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Various Salesforce.com Training Programs Offered
Course Module & Course Content
Module1: Introduction |
Introduction to cloud computing |
SaaS, PaaS, IaaS |
Introduction to Salesforce.com |
Platforms of Salesforce.com |
Environments of Salesforce.com |
Editions of Salesforce.com |
Multi Tenant Architecture |
MVC pattern |
Job Profiles in Salesforce.com |
DeveloperForce.com |
Dreamforce.com |
Appexchange.com |
Working with Salesforce.com Trailhead |
Registering with Salesforce.com |
Module 2: Configuration |
Apps, Tabs, S-Object, Fields, Relationships. |
Working with Classic and Lightning Interface. |
Working with custom components |
Principles of designing Salesforce.com projects |
Discussion of projects in Salesforce.com with the above principles |
Filtering Master Data through Validations Rules |
Designing Page layouts |
Designing Search Layouts |
Record Types |
Module 3: CRM |
Working with Standard components of Salesforce.com |
Industries – Clients- Communications, Financials, Health Care |
Vendors – Landscape of Applications |
Marketing, Sales, Call Centre, Chatter & Sites |
Campaigns, Leads, Accounts, Contacts, Opportunities, Products, Price Books, Quotes, Orders, Assets, Activities, Case, Solutions |
PaaS Components – CRM |
CRM as a Functional Domain |
Domains |
Education, Hi – Tech, Manufacturing, Transport, Media & Entertainment, Human Resources. |
CRM Architecture on SFDC – Marketing Cloud, Sales Cloud & Service Cloud. |
Working with SFDC CRM |
More about Appexchange.com |
Web to Lead, Auto Response, Assignment Rules, Mail to Case, Campaign members, Account Territory Management |
AppExchange.com as a Solutions Bridge |
Module 4: Administration |
Data Migration – Import Wizard / Data Loader |
Schema Security / User Security |
Profiles Roles Queues Public Groups |
Security Management – Data Security |
Organization Security |
OWD, Sharing Rules ,Permission Sets |
Communication Templates |
Working with Workflows & Approval Process |
Working with Process Builder & Flows |
Reports and Dash Boards with Advanced features |
Chapter 1: Introducing Apex | Chapter 2: Apex Development Process | Chapter 3: Apex Quick Start |
What is Apex? | What is the Apex Development Process? | Writing First Apex Class |
How Does Apex Work? | Create a Developer or Sandbox Org | Create a Custom Object |
Developing Code in the Cloud | Learning Apex | Adding an Apex Class |
What’s New? | Writing Apex Using Development Env | Add a Test Class |
Understanding Apex Core Concepts | Writing Tests | |
Chapter 4: Data Types & Operators | Chapter 5: Classes & Objects | Chapter 6: Collections |
Primitive Data Types | Understanding Classes | List |
Complex Data Types | Apex Class Definition | Set |
Expressions and Operators | Class Variables / Methods | Map |
Chapter 7: Working with Data in Apex | Chapter 8: Execution Flow in Apex | Chapter 9: Interfaces in Apex |
DML | Exception Handling | Batch Apex |
SOQL | Annotations | Schedule Apex |
SOSL | Assertions | Stateful and Comparable |
Chapter 10: Working with Apex Triggers | Chapter 11: Working with Apex Controllers | Chapter 12: Working with Apex Web services – Integration |
Trigger syntax | Standard Controllers | SOAP |
Trigger Context Variables | Custom Controllers | REST |
Validations and Automations | Extensions | BULK |
MODULE 1: VLOCITY INTRODUCTION & BASICS Introduction to Vlocity Basics of Vlocity |
MODULE 2: UNDERSTANDING JSON Jason structure Jason Array |
MODULE 3: SUCCESS COMMUNITY AND DEVELOPER ORG OVERVIEW Success Community Overview of Developer org |
MODULE 4: NAMING CONVENTIONS Understanding Naming Conventions Naming conventions for various Vlocity components |
MODULE 5: UNDERSTANDING CMT & HEALTH AND INSURANCE DOMAINS Understanding CMT domain Understanding Health domain Understanding Insurance domain |
MODULE 6: DATARAPTORS Mappings Extract Turbo Extract Transform Load Formulas Best Practices Use Cases |
MODULE 7: INTEGRATION PROCEDURES Uses Best Practices Blocks Frequently used Actions Use Cases Integrating with External Systems Set Values |
MODULE 8: OMNI SCRIPTS Frequently used Actions Display Actions Inputs Functions Use Cases Groups |
MODULE 9: VLOCITY CARDS & LAYOUTS BASICS Cards Overview Building Layouts Building Cards Card States and Flyouts Data Source to Cards and Layouts Vlocity Actions |
MODULE 10: VLOCITY INTERACTION LAUNCHER Vlocity Interaction Launcher |
MODULE 11: VLOCITY DATA MODEL FOR CMT Vlocity Data model for CMT |
MODULE 12: PRODUCT CONFIGURATION BASICS Basics of Product Configuration |
MODULE 13: ORDER MANAGEMENT Order Decomposition, Orchestrations Orchestration Plans Orchestration Items Orchestration Scenarios and Dependencies |
MODULE 14: TEMPLATES AND DOCUMENT TEMPLATES Templates and Document templates |
MODULE 15: VLOCITY ENTERPRISE PRODUCT CATALOG (EPC) Overview of Product Creation Product Specs and Bundles Understanding Attributes and Attribute Categories |
MODULE 16: VLOCITY CPQ Order Capture Pricing, promotions and Discounts Cart-based APIs and Digital Commerce APIs |
Topic Name |
Topics Covered |
Introduction to SFMC |
Roles and Permissions (User Roles and Email Studio Roles) |
Data Model – List Based data model and Contact based data model |
Subscriber Lists |
Properties of List based data model and Contact based data model |
Creation of lists in Email studio |
Data Extensions |
Creation of data extensions by working on a mini project on Creation of invoice for Amazon |
Uploaded a dummy data into the data extensions to create a invoice |
Introduction to email studio, Types of emails |
What is Subscriber key |
All subscriber List |
Subscriber Status |
Bounce mail management |
Can Spam Criterias |
creation of sender classification |
Creation of sender profile and Delivery profile |
Personalization String |
Designing an email using Personalization String |
Designing an email using Ampscript |
Process of sending email, tracking the same with Job ID |
Types of Lists: Publication Lists and Supression Lists |
Supression list |
Other types of data extensions like Filtered Data extension and Random Data extension |
A/B Testing |
Introduction to Mobile Studio |
Types of Mobile studio communications |
How SMS works |
Blackout Window |
Understanding about Keyword |
STOP Keywords |
Prerequisites to send SMS |
Contact Builder-Creation of contact based data model |
Building Mobile Invoice in Mobile Connect |
Introduction of Mobile Push |
Automation Studio Features |
Understanding of scheduled Automation |
Building an automation of Email Invoice and send the Test mail |
Understanding of Automation Studio Capabilities |
Data Management-Filteration and Segmentation |
Creation of Data Filters |
Creation of Segmentation |
Data Views |
I. Experience cloud basics |
Pre-requisite for setting up community cloud |
User Licenses |
Three different types of end users on an Experience Cloud Site |
1. Customers |
2. Partners |
3. Employees |
a. Builder |
b. Moderator |
c. Site Manager |
d. Admin |
Enable Community in our salesforce Org |
Two types of External Accounts |
* Enable Customer and Partner account |
* Create customer and parter user associated with a particular account |
* Person accounts can be created for self-registering guest user. |
Lightning components in the community |
* Features and functions of experience Builder |
* Features and functions of Contenet Management |
* Features and functions of Experience Site Moderation |
* Features and functions of Experience Site Content Admin and Dashboard |
II. Sharing Visibility and Licensing |
* User visibility is determined |
* Set site user visiility, portal user visibility and guest user visibility |
* Consideration related to settings user visibility in sites |
Object visibility |
* Object visibility is granted to user |
* Records of objects can be made visiable in the navigation Manu of a site |
* Tabs can be used in a salesforce Tabs+Visualfoce site to grant access to records of objects |
* Give guest uers of a site access to standard and custom objects |
Declarative sharing options that could be leveraged for an experince |
* Identify the various declarative options |
* Capabilities related to the sharing model based on the site license type |
* How to use sharing features such as sharing sets, sharing groups, super user acess and external account hierarchies |
* How to share records with guest users. |
Evaluate which external license types to use |
* Capabilities of the different licese types |
* Features included for each license type |
* What member and login based licensing are and when to use each one |
Describe roles for external users |
* How roles are created for customers and partner users |
* How to set the default number of customer and partner toles for experience cloud site |
* How to create custom site roles |
III. Branding, Personalization and content |
* How to customize an experience cloud |
* How to create Page Variations |
* How to assign specfic component to cudience |
Search Capabilities |
* Availability of the search capablities |
* Search capabilities available for salesfoce Tabs + Visualforce sites |
* Various native feature available for returning search result in Experience Cloud. |
* How Synonym groups can be used to returen relevant search result |
* The main features of federated search |
Implement Salesfoce CMS content into an Experince |
* Main features of Salesforce CMS |
* The use of CMS connect to connect a content management system |
* How to use personalized content from CMS |
* The capabilities of salesforce CDN for Digital Experience and how it can be used to minimize delays in loading webpage content |
Make articles visible or accessible in an experience |
* How knowledge articles can be made accessible |
* To set up Lightning knowledge to create a knowldege base of articles for an experience cloud site |
* How topic can be created and mapped to data categories. |
IV. Templates and Themes |
* Understand the available experience themes for a given template |
* Select the appropirate experience theme |
* Uses of different lightning experience cloud site templates |
V. User Creation and Authentication |
* How to manually provision site user |
* How to provisio site user in bulk |
* The process of self registration |
* How to setup just in time (JIT) provisioning |
* Setting up social login for an Experience cloud |
* How to brand an experience cloud site login page customize the login experience and specify a custom logout URL |
Grant users access to an experience |
* How profiles and permission set ca be used to manage |
* The use of API for site membership management |
VI. Adoption and Analytics |
Apply the setps to set up Experience dashboards and insights |
* The main features of experince cloud site dashboards |
* Apply Moderation features |
* Best practices for adoption and engagement. |
VII. Administration set up and configuration |
(PRM) Implementing channel sales Partnership Management |
* What is PRM |
* Process that can be used to implement channel sales |
* How to properly setup a PRM portal |
* Various advance PRM features that can be implemented for a PRM portal |
Capabilities of different experience deployment and migrations |
* Different options available for deploying experience cloud site |
* The metadata type associated with site development |
* High level process of deploying a site |
* Identify the typical artifacts associated with site project migration |
* Describe how to use change sets to migrate a site from sandbox to production |
Enable and activate an Experience |
Recommend and implement delegated external user administration |
Steps to build a public experience |
* Feature of a public experience could site |
* Guest user profile can be accessed to open us or limit access to an Experience site content |
* How to control public access for an EC site page |
Steps to Configure and setup topics |
* Configure topic to view |
* Set up data categories and Knowledge articles mapping |
* Automativally and Manually map topics to knowledge articles |
Apply tickting and service cloud capabilities for experience cloud |
The service cloud featurs and functionality which can be utilized in EC |
The use of web-to-case to allow customer to submit case in a customer service site |
Benefts of applying service cloud capabilities for EC |
VIII. Customization Consideration and Limitations |
*Understand the limitation that can affect an experience cloud site. |
1.Fundamentals of Web Technologies |
I. Basics of HTML |
II.Basics of CSS |
III.JavaScript for LWC |
2.Lightning Web Component Setup |
I.Setting of Developer Org |
II.Setting of VS Code |
III.Setting of Salesforce CLI |
IV.Setting of Project and Scracth Org |
3.Fundamentals of LWC |
I.Creating First Componet |
II.Creating App and Deployment |
III.Local Properties and Data Binding |
IV.Two Way Data Binding |
V.Track Properties |
VI.Getter Methods |
VII.Conditional Rendering |
VIII.Template Looping |
4.Lifecycle Hooks |
I.Mountng Phase |
II.Un Mounting Phase |
III.Error Phase |
5.LDS -Lightning Data Service |
I.Lightning-Record-Form |
II.Lightning- Record View -Form |
III.Lightning-Record -Edit-Form |
6.Using uiRecordApi |
I.Create Record |
II.Get Record |
III.Delete Record |
7.Decorators |
I.@api |
II.@Wire |
8. Invoking Apex methods |
I.Using @Wire |
II.Using Imperative |
9.Parent to Child Communication |
I.Parent to child communication using Primitive Data |
II.Parent to Child Communication using Non-Primitive Data |
III.Parent to child Communication action using simple Event |
IV.Calling child method in Parent |
10.Child to parent Communication |
I.Child to parent communication using Simple Event |
11.Show Toast Event Notification |
I.Success Message |
II.Error Message |
III.Information Message |
Iv.Warning Message |
12.Navigation Mixin |
13.Lightning Messaging Service |
I.Lightning Component to Component Communication |
II.Aura to LWC Communication |
Implementing 15 steps with respect to Industries |
Gathering Requirements |
Designing the Model |
Filtering of Data |
Designing the UI |
OnlineTransactions |
Batch Transactions |
Scheduled Transactions |
Integrated Transations |
Automations and Approvals |
Testing |
Deployment |
Creating Users and Security |
Data Migration |
Automations and Approvals |
Business Intelligence |