Part 1: Introduction to cloud computing & salesforce data model.
- Introduction to Cloud Computing & Salesforce
- Introduction to Cloud Computing
- Types of cloud - IAAS,PAAS,SAAS
- Introduction to CRM (Intro & Need)
- Introduction to Salesforce CRM
- Market Demand for Salesforce CRM.
- Job Market and growth in CMR industry.
- Salesforce Editions, Licenses and Pricing
- Salesforce Sandboxes (Dev, QA, Full, Prod.)
- Creating Salesforce Developer Account
- Quick Navigation Walk Through
- Standard & Custom Objects and their purpose
- Set up Menu Intro (Various OOB and Dev Options)
- Organization profile, Currency, etc.
- Salesforce Objects/Fields/Tabs
- Types of object available in salesforce
- Difference between standard and custom object
- Introduction to tab
- Assigning tab to object,
- Creating a Salesforce Custom App
- Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs
- Overview of appexchange
- Installation of an appexchange product to salesforce organization
- Intro on various Data Types
- Various data type fields creation.
Part 2: Relationships,Formula Fields & Validation rules.
- Introduction to Cloud Computing & Salesforce
- Introduction to Cloud Computing
- Types of cloud - IAAS,PAAS,SAAS
- Introduction to CRM (Intro & Need)
- Introduction to Salesforce CRM
- Market Demand for Salesforce CRM.
- Job Market and growth in CMR industry.
- Salesforce Editions, Licenses and Pricing
- Salesforce Sandboxes (Dev, QA, Full, Prod.)
- Creating Salesforce Developer Account
- Quick Navigation Walk Through
- Standard & Custom Objects and their purpose
- Set up Menu Intro (Various OOB and Dev Options)
- Organization profile, Currency, etc.
- Salesforce Objects/Fields/Tabs
- Types of object available in salesforce
- Difference between standard and custom object
- Introduction to tab
- Assigning tab to object,
- Creating a Salesforce Custom App
- Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs
- Overview of appexchange
- Installation of an appexchange product to salesforce organization
- Intro on various Data Types
- Various data type fields creation.
Part 3: Record Types/Page Layouts & SFDC Security Model.
- Record Types/Page Layouts/Buttons/Links
- What is record Record Types
- Use of Record Type
- What is page layout, mini page layout, Record type
- How to assign page layouts and profile to a record type
- Introduction to Custom button and Custom link
- Security Model
- Introduction to User Management,
- Different types of user licenses available
- Intro to Roles and Profiles
- What is Permission Sets
- Use and need of Permission Sets
- Brief to Record Sharing
- Type of record sharing.
- OWD - Public Read/Write, Public Read, private only
- Role Hierarchies- share record as per role
- Sharing record-Manual and owner based
Part 4: Business Logic & Business Process Automation.
- Workflow/Approval/Process Builder
- Introduction to automated process
- Introduction to Workflow Rules
- Types of evaluation criteria in Workflow rules
- Different workflow actions- Update, Email alert, Task, outbound message
- Introduction to Approval Process
- Understanding Approval steps, Approval actions, Rejection actions
- Creation of email Templates for Email Notifications
- Introduction to process builder
- What are the actions available in process builder
- What is the difference between workflow and process builder
- Flow
Part 5: Sales & Service Cloud
- Salesforce Sales cloud
- Brief in to Sales Cloud management
- Lead conversion process
- Lead mapping for custom fields
- Auto assignment rule, Email notification, Escalation rules
- Creation of web to lead
- Intro to opportunity management.
- Sales Process/Opportunity Stages/Picklists
- Campaign Management Overview
- Product & Pricebook Overview
- Salesforce Service cloud
- Introduction to service cloud management
- Deep in to case management
- Understanding Assignment/Auto response/Escalation rules
- Introduction to Web to case
- Creation of web to case and email to case
- Overview of Entitlement Management
Part 6: Data Management,Reports and Dashboards
- Data loader/Import wizard
- Introduction to Data migration
- Overview to Data loader and its installation process
- Action in Data Loader - Insert, Update, Delete, Hard delete
- Introduction to salesforce import wizard
- Difference between Data loader and import wizard
- Limits in Data loader and import wizard
- Report & Dashboard
- Introduction to Data Visualization-Reports and Dashboard
- Types of report-Tabular, summary, Matrix, and a joint report
- Creation of report types.
- Understanding -Reporting Snapshots, Report types
- How to create a bucket field and formula.
- Overview to the dashboard and its types
- What is a dynamic dashboard
- Understanding Sharing & Security of Reports-Dashboards