Salesforce and Salesforce Platform for Technology Leaders


Course Number: SF-112

Duration: 3 days (19.5 hours)

Format: Live, hands-on

Salesforce and Salesforce Platform Training Overview

This Salesforce® and Salesforce Platform (formerly known as Force.com®) for Technology Leaders training course introduces executives to the wide range of features and capabilities of the Salesforce and Salesforce Platform.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

Objectives

  • The Salesforce Platform architecture and the Salesforce object model
  • Basic user and license administration
  • Security in Salesforce
  • Configuration in Salesforce
  • Automation in Salesforce, including the use of Workflow Rules, Approval Processes, and the Process Builder
  • Custom applications on the Salesforce Platform using the declarative interface
  • When to use Apex, Visualforce and Lightning Components
  • Managing and importing data
  • Analytic tools including Lightning Reports, Lightning Dashboards, and list views

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Agenda & Course Overview
Salesforce.com Overview
  • Major Clouds
  • Platform Overview
  • General User Interface
  • Lightning Experience vs Salesforce Classic
  • Object Model
  • Search
  • Force.com Architecture
  • Model, View, Controller
  • Apex, Visual Force
  • Lightning Components
  • Uses of the Platform
Software Development Lifecycle
Project Management Strategies
Licensing
Organization Settings
  • Locale, Language, Time Zone
  • Fiscal Year
  • Multi-Currency / Advanced Multi-Currency
System Security
  • Users
  • Network Security / Activation
  • Login History
  • Profiles
  • Permission Sets
  • Delegated Administration
Record Security
  • Record Ownership / Full Access
  • Organization-Wide Defaults
  • Role Hierarchy & Roles
  • Sharing Rules
  • Manual Sharing
  • Account Teams
  • Opportunity Teams
  • Queues
  • Case Teams
  • Apex Sharing
  • Territory Management
Customization
  • Custom Fields
  • Picklists
  • Controlling & Dependent Picklists
  • Formula Fields
Field Level Security
Customization
  • Page Layouts
  • Record Types
Sales Cloud
  • Opportunities
  • Products & Price Books
  • Product Schedules
  • Quotes
Sales Productivity Tools
Field History
Service Cloud
  • Cases
  • Solutions
  • Knowledge
  • Case Assignment Rules
  • Case Auto-Response Rules
  • Email to Case
  • Web to Case
  • Live Agent
  • Escalation Rules
  • Entitlements
  • Service Contracts
  • ITIL
Ideas
Salesforce Questions
Chatter
Object Relationships
Lookup & Master Detail Fields
Rollup Summary Fields
Lookup Field Filters
Custom Objects
Custom Tabs
Custom Apps
Setup Audit Trail
Home Page Configuration
Automation
Debugging
Data Validation
Workflow
  • Workflow Actions
  • Email Templates
  • Time Based Workflow
Approval Processes
Process Builder
Lightning Flow
Salesforce Record Id’s
Data Loader
Mass Transfer
External Id’s
Mass Delete
Weekly Data Export
Data Migration Best Practices
Marketing Cloud
  • Marketing Relationships
  • Leads
  • Lead Conversion
  • Web to Lead
  • Lead Assignment Rules
  • Lead Auto-Response Rules
  • Campaigns
  • Campaign Members
  • Campaign Influence
Social Contacts
Social Listening
Social Hub
Salesforce for Twitter and Facebook
List Views
Reports Overview
  • Reports Security
  • Report Folders
  • Reports Terminology
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Join Report
  • Dates
  • Report Filters
  • Report Charts
  • Bucket Fields
  • Custom Summary Fields
  • Custom Report Types
  • Scheduling Reports
Dashboard Overview
  • Pre-built Dashboards
  • Running User
  • Scheduling Dashboards
Content
Salesforce Communities
Force.com Sites
Performance Optimization
Deployment & Change Management
  • Metadata API
  • Packages
  • Change Sets
User Adoption
Session Wrap-up
Conclusion

Training Materials:

All Salesforce and Force.com training students will receive comprehensive courseware.

Software Requirements:

Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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