Salesforce Consultant

Configuration

Hands-on configration of the SFDC Administration, Visual Force Pages and Controllers and OOPS with Force.com The following topics are covered in details along with hands-on practice:
▪ Getting Started with Salesforce CRM Navigation
▪ Getting Started with Salesforce CRM SF
Administration Essentials:
Security Confirmation
• Activate your computer
Navigation
• Set up Admin options & UI
Organization Administration
• Set your organization’s language & locale
• Manage currency
Customization
• Create custom fields
• Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists

Security & Access
• Create & manage your users
• Set organization-wide defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Learn about folder access
Data Validation
• Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields required & unique properties
• Learn about role transfer & mass transfer functionality
Data Utilities
• Importing records using the import wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization
Analytics
• Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Create dashboards
The AppExchange
• Learn about the AppExchange
• Install an app
• Uninstall an app
Marketing Administration
• Learn about lead queue & lead assignment setup
• Learn Web-to-lead & auto-response rules
Service & Support Administration
• Learn about cases & solutions
• Set up case escalation rules
• Identify solution categories & suggested solutions
Salesforce Console
• Navigate the Salesforce Console
• Create a Salesforce Console
Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom Web tabs
• Build a custom app

Building Applications with Force.com & Visualforce Designing Applications on Force.com

• Learn about factors to consider when building a data model
• Develop custom objects and fields, encrypted fields, field help, and field history tracking
• Use master detail, lookup, and many-to-many relationships
• Create a user interface for custom applications using the Custom Object tab, Page Layout, and Customization options
• Set field attributes on the page layout
• Use the Custom Object queue and event-based workflow rules with field update actions
• Develop custom formulas and validation rules
• Designing Applications for Multiple Users
• Learn about factors to consider when designing applications for multiple users
• Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
• Customize the user experience with record types and page layouts
• Control access to records
• Employ OWD, sharing rules and levels, roles, public groups, and manual share
• Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
• Apply OWDs, public groups, and manual sharing to create conditional access to data
• Analyze suitability of FLS, page layouts, and record types to satisfy business requirements

Implementing Business Processes

• Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
• Use validation rules to enforce conditional required behavior
• Use functions to enforce data format and data consistency
• Implement multistep approval workflows and escalations to automate business processes
• Create parallel approval workflows and workflow approvals with dynamic approval routing
• Use outbound messages as part of an approval workflow
• Establish approval workflow criteria with crossobject formulas
• Set up field history tracking to audit processes
• Learn techniques to prevent or record data changes

Managing Data

• Learn when and how to use upsert
• Use data management tools and the capabilities of API-based tools
• Configure the Data Loader via command line
• Encrypt passwords using encrypt.bat
• Use the Data Loader to create mapping files and to upsert data

Visualforce Pages

• Learn about the capabilities of the Visualforce framework
• Incorporate Visualforce pages into Salesforce
• Construct expression bindings and incorporate Salesforce into Visualforce pages with

Visualforce tags

• Use Visualforce tags to create page layouts, input forms, output tables, custom components, and more
• Create partial page refreshes on JavaScript events
• Learn about the functionality that comes with Visualforce standard controllers
• Find out when Apex is required for creating custom controllers or extensions

Apex & Visualforce Controllers:
Apex

• Learn about Apex features compared to other programming languages
• Learn about use cases for which Apex is a good solution
• Learn about Apex access modifiers
• Learn about available Apex object types
• Learn about types of collections
• Learn the syntax for including SOQL queries within Apex
• Write SOQL for loops to handle bulk data
• Learn about the two types of DML statements
• Use limit statements
• Learn about the Save execution order and when “before” and “after” Apex triggers fire
• Learn about the types of governor limits and contexts
• Code Apex triggers to handle bulk data
• Create a unit test for a previous class, using assertion methods, and run a test
• Write a Web services class
• Consume an external WSDL and access it through Apex
• Learn the arguments to send an email from Apex
• Create a Salesforce email domain and code a class to consume email

Visualforce Controllers

• Explore the functionality of each Visualforce standard controller
• Code custom controllers and extensions
• Use testing, debugging, and deploying controllers capabilities
• Learn the basics of testing controllers vs. regular Apex classes