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Draft - Salesforce Notes

Salesforce Notes

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Dawood Khan
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31 views

Draft - Salesforce Notes

Salesforce Notes

Uploaded by

Dawood Khan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Programming Elective - Salesforce (CS504 B)

COURSE OUTCOMES:
After Completing the course student should be able to:

CO1 Understand the Fundamentals of Cloud Computing and Salesforce CRM


CO2 Master Salesforce Architecture and Data Modeling
CO3 Develop Proficiency in Data Management and Migration
CO4 Implement Robust Security and Access Management
CO5 Develop and Analyze Reports and Dashboards

Course Contents
UNIT – I
Overview of Cloud Computing, Introduction to Salesforce, Benefits of Salesforce in
CRM, Salesforce Architecture Overview, Understanding Objects, Fields, and
Relationships, Data Model Design Best Practices
UNIT – II
Types of objects, Types of Relationships, (Master-Detail, Look-up, self, etc.), Types
of Fields, Data Import and Export Tools in Salesforce, Data Quality Management,
Data Migration Strategies and Best Practices
UNIT – III
User Management (Profiles, Roles, Permission Sets), Organization-Wide Defaults and
Sharing Rules, Role Hierarchies and Record Access, Field-Level Security, Salesforce
Security Best Practices,
UNIT – IV
Workflow Rules and Process Builder, Approval Processes, Validation Rules,
Lightning Flow (Flow Builder), Creating Workflow Rules and Approval Processes,
Designing Automation with Lightning Flow
UNIT – V
Creating and Customizing Reports, Report Types and Formats, Dashboards:
Components and Best Practices, Scheduling and Subscribing to Reports

Reference Books:
1. Salesforce For Dummies" by Tom Wong, Liz Kao, and Matt Kaufman
2. "Salesforce CRM – The Definitive Admin Handbook" by Paul Goodey
3. "Mastering Salesforce CRM Administration" by Rakesh Gupta
4. "Salesforce Lightning Platform Enterprise Architecture" by Andrew Fawcett
SAMPLE QUESTION PAPER

Short Answer Type Question (Attempt Any Five) [5x6=30]

1. Explain the difference between standard objects and custom objects in


Salesforce.
2. What are organization-wide defaults (OWD) in Salesforce, and why are
they important?
3. Define a workflow rule in Salesforce and mention two actions that can be
automated using workflow rules.
4. What is a role hierarchy in Salesforce, and how does it affect data
visibility?
5. How does the Data Loader tool differ from the Import Wizard in Salesforce
6. What is the purpose of validation rules in Salesforce, and when would you
use them?

Long Answer Type Question (Attempt Any Four) [4x10=40]

1. Discuss the process of creating and customizing a report in Salesforce.


Include steps to create a new report, add filters, and customize the report
format
2. Describe the steps involved in setting up a custom object in Salesforce.
Include the process of creating fields, setting field-level security, and
creating relationships with other objects.
3. Explain the concept of profiles and permission sets in Salesforce. How do
they differ, and how can they be used together to manage user access and
security?
4. Illustrate the use of Lightning Flow (Flow Builder) for automating a
business process in Salesforce. Describe a scenario and the steps required
to implement the automation.
5. Analyse the importance of dashboards in Salesforce for business decision-
making. Describe the process of creating a dashboard, adding
components, and customizing it for specific business needs.

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