beenaIT Academy

Salesforce Administration

1. Creation of company profile
- creating Company Profile
- Setting Fiscal Year
- Setting Business Hours
- Setting Holidays
- Setting Language
- Identifying Edition
Salesforce Organization Security
- Organization and Data Access Overview
- Login Hours, IP Restrictions, and Session Settings
- Password Policies
- Salesforce Auditing
- Salesforce Identity and MFA
Salesforce Apps, Tabs, Data model, Objects, Fields
- SFDC Application – How to start
- Different Apps in salesforce
- Custom Application creation
- Different Tabs in salesforce
- Custom Tab creation and various ways
- Different type of objects in salesforce.
- What is the difference b/w standard and custom Object.
- Customize standard objects
- Custom Object creation
- Fields creation with different field types
- Field Dependencies
- Global value set
- Field History Tracking
4. Operators, Formulas, Rules and Functions
- Different Logical Operators, Formula Fields and Cross Object Formula.
- Validation Rules.
- Date, String & conditional Functions.
5. Exploring Relationships
- Understanding of Relationship
- Create Relationship
- Adding Fields
- Lookup Relationship
- Master-detail Relationship
- External lookup Relationship
- Self-Relationship
- Rollup summary fields
- Many-to-Many Relationship
- Hierarchical Relationship
- Record Types
- Picklists
- Validation Rules
6. Security and Sharing
- Different type of salesforce licenses
- Creation of
- Users
- Role Hierarchy
- Profiles and Permission Set
- Delegated Administrator Setup
- Difference between Profile & Role
- Organization Wide Default [Sharing Settings]
- Sharing Rules
- Manual Sharing
- Different type of record sharing
- Profile & Role Level Security
- Public Groups
- Queues
7. Business Process Automation in Salesforce
- What is Workflow
- Types of workflows
- Different actions in workflow
- Time-triggered workflow
- What is Email Template
- Type of Email Templates
- Creation of Email Templates
- What is Process Builder
- Type of actions in process Builder
- Difference b/w workflow and Process builder.
- What is flows
- Type of Flows
- Different type of actions in flows
8. Tools and Data Migration Tools
- Install Data loader
- Data Loader actions
- Insert
- Update
- Upsert
- Delete
- Hard Delete
- Export
- Export All
- DataLoader.io
- Working with Workbench
- Working with Import Wizard
9. Reports and Dashboards
- Introducing Reports
- Build a Report
- Run and Then Read a Report
- Share a Report
- Report Limits etc.
- Working with Different Types of Report
- Summary Report,
- Tabular Report,
- Joined Report and
- Matrix Report
- Report Types
- Introducing Dashboards Component Types
- Chart
- Gauge
- Metric
- Table
- Introducing Custom Report Types
10. Salesforce App Exchange & Packaging
- AppExchange Overview
- Finding and Selecting an App
- Installing an App
- What is Package
- What is Managed Package
- What is Unmanaged Package
- Diff. b/w Managed and Unmanaged Package
- How to Create package in Salesforce
- How to add components to Package etc.
11. Deployment
- Overview of deployment
- Various ways of Deployment steps
- What is package.xml
- Inbound and Outbound Change Set
- ANT Tool
- Workbench
- GIT
- Flosum etc.
12. Chatter
- Chatter
- Feed Tracking
- Public, Private, Broadcast Group
13. Reports and Dashboards
- Introducing Reports
- Build a Report
- Run and Then Read a Report
- Share a Report
- Report Limits etc.
- Working with Different Types of Report
- Summary Report,
- Tabular Report,
- Joined Report and
- Matrix Report
- Report Types
- Introducing Dashboards Component Types
- Chart
- Gauge
- Metric
- Table
- Introducing Custom Report Types

Salesforce Development

1. Introduction to Salesforce Development
- Overview of Salesforce Development & Concepts
- Understanding Salesforce Architecture
- Declarative vs. Programmatic Changes and Customizations
- Application Development Tools in Salesforce
- Install Visual Studio Code
2. Apex Overview
- Introduction to Apex
- Apex Development Process
- OOP’s concepts
- Create Apex Class
- Access Modifiers
- Data Types
- Apex Class Variables and Methods
- Class Constructors
- System Classes and Methods – Date, String, Database etc..
3. Working with Apex and Data - SOQL & SOSL
- Force.com in Query language
- Understanding Salesforce Object Query Language (SOQL)
- Understanding Salesforce Object Search Language (SOSL)
- Relationship Queries
- Aggregate Functions
- Dynamic SOQL and SOSL
- System Classes and Methods
- Bulk Data Operations with Apex
4. Collections
- Overview of Salesforce Collections
- Typs of Collections
- Understanding Of List
- Understanding Of Set
- Understanding Of Map
5. DML Operations
- Apex Data Manipulation Operations (DML)
- Insert Statement
- Update Statement
- Upsert Statement
- Delete Statement
- Undelete Statement
- Merge Statement
- System Class and Methods
- Understanding of Database.SaveResult
6. Salesforce Apex Triggers
- Overview of Triggers
- Types of Trigger
- Before Triggers
- After Triggers
- Understanding Trigger Events
- Type Of Trigger Context Variables
- Handling Recursion in Triggers
- Diff. b/w Trigger.new vs Trigger.newmap
- Diff. b/w Trigger.old vs Trigger.oldmap
- Handling Recursion in Triggers
- Restrict Save Operations with addError()
- Trigger Helper Class Pattern
- Apex Trigger Best ractices
- Bulkified Triggers
7. Exception Handling and Debugging in APEX
- Exceptions
- Exception Statements
- System-Defined Exception
- Exception Methods
- Catching Different Exception Types
- Custom or User-Defined Exception Handling
- Debugging Using Debug Logs
- Anonymous Blocks – Another Debugging Tool
8. Apex Governor Limits & Annotations
- Overview of Apex Governor limits
- Understanding of Governor Limit Issues
- Apex code best practices
- How to overcome the Governor limit issues
- Understanding of Apex Annotations
- Different type of Annotation
- Uses of each annotation
9. Asynchronous Apex
- Understanding Of Asynchronous Apex
- Overview of @Future
- Batch Apex:
- Overview of Batch Apex
- Batch Class Methods
- How to run Batch class
- Diff b/w Stateful and Stateless
- Batch class Interfaces and uses
- Schedule Apex:
- Overview of Schedule Apex
- Types of Scheduling
- Salesforce User Interface
- Using Apex Code
- Apex Jobs
- What is Cron variable
10. Apex Test Classes
- Understanding of Code Coverage
- Overview on Test classes
- Test class Best Practices
- StartTest and StopTest
- Test Class on Apex class
- Test Class on Batch APEX
- Test Class On Schedule Apex
- Test Class on Triggers
11. Advance Development Concepts
- Apex Email Services
- Inboud Messaging
- Use of Developer Console

Visualforce Page

1. Creation of Visualforce Pages
- Create VF Using URL
- Create VF Using Developer Console
- Create VF Using Standard Navigation
- Create VF Using VS Code
3. Visualforce Framework
- Purpose of Visualforce
- Visualforce Concepts
- Visualforce Components
- Overriding Buttons, Links and Tabs with Visualforce Page
- Create Static Resources and Using in Visualforce page
- Comparison with HTML
- Standard Controllers
- Cascading Style Sheets
- Custom Controller
- Controller Extensions
- Controller Methods
- Action
- Getter
- Setter
- Hide and Show in Visualforce page
- Error message in Visualforce page
- Try Catch block
- Usage of CSS in Visualforce page
- Usage of Javascript in Visualforce page

Salesforce Business Analyst

1. Requirement Gathering Skills
- Ways of requirement gathering which includes workshop, whiteboard sessions, storytelling, functional specifications
2. Requirement Elicitation
- Requirement grooming and playback
3. Defining User Stories and Acceptance Criteria
4. Story Point Estimation
- Tshirt sizing
- Planet sizing
- Poker Cards/Fibonacci Series
5. Backlog Creation/Backlog grooming
6. Sprint Planning
7. Burn Down/Burn Up/Kanban
8. Sprint Retrospection
9. Documentation
- Business Requirement Document
- Functional Requirement Document/Functional Specification
10. Training Document
11. User Manuals
12. Data Migration and Approach Documentation
13. Project Closure Documents

Salesforce Marketing Cloud

1. Email Studio
- Administration
- Subscribers
- Lists
- All Subscribers List
- Exclusion List
- Publication Lists
- Suppression Lists
- Data Extensions
- Create & Send an Email –Live Example
- Classic Content
- Types of Sends
- Send Logging
- A/B Testing
- Tracking
- Triggered Sends
- Use-case and examples
2. Contact builder
- Data Extensions
- All Contacts
- Data Sources
- Imports
- Data Designer
- Contact Deletion
- Best Practices
3. Content builder
- Emails
- Templates
- Content Blocks
- Code Snippet
- Best Practices
4. Mobile & Analytics Studio
- Mobile Connect
- Administration
- Import & Manage Contacts
- Messages
- Mobile Push
- Notifications
- Analytics Builder
- Reports
- StandardReports
- Discover
5. Automation studio
- Create and Schedule an Automation
- Automation Studio Activities
- SQL Query Activity
- SQL Queries – examples
- Data Views& its usage
- Send Email Activity
- Import File Activity
- File Transfer Activity
- Script Activity
- Data Extract Activity
- Wait Activity
6. Web Studio
- Landing Pages
- Smart Capture Form
- Examples and use-cases
- Microsites
- Code resource
7. Journey Builder
- Journey Creation – Live Example
- Journey Templates
- Journey Entry Sources
- Data Extension
- Audience
- Salesforce Data Events
- Events
- Journey Canvas Activities
- Wait Activity
- Send Email Activity
- Decision Splits
- Engagement Splits
- Random Splits
- Joins Activity
- Update Contact Activity
- Sales and Services Cloud Activities
- & examples
- Goals
- Journey Settings
- Journey Testing
- Journey History & Reports
- Administration
- Real Time scenarios and errors
- Best Practices
8. Marketing Cloud Connect
- Installation steps
- Use Cases
- Email sends
- Journey Builder Integration
- Journey Builder Salesforce Entry sources
- Journey Builder Sales & Service cloud activities
- Synchronized Data Sources
- Real Time scenarios and errors
- Troubleshooting
- Capture API logs
- Capture Salesforce Logs
- Best Practices
9. AMP Script
- Live examples
- Real time Use cases
- How to use Ampscript in Emails
- How to use Ampscript in SMS & Push Messages
- How to use Ampscript in Cloud Pages
- Commonly used functions
10. API
- API
- Overview
- WSDL and Endpoints
- Live examples using SOAP UI tool
- Real time Use cases
- REST API
- Overview
- API App creation
- API endpoints
- Live examples using POSTMAN tool
- Real time Use cases

Salesforce CPQ

Salesforce CPQ
1. Introduction to CPQ
- Introduction to Salesforce CPQ Manage Package.
- How to configure and Grant permission to Salesforce CPQ.
- Salesforce CPQ process Flow.
- Quote Line Editor Overview.
- Package Settings Overview.
2. Salesforce CPQ Products
- Non- Subscription/One-Time/Standalone Products
- Subscription Products
- MDQ Products
- Usage-based Products
- Bundle Products
- Perpetual Products
3. Salesforce CPQ Lifecycle
- Creating Product
- Pricebook
- Pricebook entry
- Creating an Account
- Contact
- Opportunity
- Quote
- Quote Document Generation
- Order
- Contract
- Asset
4. Pricing Methods in Salesforce CPQ
- List Price
- Cost Price
- Block Price
- Percent of Total
5. Prorate Precision
- Prorate Multiplier
- Proration Methods and Formulas
6. Bundle Configuration
- Product Bundle Settings
- Creation of Bundle header, Features and Product Options
- Nested Bundle
- Option Constraints
- Attributes (Configuration, In-Line, Global)
7. Product Rule
- Alert Product Rule
- Validation Product Rule
- Selection Product Rule
- Filter Product Rule
8. Price Rule
- Price Rule creation
- Updating custom fields using Price Rules
9. Summary Variable and Lookup Queries
- Summary variable creation
- How to use Summary variable in Product and Price rules
- Lookup queries creation
- How to use lookup queries in Product and Price rules
10. Discount Schedule
- Slab Discount Schedule
- Range Discount schedule
- Discount schedule with Block Pricing
11. Price Waterfall
- How different pricing fields relate to each other.
- Unit price VS Total Price
- How to override Price Waterfall
12. Calculation Sequence in Salesforce CPQ
- Calculating field set
- CPQ quote calculation stages.
- Disable real-time Calculation for quotes.
- Enable Asynchronous Calculation for Quotes
13. Twin Fields and Special Fields in Salesforce CPQ
- Mapping custom fields between Objects.
- Different Special fields in Salesforce CPQ.
- Use case scenarios for Special fields.
14. Quote Document Generation
- Overview of Quote Document
- Quote template creation
- Type of Template Content
- Additional Document
- Document File format and permissions
- Dynamic output display
15. Custom Action
- Custom action creation
- Search filters
- Use cases for Custom Action and Search Filters
16. Guided Selling
- Quote Process
- Process Input
- Process Input Condition
- Real life Example of Guided Selling
17. Contracts, Renewal & Amendments
- Introduction to Contracts
- Renewal Model
- Amendment Process
- Renewal Process
18. Contacted Pricing
- Setup contacted price on Accounts.
- Considerations for Contacted Pricing
- Automatically create Contracted pricing
19. Order Management in Salesforce CPQ
- Salesforce CPQ orders
- Order Package Settings
- Group Orders on Quote
20. Advance Approvals
- Advanced Approvals New Introduction
- Advanced Approvals Enable Quote
- Advanced Approvals Email Templates
- Advanced Approvals Email Services
- Advanced Approvals Set Up Rule
- Advanced Approvals New Smart
- Advanced Approvals Dynamic Approvers
- Advanced Approvals Delegating Approvers
- Advanced Approvals Replacing Approvers
21. E-Signature Integration
- E-signature implementation
- Send Quote documents to customers to Sign.
22. CPQ data Migration and Deployment
- Data Migrations techniques and best practices
- Deployment tools
- Deployment best Practices
23. Salesforce CPQ Certification Assistance
- Data Migrations techniques and best practices
- Deployment tools
- Deployment best Practices

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