SALESFORCE CRM
CRM CONCEPTS
- What is CRM?
- Common business issues faced by companies today
- How CRM can help?
- What CRM brings to business?
- Evolution of CRM
- Business value of CRM
- What CRM means to you as a user?
- Customers benefiting from CRM
- A view of available of CRM products from IT industry
- Compare Salesforce.com CRM with other CRM products
SALESFORCE Administration
Sales Cloud Concepts
- Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
- Understanding Leads and Opportunities
- Adding A Lead
- Adding An Account
- Edit An Account Record
- Adding A Product To An Opportunity
- Sales ID
- Adding A Task
- Connect To Microsoft Outlook
- Send And Add An Email
- Logging A Call
- Document Tab
- Web to lead
- Web to case
- Assignment Rules
- Auto response Rules
- Sales automation
- Converting A Lead
- Team Contacts
- Adding An Opportunity
- Adding A Contact
- Creating A View
- Activity History
- Submitting A Case
- Campaigns Partner Roles Portals
- Communities
Standard SFDC Applications
- Salesforce CRM Content
- Chatter
- Salesforce Knowledge
- Entitlements & Service Contracts
- Salesforce Answers
- Salesforce Mobile
- Customer Portal Partner Portal Salesforce to Salesforce
- Force.com Sites
Sales force.com Overview
- Overview of products
- Sales cloud and jigsaw
- Service cloud and Remedyforce
- Social Chatter and Radian6
- Custom Force.com, Database.com, Heroku
- App exchange
- Editions and pricing
Service Cloud Concepts Create Case
- Researching and Resolving Cases
- Communicating the Outcome
- Automate case management
- Capturing and associating cases efficiently
- Helping customers helping themselves
- Improving productivity
- Manage Cases
Security
- User Security and Authentication
- Session Security Network
- Security Security Tokens
- Data Security
Standard Objects
- Account
- Person Account
- Contact
- Lead
- Campaign
- Opportunity
- Quote
- Product and Price Bank
- Case
- CRON Trigger
Managing Users
- Profiles
- Roles
- Groups
- Queues
- Permission Sets
Securing and Sharing Data
- Object-Level Security
- Field- Level Security
- Record-Level Security
- Field Accessibility
- Record Types
Automate Business Process with Workflow Developing Approval Processes
- Formulas
- Syntax
- Object Formulas
- Where Do I Use Them?
- Workflows &Business Rules
- Visualforce
- Limitations
- Best Practices
- Predefined Function and experiment
Going Global
- Divisions
- Locale
- Currencies
- Advanced currency Management
- Translating the User Interface
- Import
- Export
Using Analytics
- Running Dynamic Reports
- Custom Report Types
- Dashboards
- Analytic Snapshots
Overriding Link, Tabs and Label Sending Mass Email Importing Data
- Import Data wizard
- APEX Data Loader
- From Command Prompt
- Monitoring your Org
- Debug Logs
- Email Logs
- Login History
- View Setup Audit Trail
- Time-based Workflow
- Scheduled Job
- Outbound Messages
- Apex Job Queue
- Import Queue
- Mass Email Queue
- Case Escalation Rule Queue
- Entitlement Process Queue
- Bulk Data Load Jobs
SALESFORCE Development
- Enable Developing mode
- Overview about Developer Console
- Installing Eclipse
- Overview about using eclipse and options
- Installing ant and Maven in the eclipse
OOPS (Object-oriented programming)
- MVC Architecture
- Comparison of MVC to SalesForce APPS
- OOPS Basics
- Lexical
- Tokens
- Identifiers
- Variables
- Data Types
- Methods
- Access Modifiers
- Comparison between Method/Function and Procedure
- Classes
- Creation of Variables
- Getter Methods
- Setter Methods
- Creation of Methods
- With Sharing
- With Out Sharing
- Creation of Objects
- Reference Variables
- Constructors
- Class Scope
- Static Variables
- Static Methods
- Static Blocks
- Final Variables
- Final Static Variables
- Arrays
- Advantages and Disadvantages of Arrays
APEX
- Collections
- List Class and Methods
- Set Class and Methods
- Map Class and Methods
- Select Option Class
- . SOQL (Salesforce Object Query Language)
- Group By
- Having
- Limit
- Offset
- Update Lock
- Parent to Child object Query
- Child to Parent object Query
- Aggregate Result
- Compression of Database. Query and static query
- Governing limits for SOQL
- DML operations
- Database. DML operations
- Compression of DML with Database.DML
- Database. Save Point
- Database. Rollback operations
- Inheritance in Class
- Overriding classes
- Working with workbench
- Writing a test classes
- SOQl Governing limit
- DML governing limit
- DML on No. of records
- Future Methods
- Setup Objects
- Non Setup Objects
- Mixed DML exception
- AsyncApexJob class
- Batch Apex
- Custom Iterable Class
- Database.QueryLocator
- Start Method
- execute Method
- finish Method
- Database.BatchableContext
- Implementing Database.Stateful Interface
- Calling Future Methods
- Creating a future methods in a batch
- Invoking callouts from Batch apex
- Implementing Database.AllowCallouts
- Calling batch with in a batch
- Handling exceptions in batch apex
- Sending email from finish
- Invoking another batch from Batch
- Serializing Batch apex
- Email ServicesOutbound Email Services
- Single Email Message
- Sending Pdf attachment
- Sending Email Template
- Attaching VF page as an attachment
- Attaching the Email to activities
- Creating a PDF from future methods
- Mass Email Message
- Governing Limits
- Inbound Email Service
- Creating Inbound Email Handlers
- Creating Inbound Email Service
- Creating a lead based on inbound email
- Invoke a batch apex based on Inbound
- Schedule ApexImplementing Schedule Apex
- Cron Trigger
- Invoking Batch Apex
- Invoking Future Methods from Schedule Apex
- Invoking the Callouts from Schedule Apex
- Sending Email from Schedule Apex
- Test Classes
- Governing Limits
- TriggersTrigger Events
- Trigger Context variables
- Insert Triggers
- Trigger. New in before insert and after Insert .
- DML in before insert and after Insert.
- System validation and before Insert Trigger Combination.
- System validation and Before Insert and custom validations.
- System validation and Before Insert, Custom validation and after Insert trigger Combination.
- System Validation, Before Insert, Custom validation, after insert, Assignment Rule Combination.
- System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response Combination
- System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response, workflow Combination
- 9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2 Combination
- System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup summary combination
- System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup, Formulas combination
- Update Triggers
- Trigger.Old
- Trigger.OldMap
- Trigger.New
- Triger.NewMap
- Recursive trigger
- Trigger handlers
- Trigger’s on Parent Child objects
- Delete Triggers
- Trigger. Old
- Trigger. OldMap
- Undelete Triggers
- Trigger. New
- Trigger. New Map
- Invoking Batch Apex from Triggers
- Invoking Schedule Apex from Triggers
- Invoking Email’s from Triggers
- Invoking future Methods from Triggers
- Invoking Callouts from Triggers
- Invoking apex classes from Triggers
- Dataloader with Triggers
- Test Classes
- Schema ProgrammingInvoking List of object from Schema
- Invoking List of field from a given object
- Comparing the data type and fetching PickList fields from the object
- Creating a custom picklist field with the options from the given picklist field from given object
- Fetching the list of tabs available in the schema
- Meta data APICreating Object using Apex
- Creating a field in the object with given field type in the custom object
- Comparing two objects and their field and Creating them in case there are no mapping
- Creating a Tab in sales force using Java / Salesforce external org
- Custom Setting:List
- Hierarchical
- Salesforce to Salesforce without Coding
- Salesforce to Excel without coding
- Salesforce to Informatica without Coding
- Salesforce to Facebook without Coding (Authentication provider, Single Sing on)
- Salesforce to OKTA (single sign on)
- Apex based Sharing rules
- Apex based auto approval process
- Wrapper Class
- Visualforce:
- Create VF Page
- Using Url
- Using Developer Console
- Using Eclipse
- Using Standard Navigation
- Printing Static data
- Binding the global data on VF page
- Global Objects in VF page
- Apex:PageBlock
- Apex:PageBlockSection and apex :PageBlockSectionItem
- Input Components
- InputText
- InputField
- InputHidden
- InputSecret
- InputTextArea
- InputCheckbox
- Output Components
- OutputText
- OutputLabel
- OutputField
- Creating Custom Account object Edit Page
- Creating Custom Object Detail page
- CSS in VF pageInternal CSS
- InLine CSS
- External CSS using static Resource
- JavaScipt in VF pageInternal javascript
- External javascript
- Events & validations
- Invoice pages
- Jquery in VF pageEstablish a plugin using Static Resource
- Establish a plugin using Url
- AutoComplete
- Paginations
- Ajax in VF pageSforce connection
- Querying data from VF page
- DML operations directly from VF page without apex
- AutoLookup functionality using Ajax and Jquery
- List Views
- PageBlockTables
- Data Tables
- Data List
- Enhanced list view
- Insert, Include and define
- Panel Grid, Panel group, output panel
- SelectList, Selectoption, SelectOptions
- Establishing Connection between Apex and VF page using Controller
- Custom Picklist field using SelectOption
- ActionSupport, ActionFunction, Action Pooling
- Remote method invocations
- Soap call form VF pages
- Charts and Dashboard using VF page
- PDF pages
- Visualforce custom Components
- Apex pagination
- Data transfer between the pages
- Controller and Extensions
- Overiding the Standard buttons and links
- SControllers
- Duration: 60 Days
Fee: Rs.22,000
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