Salesforce -

United Trainings
3 Months

Course Summary

IT, Software & Hardware
3 Months

Course Description

Salesforce online training will cover salesforce development training and salesforce admin training. Salesforce integration will provide additionally. Salesforce is a world leader on demand CRM (customer relationship management) tool. United Training’s have well described course for salesforce developer online training and salesforce administration online training.

Topics Covered

    Introduction to CRM

    • Why CRM?
    • Introduction to Cloud Computing &
    • Cloud Computing – Overview
    • What is Software-as-a-Service (SAAS)?
    • What is Platform-as-a-Service (PAAS)?
    • What is Infrastructure-as-a-Service (IAAS)?

    What is

    • CRM Editions
    • Salesforce Architecture – Cloud Computing is a Better Model – Multi-tenant
    • Salesforce Editions / Pricing Navigation – Overview

    • Salesforce Certifications
    • Certified Developer(401)
    • Certified Administration (201)
    • Certified Advanced Developer(501), etc.,

    Database Introduction

    • Database Model – Object Creation
    • Salesforce Building Blocks
    • Standard Objects
    • Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
    • Create custom Objects
    • CRM functionality in Salesforce and use of standard objects
    • Custom Objects Vs. Standard Objects
    • Create custom Fields
    • Create custom Tabs

    Types of Tab

    • Custom object Tabs
    • Web Tabs
    • Visual force Tabs

    Custom Application

    • Limitations
    • Field Creation and its Relationships a. Different Data types
    •  Standard Data types
      • Text, Email, Number, Currency, URL, Text Area
      • Storage Limitations
    • Read only Data types
      • Auto Number, Formula and Rollup summary
      • Rollup summary Operations
      • Sum(), Min(), Max() and Count

    Relational Data types

    • Lookup Vs. Master – Detail Relationship
    • Limitations
    • Required, External Id, Default Value and Unique fields

    Salesforce Application elements

    Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record
    Page Layouts

    • Defining Page layouts
    • Field order changes
    • Adding custom buttons and links
    • Defining required and read only fields
    • Adding related list

    Record Types

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

    Field Dependencies

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

    Validation Rules

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

    Workflow rules

    • Define workflow
    • Create Email template
    • Set up workflow rules
    • Set up workflow actionsWorkflow Approval process
    • Plan approvals using workflow
    • Use the approval wizard – standard vs. jump start
    • Create workflow approvals

    Email Templates

    • Email Templates – Sending Single emails and Mass emails.
    • Types of Templates – HTML (Using Letter Head) , Custom HTML (without using
      letter head), Visual force Email Templates

    Data Management

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

    Personal Setup

    • Managing Personal Information
    • Password Reset
    • User Management Overview
    • Roles, Users, Profiles & Sharing

    Users, Roles and Profiles

    • 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

    Reports & Dashboards


    • Installing an App
    • Uninstalling an App

    Salesforce Development

    Introduction to oops concepts

    MVC Architecture

    • Model
    • View
    • Controller

    Apex Programming Overview

    • CSS Introduction

     JavaScript Introduction

    •  Internal
    • External

    Static Resources

    • Adding External CSS files to the static resources
    • Adding External Javascript files to the static resources

    Apex Class Creation – Calling

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

    Data Types

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


    • Standard Controller
      • Record setvar
    • Custom Controller
      • SOQL Query – Query data with SOQL and place them on Pages
      • Custom Save Functionality
      • With Sharing class Vs. without Sharing Class
      • User mode Execution Vs. System mode Execution
    • Extensions
      • Save – Standard controller with extension sample

    Wrapper Classes

    • Display multi object data
    • Adding check boxes to the data and perform related operations

    View State

    • Inner Queries & Relational Queries


    • Trigger Events
    • Trigger Overview
    • Defining Triggers in Salesforce
    • Trigger Context variables

    Ajax Components & its related components

    • Action Function
    • Action Support
    • Action Region
    • Action Pollar
    • Action Status
    • Rerender
    • Render
    • Facet
    • Outputpanel


    • Package Overview
    • Defining packages
    • Package Types
      • Managed
      • Unmanaged
    • Managed Vs Unmanaged Packages Sites – Public website Building

    • Building public websites for the external Users

    Batch Apex

    • Batch apex Use and its Methods

    Scheduling Apex

    • Scheduling apex Use and its Methods
    • Limitations

    Different sandboxes

    • Sandbox Vs. Production Environments
    • Change sets
    • Limitations

    Salesforce Integration

    • Introduction of Integration with Salesforce
    • Types Of Integrations in Salesforce
    • Salesforce to Salesforce Standard Integration
    • Salesforce to Salesforce SOAP / REST Integration
    • Salesforce to CTI
    • Salesforce to Hangout
    • Salesforce to Google Maps
    • Sending Messages to mobile using Salesforce

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