SALESFORCE CRM

Salesforce Administration
Definition Of Salesforce And It’s Products
● Definition of cloud computing
● Importance of CRM and Solutions
● Importance of Salesforce
● Different clouds available in Salesforce
● Salesforce Features and Edition Limits

● Sales Cloud-Generic Business Process

● Features of Sales Cloud
● Products
● Campaign
● Lead
● Account
● Opportunity
● Contact
● Contract
● QuoteManage
● Order
● Forecast
● Entitlement
● The entire life cycle using the above objects

● Service Cloud and Customer Service

● Features of Service cloud
● case
● Solution
● Public Knowledge Base
● Web-to-case
● Self-Service Portal
● Escalation rules

Company Information
● creating Company Profile
● Setting Fisca Year, Business Hours
● Setting Holidays and Language
● Identifying Edition

Salesforce Administrative Features

● Creating User Login Credentials
● Setup-Personal Setup
● About Administartion Setup
● Standard Applications, Tabs and Objects
● Creating Custom Apps, Custom Objects and Custom Tabs
● Creating Custom Fields Using DataTypes and Picklist and Field Dependencies

Manage Users
● Creating users and Roles
● Creating Custom Profiles

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● Discussion on Standard Profiles
● Creating Permission Sets and Public Groups and Queues
● Login History

Relationships In Salesforce
● Lookup Relationship
● Master-Detail Relationship
● Many to many Rlationships
● Junction Object
● Rollup Summary Felds
● ReaTime Scinarios

Applying Validations And Formulas

● Overview of validation
● Creating Validation Rule
● Apply Formula in Validation
● PageLayout on Objects
● Mini PageLayout
● Search Layout
● Record Type
● Field Level Security on Layout

Object Level Security Model

● Profile Level
● Permission Set Level

Field Level Security Model

● Profile Level
● Page Layout Security
● Permission Set Security

Record Level Security Model-Sharing Settings

● Overview of Record Level security
● Organization-Wide-Default
● Sharing Rules
● Grant Access Using Hierarchies
● Internal Access
● External Access
● Mannual Sharing
● Owner Based Sharing Rule
● Both Usage of Profile and OWD
● RealTime Scenarios

Workflows And Approvals

● Overview of Workflows
● Email Alerts
● Tasks
● Field Updates
● Outbound Messages

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● Time Dependent Workflow Actions
● Order of Execution
● Approval Process Definition
● Dynamic Approval Process
● Multi-Step Approval Process
● Parallel Approval Process
● Approval Process Actions
● Real Time Scenarios

Process Builder
● Overview of Process Builder
● Working with Process Builder
● Automation With Process Builder

Lightning Flows
● Introduction
● Screen Flows
● Record Triggered Flows
● Automated Flows
● Scheduled Flows

Data Management With SFDC

● Overview Import wizard
● Limitations on Import Wizard
● Data Export
● Import Objects
● .CSV File usage in salesfore
● Import Data into Salesforce
● Data Loader
● Mass Transfer Records and Delete of Records

Community Creation
● Customer community
● Partner Community
● Creating User On Community
● Self Registration

Security Settings
● Single-Sign-on settings
● Session Settings
● Password Policies
● Identity Provides
● Login Access
● Identity Connect
● Email Admin Setup

Reports And Dashboards

● Importance of Reports
● Discussion On Standard Report

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● Creating Custom Report, Tabular Report, Summary report, Matrix Report
● Creating Joined Report and Report Types
● Applying Filters on Report
● Run Report
● Export Report
● create Dashboard
● Fetching Dashboard in to Visualforce

Administrative Integration
● Introduction to declaratrive tools used in Integration
● Integrating SFDC to Github (flows), Salesforce to Salesforce and Any 3rd party platform(flows)

Deployments
● Set up Deployment configuration
● Establishing the deployment connections
● Monitoring the Deployment Status and fixing issues
● Change Sets
● Packages
● SFDX (after development module)

Salesforce Development
Introduction
● Different types of development environments available
○ Dev
○ Sandbox
○ Production
● Enable Development Mode
● MVC Architecture
● Developer Console Usage
● Query Editor Usage
● Execute Anonymous Window
● Create Class Using Developer Console and Visualforce Using Developer Console
● Test and Debug Using Developer Console
● Installing Eclipse

Visualforce Pages
● Comparison With HTML Tags
● Create VF Using URL, Developer Console, Standard Navigation and Eclipse

Data Sources In Visualforce

● Apex Class Variables
● Parameters Using URL
● Global Standard Objects or Custom Objects
● Static Data

Pageblock Tags
● Pageblock
● PageBlockSection, SectionItem

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● PageBlock Button and Location
● CommandButtons and Actions

Input Components
● InputText, InputField and InputSecret
● InputHidden
● InputFile

Select Components
● SelectOption
● SelectOptions
● SelectCheckBox
● SelectRadio

Message Tags
● PageMessage
● PageMessages

Panel Tags
● PanelBar
● PanelBarmItem
● PanelGrid
● PanelGroup
● Other Visual force Tags

List Views
● Creating Views
● PageBlockTable ListView
● DataTable
● DataList
● Repeat

Action Components In Visualforce

● ActionSuppot
● Action Function
● ActionStatus
● ActionRegion
● ActionPoller

Real Time Topics With Visualforce

● Usage of Static Resource In VF
● Overriding Buttons, Links and Tabs with VF
● Dynamic Visualforce Binding
● VisualforceTemplates
● Generate Visualforce page as PDF,WordDocument
● Real Time Scinarios

Usage Of CSS In Visualforce

● Create CSS Class
● InternalCSS
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● External CSS
● StaticResource In ExternalCSS
● Boostrap Usage in Visualforce
● Realtime Scinarios

Usage Of JavaScript
● JS Functions Usage in Visualforce
● JS DOM Usage in visualforce
● JS Events Usage in Visualforce
● JS Validations In Visualforce
● Internal JavaScript
● External JavaScript
● Realtime Scinarios

Usage Of jQuery In Visualforce

● Using Less Code In Visualforce
● Jquery StaticResorces

Usage Ajax In Visualforce

● Overview on Connections
● Ajax SOQL
● Ajax DML

OOPS ( Object Oriented Programming )

● Fundamental and Properties
● Variables
● Identifiers
● Data types
● Access Modifiers
● Methods
● Conditional Statements
● Exceptiopnal Statements
● Class syntax writing
● Constructing Method
● Reference Varibles
● Setter Method
● Getter method
● Constructors
● Class Properties
● Return Statements
● Inheritance
● Abstarction
● Polymorphism
● Encapsulaion
● Creating Wizard Class
● Wrapper Class
● Usage Of properties in sfdc

APEX

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Collections
● List class-Scenarios
● Set class-Scenarios
● Map class-Scenarios
● Working with List of Lists and Map of Lists, Sets of Sets and Map of Sets
● Advanced Example Programs

SOQL And SOSL

● Overview on SOQL,SOSL
● Fetching Records on VF Using SOQL
● Inserting Records from VF to Salesforce
● Debug Logs
● Static SOQL
● Dynamic SOQL
● Relational SOQL
○ Parent to child
○ Child to parent
● Aggregate clause in SOQL
● Creating Interfaces Using SOSL
● GoverningLimits on Apex
● RealTime Project Scinarios

DML Operations
● Dml Statements Vs Database Class Methods
● Database DML Operations
● Insert Statement
● Update Sattements
● Upsert Statement
● Delete Statements
● Undelete Statements
● Merge Statements
● Rollback operations
● SavePoint In DML
● Realtime Rroject Scenarios

Controllers In APEX
● Standard Controller
● Standard Set Controller
● Custom Controller
● Controller Extensions

Schema Programming
● Objects
● fields
● Selected Options

Email Service Using Apex Class

● Overview Of Email Sending
● Outbound Email Service

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● Inbound Email service
● Email Service Using Templates
● Sending PDF Attachments
● Sending VF Attachments
● Mass Email Message Sending
● Creating Methods for Sending Emails
● Syntax for Send Emails
● Realtime Scenarios

Custom Setting
● List Custom setting
● Hierarchial Custom Setting
● Custom Metadata Types
● Custom Labels
● Translation Workbench
● Difference between Custom Settings vs Custom Meta Data vs Custom Labels

Asynchronous APEX
● Batch Apex
● start()
● execute()
● finish() methods
● BatchableContext
● Debug Batch Apex
● QueryLocator
● GetQueryLocator
● Sending Email From finish Method
● Implememnting Database.AllowCallouts
● Implememnting Database.Stateful
● Customising the Batch size as per the needs
● Invoke Batch from Batch
● Invoking future from Batch
● Future Method
● Limitations in Future methods
● Queueable Apex
● Scheduled Apex
● Implemantation
● Invoking Future Method from Schedule
● Schedule Using Point and click
● Schesule Using Code Customization
● Difference between Future methods and Queueable Apex
● Real Time Scenarios

Apex Triggers
● Overview On Triggers
● Trigger Events
○ Before Triggers
○ After Triggers
Before
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● insert
● update
● delete
After
● insert
● update
● delete
● undelete
● Trigger Context Variables
○ Trigger.New
○ Trigger.Old
○ Trigger.NewMap
○ Trigger.OldMap
○ Trigger.isBefore
○ Trigger.isAfter
○ Trigger.isInsert
○ Trigger.isUpdate
○ Trigger.isDelete
○ Trigger.isUndelete
● Order of Execution
● Recursive Triggers
● Validation Rule with Trigger
● Workflow with Trigger
● Invoking Batch Apex,callouts from trigger
● Invoking Schedule,Future Methods from Trigger
● RealTime Scenarios on Each Topic
Test Class
● Overview on Test classes
● StartTest, StopTest
● Assert Statements
○ System.Assert()
○ System.AssertEquals()
○ System.AssertNotEquals()
● Execute Test classes as a Specific user
● testSetup in Test classes
● seeAllData=true
● Governor limits in Test Classes
● Handling Mixed DML in Test Classes
● Test Class on Apex class, Triggers and Async Apex
Programmatic Integration

Integration and WebServices

● Introduction to Integration and WebServices
● What is XML
● What is REST API
● REST API vs XML
● Understanding JSON
● JSON Class, Generator Class, Parser, Serialization
● JSON Deserialization

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● JSON.deserializeUntyped()
● Generating Apex clases from Web Services
● Integration Salesforce with 3rd party applications
● HTTP Callouts
● Creating APEX WSDL File
● Integration Using SOAP API
● Integration Using REST API
● Real Time Scenarios

Salesforce Lightning Web Component [LWC]

Basics of JavaScript
● Few fundamentals
● A little about versions
● Creating variables using var, let and const
● Lexical Grammar
● DataTypes in JavaScript
● Object Type in JavaScript
● Regular Function, Function Expression, Named function expressions and Arrow Functions
● Arrow Functions
● Destructuring Objects & Arrays
● All about Loops
● What's Variable & Function Hoisting?
● Rest Operator, Spread Operator & Differences
● Everything you need to know about Arrays
● Immediately Invoked Function Expressions [IIFE]
● this keyword in JavaScript
● continue and break
● Map Object in JavaScript
● Set Object in JavaScript
● Event Listeners in JavaScript
● A few things about Promises
● Things to know about Async-Await

Introduction & hands on with LWC

● Setting up the Development Environment
● Understanding Folder Structure
● Modules in ES6 and LWC
● Data Binding
● Decorators for properties
● Data flow in Lightning Web Components
● Setter and Getter methods
● Iterators in LWC
● Invoking methods on child components
● Coding Challenge #1 Building a basic Notepad App
● All about Slots
● Lifecycle Hooks
● Hooks in LWC vs Renderer in Aura Components
● Shadow Dom Web Standard

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Communicate with Events
● How to dispatch and handle events
● How Event Retargeting works?
● Event Propagation in JavaScript
● Event bubbling in child and parent components
● All Event propagation scenarios
● Programmatically handle the events
● Publish-Subscribe events

Work with Salesforce Data

● Introduction
● Putting the base component lightning-record-edit-form to use.
● Using lightning-record-view-form and lightning-record-view-form
● Using getRecord() Adapter
● Handlers in LDS base components
● Override save functionality using base components
● Using createRecord() method to create a record
● Using updateRecord() method to update a record
● getRecord() alternative syntax

LWC & Apex

● How to invoke Apex method from Web Component
● How to pass parameters when Apex method is invoked
● Invoke Apex method imperatively
● Send complex Data Types as params to Apex methods
● Continuation in Apex

Lightning Message Service

● Creating Lightning Message Channel
● Using LMS in LWC
● Using LMS in Aura
● Using LMS in Visualforce
● Using LMS in all the three entities in together

Lightning Web Components and Aura Components Working Together

● Configure the Web Component via xml file
● Expose Web Component to other platforms
● Web Components & Aura Components
● Send data from Web Components to Aura Components using events

Navigation in LWC
● Introduction to Navigation Mixin
● Navigation to different destination from a Web Component
● Navigation to another LWC component (using Aura)

Testing in LWC
● Introduction to Jest Framework
● Understanding matchers and other basic blocks of a test case
● Writing test cases for a couple of scenarios
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