Cloud computing Overview

Cloud Computing Services

• SaaS
• PaaS
• IaaS

CRM Overview

Force.com Overview

Admin / Configuration

• Salesforce Org
• Salesforce Editions
• Salesforce Navigation
• Settings
• Salesforce CRM Terminology
• Salesforce Objects
  • Standard Objects
  • Custom Objects
  • External Objects
• Fields
  • Standard Fields
  • Custom Fields
  • Field Data types
• Object Relationships
  • Master Detail Relationship
  • Lookup Relationship
  • Hierarchical Relationship
  • Many to Many Relationship
  • Self Relationships
• Tabs
  • Standard Tabs
  • Custom Tabs
  • Web Tabs
  • Visualforce Tabs
  • Lightning Page Tabs
• User Management
  • User Licenses
  • Creation of Users
  • Roles & Hierarchies
  • Deactivation of Users
• Profiles
  • Key Controls
  • Profile Types
  • Control access on objects
  • Administrative controls with profiles

Permission Sets

Org wide Default (OWD) / Sharing Settings

Sharing Rules

Page Layouts

• Detail Page Layout
• Edit Page Layout
• Creation of Page Layouts
• Page Layout Assignment
• Field level security – read only

Field Dependencies

• Controlling field
• Dependent field

Record Types

• Purpose of record types
• Record Type creation
• Page layout assignment
• Picklist values – record types

Validation Rules

• Data check
• Required fields
• Data Consistency

Assignment Rules

• Queues
• Assigning records to Queues

Formula Fields

• Formula Fields
• Roll up Summary fields

Workflow Rules

• Create a workflow
• Criteria & Rule
• Configure email alerts
• Immediate Workflow
• Time dependent workflow
• Workflow actions
  • Email alert
  • Task
  • Field update
  • Outbound message

Approval Processes

• Create an approval process
• Jump start Wizard
• Standard Setup Wizard
• Multi-level approvals
• Approval Actions

Process Builder

• Workflow vs. Process Builder

Reports and Dashboards

• Report Creation – Report Builder
• Tabular Reports
• Summary Reports
• Matrix Reports
• Joined Reports
• Custom Report Types
• Bucket Fields
• Cross Formula Fields
• Dashboard Creation & Configuration

Data Migration

• Data import using Import Wizard
• Data import using Data Loader
• Data import using Workbench
• Data Export using Export/Data Loader

Monitoring your Org

• Login History
• Debug Logs

Salesforce Platform App Builder

Curriculum

Salesforce Objects

• Standard Objects
• Custom Objects
• External Objects

Fields

• Standard Fields
• Custom Fields
• Field Data types

Object Relationships

• Master Detail Relationship
• Lookup Relationship
• Hierarchical Relationship
• Many to Many Relationship
• Self Relationship

Tabs

• Standard Tabs
• Custom Tabs
• Web Tabs
• Visualforce Tabs
• Lightning Page Tabs

User Management

Profiles & Roles

Security Access

• OWD
• Sharing Settings
• Sharing Rules

Page Layouts

• Detail Page Layout
• Edit Page Layout
• Creation of Page Layouts
• Page Layout Assignment
• Field level security – read only

Field Dependencies

• Controlling field
• Dependent field

Record Types

• Purpose of record types
• Record Type creation
• Page layout assignment
• Picklist values – record types

Validation Rules

• Data check
• Required fields
• Data Consistency

Assignment Rules

• Queues
• Assigning records to Queues

Formula Fields

• Formula Fields
• Roll up Summary fields

Workflow Rules o Create a

• Create a workflow
• Criteria & Rule
• Configure email alerts
• Immediate Workflow
• Time dependent workflow
• Workflow actions
  • Email alert
  • Task
  • Field update
  • Outbound message

Approval Processes

• Create an approval process
• Jump start Wizard
• Standard Setup Wizard
• Multi-level approvals
• Approval Actions

Process Builder

• Workflow vs. Process Builder

Reports and Dashboards

• Report Creation – Report Builder
• Tabular Reports
• Summary Reports
• Matrix Reports
• Joined Reports
• Custom Report Types
• Bucket Fields
• Cross Formula Fields
• Dashboard Creation & Configuration

Data Migration

• Data import using Import Wizard
• Data import using Data Loader
• Data import using Workbench
• Data Export using Export/Data Loader

Monitoring your Org

• Login History
• Debug Logs

Sales Cloud

• Lead Management
• Account & Contact Management
• Opportunity Management
• Campaign Management
• Quotes
• Products
• Price Books

Service Cloud

• Case Management
• Solutions Management
• Email to Case
• Web to Case
• Service Cloud Console

Application Development (Declarative)

• Data Modeling
• Object Relationships
• Security Settings
• Implementation
• Deployment & Release
• Packaging Applications
• Using App Exchange Applications

Salesforce Development
(Force.com Platform Developer)

Customization / Development

App Development (Declarative)

• Custom Objects
• Custom Fields
• Junction Object
• Case Study implementation

App Cloud Overview

Three Tier Architecture vs. Multi Tenant Architecture

Salesforce Development Life Cycle

• Development Environments
• Sandbox Types
• Developer Console
• Force.com IDE for Eclipse

OOPs Concepts

• Classes & Objects
• Inheritance
• Polymorphism
• Abstraction
• Encapsulation

APEX Overview

• Features of APEX
• When should you use APEX?
• How Does APEX works?

Apex Language Building Blocks

• Variables, Scope & Constants
  • Variable Declaration
  • Local Variables
  • Null Variables & Initial Values
  • Variable Scope
Data Types
• Primitive Data types
• Collections
• Enums
• Constants
• Expressions & Operators
• Comments
• Control Flow Statements
  • Conditional Statements
  • Loop Control statements
• DML Statements

Apex Classes & Objects

• Understanding Classes & Objects
• Apex Attributes
• Class Methods: Return Values
• Class Methods: Passing Parameters

Apex Access Modifiers

• Static Variables
• Static Methods
• Instance Variables & Methods
• Local Variables
• Other Access Modifiers
  • Private
  • Public
  • Protected
  • Global

Constructors

Constructor Overloading

‘this’ keyword

Keywords – ‘with sharing’ and ‘without sharing’

Test Classes

• Why code testing?
• Unit Tests
• Functional Tests
• Test requirements in production
• Defining test methods using ‘test method’ keyword
• @isTest annotation
• Test.startTest
• Test.stopTest

Triggers

• What is a Trigger?
• What happens when you hit ‘Save’?
• When to use Triggers
• Trigger Syntax
• Create Trigger
• Trigger Events
• Trigger Context Variables
  • Trigger.old
  • Trigger.new
  • Trigger.newMap
  • Trigger.oldMap
  • Trigger.isIinsert
  • Trigger.isUpdate
  • Trigger.isDelete
  • Trigger.isBefore
  • Trigger.isUndelete
  • Trigger.isAfter
  • Trigger.isExecuting
  • Trigger.size

Recursive Triggers

Trigger Handler Classes

Trigger best practices

Exception Handling

• Throw statement
• Try-Catch-Finally statement
• Built-in Exceptions
  • DML exception
  • List exception
  • Null Pointer exception
  • Query exception
  • sObject exception
• Exception methods
• Create custom exceptions

Apex Governor Limits

Packages

• Overview
• Managed Packages
• Unmanaged Packages
• Create a Package

Apex SOQL & SOSL

• DML Overview
• SOQL Queries & Results – Group By, Having, Limit, Offset
• SOQL sub queries - accessing parent-child records of sObjects
• SOQL For Loops

Visualforce

• Overview
• MVC Architecture
• Visualforce Tags
  • Input
  • Output
  • Select Tags
  • Page Tags
  • Action Tags
  • Other Tags
  • Display data in a table
  • Rendered
  • ReREnder
  • RenderedAs (PDF file generation)
  • Page routing
  • Standard Controller
  • Custom Controller
  • Controller extensions

Salesforce Lightning

• Overview
• Lightning Experience
• Lightning Framework
• Lightning App Builder
• Lightning Components
• Custom Lightning Components

Salesforce Integration

• Integration Overview
• Security Integration
• User Interface Integration
• Business Logic Integration
• Data Integration
• Outbound Messaging
• Salesforce Connect
  • Integrating External Data with Salesforce Connect
• Apex WebServices
• Apex WebServices
• Apex SOAP API
• Apex Callouts
• Integration Tools & Resources
  • SoapUI
  • Work Bench
  • AppExchange
  • Data Integration Tools

Programmatic Development

Apex Programming

• OOPs Concepts
• APEX Overview
• Development Tools
  • Developer Console
  • Force.com IDE
• Apex Language Building Blocks
  • Variables, Scope & Constants
  • Data Types
  • Constants
  • Expressions & Operators
  • Comments
  • Control Flow Statements
• DML Statements
• Apex Classes & Objects
• Apex Access Modifiers
  • Static Variables
  • Static Methods
  • Instance Variables & Methods
  • Local Variables
  • Other Access Modifiers
    • Private
    • Public
    • Protected
    • Global
• Constructors
• Constructor Overloading
• ‘this’ keyword
• Keywords – ‘with sharing’ and ‘without sharing’

Testing & Debugging

• Test Classes
  • Why code testing?
  • Unit Tests
  • Functional Tests
  • Test requirements in production
  • Defining test methods using ‘test method’ keyword
  • @isTest annotation
  • Test.startTest
  • Test.stopTest
  • Code Coverage
• Exception Handling
  • Throw statement
  • Try-Catch-Finally statement
  • Built-in Exceptions
  • Exception methods
  • Create custom exceptions

Triggers

• Trigger Overview
• Trigger Events
• Trigger Context Variables
• Trigger Scenarios
• Trigger best practices

Apex SOQL & SOSL

• Database Query Overview
• SOQL Queries & Results – Group By, Having, Limit, Offset
• SOQL Relationships
• SOSL – Overview
• SOSL – Text searches

Visualforce

• Overview
• MVC Architecture
• Visualforce Page Development
  • Input Field
  • Output
  • Select Tags
  • Page Tags
  • Action Tags
  • Other Tags
  • Display data in a table
  • Rendered
  • ReRender
  • RenderedAs (PDF generation)
  • Page routing
  • Standard Controller
  • Custom Controller
  • Controller extensions

Salesforce Lightning

• Overview
• Lightning Experience
• Lightning Framework
• Lightning App Builder
• Lightning Components
• Custom Lightning Components

2.11.2 Step-by-Step procedure for building the project.