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CRM CONCEPTS

  1. What is CRM?
  2. Common business issues faced by companies today
  3. How CRM can help?
  4. What CRM brings to business?
  5. Evolution of CRM
  6. Business value of CRM
  7. What CRM means to you as a user?
  8. Customers benefiting from CRM
  9. A view of available of CRM products from IT industry
  10. Compare Salesforce.com CRM with other CRM products

SALESFORCE Administration

Sales Cloud Concepts

  1. Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  2. Understanding Leads and Opportunities
  3. Adding A Lead
  4. Adding An Account
  5. Edit An Account Record
  6. Adding A Product To An Opportunity
  7. Sales ID
  8. Adding A Task
  9. Connect To Microsoft Outlook
  10. Send And Add An Email
  11. Logging A Call
  12. Document Tab
  13. Web to lead
  14. Web to case
  15. Assignment Rules
  16. Auto response Rules
  17. Sales automation
  18. Converting A Lead
  19. Team Contacts
  20. Adding An Opportunity
  21. Adding A Contact
  22. Creating A View
  23. Activity History
  24. Submitting A Case
  25. Campaigns Partner Roles Portals
  26. Communities

 

Standard SFDC Applications

  1. Salesforce CRM Content
  2. Chatter
  3. Salesforce Knowledge
  4. Entitlements & Service Contracts
  5. Salesforce Answers
  6. Salesforce Mobile
  7. Customer Portal Partner Portal Salesforce to Salesforce
  8. Force.com Sites

Sales force.com Overview

  1. Overview of products
  2. Sales cloud and jigsaw
  3. Service cloud and Remedyforce
  4. Social Chatter and Radian6
  5. Custom Force.com, Database.com, Heroku
  6. App exchange
  7. Editions and pricing

Service Cloud Concepts Create Case

  1. Researching and Resolving Cases
  2. Communicating the Outcome
  3. Automate case management
  4. Capturing and associating cases efficiently
  5. Helping customers helping themselves
  6. Improving productivity
  7. Manage Cases

Security

  1. User Security and Authentication
  2. Session Security Network
  3. Security Security Tokens
  4. Data Security

Standard Objects

  1. Account
  2. Person Account
  3. Contact
  4. Lead
  5. Campaign
  6. Opportunity
  7. Quote
  8. Product and Price Bank
  9. Case
  10. CRON Trigger

Managing Users

  1. Profiles
  2. Roles
  3. Groups
  4. Queues
  5. Permission Sets

Securing and Sharing Data

  1. Object-Level Security
  2. Field- Level Security
  3. Record-Level Security
  4. Field Accessibility
  5. Record Types

Automate Business Process with Workflow Developing Approval Processes

  1. Formulas
  2. Syntax
  3. Object Formulas
  4. Where Do I Use Them?
  5. Workflows &Business Rules
  6. Visualforce
  7. Limitations
  8. Best Practices
  9. Predefined Function and experiment                

Going Global

  1. Divisions
  2. Locale
  3. Currencies
  4. Advanced currency Management
  5. Translating the User Interface
  6. Import
  7. Export

Using Analytics

  1. Running Dynamic Reports
  2. Custom Report Types
  3. Dashboards
  4. Analytic Snapshots

 

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  1. Import Data wizard
  2. APEX Data Loader
  3. From Command Prompt

Monitoring your Org

  1. Debug Logs
  2. Email Logs
  3. Login History
  4. View Setup Audit Trail
  5. Time-based Workflow
  6. Scheduled Job
  7. Outbound Messages
  8. Apex Job Queue
  9. Import Queue
  10. Mass Email Queue
  11. Case Escalation Rule Queue
  12. Entitlement Process Queue
  13. Bulk Data Load Jobs

 

SALESFORCE Development

  1. Enable Developing mode
  2. Overview about Developer Console
  3.  Installing Eclipse
  4.  Overview about using eclipse and options
  5. Installing ant and Maven in the eclipse
  6. OOPS (Object-oriented programming)MVC Architecture
  7. Comparison of MVC to SalesForce APPS
  8. OOPS Basics
  9. Lexical
  10. Tokens
  11. Identifiers
  12. Variables
  13. Data Types
  14. Methods
  15. Access Modifiers
  16. Comparison between Method/Function and Procedure
  17. Classes
  18. Creation of Variables
  19. Getter Methods
  20. Setter Methods
  21. Creation of Methods
  22. With Sharing
  23. With Out Sharing
  24. Creation of Objects
  25. Reference Variables
  26. Constructors
  27. Class Scope
  28. Static Variables
  29. Static Methods
  30. Static Blocks
  31. Final Variables
  32. Final Static Variables
  33. Arrays
  34. Advantages and Disadvantages of Arrays

APEX

  1. Collections
  2. List Class and Methods
  3. Set Class and Methods
  4. Map Class and Methods
  5. Select Option Class
  6.      .          SOQL (Salesforce Object Query Language)
  7. Group By
  8. Having
  9. Limit
  10. Offset
  11. Update Lock
  12. Parent to Child object Query
  13. Child to Parent object Query
  14.  Aggregate Result
  15. Compression of Database. Query and static query
  16. Governing limits for SOQL
  17. DML operations
  18. Database. DML operations
  19. Compression of DML with Database.DML
  20. Database. Save Point
  21. Database. Rollback operations
  22. Inheritance in Class
  23. Overriding classes
  24. Working with workbench
  25. Writing a test classes
  26. SOQl Governing limit
  27. DML governing limit
  28. DML on No. of records
  29. Future Methods
  30. Setup Objects
  31. Non Setup Objects
  32. Mixed DML exception
  33. AsyncApexJob class
  34. Batch Apex
  35. Custom Iterable Class
  36. Database.QueryLocator
  37. Start Method
  38. execute Method
  39. finish Method
  40. Database.BatchableContext
  41. Implementing Database.Stateful Interface
  42. Calling Future Methods
  43. Creating a future methods in a batch
  44. Invoking callouts from Batch apex
  45. Implementing Database.AllowCallouts
  46. Calling batch with in a batch
  47. Handling exceptions in batch apex
  48. Sending email from finish
  49. Invoking another batch from Batch
  50. Serializing Batch apex
  51. Email Services
    1. Outbound Email Services
    2. Single Email Message
    3. Sending Pdf attachment
    4. Sending Email Template
    5. Attaching VF page as an attachment
    6. Attaching the Email to activities
    7. Creating a PDF from future methods
    8. Mass Email Message
    9. Governing Limits
    10. Inbound Email Service
    11. Creating Inbound Email Handlers
    12. Creating Inbound Email Service
    13. Creating a lead based on inbound email
    14. Invoke a batch apex based on Inbound
  52. Schedule Apex
    1. Implementing Schedule Apex
    2. Cron Trigger
    3. Invoking Batch Apex
    4. Invoking Future Methods from Schedule Apex
    5. Invoking the Callouts from Schedule Apex
    6. Sending Email from Schedule Apex
    7. Test Classes
    8. Governing Limits
  53. Triggers
    1. Trigger Events
    2. Trigger Context variables
    3. Insert Triggers
    4. Trigger. New in before insert and after Insert .
    5. DML in before insert and after Insert.
    6. System validation and before Insert Trigger Combination.
    7. System validation and Before Insert and custom validations.
    8. System validation and Before Insert, Custom validation and after Insert trigger Combination.
    9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule Combination.
    10. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response Combination
    11. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response, workflow Combination
    12. 9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2   Combination
    13. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup summary combination 
    14. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup, Formulas combination
    15. Update Triggers
    16. Trigger.Old
    17. Trigger.OldMap
    18. Trigger.New
    19. Triger.NewMap
    20. Recursive trigger
    21. Trigger handlers
    22. Trigger’s on Parent Child objects
    23. Delete Triggers
    24. Trigger. Old
    25. Trigger. OldMap
    26. Undelete Triggers
    27. Trigger. New
    28. Trigger. New Map
    29. Invoking Batch Apex from Triggers
    30. Invoking Schedule Apex from Triggers
    31. Invoking Email’s from Triggers
    32. Invoking future Methods from Triggers
    33. Invoking Callouts from Triggers
    34. Invoking apex classes from Triggers
    35. Dataloader with Triggers
    36. Test Classes
  54. Schema Programming
    1. Invoking List of object from Schema
    2. Invoking List of field from a given object
    3. Comparing the data type and fetching PickList fields from the object
    4. Creating a custom picklist field with the options from the given picklist field from given object
    5. Fetching the list of tabs available in the schema
  55. Meta data API
    1. Creating Object using Apex
    2. Creating a field in the object with given field type in the custom object
    3. Comparing two objects and their field and Creating them in case there are no mapping
    4. Creating a Tab in sales force using Java / Salesforce external org
  56. Custom Setting:
    1. List
    2.  Hierarchical
  57. Salesforce to Salesforce without Coding
  58. Salesforce to Excel without coding
  59. Salesforce to Informatica without Coding
  60. Salesforce to Facebook without Coding (Authentication provider, Single Sing on)
  61. Salesforce to OKTA (single sign on)
  62. Apex based Sharing rules
  63. Apex based auto approval process
  64. Wrapper Class

VISUALFORCE

  1. Create VF Page
  2. Using Url
  3. Using Developer Console
  4. Using Eclipse
  5. Using Standard Navigation
  6. Printing Static data
  7. Binding the global data on VF page
  8. Global Objects in VF page
  9. Apex:PageBlock
  10. Apex:PageBlockSection and apex :PageBlockSectionItem
  11. Input Components
  12. InputText
  13. InputField
  14. InputHidden
  15. InputSecret
  16. InputTextArea
  17. InputCheckbox
  18. Output Components
  19. OutputText
  20. OutputLabel
  21. OutputField
  22. Creating Custom Account object Edit Page
  23. Creating Custom Object Detail page
  24. CSS in VF page
  25. Internal CSS
  26. InLine CSS
  27. External CSS using static Resource
  28. JavaScipt in VF pageInternal javascript
  29. External javascript
  30. Events & validations
  31. Invoice pages
  32. Jquery in VF pageEstablish a plugin using Static Resource
  33. Establish a plugin using Url
  34. AutoComplete
  35. Paginations
  36. Ajax in VF pageSforce connection
  37. Querying data from VF page
  38. DML operations directly from VF page without apex
  39. AutoLookup functionality using Ajax and Jquery
  40. List Views
  41. PageBlockTables
  42. Data Tables
  43. Data List
  44. Enhanced list view
  45. Insert, Include and define
  46. Panel Grid, Panel group, output panel
  47. SelectList, Selectoption, SelectOptions
  48. Establishing Connection between Apex and VF page using Controller
  49. Custom Picklist field using SelectOption
  50. ActionSupport, ActionFunction, Action Pooling
  51. Remote method invocations
  52. Soap call form VF pages
  53. Charts and Dashboard using VF page
  54. PDF pages
  55. Visualforce custom Components
  56. Apex pagination
  57. Data transfer between the pages
  58. Controller and Extensions
  59. Overiding the Standard buttons and links
  60. SControllers

Duration: 60 Days

Fee: Rs.22,000

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