Salesforce Consultant


Hands-on configration of the SFDC Administration, Visual Force Pages and Controllers and OOPS with 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
• Set up Admin options & UI
Organization Administration
• Set your organization’s language & locale
• Manage currency
• 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
• 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 & Visualforce Designing Applications on

  • 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:

  • 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




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