Salesforce

is a cloud-based customer relationship management

(CRM) platform that helps businesses connect with
customers, find prospects, and close deals.
How it works
Salesforce unifies customer data from various sources
and provides a single view for sales, service, marketing,
commerce, and IT teams. It also includes artificial
intelligence to help employees work more productively
and deliver personalized experiences.
Features
Salesforce offers a variety of features, including:
Customization: Users can customize and personalize the
experience for customers, partners, and employees.
Integration: Salesforce integrates with many Microsoft
products, including Outlook, Azure, and Office 365.
Deployment: Salesforce offers both cloud-based and on-
premises deployment options.
History
Salesforce was founded in 1999 by Marc Benioff, Parker
Harris, Dave Mellenhoff, and Frank Dominguez. The
company is headquartered in San Francisco, California.
SalesForce CRM Training Overview
Salesforce Customer Relationship Management usually
pronounced as Salesforce CRM which has began with
the vision of re-inventing CRM. The major role of
Salesforce is to run entirely in the cloud storage and
there is no need of setup costs which helps your
workers to do work from any device just with an
internet connection either it may be a smartphone,
tablet, laptop or PC. Salesforce CRM is easy to operate
for small business as well as large business
organizations. It not only starts and end with CRM for
sales and marketing but also enables you to manage all
interactions with your customers.
Objectives of the Course
 Salesforce CRM software and its features.
 Implementing automation, security and debugging
data.
 To learn Standard List Controller and Configure the
 user interface.
Who can attend This Course
 There are no certain pre-requsites to take
the Salesforce CRM course.
 Who should do the course:App Builders.
 Developers System, Administrators, Sales
Managers, Sales Executives.
Prerequisites to learn Salesforce
 Core Java or Any Programming Language
SalesForce CRM Course Duration
 60 Days.
SalesForce CRM Course Content
Definition Of Cloud Computing And Types
 Definition of cloud computing
 On-demand advantages of Cloud computing
 Services of Cloud computing
o Saas(Software as a Service)
 o PaaS(Platform as a Service)
o IaaS(Infrastructure as a Service)
 Types of Clouds
o Public Cloud
o Private Cloud
o Hybrid Cloud
o Community Cloud
Definition Of Salesforce And It’s Products
 Importance of Salesforce
 Importance of CRM and Solutions
 Grouth of Revenue using CRM
 comparison of Salesforce CRM with other CRM
Products
 Salesforce Products
 Salesforce Features and Edition Limits
Salesforce Administration
Sales Cloud-Generic Business Process
  Features of Sales Cloud
 Products
 Campaign
 Lead
 Account
 Opportunity
 Contact
 Contract
 QuoteManage
 Order
 Forecast
 Entitlement
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-Force.Com Platform
 Creating User Login Credentials
 Setup-Personal Setup
 About Administartion Setup
 Standard Applications, Tabs and Objects
 Creating Custom Application(Design), Custom
Objects and Custom Tabs
 Creating Custom Fields Using DataTypes and Picklist
and Dependencies
Manage Users
 Creating users and Roles
 Creating Custom Profiles
 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 (Table)
 Profile Level
 Permission Set Level
Field Level Security Model (Column)
 Profile Level
 Page Layout Security
 Permission Set Security
Record Level Security Model-Sharing Settings(Row)
 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
 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
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
Process Builder
 Overview of Process Builder
 Working with Process Builder
 Workflows With Process Builder
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
Email Administration
 Deliverability
 Test Deliverability
 Organization-Wide Addresses
  Setting Email Footers
 Compliance BCC Email
Administrative Integration
 Overview on Declarative(no-code) and
Programmatic (coding)
 Integrating SFDC to SFDC, SFDC to Excel and SFDC to
Facebook
Reports And Dashboards
 Importance of Reports
 Discussion On Standard Report
 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
Resolving Project Issues
 Overview on Types of Projects
 Issue Capturing and Priority
 Isuue Resolving and escalation
 How RealTime Issues
 Overview on Outlook Email
 Code Checking
 BluePrint
 Agile Methodology
 How to Clear RoadBlocks
 Office Communicator(O.C)
Salesforce Development
Project Related
 Resolving User Issues In Project
 Importance of User In Application
 Real time project explanation and Project Business
Process
  Project Development Life Cycle
 Project Management Tools
 Sandbox and UAT
 Change Set
 Deployment
 Production
Before Start Development
 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
 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 VF Tags
 Column
 CommandLink
 Detail
  Facet
 Form
 Iframe
 Image
 include script
 Include Page
 ListViews
 Repeat
 Tab and Tab Panel
 Render,Rerender,RenderAs
 Passing parameters
 Creating VF Tabs
 Realted List
 Enhanced List
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
 Integrating Email with Visualforce
 VisualforceTemplates
 Generate Visualforce page as PDF,WordDocument
 Real Time Scinarios
Usage Of CSS In Visualforce
 Create CSS Class
 InternalCSS
 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
 URL Plugins
 AutoComplete
Usage Ajax In Visualforce
 Overview on Connections
 Ajax SOQL
 Ajax DML
Usage Of Angular Js In Visualforce
 Overview on Single Page Web Application
 Dependency Injection
 Controller, Directives
 Filters,Model
 Scope, Service
 Expressions, Module
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
Collections
 List class-Scenarios
 Set class-Scenarios
 Map class-Scenarios
 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(p-c,c-p)
 Functional SOQL(Aggregate,Date)
 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
 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
Asynchronous APEX
 Future Method-Long Running
 Queueable Apex-Chain Jobs
 Batch Apex-LargeDataVolumes
 Scheduled Apex:Run On Schedule
o Implemantation
o Invoking Future Method from Schedule
o Schedule Using Point and click
o Schesule Using Code Customization
Batch APEX
 Iterable Class
  QueryLocator
 GetQueryLocator
 Start Method
 Execute Method
 Finish Mehtod
 Sending Email From finish Method
 BatchableContext
 Debug Batch Apex
 Creating Future Methods in Batch Apex
 Implememnting Database.AllowCallouts
 Call Batch In a Batch
 Serialize Batch By Batch
 RealTime Scenarios
Apex Triggers
 Overview On Triggers
 Trigger Events
 Before Triggers
  After Triggers
 Insert Triggers
 Update Triggers
 Delete Triggers
 Undelete Triggers
 New
 Old
 NewMap
 OldMap
 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
 Test Class on Apex class, Batch APEX, Schedule
Apex and Triggers
Programmatic Integration
Integration and WebServices
 Definition Of Integration and WebServices
 Purpose Of WebServices
 Types Of Web Services
 JSON Class, Generator Class, Parser, Serialization
 JSON Deserialization
 XML CLASSES IN WebServices
 HTTP Callouts
 Creating APEX WSDL File
 Integration Using SOAP API
 Integration Using REST API
 Real Time Scenarios
 Our services:

1) We provide course training with a course completion certificate

(unique code).
2) We provide Internships with a completion certificate.
3) We will give dedicated job portal premium membership access
for 1 year (free of cost).
4) We will arrange job fairs with our Hiring partners & TPOs (with
whom we have collaborated).
5) Job assistance till placement.

 Choose D Global Software Technologies for career growth

 Best Courses we have to become a software professional

 Learn from experts

 Our real-time professionals help you to learn any new technology in an

easy manner

 B.Rohith Reddy

 Sr. Bussiness Development Executive

 Mob -

https://www.dglobalsoft.com