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Salesforce CRM

Overview Salesforce training online by SAAG Tech is curated by industry professionals and will help you prepare for the Salesforce Administrator Exam (CRT 101) and the Platform App Builder (CRT 403) certification exam. In this Salesforce course, you will learn how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and set up workflow automation. Skills You will Learn

  • Declarative & Programmatic Options
  • Meta-data Driven Architecture
  • Multi-tenant Architecture

Course Topics

  • What is Cloud Computing
  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Force.com Platform
  • Declarative & Programmatic Options in Force.com
  • Meta-data Driven Architecture
  • Multi-tenant Architecture
  • Business and IT benefits
  • Use of SF1

Skills Covered

  • Salesforce objects and fields
  • Data management
  • Salesforce security controls
  • Application lifecycle
  • Validation and workflow rules
  • Sales and service cloud

Minimum Eligibility Bachelor’s Degree with 50% or equivalent passing marks. Prior coding knowledge recommended. Course Duration: 40 Days

Also you will benefit:

  1. Interview Questions
  2. Soft Skills
  3. 100% Placement

Job Role: Salesforce Consultant, Salesforce Administrator, Salesforce Developer


  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry
  • Compare Salesforce.com CRM with other CRM products


Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History

Standard SFDC Applications

  • Salesforce CRM Content
  • Chatter
  • Salesforce Knowledge
  • Entitlements & Service Contracts
  • Salesforce Answers
  • Salesforce Mobile
  • com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing


  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Salesforce Development

  1. Enable Developing mode
  2. over View about Developer Console
  3. Installing Eclipse
  4. Overview about using eclipse and options
  5. Installing ant and Maven in the eclipse

OOPS(Object-oriented programming)

MVC Architecture

  1. Comparision of MVC to SalesForce APPS
  2. OOPS Basics
  3. Lexical
  4. Tokens
  5. Identifiers
  6. Varaibles
  7. Data Types
  8. Methods
  9. Access Modifiers
  10. Comparission between Method/Function and Procedure
  11. Classes
  12. Creation of Variables
  13. Getter Methods
  14. Setter Methods
  15. Creation of Methods
  16. with Sharing
  17. With Out Sharing
  18. Creation of Objects
  19. Reference Variables
  20. Constructors
  21. Class Scope
  22. Static Variables
  23. Static Methods
  24. Static Blocks
  25. Final Variables
  26. Final Static Variables
  27. Arrays
  28. Advantages and Disadvantages of Arrays


  1. Collections
  2. List Class and Methods
  3. Set Class and Methods
  4. Map Class and Methods
  5. Select Option Class

. SOQL (SalesForce Object Query Language)

  1. Group By
  2. Having
  3. Limit
  4. Offset
  5. Update Lock
  6. Parent to Child object Query
  7. Child to Parent object Query
  8. Aggregate Result
  9. Compression of Database. Query and static query
  10. Governing limits for SOQL
  11. DML operations
  12. Database. DML operations

30 Compression of DML with Database.DML

  1. Database. Save Point
  2. Database. Rollback operations
  3. Inheritance in Class
  4. Overriding classes
  5. Working with workbench

35.Writing a test classes

36.SOQl Governing limit

37.DML governing limit

  1. DML on No . of records
  2. Future Methods
  3. Setup Objects
  4. Non Setup Objects
  5. Mixed DML exception
  6. 44. Batch Apex
  7. Email Services
  8. Schedule Apex
  9. Triggers
  10. Meta data API

58.Wrapper Class

Visualforce :

1.Create VF Page

  1. Using Url

2.Using Developer Console

3.Using Eclipse

4.Using Standard Navigation

2.Printing Static data

3.Binding the global data on VF page

4.Global Objects in VF page

  1. Apex:PageBlock
  2. Apex:PageBlockSection and apex :PageBlockSectionItem

7.Input Components







8.Output Components




9.Creating Custom Account object Edit Page

10.Creating Custom Object Detail page

11.CSS in VF page

12.JavaScipt in VF page

13.Jquery in VF page

14.Ajax in VF page

15.AutoLookup functionality using Ajax and Jquery

16.List Views


2.Data Tables

3.Data List

17.Enhanced list view

18.Insert,Include and define

19.Panel Grid,Panel group ,output panel


21.Establishing Connection between Apex and VF page using Controller

22.Custom Picklistfied using SelectOption

23.Action Support ,ActionFunction,Action Pooling

24.Remote method invocations

25.Soap call form VF pages

26.Charts and Dashboard using VF page

27.PDF pages

28.Visualforce custom Components

29.Apex pagination

30.Data transfer between the pages

31.Controller and Extentions

32.Overidding the Standard buttons and links

33. SControllers