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Salesforce

Salesforce

Salesforce training online by Famaa is curated by industry professionals and will help you prepare for the Salesforce Administrator Exam (ADM 201) and the Platform App Builder (CRT 403) certification exam. In this Salesforce course, you will learn how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and set up workflow automation.

Goal:
Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models.

Objectives:
Upon completing this training module, you should be able to:

  • Explain Cloud Computing
  • Define SAAS, PAAS, IAAS – Service Model
  • Explain Public, Private and Hybrid Cloud – Deployments
  • Compare CRM and PAAS Market
  • Comprehend basics of SFDC / Salesforce1
  • List the benefits of Force.com/ Salesforce1 Platform
  • Explain Multi-tenant (single-tenant) Architecture
  • Explain Metadata driven architecture

Topics:

  • What is Cloud Computing
  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Force.com Platform
  • Declarative & Programmatic Options in Force.com
  • Meta-data Driven Architecture
  • Multi-tenant Architecture
  • Business and IT benefits
  • Use of SF1

Hands-On:

  • Create Salesforce Account

Goal:
In this Salesforce online certification course module, you will be working on building a custom app on the Salesforce platform.

Objectives:
Upon completing this training module, you should be able to:

  • Illustrate working of Salesforce Platform
  • Explain Company Profile and License Types
  • Define User licenses available in the Developer Org
  • Define System Overview
  • List types of Sandbox
  • Explain MVC Model
  • Implement Page Layout, Search Layouts, and
  • Object Limits
  • Explain the App, which we will build during this course
  • Build a custom app on the Force.com Platform

Topics:

  • Sign-up for a Free Environment / Org
  • Adding company logo
  • Benefits of System overview
  • Salesforce Key Building Blocks
  • Editions and Different Environments Available
  • MVC Pattern
  • Student App
  • Student App Master Basic Data Model
  • Student Master and Marks/Grades
  • Student Master Basic Security Model
  • Student Master Reports
  • Student Master Application Scope

Hands-On:

  • Build a Custom Student App

Goal:
This Salesforce admin course module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, and schema builder and explains the implications of deleting fields.

Objectives:
Upon completing this training module, you should be able to:

  • Understand the concept of Objects and their uses
  • Create Custom App and Custom Objects
  • Leverage various Standard and Custom Fields
  • Identify various Datatypes and Field Types
  • Analyze the different types of relationships (Master-Detail and lookup)
  • Identify the role of Search Layouts

Topics:

  • Custom Objects and understand various properties in the Object definition section
  • Standard objects
  • Field and Data Types
  • Custom Field Properties
  • Field Dependencies
  • Types of Relationship Fields
  • Search Layouts

Hands-On:

  • Create Custom Objects
  • Customize standard objects
  • Create custom fields
  • Use Search layout

Goal:
Understand different levels – Org-level, Object-level, a Record level, Org-level – Profile and Permission sets Login hours, network level, and Object Level – Profile and Permission sets

Objectives:

Upon completing this Salesforce course online training module, you should be able to:

  • Explain System Org Level Security
  • Modify Permission Sets and Password Policy
  • Create IP Address Security and Login Hours
  • Identify Session, Activation, Page layout, Tab settings
  • Implement Field Level Security
  • Integrate Public Groups, Queue, and Profiles

Topics:

  • Security Model Mind Map
  • System-Level or Org Level Security
  • User Administration and Troubleshooting
  • Permission Sets
  • Profile and Permissions Sets
  • Password Policy
  • IP Address security
  • Login hours
  • Session settings
  • Activations
  • Page layout assignment
  • Tab setting
  • Field level security

Hands-On:

  • Create Permission Set
  • Create Profile
  • Apply field-level security
  • Secure page layouts
Goal: 
In this Salesforce course online module, you will learn about organization-wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing, and Apex sharing reasons. 
 
Objectives:
Upon completing this training module, you should be able to:
  • Analyze Security Features of Record and Object Level
  • Modify and Implement Organization-Wide Defaults (OWD) 
  • Classify Role and Role Hierarchy 
  • Identify features of Criteria Sharing
  • Understand the need for Public Groups and Queue
Topics:
  • Security Model Mind Map
  • Record Level and Object Level
  • Organization-wide defaults 
  • Organization-wide defaults – Student App 
  • Role and Role Hierarchy
  • Criteria Based Sharing
  • Different ways to gain Record Level Access
  • Public Group
  • Queue
  • Public group Vs Queue
Hands-On:
  • Create roles and role hierarchy
  • Secure Salesforce platform as per the requirements 
Goal: 
Learn to work on custom and standard objects; Enforcing Data Quality, Integrity, and Validation rules.
 
Objectives:
Upon completing this training module, you should be able to:
  • Analyze features of Business Logic
  • Ways to Implement Business logic
  • Create and Identify the need for formula fields  
  • Enforce Data Quality and Integrity
  • Identify uses of Validation rules
  • Understand Roll-up summary and Page layouts
Topics:
  • Business Logic Mind Map
  • Different Options to Implement Business Logic
  • Functions
  • Formula 
  • Validation Rules
  • Rollup Summary Fields 
  • Record Types and Page Layouts
Hands-On:
  • Implement business logic
  • Create validation rules
  • Create Formula Fields and Roll-up Summary Fields
Goal: 
This module will help you in learning Capabilities and use cases for the approval process and introduce you to the Lightning Process builder. 
 
Objectives:
Upon completing this Salesforce admin training online module, you should be able to:
  • Implement Workflow Rules 
  • Evaluate features of Workflow Rules 
  • Identify capabilities of Workflow Rules and Actions 
  • Define the appropriate Workflow Solution 
  • Implement the Approval Process 
  • Deduce various use cases for the Approval Process
Topics:
  • Business Process Automation
  • Business Requirements – Workflow Rules
  • Workflow – Actions (Time When Action Takes Place)
  • Workflow – Actions
  • Workflow – Considerations
  • Approvals – Introduction
  • Approvals – How to Create A Process
  • Approvals – Actions
  • Approvals – How and What Can Approvers Do
Hands-On:
  • Create a workflow process
  • Implement workflow rules and actions
Goal: 
This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, and campaign management. 
 
Objectives:
Upon completing this Salesforce admin training online module, you should be able to:
  • Understand Sales processes in any organization
  • Identify various Sales Productivity Features
  • Design and Implement Lead Management
  • Analyse Process of Campaign Management
  • Define Characteristics of Products and Price books
Topics:
  • Sales Cloud
  • Sales Process
  • Sales Productivity Features
  • Lead Management
  • Lead auto-response
  • Lead assignment
  • Web to lead
  • Accounts and Contacts Management
  • Opportunities
  • Campaign Management
  • Price Book, Products, Price Book Entries
Hands-On:
  • Capture and Manage Leads
  • Assign leads
  • Work with Salesforce Sales Cloud
Goal: 
Learn capabilities of case management, given a scenario, and identify how to automate case management. Capabilities of solution management, the basic capabilities of customer access across all channels, integration with legacy data systems, pre-built integration apps, support ticketing, knowledge base, routing and escalation, and queue management.
 
Objectives:
Upon completing this Salesforce administrator training module, you should be able to:
  • Analyze case management 
  • Implement automation in case management
  • Identify the capabilities of solution management 
  • Understand the basic capabilities of Communities 
  • Categorize the capabilities of the Community application, such as Ideas and Answers 
  • Identify the capabilities of Salesforce Knowledge
Topics:
  • Service Cloud
  • Case Management
  • Typical Service and Support Process
  • Automation – Web2Case and Auto-Response
  • Automation – Email2Case
  • Automation – Assignment Rules
  • Automation – Escalation Rules
  •  Email Templates in Case Management
  • Channels
  • Case Resolution – Solutions
  • Case Resolution Using Knowledge
  • Communities Basics
  • Communities Setup and Administration
  • Communities – Ideas and Answers
Hands-On:
  • Work with Salesforce Service Cloud
  • Automate Case Management
  • Capture cases from the website and email
  • Customize case process, Solutions, Communities, and Salesforce Knowledge
Goal: 
This module introduces you to the concept of identifying tools and use cases for managing data, capabilities, and implications of the data validation tools, and the different ways to back up data 
 
Objectives:
Upon completing this Salesforce administrator training module, you should be able to:
  • Identify the considerations for Data Processing 
  • Analyze tools and use cases for managing data 
  • Utilize the capabilities of the data validation tools 
  • Resolve implications of the data validation tools 
  • Implement the different ways to back up data 
Topics:
  • Data Handling and Processing Overview
  • Exporting data and Regular Backup
  • External ID and Unique Fields 
  • Import Data
  • Apex Data loader
  • Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
  • Transfer record ownership
Hands-On:
  • Handle and Processing Data
  • Import Clean Data
  • Export data and Regular Backup
  • Install Apex Data loader
  • Use the Import Wizard and Data Loader
Goal: 
Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards
 
Objectives:
Upon completing this Salesforce admin training module, you should be able to:
  • Create a report 
  • Customize a report 
  • Identify the impacts of Sharing Model on Reports 
  • Create and Modify dashboards 
  • Analyze the capabilities of Custom Report Types
Topics:
  • Report with and without modifications
  • The tabular report, summary, and matrix report
  • Report and Security
  • Report Builder and Standard Reports Available
  • Custom report type and store in a folder
  • User filters in reports 
  • Dashboard
  • Bucket field
  • Tabular Report significance 
  • Summary report significance
  • Matrix report significance
  • Joined report significance
  • Dynamic dashboard 
Hands-On:
  • Create various Salesforce reports such as tabular reports, summaries, and matrix reports
  • Add a chart and a few other features like highlighting
  • Create a custom report type and store it in a folder
  • Filter users in a report 
  • Create dynamic dashboard
Goal: 
Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook
 
Objectives:
Upon completing this Salesforce admin training module, you should be able to:
  • Identify components of Salesforce1 mobile
  • Analyze features of Salesforce A
  • Integrate Salesforce with Microsoft Outlook
Topics:
  • Customizable parts of the SF1 app 
  • Security and customizable settings
  • Navigation menu
  • Compact layouts and Mobile cards 
  • Basic admin activities on Salesforce A 
  • Outlook and SF synch up
Hands-On:
  • Customize Salesforce1 app 
  • Customize security settings
  • Navigate through the Salesforce menu
  • Create Compact layouts and Mobile cards 
  • Perform basic admin activities on Salesforce A
  • Integrate Salesforce with Microsoft Outlook
Goal: 
In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.
 
Objectives:
Upon completing this Salesforce online training module, you should be able to:
  • Identify components of Activity management, Folder Management, and AppExchange
  • Create and Track Tasks
  • Integrate various templates from to salesforce App
Topics:
  • Activity management – Tasks, Events, and Open activities
  • Tasks and events
  • Folders and Document templates 
  • AppExchange
Hands-On:
  • Manage Salesforce activities
  • Create and track tasks and events
  • Create folders and Document templates
Goal: 
In this module, you will know about the Global action and publisher layouts and the features of Chatter.
 
Objectives:
Upon completing this Salesforce online training module, you should be able to:
  • Identify Features of Chatter
  • Understand Global Publisher Layout and Global actions
  • Implement Object-specific actions
Topics:
  • Chatter groups feed, people
  • Files, Follow records, people 
  • Groups Topics and Files
  • Global action types-Create
  • Log a call, Custom VF page
  • Custom canvas, Publisher layout
  • Global and Object-specific actions
Hands-On:
  • Create Chatter groups, feeds, and people
  • Create a custom VF page
  • Create a Custom canvas, Publisher layout
Goal: 
In this module, you will learn about the Salesforce mobile apps.
 
Objectives:
Upon completing this Salesforce online training module, you should be able to:
  • Use Salesforce1
  • Use SalesforceA
  • Differentiate between Salesforce1 and SalesforceA
Topics:
  • Salesforce 1
  • Salesforce A
  • Salesforce1 Vs SalesforceA
Hands-On:
  • Work with Salesforce1 and SalesforceA
Goal: 
In this module, you will learn the deployment process in the Salesforce environment.
 
Objectives:
Upon completing this Salesforce training online module, you should be able to:
  • Know steps in the deployment 
  • Learn types of change sets
  • Understand deployment settings
Topics:
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
Hands-On:
  • Work with Change Sets
  • Implement deployment steps
Goal: 
Get an overview of the application cycle of a Salesforce project.
 
Objectives:
Upon completing this training module, you should be able to:
  • Know milestones in the Application lifecycle
  • Working on sandbox
  • Know the benefits of unmanaged packages
Topics:
  • Milestones 
  • Sandboxes 
  • Change Sets
  • Packages
Hands-On:
  • Work with Sandboxes
  • Create change sets and packages
Goal: 
In this module, you will be introduced to Salesforce lightning.
 
Objectives:
Upon completing this training module, you should be able to:
  • Know the benefits of lightning components 
  • Learn the difference between classic and lightning experience
Topics:
  • Lightning Components
  • Lightning Component Capabilities
  • Lightning Components vs. Visualforce
Hands-On:
  • Work on lightning experience
Goal: 
In this module learn how to create custom buttons and links.
 
Objectives:
Upon completing this module, you should be able to:
  • Learn to add custom buttons
  • Working on custom links
  • Know the benefits of Actions
Topics:
  • Custom Buttons
  • Custom Links
  • Records with Actions
  • Global Action
  • Object Specific Action
Hands-On:
  • Create custom buttons and links
Goal: 
Learn information about AppExchange
 
Objectives:
Upon completing this module, you should be able to:
  • Know the benefits of AppExchange 
  • Downloading apps
  • Finding apps as per need
Topics:
  • AppExchange Overview
  • Finding and Selecting an App
  • Installing an App
  • Finding a Developer
  • Finding a Consultant
Hands-On:
  • Use AppExhange and work with ready-to-install apps

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