This document provides an overview of the topics covered in a Salesforce Consultant Training course. The training covers configuration, administration, customization, security, data management, analytics, applications, and development using Visualforce and Apex. Hands-on practice is provided for configuring and customizing the Salesforce platform, including navigation, fields, page layouts, sharing rules, reports, and more. Development topics include designing applications for multiple users, implementing business processes, managing data, and building Visualforce pages and Apex controllers.
1. Sales force Consultant Training
Configuration
Hands-on configuration 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 Sales force CRM Navigation
▪ Getting Started with Sales force CRM SF
Administration Essentials:
Security Confirmation
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Activate your computer
Navigation
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Set up Admin options & UI
Organization Administration
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Set your organization’s language & locale
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Manage currency
Customization
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Create custom fields
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Define dependent picklists
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Customize lookup fields & formula fields
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Customize page layouts
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Customize standard related lists
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2. Security & Access
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Create & manage your users
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Set organization-wide defaults
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Learn about record access
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Create the role hierarchy
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Learn about the sharing model
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Manually share records
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Learn about folder access
Data Validation
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Learn about Salesforce CRM data validation
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Create data validation rules
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Learn about custom fields required & unique properties
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Learn about role transfer & mass transfer functionality
Data Utilities
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Importing records using the import wizards
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Use mass delete
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Use mass transfer
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Learn about storage utilization
Analytics
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Create custom reports
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Use advanced filters
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Use conditional highlighting
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Use custom summary formulas
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Create dashboards
The AppExchange
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Learn about the AppExchange
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Install an app
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Uninstall an app
Marketing Administration
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Learn about lead queue & lead assignment setup
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Learn Web-to-lead & auto-response rules
Service & Support Administration
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Learn about cases & solutions
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Set up case escalation rules
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Identify solution categories & suggested solutions
Salesforce Console
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Navigate the Salesforce Console
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Create a Salesforce Console
Extending Salesforce CRM
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Learn about custom objects
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Learn about custom tabs
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Learn about custom Web tabs
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Build a custom app
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4. 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
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5. 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
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6. 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
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7. :::: 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
Courses
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Offerings
Android
Business Analyst
Cognos 8 BI & Tm1
Data Stage
DB2 DBA
Dot Net
DAC
Hyperion Essbase , Planning
IBM Lotus Notes (Development)
IBM Lotus Notes Domino Server Administration
IBM Message Broker
IBM MQ Series
IBM Web Sphere Application Server Administration (WAS)
IBM WAS Portal server Development
Informatica
I Phone
Java/J2EE
MicroSoft .NET Technologies (VB.NET, C#, ASP.NET)
Microstrategy
MicroSoft Business Intelligence
MicroSoft Dynamics CRM
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info@futurepointtech.com
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OBIEE 11 g
Oracle APPS – HRMS
Oracle APPS – SCM
Oracle APPS – Financial
Oracle APPS – Technical
Oracle BI Apps
Oracle BI Publisher
Oracle DBA 11g
Oracle Fusion SOA , B2B,
Oracle SQL , PL SQL
PHP
Perl Scripting
SAP SD & BO & ABAP
Sales Force CRM
SharePoint Server 2010
Shell Scripting
Siebel CRM , EAI, E-Scripting
SQL Server DBA
Springs and Hibernate
Testing Tools - QTP, QC, Load Runner, Selenium
TIBCO BW, BE, CIM, TIBCO I Process
Unix Administration
WCF, WPF, LINQ, AJAX, SILVER LIGHT
Webmethods
Webservices , SOAP ( JAVA)
Visit www.futurepointtech.com for course curriculum
Drop a mail info@futurepointtech.com we will get in touch with u
www.futurepointtech.com
info@futurepointtech.com
040 65551274