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Salesforce Course Syllabus

Salesforce Course Syllabus

Salesforce Course Syllabus created by Besant Technologies experts provides individuals with an overview of the entire topics taught during Salesforce course training. Salesforce certification topics include App Builder, Apex Development, Salesforce Lightning, Integration, and VisualForce.

What is Salesforce?

Salesforce is a customer relationship management (CRM) tool used by sales, marketing, and support teams worldwide. Salesforce services enable businesses to use cloud technology to connect with potential customers, customers, and partners. Salesforce CRM allows companies to keep track of markets to customers, customer activity, metrics, and data.

The objective of the Salesforce Course Syllabus

Our Salesforce certification syllabus is designed to give you an overview of the Salesforce course content that will assist you in becoming a Salesforce certified professional. After reviewing the syllabus and attending the training, you will understand Salesforce Admin, Salesforce Developer, Salesforce Lightning, Integration and Visual Force, Apex Development, etc.
The Salesforce syllabus will also provide one with access to all topics covered in the salesforce admin, salesforce developer, and salesforce lightning courses.

Salesforce Admin Syllabus

Besant Technologies’ Salesforce Administrator experts prepare the Salesforce Administrator syllabus. This Syllabus is current and meets industry standards. The syllabus includes Cloud Computing, Desktop, Email, and Mobile Administration.

Module 1: Salesforce.com Introduction (Duration-2hrs)

  • Cloud Computing & its Models.
  • What is Salesforce.com?
  • Evolution and Products
  • Different Editions in Salesforce.com
  • How to sign up for Developer Edition.

Module 2: Getting Your Organization Ready for Users (Duration-2hrs)

  •  Set up the company profile
  • Configure the user interface
  • Configure search settings
  • Set up Chatter

Module 3: Security and Data Access (Duration-4hrs)

  •  Restrict logins
  • Determine object access
  • Set up record access
  • Manage record access with the role hierarchy
  • Deal with record access exceptions
  • Manage field-level security

Module 4: Managing Data (Duration-3hrs)

  • Data Loader v/s Import wizards
  • Import new records using import wizards
  • Update existing records with the data loader
  • Upsert operation, Export and Export All
  • Mass transfer records between users
  • Back up data with a weekly export
  • Mass delete records

Module 5: Automation (Duration-5hrs)

  • Manage Email Administration
  • Set up workflow rules and Approval Processes
  • Automate Leads and Cases

Module 6: Getting Around the App (Duration-3hrs)

  • Understand the data model and navigation
  • Find answers in Help & Training
  • Rollup summary & Cross object formula.

Module 7: Setting Up and Managing Users (Duration-2hrs)

  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Set up Chatter Free and Chatter external users.

Module 8: Customization: Fields  (Duration-3hrs)

  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create Formula Fields
  • Work with Page Layouts
  • Work with Record Types and Business Processes
  • Maintain Data Quality

Module 9: Reports and Dashboards (Duration-4hrs)

  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize Report Data
  • Bucket Fields in Reports
  • Print, Export, Scheduling and Email Reports
  • Build Dashboards
  • Adding Dashboards in Home Page

Module 10: More Administration (Duration-2hrs)

  • Queues
  • Public Groups

Salesforce Lightning Syllabus

Salesforce Lightning Syllabus is for you if you want to get Salesforce Lightning Training at Besant Technologies. Salesforce Lightning professionals created this syllabus, covering essential topics like salesforce lightning components, application of lightning components, reusable lightning components, and app exchange.

Introduction to Lightning

  • Introduction to Salesforce Lightning Platform

Working on Classic to Lightning Migration

  • About previous user experience
  • Check list before moving to lightning experience
  • Rolling out to lightning experience

Lightning Experience Basic

  • Get Started with Lightning
  • Decide When Lightning Experience Is Right for Your Company
  • Enable Lightning Experience
  • Disable switch between lightning experience and Salesforce classic

Administrator

  • Walkthrough of Setup in lightning
  • Lightning App Builder
  • App Launcher
  • Object Manager
  • Compact Layouts
  • Reports And Dashboards In lightning
  • Lightning Process Builder
  • Creating / Registering Domain
  • Need of Custom Domain

Lightning Experience Development

  • User Interface Development Considerations

Visualforce and Lightning Experience

  • Use of Visualforce in Lightning Experience
  • Develop Visualforce Pages for Lightning Experience
  • Explore the Visualforce App Container
  • Share Visualforce Pages between Classic and Lightning Experience
  • Manage Navigation
  • Understand Important Visual Design Considerations

Lightning Components

  • Discussion about Lightning Component Bundle
  • Lightning Applications
  • Calling Component from App
  • Helper Methods
  • Combining App, Component and JS Controller
  • Create and Edit Lightning Components
  • Attributes and Expressions
  • Handle Actions with Controllers
  • Input Data Using Forms
  • Connect to Salesforce with Server-Side Controllers
  • Debugging
  • Error Handling
  • Server Request Lifecycle and Handling Navigation

Lightning Data Service Basics

  • Get Started with Lightning Data Service
  • Manipulate Records
  • Handle Record Changes

Lightning Out

  • Introduction Lightning Out
  • Lightning Out in action
  • Building script for Lighting out

Lightning Event

  • Component Event
  • Application Event
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Salesforce Developer Syllabus

Besant Technologies’ Salesforce Developer Syllabus lists all of the essential topics that must be studied to become a certified salesforce developer.

Introduction to Cloud Computing and SFDC

Objectives:  In the module, you are going to get, know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model

  • What is Cloud Computing
  • Salesforce.com
  • Services
  • Types of Cloud
  • Advantage of Salesforce

Hands-on:

  • Learn the Basic concept in  theory of the Salesforce and Cloud Computing

Building Blocks of Force.com Platform

Objectives: In the module, you are going to learn, how to build a custom app on Force.com platform, different licenses in SFDC.

  • Sign-up for a Free Environment / Org
  • Tools and Explanations
  • Editions and Different Environments Available
  • Salesforce Lightning and Classic Platform
  • Developer Console Window in Salesforce

 Hands-on:

  • Sign – Up in the Salesforce Platform
  • Understand the Classic and Lightning Tools
  • Understand the Developer Console window Process

SFDC Data model, Objects, Relationships, and Fields

  • Create Custom Objects and understand various properties in the Object definition section
  • Customize standard objects
  • Field and Data Types
  • Custom Field Prosperities
  • Schema Builders

Hands-on:

  • Custom Objects creation and including the Standard Objects
  • Custom Field Creation in Custom Object and Standard Object
  • Understand the Basic data Types
  • Understanding the Schema Builder Concept

SFDC Data Managements

  • Data Importing and Exporting
  • Data Importing in Specific Object(Custom and Standard)
  • Data Exporting in Specific Object(Custom and Standard)
  • Data Loader Tools used for Bulk Uploading data Data Loader Tools  used for Bulk Uploading data

Hands-on:

  • Data Handling and Processing
  • Exporting data and Regular Backup
  • Install Apex Data loader

Business Logic

Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Validation rules.

  • Formula
  • Validation Rules
  • Rollup Summary Fields
  • Different Options to Implement Business Logic

Hands-on:

  • Understand to create a Formula Field
  • Understand the Validation Rule
  • Roll-up Summary to calculate the Min, Max, Sum, Count

Business Process Automation

Objectives: This module will help you in learning Capabilities and use cases for the approval process and gives you an introduction to the Lightning Process builder.

  • Work Flow Rules
  • Approval Process
  • Case Escalation
  • Process Builders
  • Roll-Up Summary

Hands-on:

  • Work Flow Rule Implementation
  • Approval Process and Case Escalation Implementation
  • Process Builder and Roll-up Summary to calculate the Min, Max, Sum, Count

Reports and Dashboards

Objectives: know the impact of the sharing model on reports, The Create or customize a report, and options available when creating and modifying dashboards

  • Execute a report with and without modifications
  • Create a tabular report, summary and matrix report
  • Add a chart and a few other features like highlighting
  • Create a dashboard
  • Bucket field
  • Tabular Report significance
  • Summary report significance
  • Matrix report significance

Hands-on:

  • Execute a report with and without modifications
  • Create a tabular report, summary and matrix report
  • Add a chart and a few other features like highlighting
  • Create a custom report type and store in a folder User filter in reports
  • Create a dashboard

User-Interface Layouts

Objectives: Create or customize the Layout Pages

  • Tab View
  • List View
  • Customize Page
  • Edit Layouts

Hands-on:

  • Understand the different View in Lightning
  • Understand the different View in Classic

Security and Authentication

Objectives: Provide Security Permission for the Profiles, Users

  • Profiles
  • Users
  • Permission Sets
  • Role Hierarchy

Hands-on:

  • Understand the Different Profiles
  • User Creations and Permission Sets
  • Understand the different Role Hierarchy in User

Deployment

Objectives: you will learn the deployment process in the Salesforce environment.

  • Installed Package
  • Package Manager
  • Deployment Sets
  • Inbound and Outbound Change Sets

Hands-on:

  • Understand to create a Package and made a release on Production.
  • Understand how to create a Components

App Exchange

Objectives: In this module, you will get to know about AppExchange.

  • AppExchange Overview
  • Finding and Selecting an App
  • Installing an App

Hands-on:

  • Understand how to use the App Exchange Concept

Chatter

Objectives: In this module, you will to the Chatter Configuration.

  • Chatter
  • Feed Tracking
  • Public, Private, BroadCast Group

Hands-on:

  • Chatter Configuration and Settings
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