Salesforce Learning Guide

 Salesforce Online Training Course Content

PFB the high level overview of the course curriculum on SALESFORCE (ADMIN & DEV) for your perusal:

TRACK-I (30 hours) & TRACK-II (35 hours). It generally takes 60-70 hours to complete both the tracks on 2+ hrs daily session, spread over the week and weekends, totally customizable based on the requirement.

Identity Confirmation
• Activate your computer
• Setting Up the User Interface
• Set up the UI & search options
• Organization Administration
• Set your organization’s language & locale
• Manage currency
• Customization
• Create custom profiles & custom fields
• Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists
• Learn about record types & business processes
• Use field-level security
• Security & Access
• Create & manage your users
• Set organization-wide defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Set up opportunity team selling & account teams
• Learn about folder access
• Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
• Workflow Approvals
• Plan approvals using workflow
• Use the approval wizard – standard vs. jump-start
• Create workflow approvals
• Data Validation
• Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields & unique properties Data Utilities
• Import records using the import wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization
• Analytics
• Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Create dashboards
• The AppExchange
• Learn about the AppExchange
• Install an app
• Uninstall an app
• Marketing Administration
• Use the integrated campaign builder
• Learn about lead queue & lead assignment setup
• Learn Web-to-lead & auto-response rules
• Service & Support Administration
• Learn about cases & solutions
• Set up case escalation rules
• Identify solution categories & suggested solutions Salesforce Console
• Navigate the Salesforce Console
• Create a Salesforce Console
• Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom Web tabs
• Build a custom app

Designing Applications on
•  Learn about factors to consider when building a data model
•  Develop custom objects and fields, encrypted fields, field help, and field history tracking
•  Use master detail, lookup, and many-to-many relationships
•  Create a user interface for custom applications using the Custom Object tab, Page Layout, and
•  Customization options
•  Set field attributes on the page layout
•  Use the Custom Object queue and event-based workflow rules with field update actions
•  Develop custom formulas and validation rules
•  Designing Applications for Multiple Users
•  Learn about factors to consider when designing applications for multiple users
•  Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
•  Customize the user experience with record types and page layouts
•  Control access to records
•  Employ OWD, sharing rules and levels, roles, public groups, and manual share
•  Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
•  Apply OWDs, public groups, and manual sharing to create conditional access to data
•  Analyze suitability of FLS, page layouts, and record types to satisfy business requirements
•  Implementing Business Processes
•  Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
•  Use validation rules to enforce conditional required behavior
•  Use functions to enforce data format and data consistency
•  Implement multistep approval workflows and escalations to automate business processes
•  Create parallel approval workflows and workflow approvals with dynamic approval routing
•  Use outbound messages as part of an approval workflow
•  Establish approval workflow criteria with crossobject formulas
•  Set up field history tracking to audit processes
•  Learn techniques to prevent or record data changes  

Managing Data:
•  Learn when and how to use upsert
•  Use data management tools and the capabilities of API-based tools
•  Configure the Data Loader via command line
•  Encrypt passwords using encrypt.bat
•  Use the Data Loader to create mapping files and to upsert data
Visualforce Pages
•  Learn about the capabilities of the Visualforce framework
•  Incorporate Visualforce pages into Salesforce Construct expression bindings and incorporate
•  Salesforce into Visualforce pages with Visualforce tags
•  Use Visualforce tags to create page layouts,input forms, output tables, custom components;
•  Create partial page refreshes on JavaScript events
•  Learn about the functionality that comes with Visualforce standard controllers
•  Find out when Apex is required for creating custom controllers or extensions


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