Learning Objectives: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models. You will also get an introduction to Salesforce Platform and its architecture.

Topics:

• What is Cloud Computing
• Service and Deployment models in the Cloud
• Market situation
• Cloud Ownership
• Introduction to SF1 and Force.com Platform
• Declarative & Programmatic Options in Force.com
• Meta-data Driven Architecture
• Multi-tenant Architecture
• Business and IT benefits
• Use of SF1

Hands-on:

• Create Salesforce Account

Skills You will Learn:

• Declarative & Programmatic Options
• Meta-data Driven Architecture
• Multi-tenant Architecture

Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in Salesforce Platform.

Topics:

• Sign-up for a Free Environment/Org
• Adding company logo
• Benefits of System overview
• Salesforce Key Building Blocks
• Editions and Different Environments Available
• MVC Pattern
• Student App
• Student App Master Basic Data Model
• Student Master and Marks/Grades
• Student Master Basic Security Model
• Student Master Reports
• Student Master Application Scope

Hands-on:

• Build a Custom Student App

Skills You will Learn:

• MVC architecture
• Navigating salesforce platform
• Page and search layout

Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.

Topics:

• Create Custom Objects and understand various properties in the Object definition section
• Customize standard objects
• Field and Data Types
• Custom Field Prosperities
• Field Dependencies
• Types of Relationship Fields
• Search Layouts

Hands-on:

• Create Custom Objects
• Customize standard objects
• Create custom fields
• Use Search layout

Skills You will Learn:

• Custom objects
• Standard and custom fields
• Relationship fields

Learning Objectives: Understand different levels – Org-level, Object level, Record level, Org-level – Profile and Permission sets Login hours, network level and Object Level – Profile and Permission sets.

Topics:

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile and Permissions Sets
• Password Policy
• IP Address security
• Login hours
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Hands-on:

• Create Permission Set
• Create Profile
• Apply field level security
• Secure page layouts

Skills You will Learn:

• Security controls in salesforce
• User administration and troubleshooting
• Field level security
• Securing page layouts

Learning Objectives: Learn organization wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

Topics:

• Security Model Mind Map
• Record Level and Object Level
• Organization wide defaults
• Organization wide defaults – Student App
• Role and Role Hierarchy
• Criteria Based Sharing
• Different ways to gain Record Level Access
• Public Group
• Queue
• Public group Vs Queue

Hands-on:

• Create roles and role hierarchy
• Secure Salesforce platform as per the requirements

Skills You will Learn:

• Role and role hierarchy
• Security at record and object level
• Record level access

Learning Objectives: Learn to work on custom and standard objects, Enforcing Data quality, Integrity and Validation rules.

Topics:

• Implement business logic
• Different Options to Implement Business Logic
• Functions
• Formula
• Validation Rules
• Rollup Summary Fields
• Record Types and Page Layouts

Hands-on:

• Create roles and role hierarchy
• Create validation rules
• Create Formula Fields and Rollup Summary Fields

Skills You will Learn:

• Implementing business logic
• Data quality and integrity
• Validation rules
• Formula and Rollup summary fields

Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and gives you an introduction to Lightning Process builder.

Topics:

• Business Process Automation
• Business Requirements – Workflow Rules
• Workflow – Actions (Time When Action Takes Place)
• Workflow – Actions
• Workflow – Considerations
• Approvals – Introduction
• Approvals – How to Create A Process
• Approvals – Actions
• Approvals – How and What Can Approvers Do

Hands-on:

• Create a workflow process
• Implement workflow rules and actions

Skills You will Learn:

• Business process automation
• Workflow rules and actions

Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

Topics:

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management
• Price Book, Products, Price Book Entries

Hands-on:

• Capture and Manage Leads
• Assign leads
• Work with Salesforce Sales Cloud

Skills You will Learn:

• Working with sales cloud
• Lead management
• Accounts and contacts management
• Campaign management

Learning Objectives: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.

Topics:

• Service Cloud
• Case Management
• Typical Service and Support Process
• Automation – Web2Case and Auto-Response
• Automation – Email2Case
• Automation – Assignment Rules
• Automation – Escalation Rules
• Email Templates in Case Management
• Channels
• Case Resolution – Solutions
• Case Resolution Using Knowledge
• Communities Basics
• Communities Setup and Administration
• Communities – Ideas and Answers

Hands-on:

• Work with Salesforce Service Cloud
• Automate Case Management
• Capture cases from website and email
• Customize case process, Solutions, Communities and Salesforce Knowledge

Skills You will Learn:

• Case management
• Service and support process
• Communities
• Working with service cloud

Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.

Topics:

• Data Handling and Processing Overview
• Exporting data and Regular Backup
• External ID and Unique Fields
• Import
• Install Apex Data loader
• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records
• Transfer record ownership

Hands-on:

• Handle and Processing Data
• Import Clean Data
• Export data and Regular Backup
• Install Apex Data loader
• Use the Import Wizard and Data Loader

Skills You will Learn:

• Data management
• Importing and exporting data
• Import wizard and data loader

Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.

Topics:

• Execute a report with and without modifications
• Create a tabular report, summary and matrix report
• Report and Security
• Report Builder and Standard Reports Available
• Add a chart and a few other features like highlighting
• Create a custom report type and store in a folder
• User filters in reports
• Create a dashboard
• Bucket field
• Tabular Report significance
• Summary report significance
• Matrix report significance
• Joined report significance
• Dynamic dashboard

Hands-on:

• Create various Salesforce report such as tabular report, summary and matrix report
• Add a chart and few other features like highlighting
• Create a custom report type and store in a folder
• Filter users in a report
• Create dynamic dashboard

Skills You will Learn:

• Reports and dashboard
• Custom report
• Dynamic dashboard

Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

Topics:

• Customizable parts of the SF1 app
• Security and customizable settings
• Navigation menu
• Compact layouts and Mobile cards
• Basic admin activities on Salesforce A
• Outlook and SF synch up

Hands-on:

• Customize Salesforce1 app
• Customize security settings
• Navigate through Salesforce menu
• Create Compact layouts and Mobile cards
• Perform basic admin activities on Salesforce A
• Integrate Salesforce with Microsoft Outlook

Skills You will Learn:

• Customize Salesforce1 app
• Navigating and working Salesforce1 app

Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

Topics:

• Activity management – Tasks, Events, and Open activities
• Creating and tracking tasks and events
• Folders and Document templates
• AppExchange

Hands-on:

• Manage Salesforce activities
• Create and track tasks and events
• Create folders and Document templates

Skills You will Learn:

• Activity management
• AppExchange
• Content and folder management

Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.

Topics:

• Chatter groups, feeds, people
• Files, Follow records, people
• Groups Topics and Files
• Global action types-Create
• Log a call, Custom VF page
• Custom canvas, Publisher layout
• Global an Object specific actions

Hands-on:

• Create Chatter groups, feeds, people
• Create custom VF page
• Create Custom canvas, Publisher layout

Skills You will Learn:

• Chatter
• Publisher layout
• Custom VF page

Learning Objectives: In this module, you will learn deployment process in Salesforce environment.

Topics:

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings

Hands-on:

• Work with Change Sets
• Implement deployment steps

Skills You will Learn:

• Working with change sets
• Deployment process in Salesforce

Learning Objectives: In this module, you will get an introduction to Salesforce Lightning.

Topics:

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Hands-on:

• Work on lightning experience

Skills You will Learn:

• Working with lightning components

Learning Objectives: Learn about the Salesforce mobile apps.

Topics:

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

Hands-on:

• Work with Salesforce1 and SalesforceA

Skills You will Learn:

• Working with Salesforce1
• Working with SalesforceA

Learning Objectives: Get an overview of the application cycle of a Salesforce project.

Topics:

• Milestones
• Sandboxes
• Change Sets
• Packages

Hands-on:

• Work with Sandboxes
• Create change sets and packages

Skills You will Learn:

• Project application lifecycle
• Working with sandboxes

Learning Objectives: Learn how to work on buttons and links.

Topics:

• Creating Custom Buttons
• Creating Custom Links
• Creating Records with Actions
• Global Action
• Object Specific Action

Hands-on:

• Create custom button and links

Skills You will Learn:

• Custom buttons and links
• Actions in Salesforce

Learning Objectives: In this module, you will get to know about AppExchange.

Topics:

• AppExchange Overview
• Finding and Selecting an App
• Installing an App
• Finding a Developer
• Finding a Consultant

Hands-on:

• Use AppExhange and work with ready to install apps

Skills You will Learn:

• Using AppExchange

CertAdda’s Salesforce Certification Online Training will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare for Salesforce Certification
Note: We do provide Self Paced content related to:

• Introduction to Apex Programming
• Introduction to VisualForce
• VisualForce & Apex

After completing this course, students will be able to:

• Differentiate the building blocks of Salesforce
• Understand the Data model
• Understand the Security model
• Define Business process automation options
• Master Sales Cloud and Service Cloud modules
• Explain Reports and Dashboard
• Describe Salesforce1, SalesforceA, Chatter and Social features
• Explain various integration options like SOAP, REST APIs

This Salesforce Certification training at CertAdda is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for salesforce training are:

• Siebel and other CRM products professionals
• Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform
• Functional consultants who are looking to switch to salesforce
• Freshers who are looking to get a jump start to their careers in Cloud computing
• Lateral developers who have worked in Java, mainframe and C# and are looking for a boost to their career from legacy platform

Salesforce Certification training at CertAdda does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will be handy.

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools, or Google Docs will be handy.

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

Objective: Create an app for Event Management that takes care of – Event Registrations, Confirmations, Cancellations, Speaker associations, and other event-related activities.

Users of the System:

• Event Management Team
• Event Manager
• Attendees and Public
• Speakers

Requirements:

• A public facing page where announcements related to different events are displayed
• Event should have information like – topic/ name, location, start date & time, end date & time, speaker, type of event (webinar/ workshop/ seminar/ conference), event subject (IT/ Management/ HR/ Operations/ Motivational/ Well-being/ Other), and image
• Attendees can self-register with their name, email and mobile number; they can express interest in a specific area for events
• Attendees are informed by email on upcoming events for their area of interest
• The event management team will confirm attendees’ registration after they receive payment
• Screen to capture information about payment received from attendees
• Display speaker profile on the public facing page (speakers should be shown with events)
• The event management team should be able to create, edit/ update, cancel events
• Any cancellation of the event will require Event Manager’s approval
• The event management team should be able to add speakers (include their contact details and skills)
• The event management team should be able to map speaker/s for an event

Event Manager should be able to see following reports:

• Canceled Events with Speaker information
• Events Completed with Speaker information
• All empanelled speakers
• Events sent for cancellation approval
• Attendees registering on site
• Events with confirmed attendees
• Event Manager should have access to a dashboard covering key reports
• Confirmed attendees and Speaker/s should be notified about – any (date/ time/ location related) changes to their events

Optional requirements:

• All confirmed attendees should get an email with feedback link after the event
• Attendees should be able to rate the event and the speaker on the scale of 1 to 5 (5 being highest)
• Show event wise and speaker wise feedback scores to the Event manager

You will never miss a lecture at CertAdda You can choose either of the two options: View the recorded session of the class available in your LMS or You can attend the missed session, in any other live batch.

Your access to the Support Team is for lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.

Post-enrolment, the LMS access will be instantly provided to you and will be available for lifetime. You will be able to access the complete set of previous class recordings, PPTs, PDFs, assignments. Moreover the access to our 24×7 support team will be granted instantly as well. You can start learning right away.

Yes, the access to the course material will be available for lifetime once you have enrolled into the course.

Just give us a CALL at +91 8178510474 / +91 9967920486 OR email at admin@certadda.com