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Salesforce Training Module

The Salesforce Training Module covers comprehensive training for both Admin and Apex roles, including company setup, user management, security settings, workflows, and data management. It also delves into Object-Oriented Programming concepts, SOQL and SOSL, DML operations, and Apex triggers. The training is designed to equip users with the necessary skills to effectively utilize Salesforce functionalities and develop custom solutions.

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kevinbhuk
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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9 views6 pages

Salesforce Training Module

The Salesforce Training Module covers comprehensive training for both Admin and Apex roles, including company setup, user management, security settings, workflows, and data management. It also delves into Object-Oriented Programming concepts, SOQL and SOSL, DML operations, and Apex triggers. The training is designed to equip users with the necessary skills to effectively utilize Salesforce functionalities and develop custom solutions.

Uploaded by

kevinbhuk
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Salesforce Training Module

Admin Training Module:


Company Information
 Creating Company Profile
 Setting Fiscal Year, Business Hours
 Setting Holidays and Language
 Identifying Edition

[Link] Platform
 Creating User Login Credentials
 Setup-Personal Setup
 About Administration Setup
 Standard Applications, Tabs and Objects
 Creating Custom Application(Design), Custom Objects and Custom Tabs
 Creating Custom Fields Using Datatypes and Picklist and Dependencies

Manage Users
 Creating users and Roles
 Creating Custom Profiles
 Discussion on Standard Profiles
 Creating Permission Sets and Public Groups and Queues
 Login History

Relationships in Salesforce
 Lookup Relationship
 Master-Detail Relationship
 Many to many Relationships
 Junction Object
 Rollup Summary Felds

Applying Validations and Formulas


 Overview of validation
 Creating Validation Rule
 Apply Formula in Validation
 Page Layout on Objects
 Mini Page Layout
 Search Layout
 Record Type
 Field Level Security on Layout

Object Level Security Model (Table)


 Profile Level
 Permission Set Level

Field Level Security Model (Column)


 Profile Level
 Page Layout Security
 Permission Set Security

Record Level Security Model-Sharing Settings(Row)


 Overview of Record Level security
 Organization-Wide-Default
 Sharing Rules
 Grant Access Using Hierarchies
 Internal Access
 External Access
 Manual Sharing
 Owner Based Sharing Rule
 Both Usage of Profile and OWD

Workflows And Approvals


 Overview of Workflows
 Email Alerts
 Tasks
 Field Updates
 Outbound Messages
 Time Dependent Workflow Actions
 Order of Execution
 Approval Process Definition
 Dynamic Approval Process
 Multi-Step Approval Process
 Parallel Approval Process
 Approval Process Actions

Data Management with SFDC


 Overview Import wizard
 Limitations on Import Wizard
 Data Export
 Import Objects
 CSV File usage in salesforce
 Import Data into Salesforce
 Data Loader
 Mass Transfer Records and Delete of Records

Process Builder
 Overview of Process Builder
 Working with Process Builder
 Workflows with Process Builder

Security Settings
 Single-Sign-on settings
 Session Settings
 Password Policies
 Identity Provides
 Login Access
 Identity Connect
 Email Admin Setup

Email Administration
 Deliverability
 Test Deliverability
 Organization-Wide Addresses
 Setting Email Footers
 Compliance BCC Email

Reports and Dashboards


 Importance of Reports
 Discussion On Standard Report
 Creating Custom Report, Tabular Report, Summary report, Matrix Report
 Creating Joined Report and Report Types
 Applying Filters on Report
 Run Report
 Export Report
 Create Dashboard
 Fetching Dashboard in to Visualforce

Apex Training Module:


OOPS (Object Oriented Programming)
 Fundamental and Properties
 Variables
 Identifiers
 Data types
 Access Modifiers
 Methods
 Conditional Statements
 Exceptional Statements
 Class syntax writing
 Constructing Method
 Reference Variables
 Setter Method
 Getter method
 Constructors
 Class Properties
 Return Statements
 Inheritance
 Abstraction
 Polymorphism
 Encapsulation
 Creating Wizard Class
 Wrapper Class
 Usage of properties in sfdc

APEX
 Collections
 List Class-Scenarios
 Set Class-Scenarios
 Map Class-Scenarios
 Advanced Example Programs

SOQL and SOSL


 Overview on SOQL, SOSL
 Fetching Records on VF Using SOQL
 Inserting Records from VF to Salesforce
 Debug Logs
 Static SOQL
 Dynamic SOQL
 Relational SOQL (p-c,c-p)
 Functional SOQL (Aggregate, Date)
 Creating Interfaces Using SOSL
 Governing Limits on Apex

DML Operations
 DML STATEMENTS VS DATABASE CLASS METHODS
 Database DML Operations
 Insert Statement
 Update Statements
 Upsert Statement
 Delete Statements
 Undelete Statements
 Merge Statements
 Rollback operations
 Save Point In DML

Controllers In APEX
 Standard Controller
 Standard Set Controller
 Custom Controller
 Controller Extensions

Schema Programming
 Objects
 Fields
 Selected Options

Email Service Using Apex Class


 Overview of Email Sending
 Outbound Email Service
 Inbound Email service
 Email Service Using Templates
 Sending PDF Attachments
 Sending VF Attachments
 Mass Email Message Sending
 Creating Methods for Sending Emails
 Syntax for Send Emails

Custom Setting
 List Custom setting
 Hierarchical Custom Setting

Asynchronous APEX
 Future Method-Long Running
 Queueable Apex-Chain Jobs
 Batch Apex-LargeDataVolumes
 Scheduled Apex:Run On Schedule
 Implementation
 Invoking Future Method from Schedule
 Schedule Using Point and click
 Schedule Using Code Customization

Batch APEX
 Iterable Class
 Query Locator
 Get Query Locator
 Start Method
 Execute Method
 Finish Method
 Sending Email From finish Method
 Batchable Context
 Debug Batch Apex
 Creating Future Methods in Batch Apex
 Implementing Database. Allow Callouts
 Call Batch In a Batch
 Serialize Batch By Batch

Apex Triggers
 Overview On Triggers
 Trigger Events
 Before Triggers
 After Triggers
 Insert Triggers
 Update Triggers
 Delete Triggers
 Undelete Triggers
 New
 Old
 New Map
 Old Map
 Recursive Triggers
 Validation Rule with Trigger
 Workflow with Trigger
 Invoking Batch Apex, Callouts from trigger
 Invoking Schedule, Future Methods from Trigger

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