Salesforce Admin & Development Training

Transcription

1 Salesforce Admin & Development Training Configuration CRM Overview Introduction to Cloud Computing Salesforce Basics Understanding SFDC UI Personal Setup Reset Person Info ~ Password ~ Security Token Understanding Salesforce Editions Understanding Salesforce Licenses Configuring Company Setup Security and Identity Confirmation Data Utilities Creating ~ Editing ~ Deleting : Records Mass Data Operations Mass Upload ~ Mass Update ~ Mass Delete ~ Mass Transfer Exportin Data Scheduling Exports Data Storage Usage Data Loader

2 Data Modeling Introduction to SFDC Components Customizing Standard SFDC Components Creating Custom SFDC Components Understanding Data Structure SFDC Data Components - Overview Data Relationships Lookup Relations Master Detail Relationships Many to Many Relationships Junction Objects Creating Field Dependencies Administration Converting Leads Defining Password Policies Managing Users Managing Roles Managing Profiles Organizattion Wide Default Defining Sharing Rules Field Level Security Field Accessibilities Customization Customizing Templates

3 Creating Templates Mass s Introduction to SFDC Home Pages Cutomizing Home Page Layouts Creating Custom Home Pages Customizing Page Layouts Customizing Display - Tabs & Pages Customizing Views Creating and Managing User Groups Creating Service Cloud Console Business Logics Automation using Formulas Defining Validation Rules Creating SFDC Flows Alerts Automatic Field Updates Assigning Tasks Workflow Rules & Approval Processes Reporting Working with Standard Reports Creating reports Report Formats Controlling Report Accessibility Scheduling Reports

4 Defining Report Types Including Charts Creating Dashboards Dashboard Refreshes Visualforce Creating VF Pages in IDE Configuring Development Mode Creating VF Pages in UI Standard Controllers Standard List Controllers Custom Controllers Visualforce Forms Custom List Controllers Visualforce Table Controller Extensions Adding Interactivity to Pages Overriding Standard Pages HTML in Visualforce Using Input Components CSS in Visualforce Visualforce Page Blocks JAVASCRIPT in Visualforce Creating Templates with Visualforce AJAX in Visualforce

5 APEX Basics - OOPS Concept Understanding Classes Introduction to APEX Data Types Variables Expressions Assignment Statements Conditional (If-Else) Statements Creating APEX Triggers in UI Creating APEX Classes in IDE UNderstanding APEX Methods SOSL-Salesforce Object Search Language Creating Search Laouts SOQL-Salesforce Object Query Language Sending Mass s busing APEX Creating APEX Classes in UI Creating UI Wizard using APEX Creating APEX Triggers in IDE Creating Test Classes AppExchange Creating Packages Deploying Apps to AppExchange Introduction to AppExchange

6 Installing Apps from AppExchange Integration Creating Force.com Sites Creating Customer & Partener Portals Distributing Packages Deploying Apps to other Org Web to Lead Uploading Apps Development on IDE Working on Eclipse Configuring Force.com IDE Creating Force.com Projects Working with Metadata Compnents Creating SFDC Components in IDE Deploying SFDC Comnponents Locally Dealing with Multiple edits Synchronizing Local Project with Server