BASIS - Table of Contents

Module Name:
Version #: 2.00

Coverage of Each Module

Topic # Learning
Module Name Learning Objective for the Topics
Objective #

1 1 Cloud Computing - Introduction

Introduction:

Computing /

2 Cloud Computing - Architecture

Cloud

SFDC

3 Cloud Computing - Security Model

4 CRM - Introduction
5 Salesforce as CRM….

2 1 Declarative or Programmatic Approach?

2 Organization Setup
3 Salesforce Editions
4 User Licenses
5 Profiles
6 Roles/Role Hierarchy
7 Permission Set
8 Organization Wide Defaults
9 Users
10 App
11 Objects
12 Relationships
13 Type of Relationships
14 Schema Builder
15 Fields
16 Custom Formula Field
17 Controlling & Dependent Picklist
18 Rollup Summary Fields
19 Field Tracking/Field History Tracking
20 Page Layouts
21 Record Type
22 List View
23 Custom Button
24 Custom links
25 Queues
26 Public Group
SFDC - Overview

27 Sharing Settings
28 Teams (Account Team, Opportunity Team, & Case Team)
29 Activity Management
30 Validation Rules
31 Workflow Rule
32 Process Builder
33 Approval Process
 SFD
34 Reports
35 Bucket Fields
36 Custom Report Types
37 Report Scheduling
38 Dashboards
39 Report/Dashboard Folder Sharing
40 Communities
41 Community Management
42 Answers
43 Ideas
44 Multi Currency
45 Multi Language
46 Assignment Rules
47 Auto-Response Rules
48 Escalation Rules
49 Knowledge
50 Data Loader
51 Data Import Wizard
52 Data Export
53 Compare - Data Loader, Data Import Wizard, & Data Export.
54 Recap - SFDC Overview

3 1 Definition
2 Leads
3 Web to Leads
4 Follow up of Leads
5 Lead Conversion
6 Account and Contact
7 Account Team
8 Opportunity
9 Opportunity Team
SFDC - Sales

10 Product
11 Price Book
12 Opportunity Line Items
13 Campaign
14 Campaign Member
15 Campaign Influence
16 Workflow
17 Validation Rule
18 Report
19 Dashboard
20 Communities
21 Community Management
22 Multi Currency
23 Multi Language
24 Recap - SFDC Sales Cloud
4 1 Overview of Cases
2 Support process
3 Case Teams and Case Queues
4 Assignment rules
5 Escalation rules
6 Web-to-Case
7 Approval process
SFDC - Service

8 Definition – Service Cloud

9 Service cloud console
10 Definition – Knowledge Base
11 Live Agent
12 Service Cloud Lightining console
13 Difference between Classic and Lightning Console
14 Customization of Salesforce Console
15 Customization Limitation in Lightning
16 Knowledge Management Approval process
17 Overview of Call Center
18 Recap - SFDC Service Cloud

A. Introduction capabilities of Communities in SFDC

5
1 and review Real life senarios
Understanding different types of communities and
SFDC - Community

2 their uses
3 Creating and Managing Communities
Assigning Members to communities, Branding,
4 Exposing SFDC Objects on Communities
Granting Profiles and Roles to the community
members and establishing a security and Sharing
5 model
6 Commumnity Cloud - Templates
7 Recap - SFDC Community

6 1 Introduction to Apex
Data Types and Logic Control in Apex
2
3 Apex Classes
4 sObject Relationships
5 SOQL and SOSL Queries
6 Data Manipulation Language
7 Apex Triggers, Events, Recurrsive Triggers
SFDC - Customization

8 Apex Triggers, Events, Recurrsive Triggers

9 Exception Handling
10 Visualforce Pages/MVC Pattern
Building lightning components and
11 some overview of LDS
 SFDC - Customi
11 a Lightning Components-Controllers

11 b Ligtning Events
12 Lightning Apps
13 Controllers - Standard, Custom and Extended
14 Test Classes
Recap - Customization
15 Recap - Customization

7 1 Exposing Web Services

SFDC -
Integra
tion

2 Integration using REST API

3 Integration using SOAP API

8 Salesforce 1
SFDC -

Featur
Other

AppExchange - Platform & Products

es

Project Allocation and Discussion

Project

Project

Project
Project & CCP

CCP

Project

Project