Duration: 2.5 months
Diploma in Salesforce
Eligibility: BE | BTech | MCA | MCS | MCM | MSc | BCA | BCS | BSc etc, Any professional person
Course Overview
- Introduction to Cloud computing & CRM
- What is Cloud Computing?
- History of Computing
- Benefits of the SFDC Cloud Platform
- Various Products and Editions
- Overview of CRM
- Cloud Vendors in Salesforce
- Software as a Service (SaaS)
- Platform as a Service (PaaS)
- Infrastructure as a Service (IaaS)
- Based on deployment or access model
- Public Cloud
- Private Cloud
- Hybrid Cloud
- Database Concepts and Structure
- Excel based Database/Relational Salesforce Database
- Relational Database and its relevance
- Salesforce and Business Objects & Fields
- Introduction to Salesforce(SFDC)
- SFDC Modules
- SFDC Business Objects and their functionality
- Understanding Force.com
- An Insight into Standard Objects
- Standard Object Flow (SaaS)
- Understanding Custom Objects
- Introduction to Tabs, Standard and Custom Fields
- Introduction to Detail Page and Related Lists
- Salesforce Data Model
- Create Custom Objects
- Customize standard objects
- Salesforce Relationships
- Types of Relationship
- Create Master Detail Relationship between two objects
- One-to-Many and Many-to-Many
- Create a many-to-many relationship between objects
- Create lookup filters to restrict number of records in a relationship
- View the objects created in Schema Builder
- Delete few custom Fields
- What are Primary-Keys?
- What are Foreign-Keys
- Understanding Roll-up Summary Field
- An Insight into Formula andCross Object Formula Field
- Date, Text, and number Formulas
- Security Features in Salesforce
- Salesforce Data Fields
- Salesforce Security Features
- Object Level Securities and Object-Wise permissions
- Comparing Edit Vs. Modify All and Read Vs. View All
- Record Level Securities
- Organization Wide Default
- Profiles, Roles, and Permission Sets
- Record sharing and Roll-Hierarchy
- Sharing Rules and Applications
- Manual Sharing
- Field Level Securities and Properties
- Properties - Unique property and Required property
- SFDC Configurations
- Overview of Record Type
- Record Type and varied Page-Layouts
- Cloud - Marketing, Sales, and Service Cloud
- Quote Management - Reports and Dashboards
- Business Logics and Various Rule
- Understanding various Rules for Automation
- Workflow Features and Options
- Assignment Rules
- Approval process
- Approval Process - Single-step Approval and Multi-steps Approval
- Auto Response and Approval Processes
- Limitations and Considerations for using Workflow and Approvals
- Introducing Process Builder
- Process Builder features
- Escalation Rules
- Validation Rule Chatter
- Introduction to LWC
- Adding component and displaying on ORG
- Query Language in salesforce
- Defining SOQL & SOSL
- Understanding Queries traversing from Parent to Child Object
- Understanding Queries traversing from Child to Parent Object
- What are Aggregate Queries?
- Apex and Loops
- What is Apex?
- Understanding Collection Types
- What are Loops?
- DML Statements
- Traditional for Loop
- Advance for Loop
- Loops with SOQLs
- How to Implement Apex
- Various Trigger Context Variables
- Understanding Apex and Deployment Tools
- An Insight into Apex Classes
- Invoking a class via Triggers
- Usage for a Visual Force Page as a Controller
- Comparing Controller and Extension
- Test Class and Methods to Cover Apex
- Deployment Tools
- Force.com IDE: Eclipse Plugin
- Force.com Capabilities
- Enabling Web-to-Lead/Web-to-Case for the Org
- What is Site.com and creating site with it
- Debug Logs
- Data Management
- Exporting data and Regular Backup
- Understanding Importance of record IDs
- Defining Import-Wizard
- De-Duplication as Default Behaviour
- Usage of External ID
- What is Apex Data-Loader
- Usage of Apex Data-Loader
- Install Apex Data loader
- Functions of Actions: Import, Update, Upsert Operations
- Delete and Hard Delete records
- Transfer record ownership
- Comparing Import-Wizard and Data-Loader
- Studying MVC Architecture
- Defining Data Model
- Reports and Dashboards
- What is a Report
- Standard Report VS Custom Report
- Various Types of Reports
- Summary Report
- Tabular Report
- Matrix Report
- Join Report
- SFDC Report
- Execute a Report with and without Modifications
- User filters in reports
- What is a Custom Summary Formula Field
- Understanding Bucket Field
- What is a Bucket Field
- High-Lighting
- How to Schedule Report for Future Run
- Introduction to Dashboard
- Components of Dashboard
- Usage of the Components of Dashboard
- How to Select a Component to meet the Requirements
- Settings of Dashboards
- Formatting of the Components
- Running User Concept
Batch Schedule
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