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29 views6 pages

1

Uploaded by

Suraj Rawal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1.

Salesforce Basics

1.1 Introduction to Salesforce

● What is Salesforce?
● Types of Clouds: Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud,
Commerce Cloud.
● Salesforce Editions: Developer, Enterprise, Professional, and Unlimited Editions.
● Multi-Tenant Architecture: Benefits and limitations.
● Salesforce Object Model: Standard Objects vs. Custom Objects.

1.2 Salesforce User Interface

● Salesforce Lightning Experience: Differences between Classic and Lightning.


● App Builder: How to create custom apps and pages.
● Page Layouts: Customizing page layouts for objects.
● Lightning App Builder: Creating custom pages for apps.
● Record Types: Differentiating views based on user profiles.

2. Salesforce Data Model

2.1 Objects and Fields

● Standard Objects: Account, Contact, Opportunity, Case, Lead, etc.


● Custom Objects: Creating and managing custom objects.
● Fields: Field types, Field-level security, Formula fields, Picklist fields.
● Relationships in Salesforce: Lookup, Master-Detail, Many-to-Many relationships
(Junction Objects).

2.2 Schema Builder

● Visualizing the data model.


● Creating and modifying objects and relationships.

3. Salesforce Data Management

3.1 Data Security and Sharing

● Profiles and Permission Sets: Controlling access to records and fields.


● Role Hierarchy: Granting access based on user roles.
● Sharing Rules: Automating record sharing with groups, roles, etc.
● Org-wide Defaults (OWD): Setting the default record access level.
● Field-Level Security: Hiding or showing fields to specific profiles.

3.2 Data Import and Export

● Data Loader: Importing, updating, deleting, and exporting data.


● Data Import Wizard: Simpler tool for importing data.
● External Data Sources: Connecting to external databases.

4. Apex (Server-Side Programming)

4.1 Introduction to Apex

● What is Apex?: Language for server-side logic in Salesforce.


● Apex Syntax: Variables, methods, and classes.
● Governor Limits: SOQL queries, DML operations, CPU time, etc.

4.2 Apex Triggers

● What are Triggers?: Running logic on record creation, update, or deletion.


● Trigger Events: Before insert, after insert, before update, after update, before delete,
after delete.
● Bulkification: Handling multiple records in one transaction to avoid governor limits.
● Trigger Context Variables: Understanding Trigger.new, Trigger.old,
Trigger.isInsert, etc.

4.3 Apex Classes and Methods

● Custom Apex Classes: Writing reusable code.


● Public vs. Private Methods: Encapsulation and access control.
● Test Classes: Writing test cases to ensure code coverage and performance.
● Asynchronous Apex: Using @future, Queueable, Batch Apex, and Scheduled
Apex for long-running operations.

5. Lightning Web Components (LWC)

5.1 Introduction to LWC

● What is LWC?: A modern framework built on web standards (HTML, CSS, JavaScript).
● LWC Architecture: Component structure, shadow DOM, and reactive properties.
● Creating LWC Components: Basic HTML structure, CSS styling, and JavaScript logic.
5.2 LWC Communication

● Parent-Child Communication: Using @api and @track for data binding.


● Custom Events: Using CustomEvent to communicate between components.
● Lightning Data Service: Interacting with Salesforce data in LWC without using Apex.

5.3 Advanced LWC Topics

● Wire Service: Using the @wire decorator for reactive data loading from Apex methods.
● Imperative Calls: Making Apex calls from LWC when more control is required.
● Dynamic Components: Dynamically loading components with
lightning/dynamicPage.

6. Visualforce (Legacy UI Framework)

6.1 What is Visualforce?

● Visualforce Pages: Creating custom UIs with HTML and Apex controllers.
● Apex Controllers: Using Apex to handle logic behind Visualforce pages.

6.2 Visualforce Markup

● Visualforce Components: Standard and custom components.


● Visualforce Pages: Using HTML, CSS, and Salesforce data in Visualforce.

6.3 Visualforce vs. LWC

● When to use Visualforce: Complex legacy use cases, integrations, or when Lightning
Components are not feasible.
● Visualforce limitations: Performance issues and maintenance complexity compared to
LWC.

7. Integration

7.1 Salesforce APIs

● REST API: Basic and advanced concepts, using RESTful services.


● SOAP API: Working with XML-based web services.
● Bulk API: Handling large volumes of data in asynchronous mode.
● Streaming API: Real-time data updates using push notifications.

7.2 External Services


● External Data Sources: Integrating Salesforce with external systems (using Apex,
REST/SOAP).
● Named Credentials: Securely storing external system credentials.
● Platform Events: Using event-driven architecture for real-time communication.

7.3 Middleware

● MuleSoft: Using MuleSoft for integration.


● Third-party tools: Integrating Salesforce with third-party systems like SAP, Oracle, etc.

8. Security and Sharing

8.1 Security Models

● Profiles and Permission Sets: Configuring access to Salesforce resources.


● Sharing Rules: Automating record sharing across teams.
● Field-Level Security: Limiting access to sensitive data fields.

8.2 Authentication

● Single Sign-On (SSO): Configuring login mechanisms for external systems.


● OAuth Authentication: Implementing OAuth for secure API access.

9. Deployment and Continuous Integration

9.1 Deployment Strategies

● Change Sets: Deploying metadata between Salesforce environments.


● Salesforce DX: Using Developer Experience tools for version control, continuous
integration, and deployment.

9.2 CI/CD Tools

● Jenkins, GitHub, and GitLab: Automating Salesforce deployments using version


control and CI/CD pipelines.

9.3 Sandboxes and Environments

● Types of Sandboxes: Developer, Developer Pro, Partial Copy, Full Sandbox.


● Deployment Tools: ANT Migration Tool, SFDX CLI.
10. Advanced Salesforce Topics

10.1 Asynchronous Apex

● Queueable Apex: Performing complex jobs in the background.


● Batch Apex: Processing large volumes of records in batches.
● Scheduled Apex: Running scheduled tasks at defined times.

10.2 Custom Metadata Types

● Storing configuration data in a custom format.


● Benefits of Custom Metadata Types over Custom Settings.

10.3 Platform Events

● Event-driven architecture: Handling real-time messaging and asynchronous


communication.

10.4 Custom Lightning Web Components

● Custom Lighting Web Components (LWCs): Creating reusable custom components


for Salesforce UIs.
● Data Binding in LWC: Reactive programming using @track, @api, and the wire
service.
● Shadow DOM in LWC: Isolation of styles and behavior in LWC components.

11. Best Practices

11.1 Apex Best Practices

● Avoiding hard-coded values (use Custom Settings/Metadata).


● Efficient use of SOQL and DML to avoid hitting governor limits.
● Bulkify triggers to handle large volumes of data.

11.2 Lightning Best Practices

● Using Lightning Design System (LDS) for UI consistency.


● Optimizing performance by avoiding unnecessary re-renders in LWCs.

11.3 Testing and Code Coverage

● Writing Test Classes for Apex.


● Ensuring 70% code coverage for deployment.
● Testing with mock data and using @isTest annotations for test classes.

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