DASVM’s Salesforce CRM Certification Master’s Program is designed to meet the industry benchmarks and will help you prepare for the Salesforce Administrator Exam (ADM 201), Platform App Builder (CRT 403), Salesforce Architect Certification, and Salesforce Dev 450 Certification exams. This Salesforce CRM Training Program focuses on core Salesforce CRM skills which are indispensable for Salesforce professionals. Throughout the Masters in Salesforce program, you will learn important concepts such as how to customize your application including page layouts, fields, tabs, create reports, customize applications programmatically using Apex code and Visualforce UI framework along with hands-on demonstrations.
Learning Path:
- Salesforce Administration
- Salesforce Development
- Salesforce Lightning
- Salesforce Integration
- Salesforce Apex and Visual force
Course content
Salesforce Admin
Introduction to CRM:
- Why CRM?
- Introduction to Cloud Computing & Salesforce.com
- Cloud Computing – Overview
- What is Software-as-a-Service (SAAS)?
- What is Platform-as-a-Service (PAAS)?
- What is Infrastructure-as-a-Service (IAAS)?
What is Salesforce.com?
- com CRM Editions
- Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
- Salesforce Editions / Pricing
Salesforce.com Navigation – Overview:
- Salesforce Certifications
- Certified Force.com Developer (401)
- Certified Administration (201)
- Certified Advanced Force.com Developer (501), etc.,
Database Introduction:
- Database Model – Object Creation
- Salesforce Building Blocks
- Standard Objects
- Create custom Objects
- CRM functionality in Salesforce and use of standard objects
- Custom Objects Vs. Standard Objects
- Create custom Fields
- Create custom Tabs
Types of Tab:
- Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
- Custom object Tabs
- Web Tabs
- Visual force Tabs
Custom Application:
- Limitations
- Field Creation and its Relationships a. Different Data types
- Standard Data types:
- Text, Email, Number, Currency, URL, Text Area.
- Storage Limitations
- Read only Data types:
- Auto Number, Formula and Rollup summary
- Rollup summary Operations
- Sum (), Min(), Max() and Count
Relational Data types:
- Lookup Vs. Master – Detail Relationship
- Limitations
- Required, External Id, Default Value and Unique fields
Salesforce Application elements:
- Home Page
- Tabs
- Tab Home Pages
- Detail Page
- Side Bar
- Apps
- Record
Page Layouts:
- Defining Page layouts
- Field order changes
- Adding custom buttons and links
- Defining required and read only fields
- Adding related list
Record Types:
- To create and maintain record types for your organization.
- Display different page layouts and picklist values based on record types.
- Uses of Record Types
Field Dependencies:
- Controlling field/Dependent field?
- Making dependent pick list fields
- Limitations
Validation Rules:
- Defining Salesforce Data Validation
- Creating Custom Validation Rules
- Validation Vs. Trigger
Workflow rules:
- Define workflow
- Create Email template
- Set up workflow rules
- Set up workflow actions
Workflow Approval process:
- Plan approvals using workflow
- Use the approval wizard – standard vs. jump start
- Create workflow approvals
Email Templates:
- Email Templates – Sending Single emails and Mass emails.
- Types of Templates – HTML (Using Letter Head) , Custom HTML (without using letter head), Visual force Email Templates
Data Management:
- Import Wizard Vs Data Loader
- Importing Overview
- Exporting Overview
- Import custom object records using the Data Loader
- Use mass delete
- Use storage
Personal Setup:
- Managing Personal Information
- Password Reset
- User Management Overview
- Roles, Users, Profiles & Sharing
Users, Roles and Profiles:
- Creating Users
- User Licenses Overview
- Understanding Record Ownership and Access
- Role Hierarchy
- Profiles
- Overview and different profiles
- User Permissions
Security:
- Managing the Users
- Set Organization Wide Defaults (OWD)
- Object-level Security
- Field-level Security
- Record-level Security
- Sharing Rules
- Define Sharing rules
- Discuss about types of sharing rules
Reports & Dashboards AppExchange:
- Installing an App
- Uninstalling an App
Salesforce Development
Introduction to oops concepts MVC Architecture:
- Model
- View
- Controller
Apex Programming Overview:
- CSS Introduction
JavaScript Introduction:
- Internal
- External
Static Resources:
- Adding External CSS files to the static resources
- <apex: stylesheet/>
- Adding External Javascript files to the static resources
- <apex:includescript/>
Apex Class Creation – Calling
- Defining Class
- Access Specifiers
- Method Declarations
- Debugging results
- Naming conventions & Code Commenting
Data Types:
- Primitives
- Collections (List, Set and Map)
- Subject
Controllers:
Standard Controller
- Record setvar
Custom Controller
- SOQL Query – Query data with SOQL and place them on Pages
- Custom Save Functionality
- With Sharing class Vs. without Sharing Class
- User mode Execution Vs. System mode Execution
Extensions
- Save – Standard controller with extension sample
Wrapper Classes:
- Display multi object data
- Adding check boxes to the data and perform related operations
View State:
- Inner Queries & Relational Queries
Triggers:
- Trigger Events
- Trigger Overview
- Defining Triggers in Salesforce
Trigger Context variables
Ajax Components & its related components:
- Action Function
- Action Support
- Action Region
- Action Pollar
- Action Status
- Rerender
- Render
- Facet
- Outputpanel
Packages:
- Package Overview
- Defining packages
- Package Types
- Managed
- Unmanaged
- Managed Vs Unmanaged Packages
Force.com Sites – Public website Building:
- Building public websites for the external Users
Batch Apex:
- Batch apex Use and its Methods
Scheduling Apex:
- Scheduling apex Use and its Methods
- Limitations
Different sandboxes:
- Sandbox Vs. Production Environments
- Change sets
- Limitations
Salesforce Lightning
Introduction
- Intro to Salesforce LWC (Lightning Web Component)
- Set up a development environment
- Installing VS code
- Installing Salesforce CLI
- Creating default and scratch org
- Difference between LWC and Aura
LWC Fundamentals
- Creating a Basic Component
- HTML template
- JS
- Applying CSS
- Lifecycle hooks
- Conditional Rendering
- Loops or iteration
JavaScript Properties
- Private properties
- Public properties
- Getter
Communicate with Events
- Create and dispatch events
- Handle events
- Configure event propagation
- Communicate between components
- Events Best Practices
Access Salesforce Data
- Data Guidelines
- Lightning Data Service
- Call Apex method using Wire
- Call apex Method imperatively
Security with Lightning Locker Service
Aura Coexistence
Migrate aura components
Debugging
Testing
Lightning Functions
- Client-side controller
- Function definition
- Components binding
- Passing value to functions
- Other JavaScript-based operations
- Referencing component in an application
Overview of Lightning Design System
- Referring STYLE Resource and SLDS
- Using SLDS components – Forms, Buttons, SVG Icons, etc…
- Showing Notifications – Success, Error, Warning, etc…
Lightning App Builder and Design Resource
- Lightning Pages
- Lightning Custom Tab
- Design Resource and Property of a component
Using Lightning App and Lightning Component in Various Application Areas
- Overriding the Custom Action with Lightning Design System Bundle
- Lighting App as an Application
- Using Lightning App in Visualforce Page using Lightning out
Designing a Reusable Data Table with Lightning Component
- Pagination
- Actions (View, Edit, Delete)
- Dynamically displaying the fields
Salesforce Integration
Integration and Web Services
- What is Integrations
- Definition Of Web Services.
- What is WSDL
- Types of integration
- WSDL
- XML
- Difference between Session Header & Session ID
- Types of API (force.com APIs, Streaming API and Bulk API, Meta Data api) SOAP & REST.
- Wrapper classes usability in SOAP Call In Integration.
- Integrating standard WSDL of SOAP
- Exposing Apex classes as SOAP Web Services
- Writing more efficient SOAP Apex Web Services & Testing WSDL
- SOAP Call out Integration
- Consuming external SOAP WSDL files into Salesforce.
- Generating Apex class code from Partner WSDL and Enterprize WSDL.
- Complete Analyzation while parsing external WSDL files into Saleforce
- Real-Time Call In Integration using SOAP and WSDL Files (salesorce to salesforce)
Rest Call API
- Call in integration using standard rest resources
- Exposing apex classes as rest web services & rest annotations
HTTP:classes
- http callouts,
- http, httprequest
- http response
- How to implement callouts from triggers, unit test classes for callouts
- Practing more efficent rest apex web services
- Scenario base rest call out integration
- JSON Parser Syntax
- Parsing JSON Data
- JSON Serialization
- JSON Parser and JSON De-serialization
- Real Time Call In Integration using Rest
- Real Time Call Out Integration using Rest
- Frequently Used Integration Tools:
- Custom Setting:
- Deployment: Quick Deployment, Change sets
- Advanced Security, Assigning Profiles.
- Organization wide defaults, Sharing rules, Criteria Based and Owner based
- Setup Duplicate Management, Create or Edit Duplicate rules
- Create or Edit Duplicate rules, Matching Rules
- Custom Lables & Translation Workbench, Custom Labels
- How to Enabling Translation Workbench
Communities
- What is Communities.
- SalesForce Communities?
- Types of Communities.
- Enable SalesForce Communities.
- Creating Community.
- Enable Global header for Communities.
- Adding Tabs to the Community.
- Adding Member To your community.
- Community Users.
Process Builder
- Overview
- Limits
- Considerations
- Create Processes
- Managing Process
- WorkFlows With Process Builder
Lightning Components and Builder
- Introduction to lighting components
- Components and JavaScript Controllers
- Apex Components
- Creating Components
- Creating Component Attributes
Salesforce Apex and Visual force
Declarative Automation
- Creating Formula Fields
- Creating Roll-Up Summary Fields
- Understanding Record Types
- Review Other Automation Tools
- Building a Data Model on the Salesforce Platform
Programming with Apex
- Describe key aspects of Apex that differentiate it from other languages, such as Java and C#
- Describe why Apex transactions and governor limits must be considered when writing Apex
- Execute simple Apex
- Use the sObject data type, the primitive data types, and basic control statements in Apex
Use SOQL and SOSL to Retrieve Your Org’s Data
- Write a basic query using Salesforce’s query language, SOQL
- Process the result of a query in Apex
- Create a query dynamically at run-time Use SOQL to Query Parent-Child Relationships
- Describe a relationship query
- Write a query that traverses a child-to-parent relationship
- Write a query that traverses a parent-to-child relationship
- Use SOSL to Search Data
Using DML to Manipulate Your Org’s Data
- List the differences between the ways you can invoke DML operations
- Write Apex to invoke DML operations and handle DML errors
Deployment
- What is Deployment?
- Deployment Using Change Sets
- Use the Ant Migration Tool
- Managed & Unmanaged Packages
- Salesforce DX
Trigger Essentials
- Describe what a trigger is used for
- Describe the syntax of a trigger definition
- Use trigger context variables
Apex Class Essentials
- Describe how Apex classes are used
- Define an Apex class
- Determine what data an Apex class can access
The Save Order of Execution, Apex Transactions and Platform Events
- Describe key points in the Order of Execution
- Describe how triggers fit into and can be impacted by the Order of Execution
- Describe the lifecycle of an Apex Transaction
- Describe the memory lifecycle for static attributes
- Use Platform Events for Immediate Error Logging
Apex Testing
- Describe Apex’s testing framework
- Create test data
- Write and run an Apex test
- Testing Best Practices
Strategies for Designing Efficient Apex Solutions
- Describe practices for writing code that is easy to maintain and extend
- Write triggers and classes that assume batches of data as input
- Write code that works efficiently with the database, both in querying and using DML
Trigger Design Strategies
- List declarative mechanisms you can use to implement complex business logic, for what types of problems they are best used, and their limitations
- Describe ways in which you can use declarative functionality to improve your programmatic solutions
Working with Visualforce
- Create a Visualforce page
- Reference a standard controller
- Launch a Visualforce page using a custom button
- Display data from a record in a Visualforce page
- Referencing Custom Controllers and Controller Extensions
- Working with List Controllers
Visualforce Development Considerations and Testing
- Describe common limit issues and security concerns
- Describe strategies for Testing Visualforce controllers
- Write tests for controller constructors
- Write tests for action methods, getters, setters, and properties
Lightning Components
- Create and Surface an Aura Component
- Create and Surface a Lightning Web Component
To see the full course content Download now
Course Prerequisites
- There are no such prerequisites for this Salesforce.com training course. But prior working experience as an administrator or a developer is beneficial.
- Programming experience with HTML5, JavaScript and styling markup with CSS
- Experience with Salesforce and
- Developing single page applications (SPAs) experience is recommended not mandatory
- Solid understanding of basic concepts of Salesforce and their functions is required
- One year experience using Java or Object oriented programming
- Basic data modelling for relational databases
- Basic knowledge of SQL
Who can attend
- Salesforce Professionals, Software Administrators, Developers, Analysts, Sales Managers and Executives can take this Salesforce course.
- The Sales force Administrator training course is best suited for the following IT Professionals
- System Administrators
- IT Managers
- Product Managers
- Consultants
- Sales Operations Professionals
- Power Users
Number of Hours: 100hrs
Certification
- Salesforce Administrator (ADM-201)
- Salesforce App Builder (DEV-401)
- Certified Salesforce Lightning App Builder
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
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- Mock Interviews
- Video Tutorials
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- Materials
- Preparing for Certification
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