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SALES FORCE

Course Curriculum

Goal: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models.
Objectives: Upon completing this module, you should be able to:
Understand Cloud Computing concepts
What is Cloud Computing?
SAAS, PAAS, IAAS – Service Model
Public, Private, Community and Hybrid Cloud – Deployment models
CRM and PAAS market
What is SFDC / Salesforce1?
What are the benefits of Force.com platform
How can i develop apps with Force.com
Multi-tenant (single-tenant?) architecture
Metadata driven architecture
Topics:
Service and Deployment models in the Cloud
Market situation
Cloud Ownership
Introduction to SF1 and Force.com Platform
Declarative & Programmatic Options in Force.com
Meta-data Driven Architecture
Multi-tenant
Business and IT benefits
Use of SF1
Goal: Learn to build a custom app on Force.com platform, different licenses in SFDC.
Objectives: At the end of this module, you should be able to:
How to build a custom app on Force.com platform
Understand Company profile and License types
Understand User licenses available in the Developer Org
Understand Page Layout, Search Layouts
Understand Object Limits
Understand the App we are going to build during this course
Topics:
Sign-up for a Free Environment / Org
Adding company logo
Benefits of System overview
Salesforce Key Building Blocks
Editions and Different Environments Available
MVC Pattern
Student App
Student App Master Basic Data Model
Student Master and Marks/Grades
Student Master Basic Security Model
Student Master Reports
Student Master Application Scope
Goal: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.
Objectives: At the end of this module, you should be able to:
Difference between standard and custom objects
Standard and custom fields and Datatypes
Different type of relationships (master detail, lookup, junction object)
Schema builder
The constraints related to different types of relationships and when to use them
Search layout
Topics:
Create Custom Objects and understand various properties in the Object definition section
Customize standard objects
Field and Data Types
Custom Field Prosperities
Field Dependencies
Types of Relationship Fields
Search Layouts
Goal: Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets
Objectives: At the end of this module, you should able to:
Security – Analogy
System (org) level security
User administration and troubleshooting by user and admin
Object level security
Record level and Field-Level security
Understand the difference between object and record level security
Various features available to implement object and record level
Topics:
Security Model Mind Map
System Level or Org Level Security
User Administration and Troubleshooting
Permission Sets
Profile and Permissions Sets
Password Policy
IP Address security
Login hours
Session settings
Activations
Page layout assignment
Tab setting
Field level security
Hands on / Demo:
Permission Set
Profile
Security
Goal: Learn organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.
Objectives: At the end of this Module, you should be able to:
The difference between object and record level security
Record level and Field-Level security
Organization wide defaults (OWD)
Role and Role Hierarchy
Criteria based, Manual Sharing, Apex sharing reasons
Various features available to implement object and record level security mind map
Topics:
Security Model Mind Map
Record Level and Object Level
Organization wide defaults
Organization wide defaults – Student App
Role and Role Hierarchy
Criteria Based Sharing
Different ways to gain Record Level Access
Public Group
Queue
Public group Vs Queue
Goal: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.
Objectives: At the end of this module, you should be able to:
Explain how to create, delete, and customize record types for custom and standard objects
Given a scenario, determine the appropriate record types and business processes for custom and standard objects
Describe when to use and how to create formula fields
Enforcing Data quality and Integrity
Validation rules
Cross object and Roll-up summary
Topics:
Business Logic Mind Map
Different Options to Implement Business Logic
Functions
Formula
Validation Rules
Rollup Summary Fields
Record Types and Page Layouts
Goal: This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder.
Objectives: At the end of this module, you should be able to:
When workflow rules are evaluated
The capabilities of workflow rules and actions
Given a scenario, identify the appropriate workflow solution
The capabilities and use cases for the approval process
Introduction to Lightning Process Builder
Topics:
Business Process Automation
Business Requirements – Workflow Rules

Workflow - Actions (Time When Action Takes Place)
Workflow – Actions
Workflow – Considerations
Approvals – Introduction
Approvals - How to Create A Process
Approvals - Actions
Approvals - How and What Can Approvers Do
Goal: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.
Objectives: At the end of this module, you should be able to:
Understand the different sales processes in any organization
Explain Sales Productivity Features
Define Lead management
Topics:
Sales Cloud
Sales Process
Sales Productivity Features
Lead Management
Lead auto response
Lead assignment
Web to lead
Accounts and Contacts Management
Opportunities
Campaign Management
Price Book, Products, Price Book Entries
Goal: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.
Objectives: At the end of this module, you should be able to:
Describe the capabilities of case management
Identify how to automate case management
Describe the capabilities of solution management
Describe the basic capabilities of Communities
Describe the capabilities of the Community application, such as Ideas and Answers
Describe the capabilities of Salesforce Knowledge
Topics:
Service Cloud
Case Management
Typical Service and Support Process
Automation - Web2Case and Auto-Response
Automation - Email2Case
Automation - Assignment Rules
Automation - Escalation Rules
Email Templates in Case Management
Channels
Case Resolution – Solutions
Case Resolution Using Knowledge
Communities Basics
Communities Setup and Administration
Communities – Ideas and Answers
Hands on / Demo:
Capture cases from website and email
Customize case process, Solutions, Communities and Salesforce Knowledge
Goal: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data
Objectives: By the end of this module, you should learn about:
Learn importing, updating, transferring, and mass deleting data
Identify tools and use cases for managing data
Define capabilities and implications of the data validation tools and different ways to back up data
Topics:
Data Handling and Processing Overview
Exporting data and Regular Backup
External ID and Unique Fields
Import
Install Apex Data loader
Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
Transfer record ownership
Hands On/Demo:
Data Handling and Processing Overview
Exporting data and Regular Backup
Importance of record IDs
Install Apex Data loader
Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
Transfer record ownership
Goal: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards
Objectives: At the end of this module, you should be able to:
Create a report in tabular form
Customize a report
Create and modify a dashboard
Topics:
Execute a report with and without modifications
Create a tabular report, summary and matrix report
Report and Security
Report Builder and Standard Reports Available
Add a chart and few other features like highlighting
Create a custom report type and store in a folder
User filters in reports
Create a dashboard
Bucket field
Tabular Report significance
Summary report significance
Matrix report significance
Joined report significance
Dynamic dashboard
Hands On/Demo:
Execute a report with and without modifications
Create a tabular report, summary and matrix report
Add a chart and few other features like highlighting
Create a custom report type and store in a folder
User filters in reports
Create a dashboard
Goal: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook
Objectives: At the end of this module, you should be able to:
Create customizable components
Define Security and Settings
Explain Admin activities
Topics:
Customizable parts of the SF1 app
Security and customizable settings
Navigation menu
Compact layouts and Mobile cards
Basic admin activities on Salesforce A
Outlook and SF synch up
Hands On/Demo:
Customizable parts of the SF1 app
Security and customizable settings
Navigation menu
Compact layouts and Mobile cards
Basic admin activities on Salesforce A
Outlook and SF synch up
Goal: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management
Objectives: At the end of this module, you should be able to:
Explain Activity management, Folder Management and AppExchange
Create and track tasks
Define templates
Topics:
Activity management - Tasks, Events and Open activities
Creating and tracking tasks and events
Folders and Document templates
AppExchange
Hands On/Demo:
Activity management - Tasks, Events and Open activities
Creating and tracking tasks and events
Folders and Document templates
AppExchange
Goal: Know about the Global action and publisher layouts and the features of Chatter in this Module
Objectives: At the end of this module, you should be able to:
Explain chatter groups
Describe files, follow, record
Explain custom canvas
Explain publisher layout
Topics:
Chatter groups, feeds, people
Files, Follow records, people
Groups Topics and Files
Global action types-Create
Log a call, Custom VF page
Custom canvas, Publisher layout
Global an Object specific actions
Hands On/Demo:
Chatter groups, feeds, people
Files, Follow records, people
Groups Topics and Files
Global action types-Create
Log a call, Custom VF page
Custom canvas, Publisher layout
Global an Object specific actions
Goal: Learn about the Salesforce mobile apps
Objectives: At the end of this module, you should be able to:
Benefits of Salesforce1
Importance of SalesforceA
Topics:
Salesforce1
SalesforceA
Salesforce1 Vs SalesforceA
Hands On/Demo:
Salesforce1
SalesforceA
Goal: In this module, you will learn deployment process in Salesforce environment.
Objectives: Upon completing this module, you should be able to:
Know steps in deployment
Learn types of change sets
Understand deployment settings
Topics:
Outbound Change Sets
Inbound Change Sets
Deployment Settings
Hands on / Demo:
Implement deployment steps
Goal: Get an overview of application cycle of a Salesforce project.
Objectives: Upon completing this module, you should be able to:
Know milestones in Application lifecycle
Working on sandbox
Know benefits of unmanaged packages
Topics:
Milestones
Sandboxes
Change Sets
Packages
Hands on/ Demo:
Create change sets and packages
Goal: Get an overview on Salesforce lightning.
Objectives: Upon completing this module, you should be able to:
Know benefits of lightning components
Learn difference between classic and lightning experience
Topics:
Lightning Components
Lightning Components vs. Visualforce
Hands on/ Demo:
Work on lightning experience
Goal: Learn how to work on buttons and links.
Objectives: Upon completing this module, you should be able to:
Learn adding custom buttons
Working on custom links
Know benefits of Actions
Topics:
Creating Custom Buttons
Creating Custom Links
Creating Records with Actions
Global Action
Object Specific Action
Hands on/Demo:
Create Salesforce button and links
Goal: Learn information about AppExchange
Objectives: Upon completing this module, you should be able to:
Know benefits of AppExchange
Downloading apps
Finding apps as per need
Topics:
AppExchange Overview
Finding and Selecting an App
Installing an App
Finding a Developer
Finding a Consultant
Hands on / Demo:
Work in AppExhange

Course Description

Websoft's Salesforce Certification Online Training will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare for Salesforce Certification (both SFDC Admin 201 & App Builder Certification)


Note: We do provide Self Paced content related to:
1. Introduction to Apex Programming
2. Introduction to VisualForce
3. VisualForce & Apex
After completing this course, students will be able to:
Differentiate the building blocks of Salesforce
Understand the Data model
Understand the Security model
Define Business process automation options
Master Sales Cloud and Service Cloud modules
Explain Reports and Dashboard
Describe Salesforce1, SalesforceA, Chatter and Social features
Explain various integration options like SOAP, REST APIs
This Salesforce Certification training at edureka is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for salesforce training are:
Siebel and other CRM products professionals
Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform
Functional consultants who are looking to switch to salesforce
Freshers who are looking to get a jump start to their careers in Cloud computing
Lateral developers who have worked in Java, mainframe and C# and are looking for a boost to their career from legacy platform

Salesforce Certification training at edureka does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will be handy

Course certification