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Introduction of Salesforce

Salesforce Customer Relationship Management usually pronounced as Salesforce CRM began with the vision of re-inventing CRM. The major role of Salesforce is to run entirely in the cloud storage and there is no need for setup costs which helps your workers to do work from any device just with an internet connection whether it may be a smartphone, tablet, laptop, or PC. Salesforce CRM is easy to operate for small businesses as well as large business organizations. It not only starts and ends with CRM for sales and marketing but also enables you to manage all interactions with your customers.

Salesforce Training Institute in Noida
Objectives of the Course:
  • Salesforce CRM software and its features.
  • Implementing automation, security, and debugging data.
  • To learn Standard List Controller and Configure the user interface.
Who can attend This Course
    • There are no certain prerequisites to taking the Salesforce CRM course
    • Who should do the course: App Builders?
    • Developers’ systems, Administrators, Sales Managers, and Sales Executives.
    Prerequisites to learn Salesforce
    • Core Java or Any Programming Language
    Why Apex for Salesforce Training?

    You can get industry-approved Salesforce training online from Apex TG India Pvt. Ltd. Our industry experts and career professionals help you get ready for the Platform App Builder (CRT 403) and Salesforce Administrator (CRT 101) certification exams. This Salesforce course covers everything from Creating a secure Salesforce environment, maintaining and importing clean data, to creating high-value reports and dashboards, and setting up workflow automation. You will also learn how to customize your application's page layouts, fields, tabs, and business processes.

  • Definition of cloud computing
  • On-demand advantages of Cloud computing
  • Services of Cloud computing
    • Saas(Software as a Service)
    • PaaS(Platform as a Service)
    • IaaS(Infrastructure as a Service)
  • Types of Clouds
    • Public Cloud
    • Private Cloud
    • Hybrid Cloud
    • Community Cloud

  • Importance of Salesforce
  • Importance of CRM and Solutions
  • Grouth of Revenue using CRM
  • comparison of Salesforce CRM with other CRM Products
  • Salesforce Products
  • Salesforce Features and Edition Limits

  • Features of Sales Cloud
  • Products
  • Campaign
  • Lead
  • Account
  • Opportunity
  • Contact
  • Contract
  • QuoteManage
  • Order
  • Forecast
  • Entitlement 

  • Features of Service cloud
  • case
  • Solution
  • Public Knowledge Base
  • Web-to-case
  • Self-Service Portal
  • Escalation rules

  • creating Company Profile
  • Setting Fisca Year, Business Hours
  • Setting Holidays and Language
  • Identifying Edition

  • Creating User Login Credentials
  • Setup-Personal Setup
  • About Administartion Setup
  • Standard Applications,  Tabs and Objects
  • Creating Custom Application(Design), Custom Objects and Custom Tabs
  • Creating Custom Fields Using DataTypes and Picklist and Dependencies

  • Creating users and Roles
  • Creating Custom Profiles
  • Discussion on Standard Profiles
  • Creating Permission Sets and Public Groups and Queues
  • Login History

  • Lookup Relationship
  • Master-Detail Relationship
  • Many to many Rlationships
  • Junction Object
  • Rollup Summary Felds
  • ReaTime Scinarios

  • Overview of validation
  • Creating Validation Rule
  • Apply Formula in Validation
  • PageLayout on Objects
  • Mini PageLayout
  • Search Layout
  • Record Type
  • Field Level Security on Layout

  • Profile Level
  • Permission Set Level

  • Profile Level
  • Page Layout Security
  • Permission Set Security

  • Overview of Record Level security
  • Organization-Wide-Default
  • Sharing Rules
  • Grant Access Using Hierarchies
  • Internal Access
  • External Access
  • Mannual Sharing
  • Owner Based Sharing Rule
  • Both Usage of Profile and OWD
  • RealTime Scenarios

  • Overview of Workflows
  • Email Alerts
  • Tasks
  • Field Updates
  • Outbound Messages
  • Time Dependent Workflow Actions
  • Order of Execution
  • Approval Process Definition
  • Dynamic Approval Process
  • Multi-Step Approval Process
  • Parallel Approval Process
  • Approval Process Actions
  • Real Time Scenarios

  • Overview Import wizard
  • Limitations on Import Wizard
  • Data Export
  • Import Objects
  • .CSV File usage in salesfore
  • Import Data into Salesforce
  • Data Loader
  • Mass Transfer Records and Delete of Records

  • Overview of Process Builder
  • Working with Process Builder
  • Workflows With Process Builder

  • Customer community
  • Partner Community
  • Creating User On Community
  • Self Registration

  • Single-Sign-on settings
  • Session Settings
  • Password Policies
  • Identity Provides
  • Login Access
  • Identity Connect
  • Email Admin Setup

  • Deliverability
  • Test Deliverability
  • Organization-Wide Addresses
  • Setting Email Footers
  • Compliance BCC Email

  • Overview on Declarative(no-code) and Programmatic (coding)
  • Integrating SFDC to SFDC, SFDC to Excel and SFDC to Facebook

  • Importance of Reports
  • Discussion On Standard Report
  • Creating Custom Report, Tabular Report, Summary report, Matrix Report
  • Creating Joined Report and Report Types
  • Applying Filters on Report
  • Run Report
  • Export Report
  • create Dashboard
  • Fetching Dashboard in to Visualforce

  • Overview on Types of Projects
  • Issue Capturing and Priority
  • Isuue Resolving and escalation
  • How RealTime Issues
  • Overview on Outlook Email
  • Code Checking
  • BluePrint
  • Agile Methodology
  • How to Clear RoadBlocks
  • Office Communicator(O.C)

  • Resolving User Issues In Project
  • Importance of User In Application
  • Real time project explanation and Project Business Process
  • Project Development Life Cycle
  • Project Management Tools
  • Sandbox and UAT
  • Change Set
  • Deployment
  • Production

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

  • Comparison With HTML Tags
  • Create VF Using URL, Developer Console, Standard Navigation and Eclipse

  • Apex Class Variables
  • Parameters Using URL
  • Global Standard Objects or Custom Objects
  • Static Data

  • Pageblock
  • PageBlockSection, SectionItem
  • PageBlock Button and Location
  • CommandButtons and Actions

  • InputText, InputField and InputSecret
  • InputHidden
  • InputFile

  • SelectOption
  • SelectOptions
  • SelectCheckBox
  • SelectRadio

  • PageMessage
  • PageMessages

  • PanelBar
  • PanelBarmItem
  • PanelGrid
  • PanelGroup

  • Column
  • CommandLink
  • Detail
  • Facet
  • Form
  • Iframe
  • Image
  • include script
  • Include Page
  • ListViews
  • Repeat
  • Tab and Tab Panel
  • Render,Rerender,RenderAs
  • Passing parameters
  • Creating VF Tabs
  • Realted List
  • Enhanced List

  • Creating Views
  • PageBlockTable ListView
  • DataTable
  • DataList
  • Repeat

  • ActionSuppot
  • Action Function
  • ActionStatus
  • ActionRegion
  • ActionPoller

  • Usage of Static Resource In VF
  • Overriding Buttons, Links and Tabs with VF
  • Dynamic Visualforce Binding
  • Integrating Email with Visualforce
  • VisualforceTemplates
  • Generate Visualforce page as PDF,WordDocument
  • Real Time Scinarios

  • JS Functions Usage in Visualforce
  • JS DOM Usage in visualforce
  • JS Events Usage in Visualforce
  • JS Validations In Visualforce
  • Internal JavaScript
  • External JavaScript
  • Realtime Scinarios

  • Using Less Code In Visualforce
  • Jquery StaticResorces
  • URL Plugins
  • AutoComplete

  • Overview on Connections
  • Ajax SOQL
  • Ajax DML

  • Overview on Single Page Web Application
  • Dependency Injection
  • Controller, Directives
  • Filters,Model
  • Scope, Service
  • Expressions, Module

  • Fundamental and Properties
  • Variables
  • Identifiers
  • Data types
  • Access Modifiers
  • Methods
  • Conditional Statements
  • Exceptiopnal Statements
  • Class syntax writing
  • Constructing Method
  • Reference Varibles
  • Setter Method
  • Getter method
  • Constructors
  • Class Properties
  • Return Statements
  • Inheritance
  • Abstarction
  • Polymorphism
  • Encapsulaion
  • Creating Wizard Class
  • Wrapper Class
  • Usage Of properties in sfdc

  • List class-Scenarios
  • Set class-Scenarios
  • Map class-Scenarios
  • Advanced Example Programs

  • Overview on SOQL,SOSL
  • Fetching Records on VF Using SOQL
  • Inserting Records from VF to Salesforce
  • Debug Logs
  • Static SOQL
  • Dynamic SOQL
  • Relational SOQL(p-c,c-p)
  • Functional SOQL(Aggregate,Date)
  • Creating Interfaces Using SOSL
  • GoverningLimits on Apex
  • RealTime Project Scinarios

  • DML STATEMENTS VS DATABASE CLASS METHODS:
  • Database DML Operations
  • Insert Statement
  • Update Sattements
  • Upsert Statement
  • Delete Statements
  • Undelete Statements
  • Merge Statements
  • Rollback operations
  • SavePoint In DML
  • Realtime Rroject Scenarios

  • Standard Controller
  • Standard Set Controller
  • Custom Controller
  • Controller Extensions

  • Objects
  • fields
  • Selected Options

  • Overview Of Email Sending
  • Outbound Email Service
  • Inbound Email service
  • Email Service Using Templates
  • Sending PDF Attachments
  • Sending VF Attachments
  • Mass Email Message Sending
  • Creating Methods for Sending Emails
  • Syntax for Send Emails
  • Realtime Scenarios

  • List Custom setting
  • Hierarchial Custom Setting

  • Future Method-Long Running
  • Queueable Apex-Chain Jobs
  • Batch Apex-LargeDataVolumes
  • Scheduled Apex:Run On Schedule
    • Implemantation
    • Invoking Future Method from Schedule
    • Schedule Using Point and click
    • Schesule Using Code Customization

  • Iterable Class
  • QueryLocator
  • GetQueryLocator
  • Start Method
  • Execute Method
  • Finish Mehtod
  • Sending Email From finish Method
  • BatchableContext
  • Debug Batch Apex
  • Creating Future Methods in Batch Apex
  • Implememnting Database.AllowCallouts
  • Call Batch In a Batch
  • Serialize Batch By Batch
  • RealTime Scenarios

  • Overview On Triggers
  • Trigger Events
  • Before Triggers
  • After Triggers
  • Insert Triggers
  • Update Triggers
  • Delete Triggers
  • Undelete Triggers
  • New
  • Old
  • NewMap
  • OldMap
  • Recursive Triggers
  • Validation Rule with Trigger
  • Workflow with Trigger
  • Invoking Batch Apex,callouts from trigger
  • Invoking Schedule,Future Methods from Trigger
  • RealTime Scenarios on Each Topic

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

  • Definition Of Integration and  WebServices
  • Purpose Of WebServices
  • Types Of Web Services
  • JSON Class, Generator Class, Parser, Serialization
  • JSON Deserialization
  • XML CLASSES IN WebServices
  • HTTP Callouts
  • Creating APEX WSDL File
  • Integration Using SOAP API
  • Integration Using REST API
  • Real Time Scenarios
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