Salesforce Admin (201) Course Content
Understanding the basics of Salesforce CRM and Salesforce Administration.
Salesforce Editions and Features
The various Salesforce Editions – Professional, Enterprise, Unlimited, and Developer Editions
Typical Salesforce Project Life Cycle
The various stages of a Salesforce Project Life Cycle, creating applications, creating the first object and fields, working on invoice object and line items objects, creating relationships between objects, and understanding the significance.
Creating workflow for various tasks like deducting stock from inventory, understanding the validation rule for verifying stock availability, field dependencies, making field mandatory and field dependencies, lock child record based on parent, colored field based on pick list, assign Record Types and Page Layouts in Enhanced Profile User Interface.
Understand the basics of CRM, the concept of cloud computing in CRM, introduction to Salesforce Developer Community, standard business objects and custom business objects, Salesforce relationships and Salesforce Data Model.
Salesforce Admin Processes
The various tasks associated with a Salesforce Admin like customization, development, user maintenance, designing and managing ongoing development, communicating new releases and enhancement, maintenance, analytics, reports and dashboard activities.
Introduction Salesforce Security
Introduction to Salesforce security, key issues, and best practices.
Process of creating new users, freezing inactive users.
Login and access management
Providing the right access to the right personnel, system admin login access.
Designing the user profiles depending on the job role and description.
Organization Wide Default
Setting up baseline access for records, it determining which persons in the hierarchy have access to objects, the various OWD permission settings, Private, Public Read, Public Read/Write, Public Read/Write/Transfer.
OWD & Profiles
Restricting object visibility with Profiles, restricting data in objects with OWD.
Roles and Permissions
Ensuring the right roles and permissions go hand in hand with the right level of access, visibility and restrictions.
Salesforce App Builder Course Content
Introducing to Salesforce analytics, taking data-driven actions with the right insights into the right analytics.
Understanding Report Builder – visual Editor for Reports, working with Report Fields and Filters.
Various types of Reports
Choosing the right format for Reports – Tabular, Summary, Matrix, Joined, understanding how to capture all data needed, ways of making it simple to represent the data.
Working with conditional highlighting in Charts, importance of conditional highlighting for quick analysis and processing of data.
The advantage of Matrix Report compared to Summary Report, grouping rows and columns based on specific fields, learn how one dimensions works in relation to another.
Parental Group Val
Using the function Parental Group Val for calculating value relative to a parental grouping.
Matrix Report Hands-on
Working with Matrix Reports hands-on for row grouping as well as column grouping in order to reveal additional business insights.
The concept of Joined Reports, data from multiple standards or custom Reports, rules for creating and working with Joined Reports.
Creating a Custom Report, the rules of creating a Custom Report, managing Custom Reports and customizing it to meet specific organizational needs.
Scheduling the Report to run it weekly, daily, monthly depending on the need, sharing it with a group, scheduling it for the entire group, setting up frequency, time and duration.
Working with the Salesforce Dashboard, creating, editing, deleting of Dashboard for providing graphical view of data in reports.
Create custom Dashboard in Salesforce, working with layout design manager, drag and drop features, creating Reports, populating Charts with data, understanding Salesforce data architecture.
Visualforce Page Standard Controller
Introduction to Visualforce interface framework, associating a Standard Controller to a Visualforce Page.
Understanding the importance of Visualforce Development Mode to build Visualforce pages, added function related to page views, documentation, page markup editor.
Creating a component and giving attribute descriptions to access Component Reference of all components.
Global Variables and Formulas
Understanding Salesforce Global Variables, accessing dynamic data, learning about Visualforce expressions, various formulas used like- process, flow and workflow.
Understanding Standard Controller object, the Standard Controller methods and Standard Controller Constructors.
Page Block, View State and Command Button
Understanding View State and its components, learning Page block titles, assigning images and logos, Command Button for submitting, resetting, depending on specific values.
Standard List Controller
Creating Visualforce pages that can act on a set of records or displays, various objects with which Standard List Controllers can be used and associating it with a Visualforce page.
Different types of Salesforce Reports – Tabular, Summary, Matrix, Joined, learning to create Tabular Report, used for contact mailing lists, activity reports, simplest and fastest way to look at data, similarity with spreadsheet.
Introduction to Summary Report, work with Report Builder to create and customize Summary Reports, grouping rows of data, views, subtotals and creating charts, learning to use as source for dashboard components, creating a hierarchical list, Summary Report with no groupings looks like a Tabular Report.
Salesforce Dashboard to visualize Report data graphically, learn how it is used by Salesforce Developers, Admin, Analysts & BI professionals, deploying Dashboard for getting snapshot of key metrics and performance indicators, working with Dashboard Builder, ‘Run Reports’ and ‘Manage Dashboards’ user permissions to create Dashboards, configuring the Dashboard to specific needs of organizations.
Understanding Visual Workflow, automating business processes, building flows and distributing across systems and users, executing logic and interacting with Dashboard, working with Cloud Flow Designer to build Salesforce Visual Workflow, difference between Workflow and Visual Workflow, implementation of Visual Workflow.
Process Builder lets you automate processes using graphical representation, criteria for automating Process Builder, working with the Process Builder User Interface, adding logic in Process Builder, using drag-and-drop features, creating processes using Process Builder, designing entire process in one place instead of using multiple workflow rules.
Understanding the Deployment to Production process, the various tools and processes involved, studying the various do’s and don’t, the staging environment for doing test deployment, guidelines and best practices in Deployment to Production, working in the Sandbox Environment in Salesforce, types of packages in Salesforce – managed and unmanaged, the distribution of Salesforce Packages.
Introduction to Salesforce Lightning
Salesforce Lightning collection of tools and technologies, modern user interface for speed optimization, Lightning Experience, building reusable components to customize Lightning Experience, Salesforce1 Mobile App.
Salesforce1 Lightning Process Builder
Introduction to Salesforce1, action layouts for Salesforce1, Lightning Process Builder, creating process using visual layout, create whole process rather than using multiple workflow rules, process for working together in one UI for different users.
Salesforce Account Sign-up
Two types of free accounts, lifetime free developer account, 30 days trial production account, understanding how to sign up for the lifetime free developer account, account creation at https://developer.force.com.
Salesforce domain Sign-up
Creation of custom domain in Salesforce, defining of custom domain name for the organization at https://<myDomain>.lightning.force.com, testing the domain, event driven lightning framework, Aura Framework, deploying the domain, using Developer Console, creating Lightning Components.
Using HTML and CSS style
Using CSS and HTML for styling Lightning Components, referencing Components in Lightning App, creating CSS file in Developer Console, linking to Lightning Component, uploading external style sheet to static resource.
Understanding what attributes are, member variables in Apex Class, typed fields on a specific instance of a component, referencing from within Component’s markup using expression syntax, making components dynamic with attributes, using aura:attribute> tag to add attribute to component or app.
Composition of Components
Creating fine-grained components in larger components, fitting components together, creating simple components like c:LC and c:LC2, creating wrapper component c:wrappercomp containing simple components.
The IF Else conditional statement, aura:if, isTrue expression, instantiating components in either its body or the Else attribute.
Accessing data using Value Providers, encapsulating related value together, the value providers for a components v (view) and c (controller).
Out of the box components
Using out-of-the-box components for Salesforce1, Lightning Experience, Lightning Apps, components belonging to different namespaces, Aura, Force, force Chatter, force Community, lightning design system styling, lightning namespace components, user interface.
Common UI and UI namespace
Understanding common UI, using aura:component, UI components such as ui:input and ui:output, easy handling of common UI, component styling and extension.
UI component dynamic update
Server side controller
Creating server side controller in Apex, @Aura Enabled annotation, annotation to enable client and server-side access to controlled method, calling a server-side controller action from a client-side controller.
Hands on example of Server side controller
A real example of deploying Server side controller by pulling data from Opportunity object, creating Client side controller to invoke Server side controller and passing the returned value to components.
Building Lightning Application
Building Contact Management App on Lightning Framework, uploading CSS file and uploading it to static resource for referencing in application, creating contact Controller Apex Class, pulling data from contact and returning the list of contacts, designing User Interface by using HTML and CSS Classes provided in Bootstrap Style sheet.
Salesforce Lightning Project
Project – Building Lightning Application
Topics: Building component to call client side controller function and handle data, alternate method for pulling contact details based on ID, creating component to handle the event, creating client side controller for binding user event and calling new Apex Controller method, adding fields to components, querying fields in the controller method and displaying on the screen.