Course Desscription

Salesforce is termed as a trending CRM in the market and salesforce is a combination of administration and development. This is one of the top cloud-based product which provides software, platform and infrastructure as a service based on the requirement of the users.

Salesforce is a Java based product included with various tools like force.com AppExchange and Heroku. Sales force CRM has different level of certifications for the developers to administrators.

Pre-requisites to learn sales force CRM is Java, JavaScript and software development life cycle

Cloud Computing

  • What is Cloud Computing?
  • SAAS/PAAS/IAAS
  • Types of cloud
  • Examples (Companies/Products)

CRM/ERP

  • What is CRM/ERP
  • Different Segment of CRM
  • CRM Entities
  • CRM Process Flow

Salesforce Overview

  • What is salesforce?
  • About the company their product.
  • Existing Competitors.

Force.com Platform

  • Overview
  • Creating Developer Environment
  • Types of license and instances of salesforce

    Administration

    User management

    1. Profiles Creation
    2. User Creation
    3. Permission Sets

    Security management

    • Login Access
      1. IP Access
      2. Hours Access

    Field Level security

    • Profile

    Object Level security

    • Profile

    Record level security.

    • OWD (Organizational Wide Default)
    • Role Hierarchy
    • Sharing Rules
    • Email Templates
    • Email Management
    • Mass operation on standard objects
    • Connect with google app, outlook
    • Duplicate Management

    Development

    Salesforce Customization

    • Standard and Custom Objects
    • Standard and Custom Fields
    • Object Relationships
    • Page Layouts
    • Record Type
    • List view
    • Workflow rules
    • Approval Process
    • Validation rules
    • Static Resources
    • Custom Settings
    • Custom Permissions
    • Salesforce App
    • Reports and Dashboards
    • Console Environment /Development mode.
    • What is Visualforce?
    • Visualforce Page / Components
    • What is APEX?
    • Apex triggers/Classes/Controllers
    • Where Apex classes can be used
    • Use of JavaScript in VF Page
    • Making Responsive (Mobile Devices Compatible) Pages
    • Salesforce Sites
    • Schema Builder