Salesforce Training Services

8 Sessions 4 Hours Each
Complete Agenda Below

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

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

Session 5: 4 hours

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