Salesforce Technical Program

Salesforce Technical Training Program at Cymetrix Software Pvt Ltd. offers a comprehensive education on the Salesforce Platform. This Training Program also enables professionals to take Certification exam. At Cymetrix, we make sure that you get to know every aspect of Salesforce Platform. We have a syllabus that covers a wide range of topics and gives the participant a firm grip on whatever they need to use Salesforce Platform. So come join our Salesforce Technical Training Program and see that your career prosper like you have never imagined before.

Course 1

Administrative Essentials for New Admins in Lightning Experience (ADX201)
Overview

Extensive and interactive, Administrative Essentials for New Admins in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Who should take this course?

New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications. Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

When you complete this course, you will be able to:
  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
  • Learn how security settings created in Salesforce Classic are applied in Lightning.
  • Maintain and import clean data in Lightning.
  • Use Lightning features to create high-value reports and dashboards
  • Understand how workflow automation complies with Lightning.
Lessons and Topics

Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training


Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1


Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues


Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security


Object Customizations

  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality


Managing Data

  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin


Reports and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards


Automation

  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation


Managing the Support Process

  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data

Course 2

Programmatic Development using Apex and Visualforce in Lightning Experience (DEX450)
Overview

Are you a programmer who wants to understand how to customize applications programmatically on the Salesforce platform? In this course, you will learn the core of the Apex programming language and Visualforce markup in order to customize your Salesforce applications. You will get hands-on experience building data objects (sObjects) and programmatically retrieving, manipulating, and storing the data associated with those objects. You will write custom logic using Apex triggers and classes, and test that logic using the built-in testing framework. You will explore how Apex code interacts with declarative customizations on the platform, and the nuances of working on a multi-tenant platform. You’ll then examine common techniques for designing solutions in Apex. These activities will culminate in an exercise building a complex trigger that takes advantage of the declarative aspects of the platform. You will get hands-on experience writing Visualforce pages to customize your user interface

Who should take this course?

This course is designed for programmatic developers who are new to the Salesforce platform, who need to be able to write programmatic customizations to both the business logic and user interface layers using Apex and Visualforce.

When you complete this course, you will be able to:
  • Create and modify objects using the declarative interface
  • Write business logic customizations using Apex triggers and classes. Those customizations will use SOQL and DML.
  • Design programmatic solutions that take advantage of declarative customizations
  • Describe how your trigger code works within the basics of the Save Order of Execution
  • Describe some of the fundamental aspects of designing programs on a multi-tenant platform
  • Write Visualforce markup and code to customize the user interface
  • Use the built-in testing framework to test Apex and Visualforces
Lessons and Topics

Objects and Fields

  • Describe the capabilities of objects on the Salesforce platform
  • Create a custom object
  • Create custom fields
  • Create relationship fields


Work Effectively with Custom Objects and Fields

  • Create formula fields
  • Create roll-up summary fields
  • Describe the capabilities of record types


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 to Query 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


DML Essentials

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


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 and Apex Transactions

  • 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 variables


Testing Essentials

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


Testing Strategies

  • 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


Strategies for Designing Efficient Apex Solutions

  • Determine your code coverage percentages
  • Create tests using best practices


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


Creating Visualforce Pages

  • 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


Exploring the View and Controller Layers of Visualforce

  • Create a Visualforce page
  • Display related data
  • Invoke standard controller actions


Working with Custom Controllers and Controller Extensions

  • Create controller extensions
  • Create a custom controller
  • Work with properties
  • Use PageReferences
  • Invoke custom methods in Visualforce pages


Working with List Controllers and SOSL Queries

  • Use a standard list controller in a Visualforce page
  • Create a SOSL query
  • Create a custom list controller


Visualforce Development Considerations

  • Determine whether a declarative solution exists for your requirements
  • Describe common governor limit issues and security concerns
  • Describe Visualforce strategies Testing Visualforce Controllers
  • Describe how a Visualforce controller interacts with the view
  • Write tests for controller constructors
  • Write tests for action methods, getters, setters, and properties
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