Salesforce Training Classes & Learning

Lesson 1: Introduction to Salesforce Administration

• Topic A: The Salesforce Data Model
• Topic B: SMART Administration Principles

Lesson 2: Setting Up an Organization

• Topic A: Manage the Company Profile
• Topic B: Configure Organizational Settings

Lesson 3: Managing User Accounts

• Topic A: Create User Accounts
• Topic B: Manage Users

Lesson 4: Implementing Security Controls

• Topic A: Salesforce Security Essentials
• Topic B: Configure Profiles
• Topic C: Establish Organization-Wide Sharing Defaults
• Topic D: Configure Roles
• Topic E: Create Sharing Rules
• Topic F: Perform a Health Check

Lesson 5: Configuring the Salesforce Classic User Interface

• Topic A: Configure User Interface Settings
• Topic B: Customize the Home Page in Salesforce Classic
• Topic C: Configure Search in Salesforce Classic

Lesson 6: Supporting the Lightning Experience User Interface

• Topic A: Implement Lightning Experience
• Topic B: Customize Lightning Experience Home Pages

Lesson 7: Customizing Pages

• Topic A: Create Page Layouts in Salesforce Classic
• Topic B: Customize Record Pages in Lightning Experience

Lesson 8: Introduction to Opportunity Management

• Topic A: Opportunity Management Essentials
• Topic B: Design and Implement Opportunity Fields
• Topic C: Design and Implement Opportunity Stages
• Topic D: Design and Implement Opportunity Contact Roles
• Topic E: Design and Create Opportunity Record Types

Lesson 9: Implementing Additional Opportunity Features

• Topic A: Implement and Maintain Opportunity Products and Price Books
• Topic B: Implement the Similar Opportunities Function
• Topic C: Implement Opportunity Teams
• Topic D: Create a Big Deal Alert

Lesson 10: Implementing Data Validation and Workflows

• Topic A: Create and Test Validation Rules
• Topic B: Create and Test Workflows

Lesson 11: Managing Leads

• Topic A: Lead Management Essentials
• Topic B: Design and Implement Lead Fields
• Topic C: Design and Implement Custom Lead Sources
• Topic D: Design and Implement Web-to-Lead Forms
• Topic E: Design and Implement Lead Assignment Rules

Lesson 12: Managing Accounts

• Topic A: Design an Account Management Model
• Topic B: Implement an Account Management Model

Lesson 13: Managing Contacts

• Topic A: Design a Contact Management Strategy
• Topic B: Implement a Contact Management Strategy

Lesson 14: Managing Campaigns

• Topic A: Prepare for Campaign Management
• Topic B: Administer a Campaign Management Strategy

Lesson 15: Managing Cases

• Topic A: Case Management Essentials
• Topic B: Design and Implement Case Fields
• Topic C: Design and Implement Case Origins
• Topic D: Automate Case Management

Lesson 16: Providing Apps and Custom Objects

• Topic A: Supply Apps in Salesforce Classic
• Topic B: Supply Apps in Lightning Experience

Lesson 17: Managing Data

• Topic A: Data Management Essentials
• Topic B: Import and Update Data
• Topic C: Back Up and Restore Data

Lesson 18: Configuring Views, Reports, and Dashboards

• Topic A: Create Views
• Topic B: Create and Manage Reports
• Topic C: Create and Manage Dashboards

Lesson 19: Integrating and Extending Salesforce

• Topic A: Integrate Salesforce and Outlook
• Topic B: Implement Salesforce1
• Topic C: Implement SalesforceA

Lesson 1: Getting Started with Salesforce

• Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
• Topic B: Navigate the Salesforce LE Interface
• Topic C: Navigate in the Salesforce Classic Interface

Lesson 2: Optimizing Lead Qualification

• Topic A: View Leads
• Topic B: Manage Leads
• Topic C: Work Leads
• Topic D: Convert Leads

Lesson 3: Managing Accounts and Contacts

• Topic A: Manage Accounts
• Topic B: Manage Contacts

Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities

• Topic A: Manage Opportunities
• Topic B: Work Opportunities
• Topic C: Close Opportunities

Lesson 5: Using Salesforce Email

• Topic A: Use Salesforce Email in Salesforce Classic
• Topic B: Use Salesforce Email in Salesforce LE

Lesson 6: Working with Reports and Dashboards

• Topic A: View Reports and Dashboards
• Topic B: Create and Edit Reports and Dashboards

Appendix A: Extending Salesforce with AppExchange

Data Model Development

• Create custom objects
• Create custom fields
• Create master-detail relationships
• Create lookup relationships
• Create many-to-many relationships
• Create lookup filters
• View and edit your schema graphically

Profiles and Permissions

• Create and customize profiles
• Create permission sets
• Set field-level security

Record Access

• Describe the levels of record access available
• Assign organization-wide defaults
• Create a role hierarchy
• Define sharing rules
• Manually share a record

Data Management

• Create custom validation rules
• Describe tools available for data management
• Export and import data
• Describe the Bulk API

User Interface Development

• Create custom apps, tabs, and pages
• View and customize the Salesforce mobile app
• Describe use cases for Quick actions
• Create record types

Flow Basics and Screen Flows

• Describe the types of flows available
• Create a screen flow
• Add elements and resources to a flow
• Control navigation in a flow
• Describe the difference between user mode and system mode
• Debug a flow
• Deploy a flow

Record-Triggered Flows

• Describe the types of Data Manipulation Language (DML) in Salesforce
• Identify difference between before and after triggers
• Configure a record-triggered flow
• Use the $Record and $Record__Prior global variables
• Debug a record-triggered flow
• Send custom notifications from a flow
• Configure a platform event-triggered flow

Process Builder and Workflow

• List the actions that can be triggered by a process and a workflow
• Describe the difference between immediate and scheduled actions
• Describe use cases for a process and a workflow
• Create processes and workflow rules
• Create an escalation using scheduled actions

Automation with Approvals

• List the components of a multi-step approval process
• Implement a multi-step approval process

Save Order of Execution

• Describe key points in the Order of Execution
• Describe how declarative programming fits into and can be impacted by OOE
• Describe the lifecycle of a transaction

Flow Best Practices

• Use naming conventions
• Describe how to avoid flow limits
• Describe the difference between flow transactions and flow interviews
• Describe how Flow handles bulkification
• Identify common problems that can occur with flow loops
• Call invocable Apex from a flow
• Identify when not to use Flow

App Deployment

• Contrast the differences between the various types of sandboxes
• Describe the capabilities, limitations, and considerations of change sets
• Describe the capabilities of unmanaged packages
• Determine the appropriate deployment plan given a scenario

Declarative Automation

• Create Formula Fields
• Create Roll-Up Summary Fields
• Understand Record Types
• Review Other Automation Tools
• Build 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

Using 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?
• Deploy Code Using Change Sets
• Use the Ant Migration Tool
• Review Managed and Unmanaged Packages
• Explore Salesforce DX

Trigger Essentials

• Describe What a Trigger Is Used For
• Describe the Syntax of a Trigger Definition
• Use Trigger Context Variables
• 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 the Apex Testing Framework
• Create Test Data
• Write and Run an Apex Test
• Test Best Practices

Strategies for Designing Efficient Apex Solutions

• Describe Best 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, What Types of Problems
• They’re Best Used for, 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
• Reference Custom Controllers and Controller Extensions
• Work 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