Course Details V1.0. Selinis Technologies Pvt Ltd. 2012, All Rights Reserved

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Transcription:

Salesforce.com CRM Administration & Development Course Details V1.0 Selinis Pvt Ltd. 2012, All Rights Reserved

Salesforce.com Administration Course Details V1.0 CRM Overview Introduction to CRM? Why CRM? Introduction to Cloud Computing & Salesforce.com Cloud Computing - Overview What is Software-as-a-Service (SaaS)? What is Platform-as-a-Service (PaaS)? What is Infrastructure-as-a-Service (IaaS)? What is Salesforce.com? Salesforce.com CRM Editions Salesforce.com Navigation - Overview Sales Cloud - Terminology Campaigns Leads Accounts Contacts Opportunities Forecast Contracts Cases Solutions Products Chatter Salesforce Cloud Platform Explained Sales Cloud2 Platform Force.com Platform App Force Site Force VM Force Heroku ISV Force Salesforce Application elements Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record Personal Setup Managing Personal Information Password Reset User Management Overview Roles, Users, Profiles & Sharing Selinis Pvt Ltd. 2012, All Rights Reserved

Salesforce Building Blocks Standard Objects Create custom Objects Create custom Fields Create custom Tabs Define dependent Pick lists o Customize page layouts Custom Application Working with Standard Objects Campaigns Leads Accounts Contacts Opportunities Product Relationship Types Master-detail Relationship Look-up Relationship Many-to-Many Relationship Create and managing the Roll-up summary fields Data Validation rules Create data validation rule Learn about custom field unique and duplicate properties Customize formula-fields Workflow rules Define workflow Create Email template Set up workflow rules Set up workflow actions Workflow Approval process Plan approvals using workflow Use the approval wizard standard vs. jump start Create workflow approvals Analytics Reports & Dashboards Report Overview Create custom reports Using filters Using conditional highlighting Custom summary formulas Working with dashboards Data Management Selinis Pvt Ltd. 2012, All Rights Reserved

Importing Overview Exporting Overview Import custom object records using the Data Loader Use mass delete Use storage User Management Creating Users Creating Profiles Creating Roles Creating Groups Security Managing the Users Set Organization Wide Defaults (OWD) Object-level Security Field-level Security Record-level Security Record types What is Record type? How to create Record type? Managing Record types Sharing Rules Define Sharing rules Discuss about types of sharing rules Monitoring Organization Data Debug logs and Email Logs Login History View Setup Audit Trail Discuss about Queue Outbound messages Schedule Jobs Apex Jobs Bulk Data Load Jobs Force.com Platform Revisited Apex, Visual Force, Database.com & AppExchange How to install an AppExchange application AppExchange Application Management Working with Developer Console Customizing the console Salesforce.com Certifications Overview Salesforce.com Certified Administrator (ADM 201) Salesforce.com Certified Advanced Administrator (ADM 301) Certification Practice Questions Selinis Pvt Ltd. 2012, All Rights Reserved

Salesforce.com Development Course Details V1.0 Salesforce CRM Overview Salesforce Architecture Cloud Computing Overview & Architecture Introduction to Force.com Platform (PaaS) Advanced Configuration Application Elements (Tabs, App, Links, Home Page Component) Salesforce Building Blocks & Configuration o Objects o Page Layouts o Related List o Fields o Buttons o Formula Fields o Relationships o Workflow Rules & Approval Processes Personal Customization Introduction to oops concepts Apex Development Building Blocks Apex Trigger Apex Classes Visual force Pages Developer console SOQL SOSL Developer Console Debugging System Log Apex Triggers Trigger Events Selinis Pvt Ltd. 2012, All Rights Reserved

o Design Pattern and Best Practice Bulk Trigger Order of Execution SELINIS Apex Programming Introduction to Apex Language Constructs Classes, Objects, and Interfaces Dynamic Apex Batch Apex SOQL & SOSL Email API Debugging Writing Apex Classes as Web Services Invoking Callouts Using Apex Deploying Apex Apex Test Classes Visual force Development Introduction to Visual force Standard Controllers Standard List Controllers Controllers and Controller Extensions Overriding Buttons, Links, and Tabs with Visual force Components Dynamic Visual force Bindings & Components Integrating Email with Visual force Visual force Charting Best Practices ---------------------------------------*******---------------------------------------------- Selinis Pvt Ltd. 2012, All Rights Reserved