and extending classes
  8. Enforcing object and field permissions
  9. Exception Handling
  1. Querying using SOQL & SOSL
  2. DML Statements (Insert, Update, Upsert, Merge, Delete, Restore)
  3. Database DML Methods
  4. DML Exceptions and Error Handling
  5. Locking
  1. Trigger Syntax
  2. Trigger Context Variables
  3. Bulk Triggers
  4. Trigger Exceptions
  1. Why
  2. What
  3. How
  4. Running Test Methods
  1. Using Change Sets
  2. Using Force.com IDE
  3. Using Force.com Migration Tool
  1. SOAP and REST web services
Accordion Content
  1. What is Visualforce
  2. Visualforce Architecture
  3. When to use Visualforce
  4. Benefits of Visualforce
  5. Tools for Visualforce Development
  1. Creating your first page
  2. Adding fields to a Visualforce page (for displaying, accepting input, changing field labels, dependent picklists)
  3. Using the Visualforce Component Library
  4. Overriding an existing page with a Visualforce page
  5. Displaying Related List on a Visualforce Page
  6. Displaying Table of Data on a page
  7. Using Query String Parameters
  8. Rendering a page as a PDF
  9. Global variables, formulas, functions (Date and Time, Logical, Math, Text etc. and expression operators (Math, Logical, Text)
  1. Creating and using custom components
  2. Templating with Visualforce
  1. Using Salesforce Styles
  2. Extending Salesforce Styles
  3. Using Custom Styles
  4. Using Static Resources
  1. Using Standard Controllers
  2. Accessing Data through Standard Controllers
  3. Using Standard Controller Actions
  4. Validation Rules and Standard Controllers
  5. Checking Object Accessibility
  1. Associating with a Visualforce Page
  2. Accessing Data
  3. Using Actions
  4. Pagination
  5. Using List Views
  6. Editing Records
  1. Building custom controller and controller extension
  2. Building custom list controller
  3. Defining Controller Methods (Action, Getter, Setter, Navigation)
  4. Validation rules and custom controllers
  5. Using transient keyword
  6. Mass updating records with a custom list controller
  7. Considerations for creating custom controllers and extensions
  8. Apex Classes used in Visualforce Controllers
  9. Testing custom controllers and controller extensions

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