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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Salesforce Development and Admin Online Training
Duration: 30 Hours
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