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.
COURSE CONTENTS : TRACK I :
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
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
TRACK II :
Designing Applications on Force.com
• 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
Designing Applications on Force.com
• 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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