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SalesForce Development

SalesForce Development

Ratings: (0)|Views: 28|Likes:
Published by Amit Sharma
Course Description: In this course, students will learn how to build custom apps that transform how your enterprise connects with employees and customers. Also, student will get the cloud knowledge you need to design custom applications for your business. Learn the essentials you need to design a secure infrastructure that delivers the full benefits of the Salesforce Platform.
Course Description: In this course, students will learn how to build custom apps that transform how your enterprise connects with employees and customers. Also, student will get the cloud knowledge you need to design custom applications for your business. Learn the essentials you need to design a secure infrastructure that delivers the full benefits of the Salesforce Platform.

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Published by: Amit Sharma on Sep 19, 2013
Copyright:Attribution Non-commercial

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01/22/2014

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www.bispsolutions.com www.bisptrainings.comwww.hyperionguru.com Page 1
SF001 : SalesForce Development & Administrator Essentials
Course Description:In this course, students will learn how to build custom apps that transform how your enterpriseconnects with employees and customers. Also, student will get the cloud knowledge you need to design customapplications for your business. Learn the essentials you need to design a secure infrastructure that delivers the fullbenefits of the Salesforce Platform.
 
Course Highlights
 
Develop and manage your custom code components and applications more efficiently
 
Intensive training from expert developers who teach real-world scenarios and data analysis.
 
Learn how to create insightful analytics and improve processes with effective automation
 
Each course session explains the actions required to solve a problem or implement a feature usingcode snippets.
 
Problem/Solutions based model and completely based on current job requirements.
Prerequisite:
 
There is no specific prerequisite for the course. However, the basic knowledge of below topics will beadded advantages
 
 
Basic know of Object-oriented programming language will be added advantages
 
Understanding of data modeling
Course Duration:35 hours.Take Away:Student Guide, Lab Guide, Practice Material, Sample Data Model and sample case study.Class Delivery:On Line (Interactive Web Based)
Cloud Computing Overview
 
CRM and Cloud Computing Overview
Customization
 
Getting Around the App
o
 
Data model and navigation
o
 
Help & Training
 
Setting Up the User Interface
o
 
Setting up the UI and search options
 
Getting Your Organization Ready for Users
o
 
Setting up the Company Profile
o
 
Configuring the UI
o
 
Configuring search settings
 
Setting Up and Managing Users
o
 
Managing user profiles
o
 
Managing users
o
 
Troubleshooting login issues
 
Security and Data Access
o
 
Restricting logins
o
 
Determining Object access
o
 
Setting up Record access
o
 
Creating a Role Hierarchy
o
 
Dealing with Record access exceptions
 
 
www.bispsolutions.com www.bisptrainings.comwww.hyperionguru.com Page 2
 
o
 
Managing field-level security
 
Customization: Fields
o
 
Administrating standard Fields
o
 
Creating new custom Fields
o
 
Creating selection Fields: Picklists and Lookups
o
 
Creating Formula Fields
o
 
Working with Page Layouts
o
 
Working with Record Types and business processes
o
 
Maintaining data quality
 
Managing Data
o
 
Import Wizards
o
 
Data loader
o
 
Mass transfer
o
 
Backing up data
o
 
Mass delete and the Recycle Bin
 
 Automation
o
 
Workflow rules
o
 
Lead and case automation
o
 
Approvals
 
Reports and Dashboards
o
 
Running and modifying reports
o
 
Creating new reports with the Report Builder
o
 
Working with Report Filters
o
 
Summarizing with Formulas and Visual Summaries
o
 
Printing, exporting, and emailing reports
o
 
Building dashboards
Building Applications with Force.com & Visualforce
 
Designing Applications on Force.com
o
 
Factors to consider when building a data model
o
 
Develop custom objects and fields, encrypted fields, field help, and field history tracking
o
 
Use master detail, lookup, and many-to-many relationships
o
 
Create a user interface for custom applications using the Custom
o
 
Object tab, Page Layout, and Customization options
o
 
Set field attributes on the page layout
o
 
Use the Custom Object queue and event-based
o
 
workflow rules with field update actions
o
 
Develop custom formulas and validation rules
o
 
Designing Applications for Multiple Users
o
 
Factors to consider when designing applications for multiple users
 
Sharing and Security
o
 
Create profiles, understand what a profile controls (including data access), and customizeprofiles to manage the user experience
o
 
Customize the user experience with record types and page layouts
o
 
Control access to records
o
 
Employ OWD, sharing rules and levels, roles, public groups, and manual share
o
 
Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
o
 
Apply OWDs, public groups, and manual
o
 
Sharing to create conditional access to data
o
 
Analyze suitability of FLS, page layouts, and record types to satisfy business requirements
 
 
www.bispsolutions.com www.bisptrainings.comwww.hyperionguru.com Page 3
 
 
Implementing Business Processes
o
 
Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build businessprocesses
o
 
Use validation rules to enforce conditional required behavior
o
 
Use functions to enforce data format and data consistency
o
 
Implement multistep approval workflows and escalations to automate business processes
o
 
Use outbound messages as part of an approval workflow
o
 
Establish approval workflow criteria with crossobject formulas
o
 
Set up field history tracking to audit processes
o
 
Learn techniques to prevent or record data changes
 
Managing Data
o
 
Learn when and how to use upsert
o
 
Use data management tools and the capabilities of API-based tools
o
 
Configure the Data Loader via command line
o
 
Encrypt passwords using encrypt.bat
o
 
Use the Data Loader to create mapping files and to upsert data
 
Visualforce Pages
o
 
Learn about the capabilities of the Visualforce
o
 
framework
o
 
Incorporate Visualforce pages into Salesforce
o
 
Construct expression bindings and incorporate Salesforce into Visualforce pages withVisualforce tags
o
 
Use Visualforce tags to create page layouts, input forms, output tables, customcomponents, and more
o
 
Create partial page refreshes on JavaScript events
o
 
Learn about the functionality that comes with Visualforce standard controllers
o
 
Find out when Apex is required for creating custom controllers or extensions
 
Introduction to Force.com Code
o
 
Overview, including Force.com code in the salesforce.com stack, environmentrequirements, usage scenarios, the development lifecycle, execution methods, andsalesforce.com objects & fields
o
 
An introduction to object-oriented programming, classes, & objects
o
 
Installation & development using the Force.com IDE
 
Force.com Code Building Blocks
o
 
Classes, variables & methods, & data objects
o
 
Data objects & relationships between objects
o
 
Force.com code variables, data types, & expressions
o
 
Best practices for formatting, commenting, & naming conventions
 
Force.com Code Class Construction
o
 
Classes and objects, including passing & returning variables, encapsulation, conditions & logic flow control, loops, & exception handling
 
 
Force.com Triggers & Data
o
 
Introduction to Force.com triggers, including when to use a trigger, order of execution,creation & development considerations, & governors & limitations
o
 
An introduction to querying data with SOQL and SOSL
o
 
Data Manipulation Language (DML)
 
Testing, Debugging, & Deployment
o
 
Debugging scenarios, methods & tools
o
 
Test classes, unit testing, testing requirements & strategies, & considerations & bestpractices
o
 
IDE testing & an overview of Salesforce CRM UI testing
o
 
Deployment checklist & preparation steps
o
 
Force.com IDE deployment

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