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    Salesforce App Builder Training

    BY
    Mindmajix Technologies

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    Mode

    Online

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study, Virtual Classroom
    Mode of Delivery Video and Text Based
    Frequency of Classes Weekdays, Weekends

    Course and certificate fees

    certificate availability

    Yes

    certificate providing authority

    Mindmajix Technologies

    The syllabus

    Introduction

    • Introduction to Cloud Computing 
    • IAAS (Infrastructure as a Service) 
    • PAAS (Platform as a Service)
    • SAAS (Software as a Service) 
    • Introduction to CRM
    • History of Salesforce
    • Introduction on SalesForce.Com 
    • Case study

    Understanding the Salesforce environment

    • Salesforce Organization 
    • Salesforce Editions
    • Pricing
    • App logo
    • Global search 
    • User menu
    • App menu 
    • Tab bar
    • Recycle bin 
    • Case study

    Salesforce Standard Objects

    • Salesforce Sales Process
    • Salesforce Service Process
    • Salesforce Marketing Process 
    • Lead management
    • Lead conversion 
    • Web to Lead
    • Lead auto-response 
    • Lead Assignment
    • Case management
    • Case auto-assignment 
    • Case auto-response
    • Web to case 
    • Email to case
    • Case escalation
    • Solution management
    • Knowledge management 
    • Activity management
    • Task 
    • Event
    • Case study

    Collaboration in Salesforce

    • Setting in Chatter 
    • Using Chatter
    • Private groups 
    • Public groups
    • Invite customers
    • Post a message by email 
    • Chatter feeds
    • Chatter tagging

    Salesforce Data Model

    • Becoming Familiar with the Setup segments 
    • Introducing Apps
    • Introducing Objects 
    • Introducing Tabs
    • Introducing Fields
    • General Fields
    • Enhancing the Simple App with Advanced Fields 
    • Field Dependency
    • Multi dependency picklist 
    • Field tracking
    • Field deletion consideration 
    • Global field
    • Becoming Familiar with Object Definition Page 
    • Case study

    Data Validation

    • Enhancing the Simple App with Data Validation 
    • Introducing Validation Rules
    • Standard Validation Rule 
    • Custom Validation Rule 
    • Case study

    UI Design & Mapping With Department

    • Introducing Page Layouts
    • Adding page Layout elements 
    • Tab Layouts
    • Working on fields 
    • Field setting
    • Working on buttons
    • Working on the related list 
    • Working on sections
    • Detail page 
    • Edit page
    • Reports in Page layout 
    • List views
    • Access in list views 
    • Case study

    Expanding the App Using Relationships

    • Introducing Relationships 
    • Lookup Relationship
    • Master Detail Relationship 
    • Roll-up Summary fields
    • Hierarchy Relationship 
    • Self Relationship
    • Many to many Relationship 
    • Case study

    User Management

    • Introduction Users
    • User management process 
    • User license
    • Features license 
    • Case study

    Security and Sharing

    • IP Address restrictions 
    • Activations
    • Audit Trials 
    • Login hours
    • Forceful password expiry
    • Session details
    • Organization-Wide Defaults 
    • Profile
    • Permission Sets 
    • Roles
    • Sharing Rules
    • Manual Sharing
    • Field Level Permissions · Public Groups
    • Queues
    • Public Group Vs Queue -- Use case 
    • Case study

    Data Management

    • Scheduling 
    • Mass delete
    • Mass transfer
    • Data import wizard
    • Data import wizard Vs Data loader 
    • Data loader
    • Batch size 
    • Server host
    • Sandbox Vs Production Usage 
    • Export
    • Export all 
    • Insert
    • Update 
    • Upsert 
    • Delete
    • Hard delete 
    • 15 digit ID 
    • 18 digit ID
    • External ID 
    • Case study

    Using Custom Workflow Processes

    • Introducing Automation 
    • Workflow rules
    • Update Record
    •  Create Task
    • Automate Emails
    • Outbound Message
    • Time-dependent workflows
    • Time triggers
    • Deep dive into Evaluation criteria 
    • Use case of evaluation criteria
    • Case study

    Approvals Process

    • Planning for Approval processes 
    • Creating an Approval process
    • Creating Approval steps 
    • Multi-step Approvals
    • Final approval action 
    • Final rejection action·
    • Working on recalling 
    • Delegate process
    • Multiple approvers Vs Single approver 
    • Case study

    Advanced Automation

    • Limitations of Workflow rules 
    • Workflow Vs Process Builder
    • Benefits of Process Builder
    • Record update ·
    • Email alert
    • Chatter post
    • Visual Workflows AKA Flows 
    • Screens
    • Condition check 
    • Outcomes
    • DML by Flows 
    • Login flows

    Analysing Data with Reports and Dashboards

    • Introducing Reports 
    • Tabular Reports
    • Summary Reports 
    • Matrix Reports
    • Joined Reports 
    • Report Formats
    • Introducing Dashboards
    • Adding Dashboard Components 
    • Dynamic dashboard
    • Regular dashboard 
    • Dashboard security
    • Types of report sharing
    • Types of Dashboard sharing 
    • Report security
    • Bucket fields
    • Custom Reports Types 
    • Formula fields

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