SALESFORCE CRM
CRM CONCEPTS
· What is CRM?
· Common business issues faced by companies today
· How CRM can help?
· What CRM brings to business?
· Evolution of CRM
· Business value of CRM
· What CRM means to you as a user?
· Customers benefiting from CRM
· A view of available of CRM products from IT industry
· Compare Salesforce.com CRM with other CRM products
SALESFORCEAdministration
Sales Cloud Concepts
· Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
· Understanding Leads and Opportunities
· Adding A Lead
· Adding An Account
· Edit An Account Record
· Adding A Product To An Opportunity
· Sales ID
· Adding A Task
· Connect To Microsoft Outlook
· Send And Add An Email
· Logging A Call
· Document Tab
· Web to lead
· Web to case
· Assignment Rules
· Auto response Rules
· Sales automation
· Converting A Lead
· Team Contacts
· Adding An Opportunity
· Adding A Contact
· Creating A View
· Activity History
· Submitting A Case
· Campaigns Partner Roles Portals
· Communities
Standard SFDC Applications
· Salesforce CRM Content
· Chatter
· Salesforce Knowledge
· Entitlements & Service Contracts
· Salesforce Answers
· Salesforce Mobile
· Customer Portal Partner Portal Salesforce to Salesforce
· Force.com Sites
Sales force.com Overview
· Overview of products
· Sales cloud and jigsaw
· Service cloud and Remedyforce
· Social Chatter and Radian6
· Custom Force.com, Database.com, Heroku
· App exchange
· Editions and pricing
Service Cloud Concepts Create Case
· Researching and Resolving Cases
· Communicating the Outcome
· Automate case management
· Capturing and associating cases efficiently
· Helping customers helping themselves
· Improving productivity
· Manage Cases
Security
· User Security and Authentication
· Session Security Network
· Security Security Tokens
· Data Security
Standard Objects
· Account
· Person Account
· Contact
· Lead
· Campaign
· Opportunity
· Quote
· Product and Price Bank
· Case
· CRON Trigger
Managing Users
· Profiles
· Roles
· Groups
· Queues
· Permission Sets
Securing and Sharing Data
· Object-Level Security
· Field- Level Security
· Record-Level Security
· Field Accessibility
· Record Types
Automate Business Process with Workflow Developing Approval Processes
· Formulas
· Syntax
· Object Formulas
· Where Do I Use Them?
· Workflows &Business Rules
· Visualforce
· Limitations
· Best Practices
· Predefined Function and experiment
Going Global
· Divisions
· Locale
· Currencies
· Advanced Currency Management
· Translating the User Interface
· Import
· Export
Using Analytics
· Running Dynamic Reports
· Custom Report Types
· Dashboards
· Analytic Snapshots
Overriding Link, Tabs, and Label Sending Mass Email Importing Data
· Import Data wizard
· APEX Data Loader
· From Command Prompt
Monitoring your Org
· Debug Logs
· Email Logs
· Login History
· View Setup Audit Trail
· Time-based Workflow
· Scheduled Job
· Outbound Messages
· Apex Job Queue
· Import Queue
· Mass Email Queue
· Case Escalation Rule Queue
· Entitlement Process Queue
· Bulk Data Load Jobs
Salesforce Development
1. Enable Developing mode
2. over View about Developer Console
3. Installing Eclipse
4. Overview about using eclipse and options
5. Installing ant and Maven in the eclipse
Apex
24. Collections
1. List Class and Methods
2. Set Class and Methods
3. Map Class and Methods
25. Select Option Class
. SOQL (SalesForce Object Query Language)
1. Group By
2. Having
3. Limit
4. Offset
5. Update Lock
6. Parent to Child object Query
7. Child to Parent object Query
8. Aggregate Result
26. Compression of Database. Query and static query
27. Governing limits for SOQL
28. DML operations
29. Database. DML operations
30 Compression of DML with Database.DML
31. Database. Save Point
31. Database. Rollback operations
32. Inheritance in Class
33. Overriding classes
34. Working with workbench
35.Writing test classes
36.SQL Governing limit
37.DML governing limit
38. DML on No . of records
39. Future Methods
40. Setup Objects
41. Non Setup Objects
42. Mixed DML exception
43. AsyncApexJob class
44. Batch Apex
1. Custom Iterable Class
2. Database.QueryLocator
3. Start Method
4. execute method
5. finish method
6. Database.BatchableContext
7. Implementing Database.Stateful Interface
8. Calling Future Methods
9. Creating a future method in a batch
10. Invoking callouts from Batch apex
11. Implementing Database.AllowCallouts
12. Calling batch within a batch
13. Handling exceptions in batch apex
14. Sending email from finish
15. Invoking another batch from Batch
16. Serializing Batch apex
45. Email Services
1. Outbound Email Services
1. Single Email Message
2. Sending Pdf attachment
3. Sending Email Template
4. Attaching VF page as an attachment
5. Attaching the Email to activities
6. Creating a PDF from future methods
7. Mass Email Message
8. Governing Limits
2. Inbound Email Service
1. Creating Inbound Email Handlers
2. Creating Inbound Email Service
3. Creating a lead based on inbound email
4. Invoke a batch apex based on Inbound
46. Schedule Apex
1. Implementing Schedule Apex
2. Cron Trigger
3. Invoking Batch Apex
4. Invoking Future Methods from Schedule Apex
5. Invoking the Callouts from Schedule Apex
6. Sending Email from Schedule Apex
7. Test Classes
8. Governing Limits
47. Triggers
1. Trigger Events
2. Trigger Context variables
3. Insert Triggers
1. Trigger. New in before insert and after Insert.
2. DML in before insert and after Insert.
3. System validation and before Insert Trigger Combination.
4. System validation and Before Insert and custom validations.
5. System validation and Before Insert, Custom validation and after Insert trigger
Combination.
6. System Validation, Before Insert, Custom validation, after insert, Assignment Rule
Combination.
7. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response Combination
8. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response, workflow Combination
9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response workflow 1, workflow rule 2 Combination
10. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response workflow 1, workflow rule 2, Rollup summary combination
11.System Validation, Before Insert, Custom validation, after insert, Assignment
Rule, Auto Response workflow 1, workflow rule 2, Rollup, Formulas combination
4.Update Triggers
1.Trigger.Old
2.Trigger.OldMap
3.Trigger.New
4.Triger.NewMap
5.Recursive trigger
6.Trigger handlers
7.Trigger’s on Parent Child objects
5.Delete Triggers
Trigger. Old
Trigger. OldMap
6.Undlete Triggers
Trigger. New
Trigger. New Map
7. Invoking Batch Apex from Triggers
8. Invoking Schedule Apex from Triggers
9. Invoking Email’s from Triggers
10. Invoking future Methods from Triggers
11. Invoking Callouts from Triggers
12. Invoking apex classes from Triggers
13. Dataloader with Triggers
14. Test Classes
48. Schema Programming
1. Invoking List of object from Schema
2. Invoking List of field from a given object
3. Comparing the data type and fetching PickList fields from the object
4. Creating a custom picklist field with the options from the given picklist field from given object
5. Fetching the list of tabs available in the schema
49. Metadata API
1.Creating Object using Apex
2.Creating a field in the object with given field type in the custom object
3. Comparing two objects and their field and Creating them in case there is no mapping
4. Creating a Tab in sales force using Java /Salesforce external org
50. Custom Setting :
1.List
2.Hierarchical
51.Salesforce to Salesforce without Coding
52.Salesforce to Excel without coding
53.Salesforce to Informatics without Coding
54. Salesforce to Facebook without Coding ( Authentication provider, Single Sing on)
55.Salesforce to OKTA (single sign on)
56.Apex based Sharing rules
57.Apex-based auto approval process
58.Wrapper Class
Visualforce :
1.Create VF Page
1. Using Url
2.Using Developer Console
3.Using Eclipse
4.Using Standard Navigation
2.Printing Static data
3.Binding the global data on VF page
4.Global Objects in VF page
5. Apex: PageBlock
6. Apex:PageBlockSection and apex :PageBlockSectionItem
7.Input Components
1.InputText
2.InputField
3.InputHidden
4.IinputSecret
5.InputTextArea
6.InputCheckbox
8.Output Components
1.OutputText
2.OutputLabel
3.Output field
9.Creating Custom Account object Edit Page
10.Creating Custom Object Detail page
11.CSS in VF page
1.Internal CSS
2.InLine CSS
3.External CSS using static Resource
12.JavaScipt in VF page
1.Internal javascript
2.External javascript
3.Events & validations
4.Invoice pages
13.Jquery in VF page
1.Establish a plugin using Static Resource
2.Establish a plugin using Url
3.AutoComplete
4.Paginations
14.Ajax in VF page
1.Sforce connection
2.Querying data from VF page
3.DML operations directly from VF page without apex
15.AutoLookup functionality using Ajax and Jquery
16.List Views
1.PageBlockTables
2.Data Tables
3.Data List
17.Enhanced list view
18.Insert, Include and define
19.Panel Grid, Panel group, output panel
20.SelectList,Selectoption,SelectOptions
21.Establishing Connection between Apex and VF page using Controller
22.Custom Picklistfied using SelectOption
23.Action Support ,ActionFunction,Action Pooling
24.Remote method invocations
25.Soap call form VF pages
26.Charts and Dashboard using VF page
27.PDF pages
28.Visualforce custom Components
29.Apex pagination
30.Data transfer between the pages
31.Controller and Extentions
32.Overidding the Standard buttons and links
33.SControllers
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