Training Agenda

Session 01 – 4 hours

                                   

Salesforce Overview

• Software as a Service

• Salesforce Products – Sales Cloud, Service Cloud, Marketing Cloud, Communities etc.,

• Licensing

• Force.com Architecture & Model View Controller

• Apex & Visualforce Overview

Getting Around the App

• Understand the data model and navigation

• Explore the Lightning Experience

• Find answers in Help & Training – Trailheads

Setting up your Salesforce developer org

Getting Your Organization Ready for Users

• Set up the company profile

• Configure the user interface

• Set up activities and calendars

• Configure search settings

• Set up Chatter

• Enable mobile access with Salesforce1

• Organizational settings

  • Local, Language and Time-Zone

  • Fiscal Year

  • Multi-Currency

 

Session 2 – 4 hours

 

Customization: Fields

• Administer standard fields

• Create new custom fields

• Create selection fields: picklists, dependent picklists, roll-up summary, lookups and master-detail

• Look-up field filters

• Create formula fields

• Setting up field audit trail

• Work with page layouts, record types and business processes

• Maintain data quality

• Field History

Leads

• Lead Conversion

• Web-to-Lead

• Lead Assignment Rules

• Lead Auto Response Rules

Campaigns

• Campaign Members

• Campaign Influence

 

Security

Network Security

• Activation

• Login History

• Trusted IP Ranges

 

Session 3: 4 hours

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Weekly Data Exports

List Views

Search Settings

External Id’s

Setting Up and Managing Users

• Manage user profiles

  • Object Permissions

  • IP Login Restrictions

  • Login Hours

• Create and manage users

• Troubleshoot user login issues

• Understand Salesforce A (Admin) capabilities

• Set up Chatter Free Users and Invites

Data Access

• Record Ownership / Full Access

• Org Wide Defaults

• Role Hierarchy & Roles

• Sharing Rules

• Manual Sharing

• Account Teams

• Opportunity Teams

• Queues

• Case Teams

Managing Data

• Import new records using import wizards

• Update existing records with the data loader

• Keep records up to date with Data.com

• Mass transfer records between users

• Back up data with a weekly export

• Mass delete records

 

Session 4: 4 hours

 

Migrating Data into Salesforce: Data Loader

Integration between Salesforce and MS Outlook

Salesforce Automation

• Email Templates

• Workflow

  • Workflow actions

  • Email Templates

  • Time-based templates

• Assignment Rules – automate leads and cases

• Approval processes

Reports and Dashboards

• Run and modify reports

• Create new reports with the report builder

• Filter reports

• Summarize report data with formulas and visual summaries

• Print, export, and email reports

• Build dashboards

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Session 5: 4 hours

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Introduction to APEX

• Introduction to the Recruiting Application

• Introduction to Apex

• Data Types and Logic

• Object-Oriented Programming in Apex

• Records in the Database

 

Session 6: 4 hours

 

Triggers & Governor Limits

• Implementing Triggers

• Exceptions, Debugging, and Testing

• Deploying Apex Code

• Advanced Topic – Describe Structures

 

Session 7: 4 hours

 

Introduction to Visualforce (6 hours)

• Getting Started with Visualforce

• Overview of Visualforce

• Standard Controllers

• Extensions and Custom Controllers

 

Session 8: 4 hours

 

Application Lifecycle Management

• Sandbox

• Moving Changes between environment

• Application Deployment

Change Management

• Deploying Changes

• Developing & Testing with Sandbox

• Deploying with Change Sets