SALESFORCE CRM CLOUD (Admin,Dev,Integration,Lightning)
SALESFORCE (Agenda)
Level1 (Admin )
CRM – Customer Relationship Management
- What is CRM(Customer Relationship Management)?
- CRM Basic entities
- Sub Modules of CRM
- Existing CRMs
Salesforce.com Introduction
- What is Salesforce.com?
- Why Salesforce.com?
- Different editions in Salesforce.com
- How to sign up for Developer Edition?
Salesforce.com Basic Navigations
- What are Records?
- What are Related Lists?
- Action Column
- Help Links
Salesforce.com Level 1
- 1. Types of Objects
1.1. Standard Objects
1.2. Custom Objects
- Types of Fields
2.1. Standard Fields
2.2. Custom Fields
- Types of Relationships
- 4. Field Dependency
- Different types of Email templates
5.1. Text
5.2. HTML (using Letterhead)
5.3. Custom (without using Letterhead)
5.4. Visualforce
- Custom application
- Console application
- Field Accessibility
- Grant Login Access
- Calendar
- Console Tab
- Trusted IP Ranges
- Session Settings
- 14. Different types of tabs
14.1. Custom Object Tab
14.2. Web Tab
14.3. Visualforce Tab
- Field History Tracking in Salesforce
- Feed Tracking
- http://boards.developerforce.com
- http://trust.salesforce.com
- View setup audit trail
- Organization Wide Default
- 21. Roles
- Role Hierarchy
- Sharing Rules
- Profiles
- Permission Sets
- Password Policies
- Developer console
- 28. Validation Rules
Formula fields
- 29. Workflow rules
29.1. Email Alert
29.2. Task
29.3. Field Update
29.4. Outbound Message
- Approval process
- Reports and Dashboards
- 32. Scheduling reports
- 33. Report Types
- Adding dashboards in Home page
- Chatter
- Queues
- 38. Public Groups
- Assignment Rules
- Auto Response Rule
- Views
- 43. Search Layouts
43.1. Search Results
43.2. Lookup Dialogs
43.3. Lookup Phone Dialogs
43.4. Accounts Tab
43.5. Accounts List View
43.6. Search Filter Fields
- Page Layout
- Mini Page Layout
- 47. Record Types
- 48. Apex Data loader tool
- Force.com Sites
- Data Management
51.1. Analytic Snapshots
51.2. Import Accounts/Contacts
51.3. Import Leads
51.4. Import Solutions
51.5. Import Custom Objects
51.6. Data Export
51.7. Storage Usage
51.8. Mass Transfer Records
51.9. Mass Delete Records
51.10. Mass Transfer Approval Requests
51.11. Mass Update Addresses
51.12. Data Loader
- MVC Pattern
- Login Hours restriction for Profiles
- Edit, Delete and Clone Buttons
- App Exchange
- Email to Case
- Web-to-Lead
- Web-to-Case
- Schema Builder
- Visualforce page
- Actions in Salesforce
- How to expire all the users password in Salesforce?
- How Salesforce login works?
72. Account, Opportunity and Case
73. Manual Sharing
74. Renaming Tab Names and Labels
75. Dataloader
76. Merge tool
77. https://success.salesforce.com - Action buttons,links
- Deployment
Salesforce.com Level 2(Development)
- Custom Settings
- Custom Components
- Difference between Developer, Configuration only and Full Sandboxes.
- Adding controller to Visualforce page
- Apex Classes
basics
Oops concept
collections
- Custom Labels
- Adding Error message in Visualforce page
- Triggers
- Unit testing
- Batch Apex
- Scheduling apex
- 12. wrapper classes
- Annotations
- Force.com IDE installation
- Calling Apex method from Custom Button
- Date Picker in Visualforce page
- With Sharing and Without Sharing in Apex Classes
- 19. List, Set and Map collection data types
- Moving Components from one organization to another organization
- Creating table in VF using apex:panelGrid
- Standard Controller, Custom Controller and Extensions
- How to create a Sandbox in Salesforce?
- How to login into Sandbox in Salesforce?
- How to create Inbound Change set?
- How to create Outbound Change set?
- Adding help text for apex:inputText
- Debugging Apex code
- Try and Catch block
- Governor Limits in Salesforce.com
- Hide and Show in Visualforce page
- 32. visual force tags and scenarios
- SOQL and SOSL
- Ajax componets in vf pages
- How to create picklist in vfpages
- how to show tables in vf page
- pagenation in vf pages