Table of Content
Salesforce Administration
Modules Page No.
Module 1: Introduction to Salesforce 1
Module 2: Building blocks of Salesforce 2
Module 3: Data models, Objects, Fields & Relationships 2
Module 4: Business logic, Formulas and Validations 2
Module 5: Business Automation Process 2
Module 6: Buttons, Links and Quick Actions 3
Module 7: Data Management 3
Module 8: Salesforce Security Models 3
Module 9: Analytics - Reports and Dashboard 4
Module 10: Working with Salesforce mobile app & Outlook 4
Module 11: Salesforce Deployment 4
Salesforce Development
Module 1: Introduction to Apex programming 4
Module 2: Salesforce Object Query Language (SOQL) 5
Module 3: Class in apex 5
Module 4: Apex Triggers 5
Module 5: Asynchronous apex 5
Module 6: Developer console and debug logs 5
Module 7: Introduction to Visualforce Page 6
Module 8: Lightning Web Components(LWC) 6
Module 9: Test Class & Best practices of Salesforce 7
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Salesforce Administration
Module 1: Introduction to Salesforce
1. Introduction of CRM
2. Introduction of Salesforce
3. Editions/Version of Salesforce
4. Salesforce production vs Different types of Sandboxes
Module 2: Building blocks of Salesforce
1. Sign-up for Salesforce Org
2. System overview and company profile, licence types
3. Applications
4. Introduction of Objects, Tabs, Fields, Records
5. Introduction of Page layouts, Search layout
6. Navigations in Salesforce
Module 3: Data models, Objects, Fields & Relationships
1. Standard & Custom Applications
2. Standard & Custom Objects & Tabs
3. Standard & Custom Fields with all Data types
4. Types of relationship - Lookup & Master-Detail Relationship, Junction objects
5. Related list
6. Activity Management
● Tasks
● Events
● Emails
● Log a Call
7. Field dependencies
8. Record types, Page layouts and its components
9. Page layout assignment
10. Working with Files, Attachments and documents
11. Custom labels, custom setting and custom metadata
Module 4: Business logic, Formulas and Validations
1. Formula, Operators & functions
2. Cross Object Functionality
3. Validation rules
4. Roll-up summary
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Module 5: Business Automation Process
1. Workflow Rules & its actions
2. Email templates & email alerts
3. Process Builder and its actions
4. Approval Process
● Approval criteria
● What and How approvers can do
● Approval actions
● Chaining of Approval process
5. Lightning Flows
● Types of flows - Screen Flow, Record Triggered flow, Auto launched
flow, Scheduled triggered flows and Platform event triggered flows.
● Elements(Create,Edit, Delete,Get Record, Assignment, Decision, Loop)
● Resources available in flows
● Exception Handling in Flows
● Call Flow from Process Builder
● SubFlow
● Using flow in Quick Action
● Action available in flows
● Flow activations and debug the flow
Module 6: Buttons, Links and Quick Actions
1. Creation of buttons, links and action overview
2. Creation of new records with actions
3. Activity logging with actions
4. Data update with quick actions
Module 7: Data Management
1. Introduction to import wizard
2. Data import and Data export
3. Regular backups of Data
4. Data loader
5. Actions using data loader(Insert, Update, Delete, Upsert)
6. Mass Delete
Module 8: Salesforce Security Models
1. Creation of users & their permissions
2. Queues & Public Groups
3. Profiles & Permission set
4. Roles & Role hierarchy
5. Sharing Rules and sharing settings
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6. Organisation level security
● Login access and password policies
● IP address security and login hours
7. Object level security
8. Field level security
9. Record level security
Module 9: Analytics - Reports and Dashboard
1. Introduction to Reports & Dashboard
2. Create and customise reports
3. Types of reports - Tabular, Summary, Matrix
4. Report folders and security
5. Filtering in reports
6. Custom report types
7. Dashboard creation
8. Adding reports in Dashboard
9. Dynamic Dashboard
Module 10: Working with Salesforce mobile app & Outlook
1. Navigation in salesforce mobile app
2. Data manipulation from mobile app
3. Outlook for Salesforce
4. Outlook plugins
Module 11: Salesforce Deployment
1. Deployment setting
2. Inbound change sets
3. Outbound change sets
4. Validation and Deployment of change sets
5. Sandbox to Sandbox deployment
6. Sandbox to Production deployment
7. Considerations & Exceptions
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Salesforce Development
Module 1: Introduction to Apex programming
1. Introduction to Apex
2. Access modifiers and OOP’s concept
3. Data types
4. Collections
● List, Set and Map
5. Apex DMLs (CRUD operations)
6. Coding structure and codes
7. Wrapper Class & methods
Module 2: Salesforce Object Query Language (SOQL)
1. Introduction of SOQL
2. Child to Parent queries
3. Parent to Child queries
4. Nested queries
5. Inner queries
6. Dynamic SOQL
7. Aggregate functions
Module 3: Class in apex
1. Date class
2. String class
3. System class
4. User class
Module 4: Apex Triggers
1. Types of triggers
2. Trigger events
3. Trigger context variables
4. Order of executions
5. Trigger framework
8. Trigger handlers
9. Email services
Module 5: Asynchronous apex
1. Batch Apex
2. Future method
3. Queueable apex
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4. Scheduled Apex
● Salesforce user interface
● Scheduling using apex
Module 6: Developer console and debug logs
1. Executing code from Developer console
2. Debugging apex & triggers
Module 7: Introduction to Visualforce Page
1. Standard Controllers
2. Standard list controllers
3. Custom controllers and Controller extensions
4. Buttons, Links and tabs with visualforce page
Module 8: Lightning Web Components(LWC)
1. LWC fundamentals
2. HTML, CSS, Javascript overview
3. Javascript properties
● Variable declarations & Functions
● Null vs undefined
● Array & Objects
4. Component lifecycle and compositions
5. Working with apex class
6. Custom pages and input forms
7. Embedding LWC in Visualforce pages
8. Events in LWC
● Dispatching and handling events
● Communication between components
● Custom events
9. Access Salesforce Data
● Working with Salesforce data
● Lightning data service - Create record, View record
● RecordViewForm and RecordEditForm
● Apex method using wire
● Apex method imperatively
10. Navigation service in LWC
11. Aura Components
● Lightning components and Lightning applications
● Aura:attributes
● Client side controllers and Lightning component bundle
1. Controller JS
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2. Helper JS
3. Handler
4. Component
● Aura Iterations
● Events in aura components
1. Component events
2. Application events
3. Custom events & toast messages
Module 9: Test Class & Best practices of Salesforce
1. Creation of test class and code coverage
2. Apex and triggers best practices
3. Visualforce page best practices
4. Aura & LWC best practices
5. Admin configurations & Data model
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