Salesforce Course Syllabus

Salesforce is one of the most common and widely used CRM tools used globally. In this section, we will be doing a deep dive into the Salesforce Syllabus and all the aspects you will learn through it.

Salesforce Admin Essentials

We will begin by learning to master user management, data security, and customization. You’ll explore creating and managing user accounts, setting up roles and profiles, and configuring data access. Additionally, you’ll gain skills in customizing Salesforce to meet business needs, from creating custom objects and fields to automating processes with workflows and validation rules.

Salesforce

In this module of the Salesforce Syllabus, you will understand Salesforce and learn about its modules, data model, and ways of navigation in this course. You shall have the creation and viewing of HTML documents on various web browsers and also learn how web pages differ from websites. Further, you will gain insight into the concepts of URL, domain, web server, and web hosting.

• Understanding Salesforce
• Why to use Salesforce
• Various Salesforce Modules
• Salesforce Data Model and Navigation methods.
• Creating a Simple HTML Document
• Viewing HTML Documents with Browsers
• Introduction to different Web Browsers – IE, Chrome, Mozilla, Safari, UC Browser
• Webpage Vs Website
• URLs / Domains
• Web Servers and Web Hosting

Configuring Salesforce

In this module of the Salesforce Developer Syllabus, you will learn how to administer company profile settings and customize the user interface; how to optimize scheduling using activities and calendars; how to improve data recovery by establishing the search settings; and how to set up Chatter groups for greater collaboration with your team. You will see how to use Salesforce on mobile devices using Salesforce1 Mobile for working on the move.

• Understanding and Managing Company Profile Settings
• User Interface – Configuration
• Configuring Activities and Calendars
• Understanding and Configuring Search Settings
• Understanding and Setting Chatter Groups
• Accessing Salesforce for Mobile with Salesforce1

Manage Users

In this module of the Salesforce Course Syllabus, you’ll learn how to understand and manage user profiles in Salesforce to ensure that each user has appropriate permissions and access. You will see how to manage users, including Chatter Free users, and send invitations. Also, you will learn how to identify and troubleshoot common login problems to provide smooth and safe user experiences.

• Understanding and managing User Profiles
• Managing Users in Salesforce
• Understanding Chatter Free Users and Invites
• Understanding and Troubleshooting Login Issues

Manage Data Access and Security

You’ll learn about understanding users and profiles, roles and permission sets, and sharing rules. You’ll understand how to manage user logins and how to make a distinction between standard objects and custom objects while at the same time managing correct access to those objects as part of the Salesforce Developer Course Syllabus. You’ll learn how groups and teams work, and you’ll investigate the delicate balancing act that goes into field-level security to protect sensitive information.

• Understanding Users and Profiles
• Understanding Roles and Permission Sets
• Understanding Sharing Rules
• Controlling User Logins
• Understanding Standard Objects and Custom Objects
• Controlling Object Access
• Understanding Groups and Teams
• Managing Field Level Security

Customizing Objects

In this module, you learn to manage and create standard and custom fields, utilize picklists and lookup fields, and develop formula fields for tailored functionality. You’ll also understand business processes and record types, work with page layouts, and ensure data quality to maintain accuracy and reliability in your data as part of the Salesforce Syllabus For Beginners.

• Standard Fields and Custom Fields
• Managing Standard Fields
• Creating Custom Fields
• Pick lists and Lookup fields
• Understanding and Creating Fields with Formulas
• Understanding Business Processes
• Understanding Record Types
• Working with Page Layouts
• Ensuring Data Quality

Data Management in Salesforce

You will learn how to retrieve data from a number of sources, master the Import Wizards to integrate data seamlessly, and use tools like Data Loader and Data.com for efficient handling of data. You’ll also learn how to efficiently manage bulk data transfers and how to back up and restore your data to prevent loss as part of the Salesforce Training Syllabus.

• Getting data from different sources
• Understanding Import Wizards
• Working with Data Loader and Data.com
• Handling Mass Transfer of Data
• Backup and Restoring Data

Generating Reports and Using Dashboards

This module covers how to efficiently generate and use reports and dashboards. You will be able to create and edit reports, using filtering, formulae, and visual summaries. You will be able to print reports, export them, send them via email, and engage in building and managing dashboards to plot and review information.

• Introduction to Reports and Dashboards
• Understanding and using Report Builder
• Creating New Reports
• Modifying Reports
• Using Report Filters
• Using Formulas in Reports
• Using Visual Summaries
• Printing Reports, Exporting Reports and emailing Reports
• Building and Managing Dashboards

Workflow and Process Automation

In this module of the Salesforce Syllabus, you’ll learn the basics of workflow and process automation, and you’ll become proficient with Process Builder in effectively streamlining your ops. You can learn to create and manage Workflow Rules to ensure tasks are executed automatically under predetermined criteria. It also covers the use of email templates for improved productivity and consistency of message correspondence. This is an essential topic that will be addressed in Salesforce Interview Questions and Answers.

• Understanding and using Process Builder
• Creating and Managing Workflow Rules
• Using Email Templates

Managing Support

This course will help you learn how to get around and customize the process for support, manage, and resolve efficient support cases, and automate key aspects to improve productivity. You will also master the Salesforce Console for Service and enhance the ability to streamline support operations and boost customer satisfaction as part of the Salesforce Syllabus.

• Understanding the Support Process
• Customizing Support Process
• Managing Support Cases and Resolving
• Automating the Support Process
• Using the Salesforce Console for Service

Platform App Builder: Declarative Development

In this course, you will learn how to leverage declarative development to build powerful applications using the Platform App Builder. You’ll discover how to utilize point-and-click tools to design and configure custom applications without writing code, making the development process faster and more intuitive.

Declaratively Building a Data Model

You will see in this module of the Salesforce Syllabus, how to declaratively build a data model by understanding the power and constraints of core CRM objects. You will learn when to go for programmatic customization versus declarative ones and how to design an effective data model that can meet business requirements.

• Understanding the Capabilities of Core CRM Objects
• Limitations of Declarative Customizations
• Understanding when to use Programmatic Customizations
• Creating the required Data Model
• Defining Relationship Types and Impact on the Record Access

More on Data Models

In this module, you’ll learn how to manage your data model effectively by changing field types to better suit your needs and leveraging Schema Builder to design and visualize your schema. You’ll also explore importing and exporting data, making it easier to migrate or back up information as part of the Salesforce Syllabus.

• Changing the Field Types
• Understanding and using Schema Builder
• Importing and Exporting Data
• Handling External Objects

Building User Interface

In this module, you will learn how to tailor the user interface for the required needs by going over the customization options, ways of creating custom buttons and links, and actions and their understanding with list views and record types. You will also look at the social features to engage users better and some good practices in UI design that would ensure ease and intuitiveness in the user experience.

• Understanding the Customization Options
• Creating Custom Buttons, Links and Actions
• Understanding List Views
• Exploring Record Types
• Exploring Social Features
• Following Best Practices for UI Design

Developing Business Logic

In this module of the Salesforce Syllabus, you will be learning to develop business logic by mastering formula fields for dynamic data calculations and knowing their advantages with respect to automating tasks and reducing errors. You will further look into summary fields for data aggregation and acquire skills in the creation and management of validation rules for data integrity and business standards enforcement.

• Understanding Formula Fields
• Advantages of Formula Fields
• Understanding Summary Fields and Types
• Creating and managing Validation Rules

Managing Data Security

In this module of FITA Academy’s Salesforce Course,you will learn how to effectively restrict object, record, and field access to protect sensitive information. You’ll discover techniques to extend access as necessary while ensuring that data sharing remains secure and appropriate as part of the Salesforce Syllabus. By mastering these skills, you’ll be able to balance accessibility with robust security measures, safeguarding data while enabling efficient collaboration.

• Restricting Object Access
• Restricting Record and Field Access
• Extending Access to Object, Record and Field
• Providing Appropriate Solutions for Sharing Data

Business Process Automation

You’ll learn how to use the power of Salesforce Process Builder to help you streamline and automate your workflows. You’ll learn to work with the Lightning Process Builder to create and manage complex processes. You’ll also study how to work with Workflows for their automation and how to configure approval processes inside them correctly, ensuring proper supervision and efficiency as part of the Salesforce Developer Syllabus.

• Understanding Process Builder in Salesforce
• Working with Lightning Process Builder
• Using Workflows for Process Automation
• Implementing Approvals in Workflows
• Exploring Business Process Automation
• Managing Field Updates
• Understanding and Implementing Recursion

Deploying App

In this module, you will learn how to deploy applications in Salesforce. You will know about the Application Life Cycle and how to work with Sandboxes and Change Sets. You will review both managed and unmanaged packages before developing a custom deployment plan that will help your process work seamlessly.

• Deploying App
• Understanding the Application Life Cycle in Salesforce
• Working with Sandboxes
• Working with Change Sets
• Understanding Managed and Unmanaged Packages
• Creating and Implementing a Suitable Deployment Plan

Working with Advanced UI Components

In this module of the Salesforce Developer Syllabus, you will be learning to deploy applications in Salesforce. You will know about the Application Life Cycle and how to work with Sandboxes and Change Sets. You will review both managed and unmanaged packages before developing a custom deployment plan that will help your process work seamlessly.

• Creating Reports using Advanced UI
• Understanding Various Report Types
• Creating and Managing Dashboards
• Incorporating Lightning Components using Declarative Options
• Customizing Salesforce1 User Interface using Declarative Options

Limitations of Declarative Option

Although declarative tools are really great at simple use cases, they can fail with more complex needs—and that is why programmatic solutions are needed to realize more customized needs. AppExchange offers a suite of prebuilt applications to enable your platform further, but there needs to be a balance maintained between them to have the right approach for optimum results.

• Understand the Limitation of Declarative Tools
• Necessity for Programmatic Solutions
• Understanding AppExchange
• Using Apps from AppExchange

Platform Developer: Programmatic Development using APEX and Visual force

In this course of the Salesforce Developer Syllabus, you will look into programmatic development with APEX and Visualforce—two of the important tools within Salesforce. You will learn how to use APEX to develop custom business logic, automate processes, and master Visualforce in order to build dynamic and user-friendly interfaces. If you want to land a job with a substantial Salesforce Developer Salary for Freshers, you must have good knowledge on this topic.

Working with Objects and Field

The course will help you understand Salesforce objects, standard and custom types. You will learn the processes of creating, managing, and setting up relationships among custom objects and fields to personalize them to your business needs.

• Understanding Objects in the Salesforce Platform
• Various types of Objects
• Understanding Standard Objects
• Understanding Custom Objects
• Creating and Managing a Custom Object
• Creating and Managing Custom Fields
• Create Fields with Relationships

More on Custom Objects

In this module of the Salesforce Developer Syllabus, you will examine custom objects and their formula fields. Learn how to automate the calculation of data for better management. You will also learn about and create roll-up summary fields to roll up related record data, and record types for customizing the user experience and smoothing business processes.

• Need for Formula Fields
• Understanding and Creating Custom Formula Fields
• Understanding roll-up Summary
• Creating Fields with Roll-up Summary
• More on Record types
• Understanding the capabilities of Record Types

APEX Programming

In this module, you’ll become familiar with the APEX Platform—APEX Builder, APEX API, and APEX Code. You will learn how APEX differs from other languages like Java or C# as part of the Salesforce Course Syllabus. You will understand the APEX development process. You will learn to write and execute basic APEX code, manipulate variables, data types, and control statements, and use the subject data type. You will learn how you can manage governor limits to optimize your APEX transactions.

• Introduction to APEX Platform
• Understanding Apex Builder, Apex API and Apex Code
• Key Aspects to understand Apex
• How Apex is unlike other Programming Languages like Java, C#
• Understanding the Apex Development Process
• Write and execute a Simple Apex Code
• Using Variables and Data Types in Apex
• Understanding the subject Data Type
• Understanding Primitive Data Types
• Understanding and working with Control Statements in Apex
• Understanding Governor and Governor Limits for Apex Transactions

Using Classes in Apex

You will learn to work with classes in Apex in this module of the Salesforce Course Syllabus. You will begin with working on classes and objects, learn how to use class variables, and study class methods. You will also learn constructors and access modifiers that you can use to manage the creation of objects and their visibilities. You will then dive into interfaces to define interactions, and some essential keywords and annotations to help improve your Apex coding.

• Understanding Classes and Objects
• Using Class Variables and Methods
• Understanding Constructors and Access Modifiers
• Understanding Interfaces
• Understanding and using Keywords and Annotations

The Salesforce Object Query Language (SOQL)

You start by understanding SOQL basics and writing queries in this module of the Salesforce Course Syllabus, then move on to dynamic queries and relationship queries. You’ll grasp parent-child relationships and learn to traverse from child to parent and parent to child, effectively managing Salesforce data.

• Understanding SOQL
• Writing basic Queries using SOQL
• Writing Dynamic Queries
• Understanding Relationship Queries
• Understanding Parent-Child Relationships
• Understanding Queries that traverses
• Traversing Child to Parent Relationship with Queries
• Traversing Parent to Child Relationship with Queries

Exploring Data Manipulation Language (DML)

DML statements are required to be able to manage data within Salesforce for inserting, update, deleting, and merging records. Knowing about DML, you can manipulate data directly in your Salesforce environment using Apex. You will learn how to invoke these different DML statements explicitly and how you can actually write Apex code performing precise manipulations of data so that your applications are robust but dynamic.

• Understanding What is DML statements
• Using DML statements to Insert, Update, Delete, and Merge records
• Different methods to Invoke DML statements using Apex
• Writing Apex Code to perform Data Manipulation

Understanding Triggers

In this module of the Salesforce Course Syllabus, you’ll learn about triggers, their syntax, and the advantages of automating tasks to enforce business rules in order to protect the integrity of your data. This module will also cover how before triggers differ from after triggers. You’ll learn about bulk triggers, handling trigger exceptions, identifying operations that don’t invoke triggers, and seeing how to master trigger context variables for efficient trigger management.

• Understanding Triggers and its advantages
• Understanding the Syntax of a Trigger
• Understanding Before and After Triggers
• Understanding Bulk Triggers
• Understanding Trigger Exceptions
• Operations that will not Invoke Triggers
• Understanding and Using Trigger Context Variables

Strategically Designed Triggers

You understand the list of declarative mechanisms, enabling streamlined automation. You master implementing complex business logic using triggers, ensuring consistent application behavior. Moreover, you discover methods to improve programming solutions with declarative functionality, enhancing code maintainability and scalability.

• Understanding List Declarative Mechanisms
• Understanding to implement Complex Business Logic using Triggers
• Methods to improve Programming Solutions using the Declarative Functionality

Apex Transactions and Triggers

You learn about the intricacies of Triggers Order of Execution and how this sequence impacts trigger behavior. Knowledge of the Apex transaction lifecycle is essential because this lifecycle defines start to finish, including DML operations and the potential rollbacks. The lifecycle of static variables is significant with regard to persistence and state in different contexts within the transaction.

• Understanding the Triggers Order of Execution
• How Order of Execution Impact on Triggers
• Understanding the Lifecycle of an Apex Transaction
• Understanding the Lifecycle of Static Variables

Debugging Apex Code

In this module, you will learn how to effectively debug Apex code by understanding the intricacies of debug logs and debugging API calls. You will gain insights into interpreting exception statements and exploring built-in exceptions. Additionally, you will master the creation of custom exceptions, equipping you with comprehensive skills to handle and resolve errors in your Apex code efficiently. You will learn more about it through our Salesforce Tutorial.

• Understanding the Debug Logs
• Debugging API Calls
• Understanding Exception statements
• Exploring built-in Exception
• Creating Custom Exceptions

Testing Apex Code

In this unit, you’ll delve into the basic knowledge of testing with Apex, including why and how robust testing ensures you have reliable code. You have explored the Apex Test Framework and have learned the basics of Apex unit testing, including creating and running test classes and methods. Understanding what code coverage percentages mean together with the role of test data in these tests will help you to design and run practical Apex tests.

• Understanding Testing in Apex
• Why to Test
• Understanding the Apex Test Framework
• Understanding Apex Unit Testing
• Understanding the Test Class and Test Methods
• Understanding Code Coverage percentages
• Understanding the Test Data
• Creating and Running an Apex Test

Strategies for Testing

You will learn best practices on how to write code that not only maintains tests efficiently but also makes sure that the results are robust and reliable. You will learn techniques for creating efficient code that will seamlessly interact with databases, improving performance and maintainability.

• Understanding the Best Practices for Writing code to Manage it efficiently
• Writing Efficient Codes to work with databases

Working with Visualforce Pages

In this module, you will be introduced to the basics of Visualforce Pages in Salesforce. You’ll learn the basics about a Visualforce Page and how to reference a Standard Controller to make handling your data easier. You will look at ways in which you can effectively display data on your page and also get to know how to easily launch and manage a Visualforce Page.

• Understanding a Visualforce Page
• Referencing a Standard Controller in a Visualforce Page
• Displaying data in a Visualforce Page
• Launching Visualforce Page

Control and View Layer

In this module, you will learn about the Controller and View layers within Salesforce. You will try out hands-on Visualforce pages to learn how to effectively display data and get interaction on it. You will also know how to work with standard controller actions and how they mobilize dynamic, data-driven interfaces.

• More on working with Visualforce Pages
• Displaying Data
• Working with Standard Controller Actions

Understanding Custom Controllers and Extensions

In this module, you will learn how to enrich your development skills by creating controllers and extensions. You will be learning how to create and configure a custom controller, define properties according to your needs, and develop custom methods which can extend the functionality. Besides, you will be learning how to invoke such custom methods in order to make effective calls for application optimization.

• Understanding Controller Extensions
• Creating a Custom Controller
• Defining Properties for the Custom Controller
• Creating Custom Methods
• Invoking Custom Methods

Working with SOSL Queries in Visualforce

In this module, you will explore SOSL queries in Visualforce, beginning with the Standard List Controller for efficient access to your data. You will learn how to create SOSL queries and know when to use a Custom List Controller. By the end of this module, you should be able to develop and manage Custom List Controllers to effectively tailor your interactions with your data.

• Understanding the Standard List Controller
• Creating a SOSL query
• Understanding the Need for a Custom List Controller
• Creating and managing Custom List Controller

More on Visualforce

You will learn how to use declarative solutions before moving to coding; also, you will understand common governor limits and security concerns. Master the testing of Visualforce controllers and their interaction with views. Develop skills for writing effective tests for controllers, action methods, getters, setters, and properties.

• Exploring the Possibility of a Declarative Solution for a Problem
• Understanding the common Governor Limits
• Understanding the Security Limits and Concerns
• Testing the Visualforce Controllers
• Understanding How Visualforce Controllers Interact with Views
• Writing tests for Controllers, action methods, Getters and Setters, Properties