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
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