Salesforce Administartor And AppBuilder

Lesson 00 – Introduction to Salesforce

0.1 Introduction to Salesforce

Lesson 01 – Salesforce Overview

  • Salesforce
  • Salesforce Overview
  • Introduction to Salesforce
  • Salesforce Editions
  • Home Page Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information Page
  • System Overview Page
  • Updating the Fiscal Year 

Lesson 02 – Sales Cloud

  • Introduction to Sales Cloud
  • Sales Cloud
  • Leads Home Page
  • Creating List Views

Creating and Converting Leads

  • Creating Accounts
  • Creating Contacts
  • Creating Email Templates
  • Sending Individual Emails
  • Sending Mass Emails
  • Creating and Managing Price Books
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating a Web-to-Lead Form
  • Creating a Lead Assignment Rule
  • Creating a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns
  • Record Types

Lesson 03 – Quote Templates

  • Introduction to Quote Templates
  • Quote Templates
  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates

Lesson 05 – Field Types

  • Introduction to Field Types
  • Field Types

Modifying Standard Fields

  • Creating Auto-number Fields
  • Creating Formula Fields
  • Creating Roll-Up Summary Fields
  • Creating Lookup and Master Detail Fields
  • Creating Checkbox Fields
  • Creating Currency, Number, and Percent Fields
  • Creating Date Field and Date and Time Fields
  • Creating Phone and Email Fields
  • Creating Geolocation Fields
  • Creating Picklist and Multi-Select Picklist Fields
  • Creating Text and Text Area Fields
  • Creating Text Area Long and Text Area Rich Fields
  • Creating Encrypted Fields
  • Creating URL Fields

Lesson 06 – Salesforce Objects

  • Introduction to Salesforce Objects
  • Salesforce Objects
  • Standard Object Components
  • Renaming Standard Objects
  • Modifying Standard Objects
  • Understanding External Objects
  • Creating Custom Objects

Lesson 07 – Creating Buttons, Links, and Actions

Introduction to Creating Buttons, Links, and Actions

  • Creating Buttons, Links, and Actions
  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Ideas Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content

Lesson 16 – Reports

  • Introduction to Reports
  • Reports
  • Understanding Report Formats
  • Creating a Leads Report
  • Creating Contacts and Accounts Report
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Repors
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel

Lesson 17 – Dashboards

  • Introduction to Dashboards
  • Dashboards
  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboards
  • Adding Filter to Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Activating the Report Builder on Profiles

Lesson 18 – Data Management

  • Introduction to Data Management
  • Data Management
  • Importing Leads
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in the Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags

Change Sets and Deployments

  • Introduction to Change Sets and Deployment
  • Change Sets and Deployment
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Salesforce Developer:
    Salesforce Fundamentals(Optional)
  • Describe the capabilities of base-system objects such as sharing objects, history objects, metadata objects, multi-currency, and Chatter
  • Describe the different capabilities of and use cases for the various Salesforce development platforms (Heroku, Fuel, com).
  • Custom Settings
  • Fieldset

    Logic and Process Automation:
  • Programmatically access and utilize the object schema.
  • capabilities and use cases for formula fields, roll up summary fields.
  • Declarative Process automation feature.
  • Declarative Process automation vs Apex classes and triggers.

  • Declare variables and constants in apex and how to assign values using expressions.
  • Primitive and complex data types and their use.
  • Use of Apex control
  • Use of DML, SOSL, SOQL statements.
  • Governor
  • Relationship between apex transactions, save execution order, potential for recursion and/or cascading.
  • Exceptional handling in SF.
  • VF
  • VF Controller vs Custom controller and controller extensions.
  • Programmatic approach to protect security vulnerabilities in Apex and VF.

  • Basic pattern used in Trigger and classes to process data efficiently.
  • When and how to use Trigger.

    User interface:
  • How to Display SF data using VF
  • The type of web content that can be incorporated into
  • Incorporate VF pages into
  • Benefits of Lighting components

  • Testing framework and requirements for
  • How to write unit test for Trigger,
  • When and how to use various sources of test
  • how to execute one or multiple test

    Debug and deployments
  • How to monitor and access various types of debug
  • Describe the capabilities and security implications of Developer console, workbench and IDE.
  • The differences processes for deploying metadata and business
  • How to different environments are used in the development and deployment process. Integration:
  • How to expose Apex classes as SOAP and REST web
  • How to use system classes to integrate with SOAP or REST based web
  • When and how to use metadata, Streaming and analytical API to enhance apex and VF

    Data Modelling and Management
  • Describe how to design code that accommodates multi-language, multi-currency, multi-locale considerations.
  • Describe the implications of compound data types in Apex programming.
  • Describe the use cases for and benefits of external
  • Identify use cases for different types of custom settings, and describe how to implement solutions for those use cases
  • Creating New Records with Actions
  • Logging a Call with Actions
  • Updating a Record with Actions
  • Creating Custom Buttons
  • Creating Custom Links

Lesson 08 – Visual Workflow, Process Builder, and Schema Builder

  • Introduction to Visual Workflow, Process Builder, and Schema Builder
  • Visual Workflow, Process Builder, and Schema Builder
  • Creating a Visual Flow
  • Modifying Existing Flows
  • Creating a Process in the Process Builder
  • Creating Fields in the Schema Builder

Lesson 09 – Validation Rules

  • Introduction to Validation Rules
  • Validation Rules
  • Creating Validation Rules
  • Creating Formulas
  • Creating Error Messages

Lesson 10 – Workflow Rules

  • Introduction to Workflow Rules
  • Workflow Rules
  • Creating a Workflow Rule
  • Creating a Workflow Rule Field Update
  • Creating a Workflow Rule Task Assignment
  • Creating a Workflow Rule Email Alert

Lesson 12 – Role Hierarchy

  • Introduction to Role Hierarchy
  • Role Hierarchy
  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users

Lesson 13 – Security Controls

  • Introduction to Security Controls
  • Security Controls
  • Viewing Object Security
  • Changing Default Record Access
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administration
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security

Lesson 14 – Profiles

  • Introduction to Profiles
  • Profiles
  • Standard Profiles Overview
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  • Login Hours and IP Ranges
  • Enabling Apex and Visualforce Access

Lesson 15 – Chatter

  • Introduction to Chatter
  • Chatter