Certhippo's Salesforce Certification Online Training will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare for Salesforce Certification (both SFDC Admin 201 & App Builder Certification)

Note: We do provide Self Paced content related to: 

1. Introduction to Apex Programming

2. Introduction to VisualForce

3. VisualForce & Apex

After completing this course, students will be able to:

• Differentiate the building blocks of Salesforce
• Understand the Data model
• Understand the Security model
• Define Business process automation options
• Master Sales Cloud and Service Cloud modules
• Explain Reports and Dashboard
• Describe Salesforce1, SalesforceA, Chatter and Social features
• Explain various integration options like SOAP, REST APIs

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. WIndows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

• Objective:  Create an app for Event Management that takes care of – Event Registrations, Confirmations, Cancellations, Speaker associations and other event related activities 
• Users of the System: 
• Event Management Team 
• Event Manager 
• Attendees and Public 
• Speakers 
• Requirements: 
• A public facing page where announcements related to different events are displayed 
• Event should have information like – topic/ name, location, start date & time, end date & time, speaker, type of event (webinar/ workshop/ seminar/ conference), event subject (IT/ Management/ HR/ Operations/ Motivational/ Well-being/ Other), and image 
• Attendees can self-register with their name, email and mobile number; they can express interest in specific area for events 
• Attendees are informed by email on upcoming events for their area of interest 
• Event management team will confirm attendees’ registration after they receive payment 
• Screen to capture information about payment received from attendees 
• Display speaker profile on public facing page (speakers should be shown with events) 
• Event management team should be able to create, edit/ update, cancel events 
• Any cancellation of event will require Event Manager’s approval 
• Event management team should be able to add speakers (include their contact details and skills) 
• Event management team should be able to map speaker/s for an event 
• Event Manager should be able to see following reports: 
• Cancelled Events with Speaker information 
• Events Completed with Speaker information 
• All empanelled speakers 
• Events sent for cancellation approval 
• Attendees registering on site 
• Events with confirmed attendees 
• Event Manager should have access to a dashboard covering key reports 
• Confirmed attendees and Speaker/s should be notified about – any (date/ time/ location related) changes to their events 
• Optional requirements: 
• All confirmed attendees should get an email with feedback link after the event 
• Attendees should be able to rate the event and the speaker on the scale of 1 to 5 (5 being highest) 
• Show event wise and speaker wise feedback scores to Event manager

Goal:  Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models. 

Objectives: Upon completing this module, you should be able to:

• Understand Cloud Computing concepts

• What is Cloud Computing?

• SAAS, PAAS, IAAS – Service Model

• Public, Private, Community and Hybrid Cloud – Deployment models

• CRM and PAAS market

• What is SFDC / Salesforce1?

• What are the benefits of Force.com platform

• How can i develop apps with Force.com 

• Multi-tenant (single-tenant?) architecture

• Metadata driven architecture

Topics:

• 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

• Business and IT benefits 

• Use of SF1

Goal: Learn to build a custom app on Force.com platform, different licenses in SFDC.

Objectives: At the end of this module, you should be able to:

• How to build a custom app on Force.com platform

• Understand Company profile and License types

• Understand User licenses available in the Developer Org

• Understand Page Layout, Search Layouts

• Understand Object Limits

• Understand the App we are going to build during this course

Topics:

• Sign-up for a Free Environment / Org

• Adding company logo

• Benefits of System overview

• Salesforce Key Building Blocks

• Editions and Different Environments Available 

• MVC Pattern

• Student App

• Student App Master Basic Data Model

• Student Master and Marks/Grades

• Student Master Basic Security Model

• Student Master Reports

• Student Master Application Scope

Goal: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.

Objectives: At the end of this module, you should be able to:

• Difference between standard and custom objects 

• Standard and custom fields and Datatypes

• Different type of relationships (master detail, lookup, junction object)

• Schema builder 

• The constraints related to different types of relationships and when to use them 

• Search layout

Topics:

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

• Customize standard objects

• Field and Data Types 

• Custom Field Prosperities 

• Field Dependencies 

• Types of Relationship Fields 

• Search Layouts 

Goal: Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets

Objectives: At the end of this module, you should able to:

• Security – Analogy 

• System (org) level security 

• User administration and troubleshooting by user and admin

• Object level security

• Record level and Field-Level security

• Understand the difference between object and record level security

• Various features available to implement object and record level

Topics:

• Security Model Mind Map

• System Level or Org Level Security

• User Administration and Troubleshooting

• Permission Sets

• Profile and Permissions Sets

• Password Policy

• IP Address security

• Login hours

• Session settings

• Activations

• Page layout assignment

• Tab setting

• Field level security

Hands on / Demo:

• Permission Set

• Profile

• Security

Goal: Learn organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons. 

Objectives: At the end of this Module, you should be able to:

• The difference between object and record level security

• Record level and Field-Level security

• Organization wide defaults (OWD) 

• Role and Role Hierarchy 

• Criteria based, Manual Sharing, Apex sharing reasons

• Various features available to implement object and record level security mind map

Topics:

• Security Model Mind Map

• Record Level and Object Level

• Organization wide defaults 

• Organization wide defaults – Student App 

• Role and Role Hierarchy

• Criteria Based Sharing

• Different ways to gain Record Level Access

• Public Group

• Queue

• Public group Vs Queue

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

Objectives: At the end of this module, you should be able to:

• Explain how to create, delete, and customize record types for custom and standard objects  

• Given a scenario, determine the appropriate record types and business processes for custom and standard objects  

• Describe when to use and how to create formula fields  

• Enforcing Data quality and Integrity

• Validation rules

• Cross object and Roll-up summary 

Topics:

• Business Logic Mind Map

• Different Options to Implement Business Logic

• Functions

• Formula 

• Validation Rules

• Rollup Summary Fields 

• Record Types and Page Layouts

Goal: This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder. 

Objectives: At the end of this module, you should be able to:

• When workflow rules are evaluated 

• The capabilities of workflow rules and actions 

• Given a scenario, identify the appropriate workflow solution 

• The capabilities and use cases for the approval process 

• Introduction to Lightning Process Builder 

Topics:

• Business Process Automation

• Business Requirements – Workflow Rules

• Workflow - Actions (Time When Action Takes Place)

• Workflow – Actions

• Workflow – Considerations

• Approvals – Introduction

• Approvals - How to Create A Process

• Approvals - Actions

• Approvals - How and What Can Approvers Do

Goal: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management. 

Objectives: At the end of this module, you should be able to:

• Understand the different sales processes in any organization

• Explain Sales Productivity Features

• Define Lead management

Topics:

• Sales Cloud

• Sales Process

• Sales Productivity Features

• Lead Management

• Lead auto response

• Lead assignment

• Web to lead

• Accounts and Contacts Management

• Opportunities

• Campaign Management

• Price Book, Products, Price Book Entries

Goal: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge. 

Objectives: At the end of this module, you should be able to:

• Describe the capabilities of case management 

• Identify how to automate case management

• Describe the capabilities of solution management 

• Describe the basic capabilities of Communities 

• Describe the capabilities of the Community application, such as Ideas and Answers 

• Describe the capabilities of Salesforce Knowledge

Topics:

• Service Cloud

• Case Management

• Typical Service and Support Process

• Automation - Web2Case and Auto-Response

• Automation - Email2Case

• Automation - Assignment Rules

• Automation - Escalation Rules

• Email Templates in Case Management

• Channels

• Case Resolution – Solutions

• Case Resolution Using Knowledge

• Communities Basics

• Communities Setup and Administration

• Communities – Ideas and Answers

Hands on / Demo:

• Capture cases from website and email

• Customize case process, Solutions, Communities and Salesforce Knowledge

Goal: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data 

Objectives: By the end of this module, you should learn about:

• Learn importing, updating, transferring, and mass deleting data

• Identify tools and use cases for managing data

• Define capabilities and implications of the data validation tools and different ways to back up data

Topics:

• Data Handling and Processing Overview

• Exporting data and Regular Backup

• External ID and Unique Fields 

• Import

• Install Apex Data loader

• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,

• Transfer record ownership

Hands On/Demo:

• Data Handling and Processing Overview

• Exporting data and Regular Backup

• Importance of record IDs

• Install Apex Data loader

• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,

• Transfer record ownership

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

Objectives: At the end of this module, you should be able to:

• Create a report in tabular form

• Customize a report

• Create and modify a dashboard 

Topics:

• Execute a report with and without modifications

• Create a tabular report, summary and matrix report

• Report and Security

• Report Builder and Standard Reports Available

• Add a chart and few other features like highlighting

• Create a custom report type and store in a folder

• User filters in reports 

• Create a dashboard

• Bucket field

• Tabular Report significance 

• Summary report significance

• Matrix report significance

• Joined report significance

• Dynamic dashboard 

Hands On/Demo:

• Execute a report with and without modifications

• Create a tabular report, summary and matrix report

• Add a chart and few other features like highlighting

• Create a custom report type and store in a folder

• User filters in reports 

• Create a dashboard

Goal: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook

Objectives: At the end of this module, you should be able to:

• Create customizable components

• Define Security and Settings

• Explain Admin activities

Topics:

• Customizable parts of the SF1 app 

• Security and customizable settings

• Navigation menu

• Compact layouts and Mobile cards 

• Basic admin activities on Salesforce A 

• Outlook and SF synch up

Hands On/Demo:

• Customizable parts of the SF1 app 

• Security and customizable settings

• Navigation menu

• Compact layouts and Mobile cards 

• Basic admin activities on Salesforce A 

• Outlook and SF synch up

Goal: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management

Objectives: At the end of this module, you should be able to:

• Explain Activity management, Folder Management and AppExchange

• Create and track tasks

• Define templates

Topics:

• Activity management - Tasks, Events and Open activities

• Creating and tracking tasks and events

• Folders and Document templates 

• AppExchange

Hands On/Demo:

• Activity management - Tasks, Events and Open activities

• Creating and tracking tasks and events

• Folders and Document templates 

• AppExchange

Goal: Know about the Global action and publisher layouts and the features of Chatter in this Module

Objectives: At the end of this module, you should be able to:

• Explain chatter groups

• Describe files, follow, record

• Explain custom canvas

• Explain publisher layout

Topics:

• Chatter groups, feeds, people

• Files, Follow records, people 

• Groups Topics and Files

• Global action types-Create

• Log a call, Custom VF page

• Custom canvas, Publisher layout

• Global an Object specific actions

Hands On/Demo:

• Chatter groups, feeds, people

• Files, Follow records, people 

• Groups Topics and Files

• Global action types-Create

• Log a call, Custom VF page

• Custom canvas, Publisher layout

• Global an Object specific actions

Goal: In this module, you will learn deployment process in Salesforce environment.

Objectives: Upon completing this module, you should be able to:

• Know steps in deployment 

• Learn types of change sets

• Understand deployment settings

Topics:

• Outbound Change Sets

• Inbound Change Sets

• Deployment Settings

Hands on / Demo:

• Implement deployment steps

Goal: Get an overview of application cycle of a Salesforce project.

Objectives: Upon completing this module, you should be able to:

• Know milestones in Application lifecycle

• Working on sandbox

• Know benefits of unmanaged packages

Topics:

• Milestones 

• Sandboxes 

• Change Sets

• Packages

Hands on/ Demo:

• Create change sets and packages

Goal: Get an overview on Salesforce lightning.

Objectives: Upon completing this module, you should be able to:

* Know benefits of lightning components 

* Learn difference between classic and lightning experience

Topics:

• Lightning Components

• Lightning Component Capabilities

• Lightning Components vs. Visualforce

Hands on/ Demo:

• Work on lightning experience

Goal: Learn how to work on buttons and links.

Objectives: Upon completing this module, you should be able to:

* Learn adding custom buttons

* Working on custom links

* Know benefits of Actions

Topics:

• Creating Custom Buttons

• Creating Custom Links

• Creating Records with Actions

• Global Action

• Object Specific Action

Hands on/Demo:

• Create Salesforce button and links

Goal: Learn information about AppExchange

Objectives: Upon completing this module, you should be able to:

* Know benefits of AppExchange 

* Downloading apps

* Finding apps as per need

Topics:

• AppExchange Overview

• Finding and Selecting an App

• Installing an App

• Finding a Developer

• Finding a Consultant

Hands on / Demo:

• Work in AppExhange