Introduction to cloud computing and SFDC

• Introduction to CRM concepts and Cloud computing
• Market situation
• Cloud Ownership
• Understanding Salesforce Terminologies
• Introducing the force.com platform
• Programmatic and Declarative Options in Force.com
• Meta-data Driven Architecture
• Multi-tenant

Building blocks of Force.com platform

• Sign-up for a Free Environment / Org
• Adding company logo
• Advantages of System overview
• Salesforce’s Key Building Blocks
• Editions
• Availability of Different Environments
• MVC Pattern

Introduction to the student master app

• Student App
• Student Master Application Scope
• Student App Master Basic Data Model
• Student Master and Marks/Grades
• Student Master Basic Security Model
• Student Master Reports

SFDC Data model, Fields, Objects and Relationships

• Build Custom Objects
• Types of Relationship Fields
• Understand various properties in the Object definition section
• Customize standard objects
• Field and Data Types
• Custom Field Prosperities
• Field Dependencies
• Search Layouts

SFDC Security Model: Org-Level General administrative features and Object Level features

• Understand Security Model Mind Map
• Org Level or System Level Security
• User Administration
• Troubleshooting
• Permission Sets
• Field level security
• Profile
• Password Policy
• IP Address security
• Login hours
• Session settings
• Activations
• Page layout assignment
• Tab setting

SFDC Security Model: Object, Record and Field Level features

• Understand Security Model Mind Map
• Object Level and Record Level
• Organization wide defaults
• Organization wide defaults – Student App
• Role
• Role Hierarchy
• Criteria Based Sharing
• Different ways to get Record Level Access
• Public Group
• Queue
• Queue Vs Public group

Business Logic

• Understand Business Logic Mind Map
• Different Options to apply Business Logic
• Page Layouts and Record Types
• Functions
• Formula
• Validation Rules
• Rollup Summary Fields

Business Process Automation

• Business Process Automation
• Business Requirements – Workflow Rules
• Workflow - Actions
• Workflow – Actions
• Workflow – Considerations
• Approvals – Introduction
• Approvals - How to Create A Process
• Approvals - Actions
• Approvals - How and What Can Approvers Do

Overview of Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management
• Price Book
• Products
• Price Book Entries

Overview of Service Cloud

• Service Cloud
• Case Management
• Typical Service
• Support Process
• Automation
  • Web2Case
  • Auto-Response
• Automation - Email2Case
• Automation - Assignment Rules
• Automation - Escalation Rules
• Email Templates in Case Management
• Channels
• Case Resolution – Solutions
• Case Resolution Using Knowledge
• Communities Basics
• Communities Setup
• Administration
• Communities – Ideas and Answers

Data handling and processing

• Understand Data Handling and Processing
• Exporting data and Regular Backup
• External ID and Unique Fields
• Import
• Install Apex Data loader
• Use the Import Wizard and Data Loader
• Compare the features
• Update, Upsert operations
• Delete and Hard Delete records
• Transfer record ownership

Reports and Dashboards

• Implement a report with and without modifications
• Create a tabular report and matrix report
• Report and Security
• Report Builder and Standard Reports Available
• Add a chart and few other features like highlighting
• Create a custom report type and store in a folder
• User filters in reports
• Create a dashboard
• Dynamic dashboard
• Bucket field
• Tabular Report significance
• Summary report significance
• Matrix report significance
• Joined report significance

Salesforce 1, Lightning, App Builder, Salesforce A, Outlook

• Customizable parts of the SF1 app
• Security and customizable settings
• Navigation menu
• Compact layouts and Mobile cards
• Basic admin activities on Salesforce A
• Outlook and SF synch up

Activity Management, AppExchange, Content and folder management

• Activity management - Tasks, Events and Open activities
• Creating and tracking tasks and events
• Folders and Document templates
• AppExchange

Chatter, Global action and Publisher Layouts

• Chatter groups, feeds, people
• Files, Follow records, people
• Groups Topics and Files
• Global action types-Create
• Log a call, Custom VF page
• Custom canvas, Publisher layout
• Global an Object specific actions

Salesforce Mobile

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

Deployment

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Buttons and Link management

• Creating Custom Buttons
• Creating Custom Links
• Creating Records with Actions
• Global Action
• Object Specific Action

App Exchange

• AppExchange Overview
• Finding and Selecting an App
• Installing an App
• Finding a Developer
• Finding a Consultant