GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 SALESFORCE COURSE CONTENTS ADMIN and DEVELOPER CRM CONCEPTS • • • • • • • • •
What is CRM? Common business issues faced by companies today How CRM can help? What CRM brings to business? Evolution of CRM Business value of CRM What CRM means to you as a user? Customers benefiting from CRM A view of available of CRM products from IT industry
Administration Sales Cloud Concepts • • • • • • • • • • • • • • • • • • • • • • • • • •
Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar Understanding Leads and Opportunities Adding A Lead Adding An Account Edit An Account Record Adding A Product To An Opportunity Sales ID Adding A Task Connect To Microsoft Outlook Send And Add An Email Logging A Call Document Tab Web to lead Web to case Assignment Rules Auto response Rules Sales automation Converting A Lead Team Contacts Adding An Opportunity Adding A Contact Creating A View Activity History Submitting A Case Campaigns Partner Roles Portals Communities
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 Standard SFDC Applications • • • • • • • •
CRM Content Chatter Knowledge Entitlements & Service Contracts Answers Mobile Customer Portal Partner Portal Force.com Sites
Sales force.com Overview • • • • • • •
Overview of products Sales cloud and jigsaw Service cloud and Remedyforce Social Chatter and Radian6 Custom Force.com, Database.com, Heroku App exchange Editions and pricing
Service Cloud Concepts Create Case • • • • • • •
Researching and Resolving Cases Communicating the Outcome Automate case management Capturing and associating cases efficiently Helping customers helping themselves Improving productivity Manage Cases
Security • • • •
User Security and Authentication Session Security Network Security Security Tokens Data Security
Standard Objects • • • • • • • • • •
Account Person Account Contact Lead Campaign Opportunity Quote Product and Price Bank Case CRON Trigger
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 Managing Users • • • • •
Profiles Roles Groups Queues Permission Sets
Securing and Sharing Data • • • • •
Object-Level Security Field- Level Security Record-Level Security Field Accessibility Record Types
Automate Business Process with Workflow Developing Approval Processes • • • • • • • • •
Formulas Syntax Object Formulas Where Do I Use Them? Workflows &Business Rules Visualforce Limitations Best Practices Predefined Function and experiment
Going Global • • • • • • •
Divisions Locale Currencies Advanced currency Management Translating the User Interface Import Export
Using Analytics • • • •
Running Dynamic Reports Custom Report Types Dashboards Analytic Snapshots
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 Overriding Link, Tabs and Label Sending Mass Email Importing Data • • •
Import Data wizard APEX Data Loader From Command Prompt
Monitoring your Org • • • • • • • • • • • • •
Debug Logs Email Logs Login History View Setup Audit Trail Time-based Workflow Scheduled Job Outbound Messages Apex Job Queue Import Queue Mass Email Queue Case Escalation Rule Queue Entitlement Process Queue Bulk Data Load Jobs
Advanced Topics: Work.com Global Actions Knowledge Apps 2 CRM Projects
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084
Development 1. 2. 3. 4. 5.
Enable Developing mode over View about Developer Console Installing Eclipse Overview about using eclipse and options Installing ant and Maven in the eclipse
OOPS(Object-oriented programming) 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11.
12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22.
MVC Architecture Comparision of MVC to APPS OOPS Basics Tokens Identifiers Varaibles Data Types Methods Access Modifiers Comparission between Method/Function and Procedure Classes ➢ Creation of Variables ▪ Getter Methods ▪ Setter Methods ▪ Creation of Methods ▪ with Sharing ▪ With Out Sharing Creation of Objects Reference Variables Constructors Class Scope Static Variables Static Methods Static Blocks Final Variables Final Static Variables Arrays Advantages and Disadvantages of Arrays
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084
Apex 23.
24.
Collections ▪ List Class and Method ▪ Set Class and Methods ▪ Map Class and Methods Select Option Class ➢ . SOQL ( Object Query Language) ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
25. 26. 27. 28. 29 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43.
Group By Having Limit Offset Update Lock Parent to Child object Query Child to Parent object Query Aggregate Result
Compression of Database. Query and static query Governing limits for SOQL DML operations Database. DML operations Compression of DML with Database.DML Database. Save Point Database. Rollback operations Inheritance in Class Overriding classes Working with workbench Writing a test classes SOQl Governing limit DML governing limit DML on No . of records Future Methods Setup Objects Non Setup Objects Mixed DML exception AsyncApexJob class
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 44.
Batch Apex ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
45.
Email Services ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
46.
Custom Iterable Class Database.QueryLocator Start Method executeMethod finshMethod Database.BatchableContext Implementing Database.Stateful Interface Calling Future Methods Creating a future methods in a batch Invoking callouts from Batch apex Implementing Database.AllowCallouts Calling batch with in a batch Handling exceptions in batch apex Sending email from finish Invoking another batch from Batch Serializing Batch apex Outbound Email Services Single Email Message Sending Pdf attachment Sending Email Template Attaching VF page as an attachment Attaching the Email to activities Creating a PDF from future methods Mass Email Message Inbound Email Service Creating Inbound Email Handlers Creating Inbound Email Service Creating a lead based on inbound email Invoke a batch apex based on Inbound
Schedule Apex ▪ ▪ ▪ ▪ ▪ ▪ ▪
Implementing Schedule Apex Cron Trigger Invoking Batch Apex Invoking Future Methods from Schedule Apex Invoking the Callouts from Schedule Apex Sending Email from Schedule Apex Test Classes
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 47.
Triggers ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
48.
Schema Programming ▪ ▪ ▪ ▪ ▪
49.
Invoking List of object from Schema Invoking List of field from a given object Comparing the data type and fetching PickList fields from the object Creating a custom picklist field with the options from the given picklist field from given object Fetching the list of tabs available in the schema
Extentions ▪ ▪ ▪ ▪
50.
Trigger Events Trigger Context variables Insert Triggers Trigger. New in before insert and after Insert . DML in before insert and after Insert. Trigger.Old Trigger.OldMap Trigger.New Triger.NewMap Recursive trigger Trigger handlers Invoking Batch Apex from Triggers Invoking Schedule Apex from Triggers Invoking Email’s from Triggers Invoking future Methods from Triggers Invoking Callouts from Triggers Invoking apex classes from Triggers Dataloader with Triggers Test Classes
Standard Controller Standard Set Controller Custom Controller Controller Extensions
Custom Setting : ▪ ▪
List Hierarchical
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 Visualforce : 1.
Create VF Page ▪ Using Url ▪ Using Developer Console ▪ Using Eclipse ▪ Using Standard Navigation
2. 3. 4. 5. 6. 7.
Printing Static data Binding the global data on VF page Global Objects in VF page Apex:PageBlock Apex:PageBlockSection and apex :PageBlockSectionItem Input Components ▪ InputText ▪ InputField ▪ InputHidden ▪ IinputSecret ▪ InputTextArea ▪ InputCheckbox
8.
Output Components ▪ OutputText ▪ OutputLabel ▪ OoutputField
9. 10.
Creating Custom Account object Edit Page Creating Custom Object Detail page
11.
CSS in VF page ▪ Internal CSS ▪ InLine CSS ▪ External CSS using static Resource
12.
JavaScipt in VF page ▪ Internal javascript ▪ External javascript ▪ Events & validations
13.
Paginations
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GYANVRIKSH INTERACTIVE PVT LTD Kothaguda, Kondapur, Hyderabad – 500 084 14.
List Views ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
PageBlockTables Data Tables Data List Enhanced list view Insert,Include and define Panel Grid,Panel group ,output panel SelectList,Selectoption,SelectOptions .Establishing Connection between Apex and VF page using Controller Custom Picklistfied using SelectOption Action Support ,ActionFunction,Action Pooling Remote method invocations Soap call form VF pages Charts and Dashboard using VF page PDF pages Visualforce custom Components Apex pagination Data transfer between the pages Controller and Extensions overriding the Standard buttons and links
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