Salesforce. Salesforce.com Basic Navigations What are Records? What are Related Lists? Action Column Help Links

Transcription

1 Salesforce Salesforce Course Syllabus CRM Customer Relationship Management What is CRM (Customer Relationship Management)? CRM Basic entities Sub Modules of CRM Existing CRMs Salesforce.com Introduction What is Salesforce.com? Why Salesforce.com? Different editions in Salesforce.com How to sign up for Developer Edition? Salesforce.com Basic Navigations What are Records? What are Related Lists? Action Column Help Links Salesforce.com Level 1 Administration of Salesforce.com Types of Objects Standard Objects Custom Objects Types of Fields Standard Fields Custom Fields Types of Relationships Field Dependency Different types of templates Text

2 HTML (using Letterhead) Custom (without using Letterhead) Visualforce Custom application Console application Field Accessibility Grant Login Access Calendar Console Tab Trusted IP Ranges Session Settings Different types of tabs Custom Object Tab Web Tab Visualforce Tab Field History Tracking in Salesforce Feed Tracking View setup audit trail Organization Wide Default Roles Role Hierarchy Sharing Rules Profiles Permission Sets Password Policies Developer console Validation Rules Workflow rules Alert Task Field Update Outbound Message Approval process

3 Reports and Dashboards Scheduling reports Report Types Adding dashboards in Home page Chatter Chatter Desktop Queues Public Groups Assignment Rules Auto Response Rule Views Domain Registration Search Layouts Search Results Lookup Dialogs Lookup Phone Dialogs Accounts Tab Accounts List View Search Filter Fields Page Layout Mini Console View Mini Page Layout Record Types Apex Data loader tool Force.com Explorer tool Force.com Sites Data Management Analytic Snapshots Import Accounts/Contacts Import Leads Import Solutions Import Custom Objects Data Export Storage Usage Mass Transfer Records

4 Mass Delete Records Mass Transfer Approval Requests Mass Update Addresses Data Loader MVC Pattern Tags in Salesforce Live Agent Public Solutions Chatter Answers Entitlement Management How to access Salesforce from all IP Ranges App Exchange application Mass Edit, Delete App Exchange application Login Hours restriction for Profiles Edit, Delete and Clone Buttons App Exchange Chat Settings(Chat Window) to Case Web-to-Lead Web-to-Case Schema Builder Visualforce page Actions in Salesforce How to expire all the users password in Salesforce? How Salesforce login works? Account, Opportunity and Case teams Manual Sharing Renaming Tab Names and Labels Dataloader.Io Data.com Merge tool Chatter Approval Request Opportunity Split Workbench

5 Work.com Multi-Tenant Architecture Creating Custom Tab Style in Salesforce Historical Trend Reporting Splash Page creation Escalation Rules Adding Multiple Users Account Hierarchy Salesforce.com Level 2 Development in Salesforce.com Custom Settings Visualforce Components Difference between Developer, Configuration only and Full Sandboxes. Adding controller to Visualforce page Apex Classes Custom Labels Adding Error message in Visualforce page Triggers Unit testing Batch Apex Database.SavePoint and Database.Rollback Force.com IDE installation Salesforce to Salesforce connection Calling Apex method from Custom Button Java to Salesforce connection Fetching data from another Salesforce organization Date Picker in Visualforce page With Sharing and Without Sharing in Apex Classes List, Set and Map collection data types Moving Components from one organization to another organization Creating table in VF using apex:panelgrid Standard Controller, Custom Controller and Extensions How to create a Sandbox in Salesforce?

6 How to login into Sandbox in Salesforce? How to create Inbound Change set? How to create Outbound Change set? Adding help text for apex:inputtext Debugging Apex code Try and Catch block Governor Limits in Salesforce.com Hide and Show in Visualforce page Date and Datetime SOQL Coding Standard in Salesforce