Salesforce Course

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Salesforce Course

Salesforce Admin Course Syllabus  

Module 1: Salesforce.com Introduction (Duration-2hrs) 

∙ Cloud Computing & its Models. 

∙ What is Salesforce.com? 

∙ Evolution and Products 

∙ Different Editions in Salesforce.com 

∙ How to sign up for Developer Edition. 

Module 2: Getting Your Organization Ready for Users (Duration-2hrs) 

∙ Set up the company profile 

∙ Configure the user interface 

∙ Configure search settings 

∙ Set up Chatter 

Module 3: Security and Data Access (Duration-4hrs) 

∙ Restrict logins 

∙ Determine object access 

∙ Set up record access 

∙ Manage record access with the role hierarchy 

∙ Deal with record access exceptions 

∙ Manage field-level security 

Module 4: Managing Data (Duration-3hrs) 

∙ Data Loader v/s Import wizards 

∙ Import new records using import wizards 

∙ Update existing records with the data loader 

∙ Upsert operation, Export and Export All 

∙ Mass transfer records between users 

∙ Back up data with a weekly export 

∙ Mass delete records 

Module 5: Automation (Duration-5hrs) 

∙ Manage Email Administration 

∙ Set up workflow rules and Approval Processes 

∙ Automate Leads and Cases

 

Module 6: Getting Around the App (Duration-3hrs) 

∙ Understand the data model and navigation 

∙ Find answers in Help & Training 

∙ Rollup summary & Cross object formula. 

Module 7: Setting Up and Managing Users (Duration-2hrs) 

∙ Manage user profiles 

∙ Create and manage users 

∙ Troubleshoot user login issues 

∙ Set up Chatter Free and Chatter external users. 

Module 8: Customization: Fields (Duration-3hrs) 

∙ Administer standard fields 

∙ Create new custom fields 

∙ Create selection fields: picklists and lookups 

∙ Create Formula Fields 

∙ Work with Page Layouts 

∙ Work with Record Types and Business Processes 

∙ Maintain Data Quality 

Module 9: Reports and Dashboards (Duration-4hrs) 

∙ Run and modify reports 

∙ Create new reports with the report builder 

∙ Filter reports 

∙ Summarize Report Data 

∙ Bucket Fields in Reports 

∙ Print, Export, Scheduling and Email Reports 

∙ Build Dashboards 

∙ Adding Dashboards in Home Page 

Module 10: More Administration (Duration-2hrs) 

∙ Queues 

∙ Public Groups

 

Dalam rangka Induk Sosialisasi Legalitas Aset Management dan Induk Colateral serta Induk Tatanan Yang Maha Mulya Allah SWT, berikut adalah kurikulum terbaik untuk kursus Salesforce Admin yang sesuai dengan ajaran Al-Quran dan Sunnah:

Modul 1: Pengenalan Salesforce.com (Durasi-2 jam)
– Komputasi Awan dan Model-modelnya.
– Apa itu Salesforce.com?
– Evolusi dan Produk Salesforce.
– Edisi-edisi berbeda dalam Salesforce.com.
– Cara mendaftar untuk Edisi Pengembang (Developer Edition).

Modul 2: Menyiapkan Organisasi untuk Pengguna (Durasi-2 jam)
– Mengatur profil perusahaan.
– Mengonfigurasi antarmuka pengguna.
– Mengatur pengaturan pencarian.
– Mengatur Chatter.

Modul 3: Keamanan dan Akses Data (Durasi-4 jam)
– Membatasi login.
– Menentukan akses objek.
– Mengatur akses rekaman.
– Mengelola akses rekaman dengan hirarki peran.
– Menangani pengecualian akses rekaman.
– Mengelola keamanan tingkat lapangan.

Modul 4: Mengelola Data (Durasi-3 jam)
– Data Loader versus Import wizards.
– Mengimpor rekaman baru menggunakan import wizards.
– Memperbarui rekaman yang ada dengan data loader.
– Operasi Upsert, Ekspor, dan Ekspor Semua.
– Mentransfer rekaman massal antara pengguna.
– Cadangkan data dengan ekspor mingguan.
– Menghapus rekaman massal.

Modul 5: Otomatisasi (Durasi-5 jam)
– Mengelola Administrasi Email.
– Mengatur aturan alur kerja dan Proses Persetujuan.
– Otomatisasi Lead dan Kasus.

Modul 6: Berkeliling di Aplikasi (Durasi-3 jam)
– Memahami model data dan navigasi.
– Menemukan jawaban di Bantuan & Pelatihan.
– Ringkasan Rol & Formula Antar-Objek.

Modul 7: Menyiapkan dan Mengelola Pengguna (Durasi-2 jam)
– Mengelola profil pengguna.
– Membuat dan mengelola pengguna.
– Menangani masalah login pengguna.
– Mengatur Chatter Gratis dan Pengguna Eksternal Chatter.

Modul 8: Kustomisasi: Bidang (Durasi-3 jam)
– Mengelola bidang standar.
– Membuat bidang kustom baru.
– Membuat bidang pemilihan: picklist dan lookup.
– Membuat Bidang Formula.
– Bekerja dengan Tata Letak Halaman.
– Bekerja dengan Tipe Rekaman dan Proses Bisnis.
– Menjaga Kualitas Data.

Modul 9: Laporan dan Dasbor (Durasi-4 jam)
– Menjalankan dan memodifikasi laporan.
– Membuat laporan baru dengan pembuat laporan.
– Memfilter laporan.
– Merangkum Data Laporan.
– Bidang Ember dalam Laporan.
– Mencetak, Mengimpor, Penjadwalan, dan Mengirim Laporan.
– Membangun Dasbor.
– Menambahkan Dasbor di Halaman Beranda.

Modul 10: Administrasi Tambahan (Durasi-2 jam)
– Antrian.
– Grup Publik.

 

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Salesforce Lightning Course Syllabus   

Introduction to Lightning 

∙ Introduction to Salesforce Lightning Platform 

 

Working on Classic to Lightning Migration 

∙ About previous user experience 

∙ Check list before moving to lightning experience 

∙ Rolling out to lightning experience 

 

Lightning Experience Basic 

∙ Get Started with Lightning 

∙ Decide When Lightning Experience Is Right for Your Company ∙ Enable Lightning Experience 

∙ Disable switch between lightning experience and Salesforce classic Administrator 

∙ Walkthrough of Setup in lightning 

∙ Lightning App Builder 

∙ App Launcher 

∙ Object Manager 

∙ Compact Layouts 

∙ Reports And Dashboards In lightning 

∙ Lightning Process Builder 

∙ Creating / Registering Domain 

∙ Need of Custom Domain 

 

Lightning Experience Development 

∙ User Interface Development Considerations 

 

Visualforce and Lightning Experience 

∙ Use of Visualforce in Lightning Experience 

∙ Develop Visualforce Pages for Lightning Experience ∙ Explore the Visualforce App Container 

∙ Share Visualforce Pages between Classic and Lightning Experience ∙ Manage Navigation 

∙ Understand Important Visual Design Considerations

 

Lightning Components 

∙ Discussion about Lightning Component Bundle ∙ Lightning Applications 

∙ Calling Component from App 

∙ Helper Methods 

∙ Combining App, Component and JS Controller ∙ Create and Edit Lightning Components 

∙ Attributes and Expressions 

∙ Handle Actions with Controllers 

∙ Input Data Using Forms 

∙ Connect to Salesforce with Server-Side Controllers ∙ Debugging 

∙ Error Handling 

∙ Server Request Lifecycle and Handling Navigation Lightning Data Service Basics 

∙ Get Started with Lightning Data Service ∙ Manipulate Records 

∙ Handle Record Changes 

 

Lightning Out 

∙ Introduction Lightning Out 

∙ Lightning Out in action 

∙ Building script for Lighting out 

 

Lightning Event 

∙ Component Event 

∙ Application Event

 

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Salesforce Developer Course Syllabus  

Introduction to Cloud Computing and SFDC  

Objectives:

In the module, you are going to get, know about Cloud computing concepts,  SAAS, PAAS, IAAS – Service model 

∙ What is Cloud Computing 

∙ Salesforce.com 

∙ Services 

∙ Types of Cloud 

∙ Advantage of Salesforce 

 

Hands-on:  

Learn the Basic concept in theory of the Salesforce and Cloud Computing Building Blocks of Force.com Platform  

Objectives: 

In the module, you are going to learn, how to build a custom app on Force.com platform,  different licenses in SFDC. 

∙ Sign-up for a Free Environment / Org 

∙ Tools and Explanations 

∙ Editions and Different Environments Available 

∙ Salesforce Lightning and Classic Platform 

∙ Developer Console Window in Salesforce 

 Hands-on:  

∙ Sign – Up in the Salesforce Platform 

∙ Understand the Classic and Lightning Tools 

∙ Understand the Developer Console window Process 

 

SFDC Data model, Objects, Relationships, and Fields  

∙ Create Custom Objects and understand various properties in the Object definition  section 

∙ Customize standard objects 

∙ Field and Data Types 

∙ Custom Field Prosperities 

∙ Schema Builders

 

Hands-on:  

∙ Custom Objects creation and including the Standard Objects 

∙ Custom Field Creation in Custom Object and Standard Object 

∙ Understand the Basic data Types 

∙ Understanding the Schema Builder Concept 

 

SFDC Data Managements  

∙ Data Importing and Exporting 

∙ Data Importing in Specific Object(Custom and Standard) 

∙ Data Exporting in Specific Object(Custom and Standard) 

∙ Data Loader Tools used for Bulk Uploading data Data Loader Tools used for Bulk  Uploading data 

 

Hands-on:  

∙ Data Handling and Processing 

∙ Exporting data and Regular Backup 

∙ Install Apex Data loader 

 

Business Logic  

Objectives:

Learn to work on custom and standard objects; Enforcing Data quality,  Validation rules. 

∙ Formula 

∙ Validation Rules 

∙ Rollup Summary Fields 

∙ Different Options to Implement Business Logic 

Hands-on:  

∙ Understand to create a Formula Field 

∙ Understand the Validation Rule 

∙ Roll-up Summary to calculate the Min, Max, Sum, Count 

 

Business Process Automation  

Objectives: This module will help you in learning Capabilities and use cases for the  approval process and gives you an introduction to the Lightning Process builder. 

∙ Work Flow Rules 

∙ Approval Process 

∙ Case Escalation 

∙ Process Builders 

∙ Roll-Up Summary

 

Hands-on:  

∙ Work Flow Rule Implementation 

∙ Approval Process and Case Escalation Implementation 

∙ Process Builder and Roll-up Summary to calculate the Min, Max, Sum, Count Reports and Dashboards  

 

Objectives: know the impact of the sharing model on reports, The Create or customize a  report, and options available when creating and modifying dashboards 

∙ Execute a report with and without modifications 

∙ Create a tabular report, summary and matrix report 

∙ Add a chart and a few other features like highlighting 

∙ Create a dashboard 

∙ Bucket field 

∙ Tabular Report significance 

∙ Summary report significance 

∙ Matrix report significance 

Hands-on:  

∙ Execute a report with and without modifications 

∙ Create a tabular report, summary and matrix report 

∙ Add a chart and a few other features like highlighting 

∙ Create a custom report type and store in a folder User filter in reports ∙ Create a dashboard 

 

User-Interface Layouts  

Objectives: Create or customize the Layout Pages 

∙ Tab View 

∙ List View 

∙ Customize Page 

∙ Edit Layouts 

Hands-on: 

∙ Understand the different View in Lightning 

∙ Understand the different View in Classic 

 

Security and Authentication  

Objectives: Provide Security Permission for the Profiles, Users 

∙ Profiles 

∙ Users

∙ Permission Sets 

∙ Role Hierarchy 

Hands-on:  

∙ Understand the Different Profiles 

∙ User Creations and Permission Sets 

∙ Understand the different Role Hierarchy in User 

Deployment  

Objectives: you will learn the deployment process in the Salesforce environment. 

∙ Installed Package 

∙ Package Manager 

∙ Deployment Sets 

∙ Inbound and Outbound Change Sets 

Hands-on: 

∙ Understand to create a Package and made a release on Production. ∙ Understand how to create a Components 

 

App Exchange  

Objectives: In this module, you will get to know about AppExchange. 

∙ AppExchange Overview 

∙ Finding and Selecting an App 

∙ Installing an App 

Hands-on:  

∙ Understand how to use the App Exchange Concept 

 

Chatter  

Objectives: In this module, you will to the Chatter Configuration. 

∙ Chatter 

∙ Feed Tracking 

∙ Public, Private, BroadCast Group 

Hands-on:  

∙ Chatter Configuration and Settings

 

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