Sales Force Training

• Database Introduction:
1. Database Model – Object Creation
2. Salesforce Building Blocks
3. Standard Objects
4. Create custom Objects
5. CRM functionality in Salesforce and use of standard objects
6. Custom Objects Vs. Standard Objects
7. Create custom Fields
8. Create custom Tabs

• Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
• Custom object Tabs
• Web Tabs
• Visual force Tabs

1. Limitations
2. Field Creation and its Relationships a. Different Data types
3. Standard Data types: Text, Email, Number, Currency, URL, Text Area.
4. Storage Limitations
5. Read only Data types:
6. Auto Number, Formula and Rollup summary
7. Rollup summary Operations
8. Sum (), Min(), Max() and Count

1. Lookup Vs. Master – Detail Relationship
2. Limitations
3. Required, External Id, Default Value and Unique fields
4. Salesforce Application elements: Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

1. Defining Page layouts
2. Field order changes
3. Adding custom buttons and links
4. Defining required and read only fields
5. Adding related list

• To create and maintain record types for your organization.
• Display different page layouts and picklist values based on record types.
• Uses of Record Types

• Controlling field/Dependent field?
• Making dependent pick list fields
• Limitations

• Defining Salesforce Data Validation
• Creating Custom Validation Rules
• Validation Vs. Trigger

• Define workflow
• Create Email template
• Set up workflow rules
• Set up workflow actions

• Plan approvals using workflow
• Use the approval wizard – standard vs. jump start
• Create workflow approvals

• Import Wizard Vs Data Loader
• Importing Overview
• Exporting Overview Import custom object records using the Data Loader
• Use mass delete Use storage

• Managing Personal Information
• Password Reset
• User Management Overview
• Roles, Users, Profiles & Sharing
• Examples for all the above loops

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Profiles
• Overview and different profiles
• User Permissions

• Managing the Users
• Set Organization Wide Defaults (OWD)
• Object-level Security
• Field-level Security
• Record-level Security
• Sharing Rules
• Define Sharing rules
• Discuss about types of sharing rules

• AppExchange

• Model ∙ View ∙ Controller

• CSS Introduction

• Defining Class
• Access Specifiers
• Method Declarations
• Debugging results
• Naming conventions & Code Commenting

• Primitives
• Collections (List, Set and Map)
• SObjects

• Standard Controller
• Custom Controller

• Synchronous Apex
• Asynchronous Apex

• Trigger Events
• Trigger Overview
• Defining Triggers in Salesforce

• Why Test Classes
• How to write Test Classes
• Min and Max code coverage for deployment

• Sandbox Vs. Production Environments
• Change sets
• Limitation

Not at all! This course is beginner-friendly. Basic testing knowledge is helpful but not mandatory.

Yes! You’ll receive a recognized course completion certificate from EduXFactor.

Absolutely. You'll work on real-world projects to apply and reinforce your learning.