DASVM’s Salesforce CRM Certification Master’s Program is designed to meet the industry benchmarks and will help you prepare for the Salesforce Administrator Exam (ADM 201), Platform App Builder (CRT 403), Salesforce Architect Certification, and Salesforce Dev 450 Certification exams. This Salesforce CRM Training Program focuses on core Salesforce CRM skills which are indispensable for Salesforce professionals. Throughout the Masters in Salesforce program, you will learn important concepts such as how to customize your application including page layouts, fields, tabs, create reports, customize applications programmatically using Apex code and Visualforce UI framework along with hands-on demonstrations.

Learning Path:

1. Salesforce Administration
2. Salesforce Development
3. Salesforce Lightning
4. Salesforce Integration
5. Salesforce Apex and Visual force

Course content

Salesforce Admin

Introduction to CRM: 

• Why CRM?
• Introduction to Cloud Computing & Salesforce.com
• 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 Salesforce.com? 

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

Salesforce.com Navigation – Overview: 

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

Database Introduction: 

• Database Model – Object Creation
• Salesforce Building Blocks
• Standard Objects
• 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: 

• Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
• 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 actions

Workflow 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

Security:

• 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 AppExchange:

• 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
• <apex: stylesheet/>
• Adding External Javascript files to the static resources
• <apex:includescript/>

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

Controllers:

 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

Triggers: 

• 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

Packages:

• Package Overview
• Defining packages
• Package Types
• Managed
• Unmanaged
• Managed Vs Unmanaged Packages

Force.com 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 Lightning

 Introduction

• Intro to Salesforce LWC (Lightning Web Component)
• Set up a development environment
• Installing VS code
• Installing Salesforce CLI
• Creating default and scratch org
• Difference between LWC and Aura

LWC Fundamentals

• Creating a Basic Component
• HTML template
• JS
• Applying CSS
• Lifecycle hooks
• Conditional Rendering
• Loops or iteration

JavaScript Properties

• Private properties
• Public properties
• Getter

Communicate with Events

• Create and dispatch events
• Handle events
• Configure event propagation
• Communicate between components
• Events Best Practices

Access Salesforce Data

• Data Guidelines
• Lightning Data Service
• Call Apex method using Wire
• Call apex Method imperatively

Security with Lightning Locker Service

Aura Coexistence

Migrate aura components

Debugging

Testing

Lightning Functions

• Client-side controller
• Function definition
• Components binding
• Passing value to functions
• Other JavaScript-based operations
• Referencing component in an application

Overview of Lightning Design System

• Referring  STYLE Resource and SLDS
• Using SLDS components – Forms, Buttons, SVG Icons, etc…
• Showing Notifications – Success, Error, Warning, etc…

Lightning App Builder and Design Resource

• Lightning Pages
• Lightning Custom Tab
• Design Resource and Property of a component

Using Lightning App and Lightning Component in Various Application Areas

• Overriding the Custom Action with Lightning Design System Bundle
• Lighting App as an Application
• Using Lightning App in Visualforce Page using Lightning out

Designing a Reusable Data Table with Lightning Component

• Pagination
• Actions (View, Edit, Delete)
• Dynamically displaying the fields

Salesforce Integration

Integration and Web Services

• What is Integrations
• Definition Of Web Services.
• What is WSDL
• Types of integration
• WSDL
• XML
• Difference between Session Header & Session ID
• Types of API (force.com APIs, Streaming API and Bulk API, Meta Data api) SOAP & REST.
• Wrapper classes usability in SOAP Call In Integration.
• Integrating standard WSDL of SOAP
• Exposing Apex classes as SOAP Web Services
• Writing more efficient SOAP Apex Web Services & Testing WSDL
• SOAP Call out Integration
• Consuming external SOAP WSDL files into Salesforce.
• Generating Apex class code from Partner WSDL and Enterprize WSDL.
• Complete Analyzation while parsing external WSDL files into Saleforce
• Real-Time Call In Integration using SOAP and WSDL Files (salesorce to salesforce)

Rest Call API

• Call in integration using standard rest resources
• Exposing apex classes as rest web services & rest annotations

HTTP:classes

• http callouts,
• http, httprequest
• http response
• How to implement callouts from triggers, unit test classes for callouts
• Practing more efficent rest apex web services
• Scenario base rest call out integration
• JSON Parser Syntax
• Parsing JSON Data
• JSON Serialization
• JSON Parser and JSON De-serialization
• Real Time Call In Integration using Rest
• Real Time Call Out Integration using Rest
• Frequently Used Integration Tools:
• Custom Setting:
• Deployment: Quick Deployment, Change sets
• Advanced Security, Assigning Profiles.
• Organization wide defaults, Sharing rules, Criteria Based and Owner based
• Setup Duplicate Management, Create or Edit Duplicate rules
• Create or Edit Duplicate rules, Matching Rules
• Custom Lables & Translation Workbench, Custom Labels
• How to Enabling Translation Workbench

Communities

• What is Communities.
• SalesForce Communities?
• Types of Communities.
• Enable SalesForce Communities.
• Creating Community.
• Enable Global header for Communities.
• Adding Tabs to the Community.
• Adding Member To your community.
• Community Users.

Process Builder

• Overview
• Limits
• Considerations
• Create Processes
• Managing Process
• WorkFlows With Process Builder

Lightning Components and Builder

• Introduction to lighting components
• Components and JavaScript Controllers
• Apex Components
• Creating Components
• Creating Component Attributes

Salesforce Apex and Visual force

Declarative Automation

• Creating Formula Fields
• Creating Roll-Up Summary Fields
• Understanding Record Types
• Review Other Automation Tools
• Building a Data Model on the Salesforce Platform

Programming with Apex

• Describe key aspects of Apex that differentiate it from other languages, such as Java and C#
• Describe why Apex transactions and governor limits must be considered when writing Apex
• Execute simple Apex
• Use the sObject data type, the primitive data types, and basic control statements in Apex

Use SOQL and SOSL to Retrieve Your Org’s Data

• Write a basic query using Salesforce’s query language, SOQL
• Process the result of a query in Apex
• Create a query dynamically at run-time Use SOQL to Query Parent-Child Relationships
• Describe a relationship query
• Write a query that traverses a child-to-parent relationship
• Write a query that traverses a parent-to-child relationship
• Use SOSL to Search Data

Using DML to Manipulate Your Org’s Data

• List the differences between the ways you can invoke DML operations
• Write Apex to invoke DML operations and handle DML errors

Deployment

• What is Deployment?
• Deployment Using Change Sets
• Use the Ant Migration Tool
• Managed & Unmanaged Packages
• Salesforce DX

Trigger Essentials

• Describe what a trigger is used for
• Describe the syntax of a trigger definition
• Use trigger context variables

Apex Class Essentials

• Describe how Apex classes are used
• Define an Apex class
• Determine what data an Apex class can access

The Save Order of Execution, Apex Transactions and Platform Events

• Describe key points in the Order of Execution
• Describe how triggers fit into and can be impacted by the Order of Execution
• Describe the lifecycle of an Apex Transaction
• Describe the memory lifecycle for static attributes
• Use Platform Events for Immediate Error Logging

Apex Testing

• Describe Apex’s testing framework
• Create test data
• Write and run an Apex test
• Testing Best Practices

Strategies for Designing Efficient Apex Solutions

• Describe practices for writing code that is easy to maintain and extend
• Write triggers and classes that assume batches of data as input
• Write code that works efficiently with the database, both in querying and using DML

Trigger Design Strategies

• List declarative mechanisms you can use to implement complex business logic, for what types of problems they are best used, and their limitations
• Describe ways in which you can use declarative functionality to improve your programmatic solutions

Working with Visualforce

• Create a Visualforce page
• Reference a standard controller
• Launch a Visualforce page using a custom button
• Display data from a record in a Visualforce page
• Referencing Custom Controllers and Controller Extensions
• Working with List Controllers

Visualforce Development Considerations and Testing

• Describe common limit issues and security concerns
• Describe strategies for Testing Visualforce controllers
• Write tests for controller constructors
• Write tests for action methods, getters, setters, and properties

Lightning Components

• Create and Surface an Aura Component
• Create and Surface a Lightning Web Component

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