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Online Salesforce Training Course Roadmap

Scroll through the concepts that we cover in our Salesforce Course Online

Cloud Computing, Salesforce Configuration, Data Model, Roll-Up Summary Fields, Formula Fields, Validation rules

    • Brief to Cloud Computing
    • Overview to Salesforce & Salesforce CRM
    • Salesforce Sandboxes (Dev, QA, Full, Prod.)
    • Salesforce editions/Licenses
    • Organization set up, profile, Currency etc.
    • Types of object available in salesforce
    • Difference between standard and custom object
    • What is tab, Assigning tab to object
    • Types of Tab: Custom Object Tabs, Visualforce, Web tab, Lightning tabs
    • Creating a Salesforce Custom App
    • Field dependency, enable field history tracking
    • Relationships & its need (Data Tables)
    • Brief on Types of relationship creation
    • Data model, Relationships and Fields
    • Master-Details, Lookup, Self-relationship, External lookup
    • Relationship, Indirect lookup relationship, Many-to-many relationships
    • Junction object, Hierarchical relationship
    • Difference between master -detail and lookup relationship
    • How to convert lookup to master details.
    • Roll-Up Summary Fields and its features.
    • Formula Fields Validation rules
    • Understanding of formula fields, and creation formula field
    • Text/Logic/Math/Date functions & Other popular functions
    • Validation rule, Need, and Various popular functions
    • What is the difference between formula field and Rollup summary in Salesforce?

Record Types/Page Layouts, User Setup, Security, Access

    • What is record Record Types
    • Use of Record Type
    • What is page layout, mini page layout, Record type
    • How to assign page layouts and profile to a record type
    • Custom button and Custom link
    • Search layout, compact layout
    • Buttons, Links, and Actions
    • Lightning App Builder
    • App Launcher
    • Object Manager
    • Global Search, Compact Layouts
    • Sales Cloud Features in lightning
    • Reports And Dashboards In lightning
    • Lightning App Builder
    • User Management
    • Different types of user licenses available -Salesforce, salesforce Platform
    • What is Roles, Profiles & Permission Sets
    • OWD -Public Read/Write ,Public Read, private only
    • Role Hierarchies- share record as per role
    • Sharing record-Manual and owner based
    • Object-Level Security, Field- Level Security, Record-Level Security
    • Field Accessibility, Record Types
    • Sets/OWD/Role-Hierarchy/Criteria Based Sharing/Manual Sharing
    • User Security and Authentication
    • Session Security Network
    • Data Security

Automation Process

    • Brief in to Workflow Rules
    • Types of evaluation criteria in Workflow rules
    • Different workflow actions.
    • Understanding Approval steps, Approval actions, Rejection actions
    • Process builder and its feature & its limitations
    • What is the difference between workflow and process builder
    • Email template, types of templates
    • Business Processes with Flow Builder
    • Hands-on Assignment, Real Scenarios, MCQs,Practice Tests on workflow, process builder and approval process.

Data Management, Reports and Dashboards, Sales cloud

    • Understanding Data migration
    • Overview to Data loader and its installation process
    • Data Loader action-Insert, Update, Delete, Hard delete
    • Salesforce import wizard
    • Difference between Data loader and import wizard
    • Data Visualization-Reports and Dashboard
    • Types of report-Tabular, summary, Matrix, and joint report
    • Understanding formula field and bucket field.
    • Add a chart and a few other features like highlighting
    • Understanding -Reporting Snapshots, Report types
    • Overview to dashboard and its types
    • Different types of chat and conditions in dashboard
    • What is dynamic dashboard
    • Understanding Sharing & Security of Reports-Dashboards
    • Brief in to Sales Cloud management
    • Lead conversion process
    • Lead mapping for custom fields
    • Auto assignment rule, Email notification, Escalation rules and web to lead
    • Campaign Management Overview
    • Accounts and Contacts Management
    • Product & Pricebook Overview

Oops concepts, Intro Apex Programming, SOQL & SOSL

    • Introduction to OOP concept & Basics
    • Understanding modifiers & Interfaces
    • Abstract classes and constructors
    • Force.com IDE & Eclipse
    • Apex Collections (List, Set, MAP)
    • Understanding Data types
    • Deep dive into setter & getter.
    • Working with Statement & Loops in apex
    • Conditional statement in apex-If, If else
    • Purpose of Debug & log
    • Introduction to SOQL
    • Need of SOQL in apex.
    • Conditions and Clause in SOQL
    • Understanding relationship Queries
    • Governing limits for SOQL
    • Introduction to SOSL
    • Difference between SOQL and SOSL

DML, Apex triggers & Apex test class

    • Introduction to DML Operation.
    • Action in DML operation.
    • Overview to DML statement
    • Implementation of SOQL in DML operation
    • Database. Save Point & Database. Rollback
    • Best Practices in apex
    • Introduction to Apex trigger
    • Understanding Trigger events & context variables
    • DML in before insert and after Insert.
    • Use a map in the trigger.
    • System validation and Before Insert and custom validations.
    • Use of collection in trigger.
    • How to bulkify trigger
    • Invoking Callouts from Triggers
    • Introduction to handler class and its usages
    • Best practices to write trigger
    • Overview to test class
    • Importance of test class
    • Best practice to write test class

Asynchronous apex, Deployment process

    • Introduction to Asynchronous process
    • Future apex
    • Brief overview to Batch apex
    • Implementing Database, Stateful Interface
    • Methods in batch apex
    • Handling exceptions in batch apex
    • Calling batch with in a batch
    • Invoking another batch from Batch
    • Sending email from batch apex.
    • Scheduled apex, Cron job
    • Governing Limits in batch apex.
    • Test Classes in asynchronous apex.
    • Deployment Methods to various sandboxes – Change Sets
    • Overview about using eclipse and options

Visual Studio, Lightning Web Components

    • Introduction to Lightning Experience
    • Lightning Web Component Framework
    • Advantages of developing UI using Lightning Web Components
    • Introduction to development using Lightning Component Framework
    • HTML Templates, CSS, and JavaScript
    • LWC Overview
    • Why Did Salesforce Introduce LWC?
    • Lightning Web Components
    • Setup Visual Studio code & Salesforce CLI
    • Useful Salesforce dx commands
    • LWC Playground
    • Web Component Fundamentals
    • Overview of Lightning Component Library
    • Make Salesforce Environment Ready
    • Lightning Component Library

Salesforce Training Course Roadmap

  • Scroll through the concepts that we cover in our Salesforce Course

    Following our highly specialized curriculum of the Salesforce training course, over hundreds of students have already qualified Salesforce Dev, Salesforce Admin, and Salesforce App Builder certification over the past seven years and are placed with some of the leading corporations. Salesforce is the most sought-after skills today, and the demand is sure to increase further. Expert estimates future demand for Salesforce skills to stay exponential for at least the next 20 years.

    Here is what all we cover in our online Salesforce Course. Each topic has been detailed with the sub-topic that we cover.

    • Brief to Cloud Computing
    • Overview to Salesforce & Salesforce CRM
    • Salesforce Sandboxes (Dev, QA, Full, Prod.)
    • Salesforce CRM (Market & Demand)
    • Why Learn Salesforce CRM (Job Market and growth)
    • Salesforce Editions, Licenses and Pricing
    • Salesforce Sandboxes (Dev, QA, Full, Prod.)
    • Creating First SFDC Dev Account
    • Salesforce Quick Navigation Walk Through
    • Popular Std. Objects and their purpose (High Level)
    • Set up Menu Intro (Various OOB and Dev Options)
    • Set up organization profile, Currency, etc.
    • Types of object available in salesforce -standard, custom and external object
    • Difference between standard and custom object
    • What is Tab, Assigning tab to object, Types of the tab
    • Tabs, Visualforce, Web tab, Lightning Page tabs
    • Creating a Salesforce Custom App
    • Overview of AppExchange
    • Installation of the AppExchange product to salesforce organization
    • Understanding different Data Types (High Level on Various Field Types)
    • Various data type fields creation
    • Brief into Relationships & its need (Data model)
    • Types of relationship
    • Master-Details, Lookup, Self-relationship, External lookup relationship, Indirect lookup
    • Relationship, Many-to-many relationship (Junction object),
    • Difference between master-detail and lookup relationship
    • How to convert lookup to master relationship.
    • Roll-Up Summary Fields & its features
    • Understanding of formula fields, and a creation formula field
    • Text/Logic/Math/Date functions & Other popular functions
    • What is validation, need of validation rule.
    • Displaying validation error message.
    • What is Page layout?
    • Need and use of page layout
    • What is Record Types, use of record type.
    • Creating Record type.
    • How to assign page layouts and profile to a record type
    • Custom button, link & Action
    • Search layout, Compact Layouts
    • Understanding User Management
    • Brief into Profiles
    • Security and accessibility profile level
    • Permission Sets
    • Difference Between Profile & Permissions set
    • OWD -Public Read/Write, Public Read, private only
    • OWD/Role-Hierarchy/Criteria Based Sharing/Manual Sharing
    • Role Hierarchies- share record as per role
    • Sharing record-Manual and owner based
    • Field-level security
    • Brief in to Workflow Rules
    • Types of evaluation criteria in Workflow rules
    • Different workflow actions.
    • Understanding Approval steps, Approval actions, Rejection actions
    • Creation of Email Template.
    • Process builder and its feature & its limitations
    • What is the difference between workflow and process builder
    • Brief to Service Cloud Management
    • Deep into case Management
    • Understanding Assignment/Auto response/Escalation rules
    • Web to the case & email to case
    • How to create a web to case
    • Overview of Entitlement Management
    • Brief in to Sales Cloud management
    • Lead conversion process
    • Lead mapping for custom fields
    • Auto assignment rule,Escalation rules and web to lead
    • Creation of web to lead
    • Opportunity management.
    • Sales Process/Opportunity Stages/Picklists
    • What is Data migration
    • Overview to Data loader and its installation process
    • Action in Data Loader - Insert, Update, Delete, Hard delete
    • salesforce import wizard
    • Difference between Data loader and import wizard
    • Limits in Data loader and import wizard
    • Brief to Data Visualization-Reports and Dashboard
    • Types of report-Tabular, summary, Matrix, and a joint report
    • Creation of report types.
    • Understanding -Reporting Snapshots, Report types
    • How to create a bucket field and formula.
    • Overview to the dashboard and its types
    • What is a dynamic dashboard
    • Understanding Sharing & Security of Reports-Dashboards
    • Brief to oops concept & Basics
    • Understanding modifiers & Interfaces
    • Methods, types of method
    • What is constructors, use of constrcutor
    • How to pass parameter in method
    • Getter & Setter Methods
    • With Sharing & Without Sharing
    • Understanding apex language
    • Understanding the variables
    • Variable declaration in Apex
    • Assign values using expressions
    • Understanding Data types-string, Integer, Decimal, Boolean
    • Loops in apex-do {statement} while (Boolean_condition)
    • While (Boolean_condition) statement
    • for (initialization; Boolean_exit_condition; increment) statement;
    • Conditional statement in apex-If, If else
    • Debug & System Log – Purpose and Use
    • What is Collection in apex
    • When to use collection
    • Benefits of using collection
    • Types of collection.
    • List methods in salesforce apex
    • Set methods in salesforce apex
    • Difference between List and set
    • Map methods in salesforce apex
    • JS Functions Usage in Visualforce
    • JS DOM Usage in visualforce
    • JS Events Usage in Visualforce
    • JS Validations In Visualforce
    • Internal JavaScript
    • External JavaScript
    • Using Less Code In Visualforce
    • Jquery Static resources
    • URL Plugins
    • AutoComplete
    • Overview on SOQL,SOSL
    • Fetching Records on VF Using SOQL
    • Inserting Records from VF to Salesforce
    • Debug Logs
    • Static SOQL & Dynamic SOQL
    • Relational SOQL(p-c,c-p)
    • Functional SOQL(Aggregate,Date)
    • Creating Interfaces Using SOSL
    • GoverningLimits in Apex
    • Dml statements vs database class methods
    • Database DML Operations
    • Insert Statement
    • Update Statements
    • Upsert Statement
    • Delete Statements
    • Undelete Statements
    • Merge Statements
    • Rollback operations
    • SavePoint In DML
    • What is Tag in visualforce page
    • Use of tag in visualforce page
    • Input & output tags
    • Select tag
    • Message Tags
    • Panel Tags
    • Tab and Tab Panel
    • Render,Rerender,RenderAs
    • Table tag in visualforce
    • Other VF Tags
    • Intro to visualforce action
    • ActionSupport
    • Action Function
    • ActionStatus
    • ActionRegion
    • ActionPoller
    • Brief into visualforce page
    • Controller in visualforce
    • Standard controller, custom controller and extension
    • Understanding different visualforce tag
    • Routing to a different page(PageReference)
    • Different action method visualforce
    • Understanding of render, rerender & renederas
    • What is dynamic visualforce
    • Implementation of visualforce page
    • What is schema programming in Apex
    • Purpose of schema class
    • Objects
    • fields
    • Selected Options
    • Creation of dynamic page
    • List Custom setting
    • Use of custom setting
    • Methods in custom setting
    • Display data in vf page using custom setting
    • Hierarchical Custom Setting
    • Methods in Hierarchical Custom Setting
    • What is custom label
    • How to use custom label
    • Overview to Asynchronous process
    • Future Method-Long Running
    • What is Mixed dml error.
    • Brief overview to Batch apex
    • Implementing Database.Stateful Interface
    • Methods in batch apex
    • Handling exceptions in batch apex
    • Creating Future Methods in Batch Apex
    • Calling batch with in a batch
    • Invoking another batch from Batch
    • Sending email from finish
    • sScheduled apex, Cron job
    • Governing Limits
    • Test Classes in asynchronous apex.
    • Overview On Triggers
    • Types of Triggers
    • Trigger Events
    • Context Variables
    • Before Triggers
    • After Triggers
    • Use of NewMap & OldMap
    • Execution order of Triggers
    • Recursive Triggers
    • Validation Rule with Trigger
    • Bulkify trigger
    • Workflow with Trigger
    • Invoking Batch Apex,callouts from trigger
    • Invoking Schedule,Future Methods from Trigger
    • Best practice in trigger.
    • Overview on Test classes
    • Apex Unit Testing
    • Creating a Unit Test Class
    • Unit Test for Governor Limits
    • Unit Test Execution
    • StartTest,StopTest
    • Test Class on Apex class, Batch APEX, Schedule Apex and Triggers
    • Best Practices for Unit Testing
    • What is web service
    • Use and need of web service
    • Working with web services
    • Types of web service
    • Custom web services
    • SOAP-based web services callouts
    • APEX REST-based web services
    • RESTful web services callouts
    • Brief to Lightning Experience
    • Common business issues faced by companies today.
    • Lightning Component Framework
    • Understanding of aura framework
    • Advantages of developing UI using Lightning Components
    • Development using Lightning Component Framework
    • Using Lightning Component for embedding Static Resource
    • Creation of Lightning Resource using Console
    • Steps for creating Lightning Component
    • Development of Lightning App
    • Lightning Components
    • Controller
    • Helper classes
    • Lightning events
    • Lightning web components.
    • Deployment Overview
    • Deployment Process
    • Prerequisites for Deployment
    • Types of Deployment
    • Deploying Apex Code
    • Deployment through force.com IDE
    • Deployment through force.com Migration Tool
    • Deployment through Change Sets

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