Salesforce Training

Teacher

keentechnologies

Free

Prerequisites

To apply for the Salesforce Training, you need to either:

Course Curriculum

Module 1: Introduction to cloud and CRM

What is Cloud Computing?
Main objectives for Cloud
Benefit and features of Cloud Services
Overview of IAAS, PAAS and SAAS
What is CRM
Understanding of CRM Entities
Explaining the need for CRM module in each organization
CRM Concept and Terminology

Module 2: Salesforce Overview

Understanding Salesforce
Feature and benefit of Salesforce
Product editions of Salesforce.com
What is the Force.com platform
Org settings
Different type of Sandbox environment
Declarative Vs Programmatic customization

Module 3: Creation of company profile

creating Company Profile
Setting Fiscal Year
Setting Business Hours
Setting Holidays
Setting Language
Identifying Edition

Module 4: Exploring relationships

Understanding of Relationship
Create Relationship
Adding Fields
Lookup Relationship
Rollup summary fields
Basics of Validation rules and their creation
Create Formulas
Create Error Messages
Quote Templates Overview
Quote record creation
Many-to-Many Relationship
Record Types
Picklists
Validation Rules

Module 5: Security

Users create and manage
Organization-wide defaults
Record access
Create the role hierarchy
Role transfer & mass Transfer functionality
History for Profiles, Login
Create Password Policies
Security of IP Address
Allocating Page Layout
Session Management
Record Level Security
Object-level security
Public Group
Troubleshooting
Queue System
Settings of Custom Apps and their Access

Module 6: Working with workflows, report and analytics

Defining workflow
Overview of Reports
Tabular
Join reports
Summary reports
Workflow Rule creation
Create a Workflow Rule Task Assignment
Create a Field Update
Create Email Alert
Workflow Action
Approval Process
Automating approval process
Dashboard

Module 7: salesforce development

Enable Development Mode
MVC Architecture
Developer Console Usage
Query Editor Usage
Execute Anonymous Window
Create Class Using Developer Console
Create Visualforce Using Developer Console
Test and Debug Using Developer Console

Module 8: salesforce customization and structure

Understanding Salesforce Customization
Create custom profile and fields
Customize validation
Page layouts
Setup field-level security
Custom Application creation
Custom Object creation
Fields creation using data types
Tab Creation
Customize standard objects
Action Column

Module 9:Creation of visualforce pages

Create VF Using URL
Create VF Using Developer Console
Create VF Using Standard Navigation

Module 10: Visualforce framework

Purpose of Visualforce
Visualforce Concepts
Visualforce Components
Comparison with HTML
Standard Controllers
Cascading Style Sheets
Controller Extensions
Custom Controller
Hide and Show in Visualforce page
Error message in Visualforce page
Try Catch block
Usage of CSS in Visualforce page
Usage of Javascript in Visualforce page

Module 11: Apex Overview

Introduction to Apex
Benefit and feature of Apex
Apex Programming and fundamentals
Classes and Interfaces
Running Apex
Invoking Apex
Apex Control flow statements
Collections (List, Set, and Map)
Client validations
Batch Apex

Module 12: DML Operations

DML STATEMENTS VS DATABASE CLASS METHODS:
Database DML Operations
Insert Statement
Update Statements
Upsert Statement
Delete Statements
Undelete Statements
Rollback operations

Module 13: salesforce Apex triggers

Overview Of Triggers
Trigger Events
Before Triggers
After Triggers
Insert Triggers
Update Triggers
Delete Triggers
Trigger.New
Trigger.Old
Trigger.NewMap
Trigger.OldMap

Module 14: Test classes overview

Overview on Test classes
StartTest and StopTest
Test Class on Apex class
Test Class on Batch APEX
Test Class On Schedule Apex
Test Class on Triggers

Module 15: Salesforce lightning experience

Introduction to Lightning Experience
Lightning Component Framework
Introduction to aura framework
Enabling of Lightning Experience for your organization
Lightning component bundle resources
Lightning Application
Lightning Component

Module-16 Creating Custom Buttons, Links, and Actions in Salesforce

Create custom Buttons, Links, Actions
Creating Records With Action
Update records with action
Global Action
Call logging using Actions

Module 17: Working with Apex and data

Force.com in Query language
Understanding SOQL and SOSL queries
Dynamic SOQL and SOSL
Bulk Data Operations with Apex

Module-18 AppExchange

Fundamentals of AppExchange
Selecting App
App Installation
Searching for a Developer & Consultant

Module-19 Visual Workflow, Schema Editor, and Process Builder

Basics of Visual Workflow
Basics of Process Builder and Schema Editor
Developing a Visual Flow
Editing Existing flows
Field Creation with the Schema Editor
Process Creation using Process Builder

Module-20 Data Management

Overview of Data Management
Importing Accounts, Leads, ContactsInstallation of Data Loader
Data ExportingUse of Import Wizard
Use of Data Loader
Importing and Exporting Records with a Data Loader
Updating and Removing Records using a Data Loader
Unique fields
Record Ownership Mass Transferring
Including a Field to the Schema Builder in Salesforce

Module-21 Chatter & Mobile

Overview of Chatter
Chatter feeds
Setting Chatter groups
Enabling Chatter
Customer group creation
Chatter Email NotificationsCustomize email notices
Creation of Free Customer Chatter User
Customize Libraries and Content
Allowing IdeasIdea Theme Set-up
Allowing Social Accounts
Allowing Libraries and Content
Obtaining Salesforce connectivity
Configure Salesforce to Salesforce
Set-up Salesforce1
Account Sharing through Salesforce to Salesforce
Introduction to Salesforce1 and Salesforce
AComparison between – Salesforce1 vs SalesforceA

Module-22 Deployment process and Change Sets

Basics of Deployment
Basics of Change Sets
Deployment Settings and Status
Change Sets – Inbound & Outbound
Overview of Eclipse IDE

Module-23 Salesforce Application Life Cycle

Application Life Cycle basics
Using Sandboxes for Developing Apps
Key Considerations
Key Milestones
Use Change Sets & Packages

Module-24 Salesforce Dashboards and Reports

Understanding Reports and Dashboard Components
Format of Reports
Creating Various Reports
Creating contacts
Report Charts
Accounts report
Leads report
Scheduling report
Opportunity report
Report formula
Campaign report
Summary Reports
Usage of Filters in Reports
Report’s Access Management
Activating Report and Report Builder
Dashboard Creation
Refreshing Dashboard
Altering components
Add Reports to Dashboard
Customizing Interfaces
Add filter to Dashboard
Bucket Field
Dynamic Dashboard Setting
Activation of Report Builder on Profiles
Add leads to the campaigns using Reports

Module-25 Salesforce User Interface

Introduction to UI

User Interface Options

General
Sidebar
Calendar
Set-Up
Name Settings

Module-26 Sales Cloud & Service Cloud

Part-1 Sales Cloud

Basics of Sales Cloud
List views creation
Creation of Email Leads
Creation of Leads
Conversion of Leads
Build Activities & Campaigns
Creating Products
Creation of Opportunities
Making Contacts & Accounts
Send personal Emails
Send Group Emails
Create Web-to-Lead Form
Lead Assignment Rule Creation

Part-2 Service Cloud

Fundamentals of Service Cloud
Developing Cases
Create Case Escalation Rules
Create Case Assignment Rules
Allow Solutions and Activate Solutions
Create Web-to-Case Form
Create Email-to-Case address
Configure and Allow Knowledge

Module-27 Role Hierarchy Creation

What is Role Hierarchy?
Creation of Roles, Permission Sets, and Groups
Allocating Roles to users
Allowing Field History

Module-28 Salesforce Fields and Objects

Objects

What are Objects?
Create Objects
Create Standard Object Components
Changing Standard Objects
Renaming Standard Objects
Learn External Objects
Build Custom Objects

Fields

What are Field Types?
Adding Fields in Objects
Create Roll-up Summary Field
Field Dependencies
Creation of Lookup Fields
Master-Detail Fields Creation
Create Fields for Text and Text Area
Develop fields for Percent & Currency
Develop a field for Geolocation
Create Email Fields and Phone Fields
Create Date Fields and Time Fields
Learn about Formula fields
Standard Fields Creation
Create Encrypted fields
Create URL Fields

Module-29 Automation

Business Records Automation
Workflow Rules
Automate the Task Creation process
Email Automation
Time-based Workflows
Outbound messages

Frequently Asked Questions

Give me some information about your instructors?

Our workforce comprises of experts and certified professionals having years of experience in related technology. All professionals are having in depth knowledge and are always ready to tackle your queries.

Are assignments provided during online training?

As you receive assignments during offline classes same way online assignments are also provided by certified professionals.

Who can opt for online training program?

Anyone who is having passion for learning new technologies can choose our online training programs. Training is perfect for candidates interested in enhancing their career by grabbing knowledge about latest technologies.

Is there any specific software requirement for starting your online training course?

No specific software is required for staring our training. You only need a computer with internet connection and you can easily access our course from any part of world.

What options are available for payment of fee from abroad?

International candidates can easily pay their fees with various online options like Xoom, money bookers etc. For more details you can check payments option available in our site.

Do you offer study material for various training programs?

Yes, we provide study materials according to course you have selected. We offer soft copies containing complete information of subject you have opted.

What are benefits of online training?

With online training you can get vast knowledge about latest technologies while saving your precious money and time.