Salesforce Training for Beginners

This chapter will give you knowledge of cloud computing, various models available in cloud computing. You will also gain knowledge about Hybrid cloud models. 

Topics:

• • Introduction to Cloud computing
  • Cloud models
  • Cloud Ownership 
  • Cloud Market trends

Learning outcome: You will understand the cloud models and their importance in the modern IT world.

This module is designed to provide the fundamental knowledge of the Salesforce Platform.

Topics:

• • Introduction to Salesforce CRM
  • Different Salesforce editions
  • Salesforce customization features
  • App creation
  • User management
  • Capabilities of core CRM objects
  • Programmatic customizations
  • Declarative customizations

Learning outcome: By the end of this module, you will get a complete glance of all essential features of Salesforce.

This chapter covers all the concepts required to build custom applications using Force.com platform and various types of licenses available in SFDC.

Topics:

• • Free environment setup
  • Adding company logo
  • Advantages of the system
  • Key building blocks of Salesforce
  • Student app
  • MVC pattern
  • Editions and various environments of Force.com
  • Basic security model
  • Student master reports
  • Scope of student master application

Learning outcome: You will gain hands-on experience in working with various aspects of Force.com and experience in using features available on it to build applications.

This module introduces to the standard and custom objects, various fields and data types in custom and standard objects and a lot more other concepts.

Topics:

• • Use objects definition section to create
  • Field and data types
  • Customization of Standard objects 
  • Field dependencies
  • Custom files prosperities
  • Search layouts
  • Different relationship fields

Learning outcome: By the end of this module you will learn how to use SFDC data model, data types, custom and various data types, standard and custom objects etc.

This module will introduce you to the SFDC security model and process to allot permissions at different user levels.

Topics

• • Security model map
  • Organization or system-level Security
  • User Management and Troubleshooting
  • Password policy
  • Profile and permission sets
  • Login Hours
  • IP address security
  • Activations
  • Session settings
  • Tab setting
  • Page layout assignment
  • Field level security

Learning outcome: Upon the completion of this module you will gain hands-on experience in handling tasks of permission sets, security, and profile.

This chapter will teach you the essential SFDC security model concepts such as defaults in an organization, Role and Role hierarchy, Apex sharing and criteria based sharing.

Topics:

• • Security models
  • Organization-wide defaults 
  • Record level and Object level
  • Role and role hierarchy
  • Ways to gain access to records
  • Criteria based sharing
  • Public group vs que

Learning outcome: You will gain practical experience in handling various types of sharing concepts on salesforce CRM.

Topics: 

• Bar Charts
• List Reports
• Pie Charts
• Scheduling Reports
• Pivot Tables
• Role of Scripting in reporting 
• Reports Scheduling 
• Making Gauges

Learning outcome: By the completion of this chapter, you will become an expert in creating reports on ServiceNow platforms that are effective and easy to understand.

This module will introduce you to the concepts such as data quality enrichment, integrity and validation rules.

Topics:

• • Overview of business logic
  • Various options available for implementing business logic
  • Rollup summary fields
  • Validation Rules 
  • Functions 
  • Roll-up summary fields
  • Page layouts and record types

Learning outcome: You will have gained all the knowledge related to business logic.

This chapter will help you understand the capabilities of the approval process and the lightning process builder.

Topics:

• • Business process automation
  • WorkFlow rules
  • Workflow – Considerations
  • Workflow – Actions
  • Approvals – Introduction
  • Approvals – Actions
  • What Can Approvers Do?

Learning outcome: You will have gained hands-on experience in handling various tasks associated with business process automation.

This chapter will teach you all the concepts associated with the Sales process in an organization, lead management, price, features, campaign management, etc.

Topics:

• • Sales Cloud
  • Sales Productivity Features
  • Sales Process
  • Lead assignment
  • Lead auto-response
  • Sales Productivity Features
  • Accounts and Contacts Management
  • Web to lead
  • Campaign Management
  • Opportunities
  • Products, Price Book, and  Price Book Entries.

Learning Outcome: By the completion of this module you will have gained all the knowledge of Salesforce Sales Cloud and learn various features of Salesforce CRM Sales cloud.

This module will help you gain knowledge of the Service cloud concepts such as case management automation, solution management, capabilities of salesforce knowledge, basic knowledge of communities, etc.

Topics:

• • Introduction to Salesforce Service Cloud
  • Case management
  • Common service and support model
  • Automation – Email2Case
  • Automation – Web2Case and Auto-Response
  • Automation – Assignment Rules
  • Email Templates in Case Management
  • Case Resolution Using Knowledge
  • Case Resolution – Solutions
  • Channels
  • Communities – Ideas and Answers
  • Communities Setup and Administration
  • Communities Basics

Learning outcome: Upon the completion of this module, you will gain hands-on expertise in capturing cases from email and websites, and customization of communities, solutions, case process, etc.

This chapter will teach you the concepts to identify tools for managing data. You will also come across concepts like multiple ways to backup data, and various data validation tools.

Topics:

• • Introduction to data handling and management
  • Data processing overview
  • Unique fields and external ID
  • Installation of Apex data loader
  • Import
  • Transfer record ownership
  • Features of Data loader and import wizard

Learning outcome: Upon the successful completion of this chapter, you will gain hands-on exposure in data handling and processing, installation of Apex data loader, Regular backup, exporting data, transfer record ownership.

This chapter will introduce you to the concepts such as report customization, essentials of sharing models on reports and the process to create and modify dashboards.

Topics:

• • Report execution with and without modifications
  • Creation of a tabular report
  • Report builder
  • Standard reports in Salesforce
  • Report and security
  • Highlighting a chart
  • User filters in reports
  • The process to customize a report
  • Dashboard creation
  • User Filters
  • Bucket filed
  • Summary report significance
  • Tabular Report significance
  • Dynamic dashboard
  • Joined report significance
  • Matrix report significance
  • Summary report significance

Learning Outcome: After finishing this chapter you will have learnt all the skills to prepare and work with dashboards in Salesforce. You will be able to build reports that are business effective and easy to understand.

This chapter has been designed to make you learn about the Salesforce 1 concepts, Salesforce installation, and synchronization with Outlook.

Topics

• • Making customizations on the SF1 app
  • Customization configurations and security
  • Mobile cards and Compact layouts
  • Navigation Menu
  • Basic Administration tasks on Salesforce
  • SF synch up and Outlook

Learning Outcome:  In this module, you will gain hands-on experience in using the Navigation menu, Customization SF1 parts, basic admin tasks on Salesforce A, etc.

This module will teach you the capabilities of AppExchange, Describe the concept of Salesforce content and folder management.

Topics:

• • Activity Management
  • Folders and Document templates
  • Tasks creation and tracking
  • AppExchange

Learning Outcome:  By the completion of this chapter you will gain practical experience in activity management, creation of tasks and events, preparation of templates, and AppExchange.

This module is designed to teach you the Global action and publisher layouts and also to cover all the features of Chatter.

Topics:

• • Chatter feeds, groups, people
  • Groups Topics and Files
  • Follow records, files and people
  • Global action types
  • Custom canvas, Publisher layout
  • Log a call, Custom VF page
  • Global Object-specific actions

Learning Outcome: Upon the successful completion of the above module we will gain the overall knowledge required in all the above concepts.

This module will help you in learning all the applications of Salesforce Mobile Apps.

Topics:

• • Salesforce 1
  • Mobile app development
  • Application Integration

Learning Outcome: By the end of this module, you will be able to perform all kinds of operations using the Salesforce Mobile Platform. Meanwhile, you will also get hands-on experience in customizing mobile apps as well.

This module is specially designed to help you become an expert in deploying apps in the Salesforce environment.

Topics:

• • Outbound Change Sets
  • Deployment Settings
  • Inbound Change Sets

Learning outcome: You will gain hands-on experience and overall knowledge of various steps involved in the salesforce environment.

This module has been designed with an intention to teach the application cycle of a Salesforce project.

Topics:

• • Sandboxes
  • Milestones
  • Packages
  • Change Sets

Learning Outcome: Upon finishing this project you will gain hands-on experience in handling tasks associated with Create changesets and packages.

This module covers all the concepts related to Salesforce lightning.

Topics:

• • Introduction to Lightning
  • Lightning components and their capabilities
  • Visulaforce vs Lightning components

Learning outcome: Gain overall knowledge of Salesforce lightning.

This chapter will help you learn how to work on buttons and links in Salesforce. 

Topics:

• • Creation of custom links
  • Creation of custom buttons
  • Global Action
  • Creating Records with Actions
  • Object-specific action

Learning Outcome: You will gain practical experience in creating Salesforce buttons and links.

This module will help you gain knowledge about AppExchange.

Topics:

• • Introduction to Appexchange
  • Selection of an App
  • App installation
  • Finding a consultant
  • Finding a developer

Learning Outcome: You will gain hands-on exposure working in App Exchange.