Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
0% found this document useful (0 votes)
979 views

Salesforce Training Admin&developer

The document provides an overview of Salesforce concepts including fundamentals, data modeling, customization tools like workflow and process builder, security models, Apex development, testing, and deployment. Specific topics covered include custom objects, fields, validation rules, workflows, profiles, permission sets, SOQL, triggers, unit tests, change sets, and the Lightning component framework.

Uploaded by

harshad baradwaj
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
979 views

Salesforce Training Admin&developer

The document provides an overview of Salesforce concepts including fundamentals, data modeling, customization tools like workflow and process builder, security models, Apex development, testing, and deployment. Specific topics covered include custom objects, fields, validation rules, workflows, profiles, permission sets, SOQL, triggers, unit tests, change sets, and the Lightning component framework.

Uploaded by

harshad baradwaj
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Salesforce Fundamentals Salesforce Workflow, Schema Builder,

 Introduction to Salesforce and Process Builder


 Overview of Salesforce, its Editions  Overview of visual workflow, schema builder, and
 Home Page Customization process builder
 User Management  Creation of visual flow
 Apps Creation  Modification of the existing workflows
 Core CRM objects Capabilities  Creation of process
 Declarative Customizations Boundaries  Field creation in the schema builder
 Programmatic Customizations Use Cases

Validation and Workflow Rules


Data Model  Overview of validation rules, its creation
 Fields  Creation of formulas
 Relationship Fields  Creation of error messages
 Junction Object  Overview of workflow rules
 Schema Builder  Creation of Workflow rule, Field update, Task
assignment, Email alert

Field Types and Salesforce Objects


 Field types overview Creation of Role Hierarchy
 Standard fields modification  Overview of the role hierarchy
 Creation of auto-number, formula, roll-up summary,  Creating Roles, Groups, Permission Sets
lookup & master-detail, and checkbox fields  Enabling field history
 Creation of number, currency, and percent fields  Assigning Roles to Users
 Creation of geolocation, phone, and email fields
 Creation of date & time fields
 Creation of text and text area fields
 Creation of URL, encrypted fields, etc. Security Data Security Model
 Salesforce objects introduction  Restricting logins
 Components, standard objects, and its modification  Object access determination
 External objects and creation of custom objects  Record access configuration
 Creation of role hierarchy
 Record access exceptions
Creation of Custom Buttons, Link units, and
Actions
 Creation of buttons, links, and actions overview Salesforce User Profiles
 Creation of new records with actions  Profiles introduction
 Call logging with actions  Overview of standard profiles
 Record updating  Page layouts assigning
 Creation of custom buttons and custom links, etc.  Settings - Custom app and its access, Tab, Record
type

1
 Permissions Administrative, General user, Standard Understanding Salesforce Platform
object, Custom object  Understanding Salesforce Terminologies
 Password guidelines  Multitenancy and Cloud
 Session timeout, hours of log in, IP ranges
 Field-level security
Understanding Salesforce Metadata and
API
Salesforce Reporting and Dashboards  Declarative vs. Programmatic Changes and
 Reports & Dashboards introduction Customizations
 Report formats  Application Development Tools in Salesforce
 Creation of: Leads report, Creating contacts,  AppExchange as Application Development Strategy
Accounts report, Opportunity report, Charts,  Finding and Navigating Salesforce Documentation
Scheduling report, Campaign report, Report formula
 Using report to add the leads to campaign
 Reports export to Excel Apex
 Dashboard - Creation and refreshing dashboard,  Apex Development Process
Modifying columns, Adding filter, Adding reports,  Apex Development Tools
Interfaces  Apex Governor Limits
 Access management
 Dynamic dashboards configuration
 Report builder activation on profiles Overview of Data Types
 Primitive, sObject, Enum, Collection Data Types
 Operators
Data Management in Salesforce  Logic Control Statements
 Data management introduction  Classes
 Importing : Leads, Contacts, Accounts  Apex Class Variables and Methods
 Mass delete  Access Modifiers
 Records : Importing & Exporting with data Loader,  Class Constructors
Updating with data Loader, Deleting with data Loader  Inheritance
 Addition of field to schema builder, etc.  Sharing
 Interface
 System Classes and Methods

AppExchange
 AppExchange Introduction and Overview
 Finding : App, Developer, Consultant Salesforce Object Query Language
(SOQL)
 Basic Syntax of SOQL
 SOQL Functions
Deploying a Change Set  SOQL Variable Binding
 Change Sets introduction and its Deployment
 SOQL Keywords
 Change Sets : Inbound, Outbound
 Relationship Queries
 Deployment : Settings, Status
 SOQL vs SOSL
Data Manipulation Language (DML) Standard List Controllers
 SaveResult Class  Custom Controllers
 Transaction Control  Custom List Controller
 Database.DMLOptions  Controller Extensions
 DML and Loops  Controller Methods: Order of Execution
 SOQL, DML, and Governor Limits  Summary and Quizzes and Recap
 Overview of Salesforce Lightning
 Lightning Component Framework Structure
Apex Triggers  Benefits of Using Lightning Component Framework
 Triggers and Their Execution Order
 Creating and Viewing Triggers Create Lightning Web Components
 Trigger Context Variables  Define a Component
 Understanding Trigger Events  HTML Templates
 Trigger Helper Class Pattern  CSS
 Bulkified Triggers  Composition
 Handling Recursion in Triggers  Fields, Properties, and Attributes
 Restrict Save Operations with addError()  JavaScript
 Apex Trigger Best Practices
 Exceptions
 Exception Statements
Visualforce framework & Lightning Web
Component
System Defined Exception  Visualforce framework, including its advantages
 Exception Methods and capabilities
 Catching Different Exception Types  Visualforce Tags and its Syntax
 Custom or User Defined Exception Handling  Types of Binding
 Summary and Quizzes and Recap  Visualforce and Apex controllers.
 Debugging Using Debug Logs  Lightning Web Component and its Apex controller
 Anonymous Blocks Another Debugging Tool class, determine necessary changes to the Apex
class.
 Visualforce to perform actions and partial page
refresh.
Apex Testing  Best practices when displaying errors in user
 Overview of Unit Tests and Test Classes interfaces. Appropriate solution (Lightning vs
 System Test Class Methods Visualforce) and describe its benefits.
 Accessing Private Variables and Methods in Test
Classes
 Test Data Overview
 Unit Tests Deployment and Debugging Tool
 Application Development Lifecycle  Apex trigger that is not performing as expected,
 Different Development Environments apply techniques and tools to isolate and identify
the issues.
 Deployment and Debugging Tool Code deployment
using various tools

You might also like