Salesforce
The following topics will be covered in our SALES FORCE Online Training:
Copyright @ 2015 Learntek. All Rights Reserved.
2
Configuration • CRM Overview • Introduction to Cloud Computing • Salesforce Basics • Understanding SFDC UI • Personal Setup • Reset Person Info ~ Password ~ Security Token
• Understanding Salesforce Editions • Configuring Company Setup • Security and Identity Confirmation Copyright @ 2015 Learntek. All Rights Reserved.
3
Data Utilities • Creating ~ Editing ~ Deleting: Records • Exporting Data • Scheduling Exports • Data Storage Usage • Data Loader
Copyright @ 2015 Learntek. All Rights Reserved.
4
Data Modeling • Introduction to SFDC Components • Customizing Standard SFDC Components • Creating Custom SFDC Components • Understanding Data Structure • SFDC Data Components – Overview Copyright @ 2015 Learntek. All Rights Reserved.
• • • • • •
Data Relationships Lookup Relations Master Detail Relationships Many to Many Relationship Junction Objects Creating Field Dependencies
5
Administration • Managing Users • Managing Roles
• Managing Profiles • Organization Wide Default • Defining Sharing Rules • Field Level Security • Field Accessibilities Copyright @ 2015 Learntek. All Rights Reserved.
6
Administration • Customizing Email Templates • Creating Email Templates • Introduction to SFDC Home Pages • Customizing Home Page Layouts • Creating Custom Home Pages
Copyright @ 2015 Learntek. All Rights Reserved.
• Customizing Page Layouts • Customizing Display – Tabs & Pages • Customizing Views • Creating and Managing User Groups
7
Business Logics • • • • •
Formula Fields Defining Validation Rules Creating SFDC Flows Email Alerts Automatic Field Updates
Copyright @ 2015 Learntek. All Rights Reserved.
• Assigning Tasks • Workflow Rules & Approval Processes • Record Types • Roll-Up Summary
8
Reports & Dashboards • • • •
Working with Standard Reports Creating reports Report Formats Controlling Report Accessibility
Copyright @ 2015 Learntek. All Rights Reserved.
• • • •
Scheduling Reports Defining Report Types Including Charts Creating Dashboards
9
Visual force • • • • • •
Custom Controllers Controller Extensions Overriding Standard Pages Using Input Components Visualforce Page Blocks Creating Email Templates with Visualforce • Configuring Development Mode
Copyright @ 2015 Learntek. All Rights Reserved.
• • • • • • •
Creating VF Pages in UI Standard Controllers Visualforce Forms Custom List Controllers Adding Interactivity to Pages HTML in Visualforce CSS in Visualforce
10
APEX • • • • • • • • •
Understanding Classes Introduction to APEX Data Types Variables Expressions Assignment Statements Conditional (If-Else) Statements Creating APEX Classes in IDE SOSL-Salesforce Object Search
Copyright @ 2015 Learntek. All Rights Reserved.
• Language • SOQL-Salesforce Object Query Language • Creating APEX Classes in UI • Creating APEX Triggers in IDE • Creating APEX Triggers in UI • Understanding APEX Methods • Creating Test Classes •
11
AppExchange • Introduction to AppExchange • Installing Apps from AppExchange
Copyright @ 2015 Learntek. All Rights Reserved.
12
Development on IDE ▪ Working on Eclipse ▪ Configuring Force.com IDE
▪ Creating Force.com Projects ▪ Working with Metadata Components
Copyright @ 2015 Learntek. All Rights Reserved.
13
Copyright @ 2015 Learntek. All Rights Reserved.
14