SalesForce Development & Administrator Essentials

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 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 using code 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 be added advantages
 Basic know of Object-oriented programming language will be added advantages
 Understanding of data modeling


Course Duration: 35 hours.

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

www.bispsolutions.com www.bisptrainings.com Page 1

  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
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

www.bispsolutions.com www.bisptrainings.com Page 2

  Sharing and Security
o Create profiles, understand what a profile controls (including data access), and customize profiles 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
 Implementing Business Processes
o Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
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 with Visualforce tags
o -Use Visualforce tags to create page layouts, input forms, output tables, custom components, 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, environment requirements, usage
scenarios, the development lifecycle, execution methods, and salesforce.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

www.bispsolutions.com www.bisptrainings.com Page 3

  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 & best practices
o -IDE testing & an overview of Salesforce CRM UI testing
o - Deployment checklist & preparation steps
o - Force.com IDE deployment
Apex & Visualforce Controllers
 APEX
o Apex features compared to other programming languages
o -use cases for which Apex is good solution
o - Apex access modifiers
o - Apex object types
o - types of collections
 Apex and SOQL
o Learn the syntax for including SOQL queries within Apex
o Write SOQL for loops to handle bulk data
o Learn about the two types of DML statements
o Use limit statements
o Save execution order and when “before” and “after” Apex triggers fire
o Learn about the types of governor limits and contexts
o Code Apex triggers to handle bulk data
o Create a unit test for a previous class, using assertion methods, and run a test
o Write a Web services class
o Consume an external WSDL and access it through Apex
o Learn the arguments to send an email from Apex
 Visualforce Controllers
o Visualforce standard controllers Code custom controllers and extensions
o Use testing, debugging, and deploying controllers capabilities
o Learn the basics of testing controllers vs. regular Apex classes
Additional Topics:
o · Google Integration
o · Email Integration
o · Outlook Integration
o · Mobile Administration
o · Integration with Zoho CRM

www.bispsolutions.com www.bisptrainings.com Page 4