Salesforce Crm Training Salesforce Crm Administration

Transcription

SALESFORCE CRM TRAININGSALESFORCE CRM ADMINISTRATIONCLOUD COMPUTING SERVICES AND CRM Definition of Cloud Computinga) What is Cloud Computing.b) Advantages of Cloud computingc) Overview On Cloud Servicesd) Saas(Software as a Service)e) PaaS(Platform as a Service)f) IaaS(Infrastructure as a Service)g) IaaS vs SaaS vs PaaSe)f)g)h)Lightning PlatformDatabase.comData.comChatter Environments And Sandbox Typesa) Production Environmentb) Developer Environmentc) Testing Environment Salesforce Editions:a) Basicb) Groupc) Essentiald) Professionale) Enterprisef) Unlimitedg) Developer Types of Cloudsa) Public Cloudb) Private Cloudc) Hybrid Cloud Origin of CRMa) Introductionb) What is CRMc) CRM Historyd) On-PremiseCRMe) On-DemadCRMf) Legacy CRM Systems Streamline Business ProcessDEFINITION OF SALESFORCE AND IT’SPRODUCTS: What is SalesforceImportance of CRM and SolutionsGrouth of Revenue using CRMComparison of Salesforce CRM with otherCRM Products Salesforce Productsa) Sals cloudb) Service cloudc) Marketing cloudd) Community Cloud Salesforce Licenses:a) Standard User Licensesb) Chatter User Licensesc) Communities User Licensesd) Service Cloud Portal User Licensese) Sites and Site.com User Licensesf) Authenticated Website User LicensesSALES CLOUD GENERIC BUSINESS PROCESS: Features of Sales Cloud Products Campaign Leada) Lead Managementb) Assignment Rulec) AutoResponse Ruled) Lead Processe) Web-to-Leadf) Lead Members AccountH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

EntitlementCPQ: CPQ IntroductionPrice BookProduct MasterQuote and QuoteLineEmail QuoteQuote VersionUSER MANAGEMENT:SERVICE CLOUD CUSTOMER SERVICE: Features of Service cloudCaseCase AlertsCase QueueAssignment RulesSolutionPublic Knowledge BaseWeb-To-CaseEmail-to-CaseSelf-Service PortalEscalation rules Creating usersCreating RolesCreating Custom ProfilesDiscussion on Standard ProfilesCreating Permission SetsCreating Public GroupsCreating QueuesLogin HistoryLogin IssuesPassword PoliciesNetwork AccessLogin Acces PoliciesRELATIONSHIPS IN SALESFORE: COMPANY INFORMATION: Creating Developer AccountSetup-Personal SetupAbout Administartion SetupStandard ApplicationsCreating Custom Application(Design)Standard TabsCreating Custom TabsStandard ObjectsCreating Custom ObjectsCreating Custom FieldsCreating Custom PicklistFieldDependenciesCreating Company ProfileSetting Fisca YearSetting Business HoursSetting HolidaysSetting LanguageIdentifying EditionSALESFORCE FORCE.COM PLATFORM:Lookup RelationshipMaster-Detail RelationshipMany to many RlationshipsJunction ObjectRollup Summary FeldsHierarchicalExternal RelationshipReaTime ScinariosVALIDATIONS AND FORMULAS: Overview of validation Creating Validation Rule Creating Trail AccountH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Functions in Validation Conditional AND,OR Text and Arthematic Approval Process Actions Real Time ScenariosPROCESS BUILDER:OBJECT LEVEL SECURITY MODEL(TABLE): Profile Level Permission Set LevelFIELD LEVEL SECURITY : Profile Level PageLayout Security Permission Set SecurityDATA MANAGEMENT WITH SFDC:RECORD LEVEL SECURITY : Overview of Record Level securityOrganization-Wide-DefaultSharing RulesGrant Access Using HierarchiesInternal AccessExternal AccessMannual SharingApex SharingOwner Based Sharing RuleCriteria Based Sharing RuleBoth Usage of Profile and OWDRealTime ScenariosWORKFLOWS AND APPROVALS: IntroductionActionsConditions and CriteriaImmediate ActionScheduled ActionOverview of WorkflowsEmail AlertsTasksField UpdatesOutbound MessagesTime Dependent Workflow ActionsOrder of ExecutionApproval Process DefinitionDynamic Approval ProcessMulti-Step Approval ProcessParallel Approval Process Overview Import wizardLimitations on Import WizardData ExportImport Objects.CSV File usage in salesforeImport Data into SalesforceData Loadera) Overviewb) Operationsc) Limitationsd) Installatione) Mapping with Fieldsf) Upsert Datag) Batch Processh) Exporting With Custom Filteri) Duplicate Rulesj) Matching Rulesk) Storage Managementl) Big Objects Mass Transfer Records Mass Delete of RecordsSECURITY SETTINGS: Single-Sign-on settingsSession SettingsPassword PoliciesIdentity ProvidesLogin AccessIdentity ConnectH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Email Admin SetupEMAIL ADMINISTRATION: Email AttachmentsTemplatesEmail AttachmentsEmail FootersDeliverabilityDeliveriy SettingsOrganization-Wide AddressesSetting Email FootersCompliance BCC EmailCOMMUNITIES: what is communities.salesforce Communities?Types of Communities.Enable Salesforce Communities.Creating Community.Enable Global header for Communities.Adding Tabs to the Community.Adding Member To your community.Community Users.REPORTS AND DASHBOARDS: Importance of ReportsDiscussion On Standard ReportCreating Custom ReportCreating Tabular ReportCreating Summary reportCreating Matrix Report Creating Joined ReportCreating Report TypesApplying Filters on ReportRun ReportExport ReportCreate DashboardReport FoldersCustom FoldersFetching Dashboard in to VisualforceMONITORING: Debug LogsEmail LogsAudit TrailView SetupScheduled JobsApex JobsBulk DataRESOLVING PROJECT ISSUES: Overview on Types of ProjectsIssue Capturing and PriorityIsuue ResolvingIssue escalationHow RealTime IssuesOverview on Outlook EmailCode CheckingBluePrintAgile MethodologyHow to Clear RoadBlocksOffice Communicator(O.C)H.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

SALESFORCE CRM DEVELOPMENTPROJECT RELATED: Resolving User Issues In ProjectImportance of User In ApplicationReal time project explanationReal time Project Business ProcessProject Development Life CycleProject Management ToolsSandbox and UATChange SetDeploymentProductionBEFORE START DEVELOPMENT:Query Editor AnonymousWindow LogsVisual force PagesApex ClassesPAGEBLOCK TAGS: lockButton and LocationCommandButtons and ActionsCommandLinkINPUT COMPONENTS: Enable Development ModeMVC ArchitectureDeveloper Console UsageQuery Editor UsageExecute Anonymous WindowCreate Class Using Developer ConsoleCreate Visualforce Using DeveloperConsole Test and Debug Using Developer Console Installing EclipseVF PAGES: VISUALFORCE PAGES: Comparisson With HTML TagsCreate VF Using URLCreate VF Using Developer ConsoleCreate VF Using Standard Navigation SELECT COMPONENTS: MESSAGE TAGS: PageMessage PageMessagesDATA SOURCES IN VISUALFORCE:PANEL TAGS: Apex Class Variables Parameters Using URL Global Standard Objects or CustomObjects Static Data DEVELOPER ANDARD CONTROLLER: SObject in VFH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Input FieldsOutput FieldsInline Edit SupportSobject Standard nPollerOTHER VF TAGS:REAL TIME TOPICS WITH VISUALFORCE: tInclude PageListViewsRepeatTab and Tab PanelRender,Rerender,RenderAsPassing parametersCreating VF TabsRealted ListEnhanced ListUsage of Static Resource In VFOverriding Buttons,Links,and Tabs with VFDynamic Visualforce BindingIntegrating Email with VisualforceVisualforceTemplatesGenerate Visualforce page asPDF,WordDocument Real Time ScinariosUSAGE OF CSS IN VISUALFORCE: Create CSS ClassInternalCSSExternal CSSStaticResource In ExternalCSSBoostrap Usage in VisualforceRealtime ScinariosLIST VIEWS:USAGE OF JAVASCRIPT: Creating ViewsPageBlockTable ListViewDataTableDataListRepeatRecordSetVarFacetJS Functions Usage in VisualforceJS DOM Usage in visualforceJS Events Usage in VisualforceJS Validations In VisualforceInternal JavaScriptExternal JavaScriptRealtime ScinariosSELECT COMPONENTS:USAGE OF JQUERY IN VISUALFORCE: electRadioButtonsUsing Less Code In VisualforceJquery StaticResorcesURL PluginsAutoCompleteUSAGE AJAX IN VISUALFORCE:ACTION COMPONENTS IN VISUALFORCE: Overview on Connectios ActionSuppotH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Ajax SOQL Ajax DMLSOQL AND SOSL:OOPS: OBJECT ORIENTED PROGRAMMING: Fundamentals and PropertiesLexicalsKeywordsVariablesIdentifiersData typesAccess ModifiersClassMethodsFor-LoopsConditional StatementsExceptiopnal StatementsClass syntax writingConstructing MethodOverloadingReference VariblesTry-CatchSetter MethodGetter methodConstructorsClass PropertiesReturn ulaionCreating Wizard ClassWrapper ClassUsage Of properties in sfdcOverview on SOQL,SOSLFetching Records on VF Using SOQLInserting Records from VF to SalesforceDebug LogsStatic SOQLDynamic SOQLRelational SOQL(p-c,c-p)Functional SOQL(Aggregate,Date)Creating Interfaces Using SOSLGoverningLimits on ApexRealTime Project ScinariosDML OPERATIONS:DML STATEMENTS VS DATABASE CLASSMETHODS: Database DML OperationsInsert StatementUpdate SattementsUpsert StatementDelete StatementsUndelete StatementsMerge StatementsRollback operationsSavePoint In DMLRealtime Rroject ScenariosCONTROLLERS IN APEX: APEX CLASSES: COLLECTIONS: Standard ControllerStandard Set ControllerCustom ControllerController ExtensionsSCHEMA PROGRAMMING:List classSet classMap classArraysWrapperAdvanced Example snippets elected OptionsFetching PicklistH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

EMAIL SERVICE USING APEX CLASS: Overview Of Email SendingOutbound Email ServiceInbound Email serviceEmail Service Using TemplatesSending PDF as AttachmentsSending VF AttachmentsMass Email Message SendingCreating Methods for Sending EmailsSyntax for Send EmailsLimitsLogs and DebuggingRealtime ScenariosCUSTOM SETTING: IntroductionList Custom settingHierarchial Custom SettingControlling Execution Of ValidationsASYNCHRONOUS APEX: Future Method-Long RunningQueueable Apex-Chain JobsBatch Apex-LargeDataVolumesSchedule Apex-Run On ScheduleSCHEDULE APEX: ImplemantationInvoking Future Method from ScheduleSchedule Using Point and clickSchesule Using Code CustomizationCron ExpressionCron TriggerInvoke batch,schedule and futuremethods from Schedule :LimitsBATCH APEX: able ContextStart MethodExecute MethodFinish MehtodSending Email From finish MethodDatabase.BatchableContextDebug Batch ApexCreating Future Methods in Batch ApexImplememnting Database.AllowCalloutsCall Batch In a BatchFuture,QueuableFrom BatchSerialize Batch By BatchRealTime ScenariosQUEUEABLE APEX: Queueable InterfaceChanging Of JObsInvoking RE METHODS: ture AnnotationsApexJObsMIxedDML ExpressionsEXTENSIONS: PagenationCreating CustomButtonsCreating ListViewButtonsOverriding ollerOverriding StandardTabsAPEX TRIGGERS: Iterable Class Iterator Overview On TriggersH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Trigger EventsBefore TriggersAfter TriggersInsert TriggersUpdate TriggersDelete TriggersUndelete r.OldMapRecursive TriggersValidation Rule with TriggerWorkflow with TriggerInvoking Batch Apex,callouts from triggerInvoking Schedule,Future Methods fromTrigger RealTime Scenarios on Each TopicTEST CLASS: Overview on Test classesStartTest,StopTestTest Class On DMLOperationsTest Class on Apex classTest Class on Batch APEXTest Class On Schedule ApexTest Class on TriggersDEPLOYMENTS: Creating SandboxOutbound eploymentUsingH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

INTEGRATION AND WEB SERVICES Call in integration using standard restresources exposing apex classes as rest web services& rest annotationsWhat is IntegrationsDefinition Of Web Services.What is WSDL.Types of integrations:- what is call ?- call in- call out- Different methdoloies.HTTPclasses:http callouts,http,httprequesthttpresponseWSDL:Standard WSDLsEnterprise(Strongly typed) PartnerWSDL(Loosely Typed) Custom ApexWSDLXML:XMLParsersXML StreamXML DOM Differnce between seesion Header &SessionID Types of API(force.com APIs,Streaming APIand Bulk API,Meta Data api) SOAP & REST. Wrapper classes usability in SOAP Call InIntergration. Integrating standard WSDL of SOAP Exposing Apex classes as SOAP webServices writing more efficient SOAP Apex WebServices & Testing WSDL SOAP Call out Integration Consuming external SOAP WSDL files intoSalesforce. Generating Apex class code from PartnerWSDL and Enterprize WSDL. Complete Analyzation while parsingexternal WSDL files into Saleforce Real time Call In Integration using SOAPand WSDL Files(salesorce to salesforce)REST CALL API: How to implement callouts fromtriggers,unit test classes for callouts Practiing more efficent rest apex webservices Scenario base rest call outintegration JSON Parser Syntax Parsing JSON Data JSON Serialization JSON Parser and JSON Deserialization Real Time Call In Integration using Rest Real Time Call Out Integration usingRest Feqquently Used Integration com) and Rest API Custom Setting:List custom settings HierarchyCustom Setting, Deployment: Quick Deployment,ChangesetsMIXED DML ERRORS: Advanced Security, Assigining Profiles. Organization wide defaults,Sharing rules,Criteria Based and Owner based Setup Duplicate Management, Create orEdit Duplicate rules Create or Edit Duplicate rules,MatchingRules Custom Lables & Translation Workbench,Custom Labels How to Enabling Tranlation WorkbenchH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Testing SOAP Services and CalloutsTesting Rest Services and CalloutsChatter APIStreaming APIMetadata APIBulk APILIGHTNING COMPONENTS AND BUILDER: Introduction to lighting componentsComponents and javascript conrollersApex ComponentsCreating ComponentsCreating Component AttributesH.No: 7-1-413/2, Beside Sonabai Temple, Near Reliance Fresh, Balkampet Rd, Ameerpet, Hyderabad – 500038: www.ashokit.in: https://youtube.com/c/AshokIT: https://www.facebook.com/ashokitschool/: https://twitter.com/AshokITSchool: https://www.instagram.com/ashokitschool/: Contact/Whatsapp: 91-6301921083/9985296677/9985396677

Salesforce Products a) Sals cloud b) Service cloud c) Marketing cloud d) Community Cloud e) Lightning Platform f) Database.com g) Data.com h) Chatter Environments And Sandbox Types a) Production Environment b) Developer Environment c) Testing Environment Salesforce Editions: a) Basic b) Group c) Essential