Module: 1
Salesforce Introduction
- CRM Introduction
- Cloud Computing Introduction
- Cloud Computing VS Salesforce
- Building Blocks in Cloud Application’s
- SAAS
- PAAS
- IAAS
- Cloud Services Providers
- Different Products and Editions
- Cloud Vendors in Salesforce
Module: 2
Salesforce fundamentals
- Building Blocks in Cloud –Saas , PaaS, LaaS
- Case Study based Learning
- Project Based Learning
- Power of Trailhead
- Creating Free Developer Org
- Introduction of Salesforce (SFDC)
- SFDC Modules
- SFDC Business Objects and their functionality
Module: 3
Salesforce Admin:
- Data Modeling and Validation
- An Insight into Standard Objects • Standard Object Flow (SaaS)
- Understanding Custom Objects
- Introduction to Tabs, Standard and Custom Fields
- Introduction to Detail Page and Related Lists
- Salesforce Data Model
- Create Custom Objects
- Introduction to Detail Page and Related List
- Salesforce Data Model
- Create Custom Objects
- View the objects created in Schema Builder
- Delete few custom Fields
- What are Primary-Keys?
- What are Foreign-Keys?
- Understanding Roll-up Summary Field
- An Insight into Formula and Cross Object Formula Field
- Date, Text, and number Formulas
Module: 4
Business Process and Automation
- Business Logics And Various Rule
- Understanding Various Rules for Automation
- Concept of Flows
- Assignment Rules
- Approval Process
- Approval Process - Single-step Approval and Multi-steps Approval
- Escalation Rules
Module: 5
User Interface and Analytics
- Page Layouts
- Record Types
- Features of Page Layouts Limitations of Page
- Layouts Standard Report VS Custom Report
- Various Types of Reports
- Defining Summary Report
- Defining Tabular Report
- Defining Matrix Report
- Defining Join Report
- Defining SFDC Report
- Execute a Report with and without Modifications
- Create a Simple Tabular Report
- User filters in reports
- What is a Custom Summary Formula Field Understanding Bucket Field?
- What is a Bucket Field High-Lighting?
- How to Schedule Report for Future Run
- Introduction to Dashboard
- Components of Dashboard
- Usage of the Components of Dashboard
- How to Select a Component to meet the Requirements Settings of Dashboards
- Formatting of the Components
- Running User Concept
Module: 6
Security Model
- Salesforce Security Features
- Object Level Securities and Object-Wise permissions
- Comparing Edit Vs. Modify All and Read vs. View All Record Level Securities
- Organization Wide Default
- Profiles, Roles, and Permission
- Sets Record sharing and Roll-Hierarchy
- Sharing Rules and Applications Manual
- Sharing Field Level Securities and Properties • Manual Sharing Field Level
- Securities and Properties
Module: 7
Other Topics
- List Views
- Tabs Apps
- Lightning App Builder
- Enabling Web - to - Lead/Web - to - Case for the Org
- Lead Convert
