Introduction to Cloud and its Services
- Introduction to Cloud
- Cloud Providers
- Cloud Services: SAAS, PAAS & IAAS
CRM
- Why CRM & Introduction to CRM
- CRM Modules and Entities
- Salesforce as cloud based CRM
Salesforce
- Salesforce SAAS: Salesforce Clouds and Products
- Salesforce PAAS: Force.com
- Salesforce Infrastructure in Salesforce.com
- Governance Limits in Salesforce
- Multi-tenant architecture in Salesforce
Salesforce Data Modelling
- Object, Fields and Records
- Object Relationships
- Page Layouts, Tabs and Apps
- Buttons, Links and Actions
- Validation Rules
Customization in Salesforce
- Creation of custom object and custom field
- Customization of standard page layouts
- Customize Buttons, Links and Actions
- Customization of App and Tab
Process Automation
- Workflow
- Approval Process
- Introduction to Process Builder
- Flow
Security Model
- Organization Level Security: Trusted IP Ranges, Business Hours, Login Policies etc.
- Object Level Security: Profile and Permission Set
- Field Level Security: Profile and Permission Set
- Record Level Security: OWD, Role Hierarchy, Sharing Rule and Manual Sharing
Reports and Dashboard
- Report Builder
- Standard and Custom Report Type
- Report Formats: Tabular, Summary, Matrix and Joined
- Dashboard
- Dynamic Dashboard
- Schedule and Share Report
Assignment: Building Recruitment App
- Setup Data Model for Recruitment App
- Setup Users and Security Model for Recruitment App
- Setup Workflow and Approval Process for Recruitment App
- Generating Reports and Dashboards for Recruitment App
