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Salesforce Fundamentals Salesforce Workflow, Schema Builder,

 Introduction to Salesforce and Process Builder


 Overview of Salesforce, its Editions  Overview of visual workflow, schema builder, and
 Home Page Customization process builder
 User Management  Creation of visual flow
 Apps Creation  Modification of the existing workflows
 Core CRM objects Capabilities  Creation of process
 Declarative Customizations Boundaries  Field creation in the schema builder
 Programmatic Customizations Use Cases

Validation and Workflow Rules


Data Model  Overview of validation rules, its creation
 Fields  Creation of formulas
 Relationship Fields  Creation of error messages
 Junction Object  Overview of workflow rules
 Schema Builder  Creation of Workflow rule, Field update, Task
assignment, Email alert

Field Types and Salesforce Objects


 Field types overview Creation of Role Hierarchy
 Standard fields modification  Overview of the role hierarchy
 Creation of auto-number, formula, roll-up summary,  Creating Roles, Groups, Permission Sets
lookup & master-detail, and checkbox fields  Enabling field history
 Creation of number, currency, and percent fields  Assigning Roles to Users
 Creation of geolocation, phone, and email fields
 Creation of date & time fields
 Creation of text and text area fields
 Creation of URL, encrypted fields, etc. Security Data Security Model
 Salesforce objects introduction  Restricting logins
 Components, standard objects, and its modification  Object access determination
 External objects and creation of custom objects  Record access configuration
 Creation of role hierarchy
 Record access exceptions
Creation of Custom Buttons, Link units, and
Actions
 Creation of buttons, links, and actions overview Salesforce User Profiles
 Creation of new records with actions  Profiles introduction
 Call logging with actions  Overview of standard profiles
 Record updating  Page layouts assigning
 Creation of custom buttons and custom links, etc.  Settings - Custom app and its access, Tab, Record
type

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 Permissions Administrative, General user, Standard Understanding Salesforce Platform
object, Custom object  Understanding Salesforce Terminologies
 Password guidelines  Multitenancy and Cloud
 Session timeout, hours of log in, IP ranges
 Field-level security
Understanding Salesforce Metadata and
API
Salesforce Reporting and Dashboards  Declarative vs. Programmatic Changes and
 Reports & Dashboards introduction Customizations
 Report formats  Application Development Tools in Salesforce
 Creation of: Leads report, Creating contacts,  AppExchange as Application Development Strategy
Accounts report, Opportunity report, Charts,  Finding and Navigating Salesforce Documentation
Scheduling report, Campaign report, Report formula
 Using report to add the leads to campaign
 Reports export to Excel Apex
 Dashboard - Creation and refreshing dashboard,  Apex Development Process
Modifying columns, Adding filter, Adding reports,  Apex Development Tools
Interfaces  Apex Governor Limits
 Access management
 Dynamic dashboards configuration
 Report builder activation on profiles Overview of Data Types
 Primitive, sObject, Enum, Collection Data Types
 Operators
Data Management in Salesforce  Logic Control Statements
 Data management introduction  Classes
 Importing : Leads, Contacts, Accounts  Apex Class Variables and Methods
 Mass delete  Access Modifiers
 Records : Importing & Exporting with data Loader,  Class Constructors
Updating with data Loader, Deleting with data Loader  Inheritance
 Addition of field to schema builder, etc.  Sharing
 Interface
 System Classes and Methods

AppExchange
 AppExchange Introduction and Overview
 Finding : App, Developer, Consultant Salesforce Object Query Language
(SOQL)
 Basic Syntax of SOQL
 SOQL Functions
Deploying a Change Set  SOQL Variable Binding
 Change Sets introduction and its Deployment
 SOQL Keywords
 Change Sets : Inbound, Outbound
 Relationship Queries
 Deployment : Settings, Status
 SOQL vs SOSL
Data Manipulation Language (DML) Standard List Controllers
 SaveResult Class  Custom Controllers
 Transaction Control  Custom List Controller
 Database.DMLOptions  Controller Extensions
 DML and Loops  Controller Methods: Order of Execution
 SOQL, DML, and Governor Limits  Summary and Quizzes and Recap
 Overview of Salesforce Lightning
 Lightning Component Framework Structure
Apex Triggers  Benefits of Using Lightning Component Framework
 Triggers and Their Execution Order
 Creating and Viewing Triggers Create Lightning Web Components
 Trigger Context Variables  Define a Component
 Understanding Trigger Events  HTML Templates
 Trigger Helper Class Pattern  CSS
 Bulkified Triggers  Composition
 Handling Recursion in Triggers  Fields, Properties, and Attributes
 Restrict Save Operations with addError()  JavaScript
 Apex Trigger Best Practices
 Exceptions
 Exception Statements
Visualforce framework & Lightning Web
Component
System Defined Exception  Visualforce framework, including its advantages
 Exception Methods and capabilities
 Catching Different Exception Types  Visualforce Tags and its Syntax
 Custom or User Defined Exception Handling  Types of Binding
 Summary and Quizzes and Recap  Visualforce and Apex controllers.
 Debugging Using Debug Logs  Lightning Web Component and its Apex controller
 Anonymous Blocks Another Debugging Tool class, determine necessary changes to the Apex
class.
 Visualforce to perform actions and partial page
refresh.
Apex Testing  Best practices when displaying errors in user
 Overview of Unit Tests and Test Classes interfaces. Appropriate solution (Lightning vs
 System Test Class Methods Visualforce) and describe its benefits.
 Accessing Private Variables and Methods in Test
Classes
 Test Data Overview
 Unit Tests Deployment and Debugging Tool
 Application Development Lifecycle  Apex trigger that is not performing as expected,
 Different Development Environments apply techniques and tools to isolate and identify
the issues.
 Deployment and Debugging Tool Code deployment
using various tools

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