Salesforce Development and Admin Online Training

Salesforce Development and Admin Online Training

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    Salesforce Development Course Content :

    1. Designing Applications

    • Learn about factors to consider when building a data model
    • Develop custom objects and fields
    • Create and customize page layouts and publisher actions
    • Create master-detail, lookup, and many-to-many relationships
    • Create custom applications
    • Use custom object queues and event-based workflow rules with field update actions

    2. Designing Applications for Multiple Users

    • Learn about factors to consider when designing applications for multiple users
    • Create and customize profiles to manage the user experience
    • Create and customize permission sets to manage the user experience
    • Employ organization-wide defaults (OWDs), sharing rules, roles, role hierarchy, public groups, and manual sharing to control access to records
    • Analyze suitability of field-level security, page layouts, and record types to satisfy business requirements

    3. Implementing Business Processes

    • Use validation rules to enforce conditional required behaviour
    • Use functions to enforce data format and data consistency
    • Create parallel approval processes and approval processes with dynamic approval routing to automate business processes
    • Establish approval process criteria with cross-object formulas
    • Set up field history tracking to audit processes
    • Learn techniques to prevent or record data changes
    • Create and deploy a flow using Visual Workflow

    4. Managing Data

    • Learn when and how to export, delete, insert, update, and upsert data
    • Use the Data Import Wizard and Data Loader to manage data

    5. Enhancing the User Interface

    • Learn about the capabilities of Visualforce pages
    • Create Visualforce pages to modify the user interface
    • Learn about the functionality that comes with Visualforce page standard controllers
    • Create templates that can be applied to multiple Visualforce pages
    • Learn about incorporating Visualforce into a page layout
    • Learn about incorporating JavaScript and Ajax with Visualforce
    • Learn about exposing Visualforce to the Internet
    • Learn about incorporating Visualforce into Salesforce

    Salesforce Admin Course Content :

    1. Getting Around the App

    • Understand the data model and navigation
    • Find answers in Help & Training

    2. Getting Your Organization Ready for Users

    • Set up the company profile
    • Configure the user interface
    • Set up activities and calendars
    • Configure search settings
    • Set up Chatter
    • Understand Salesforce settings

    3. Setting Up and Managing Users

    • Manage user profiles
    • Create and manage users
    • Troubleshoot user login issues
    • Understand SalesforceA capabilities
    • Set up Chatter Free and Chatter external users

    4. Security and Data Access

    • Restrict logins
    • Determine object access
    • Set up record access
    • Manage record access with the role hierarchy
    • Deal with record access exceptions
    • Control access to events
    • Manage field-level security

    5. Customization: Fields

    • Administer standard fields
    • Create new custom fields
    • Create selection fields: picklists and lookups
    • Create formula fields
    • Work with page layouts
    • Work with record types and business processes
    • Maintain data quality

    6. Managing Data

    • Import new records usingimport wizards
    • Update existing records with the data loader
    • Keep records up to date with Data.com and social accounts and contacts
    • Mass transfer records between users
    • Back up data with a weekly export
    • Mass delete records

    7. Reports and Dashboards

    • Run and modify reports
    • Create new reports with the report builder
    • Filter reports
    • Summarize report data with formulas and visual summaries
    • Print, export, and email reports
    • Build dashboards

    8. Automation

    • Manage email administration
    • Set up workflow rules
    • Automate leads and cases

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        Course Features

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