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Salesforce Master’s Certification Training

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Table of Contents

1. About the Program

2. About Intellipaat

3. Key Features

4. Career Support

5. Why take up this course?

6. Who should take up this course?

7. Program Curriculum

8. Project Work

9. Certification

10. Intellipaat Success Stories

11. Contact Us

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About the Program

Our Salesforce certification master's program will let you gain complete proficiency in

Salesforce. We provide the best online classes to help you learn Salesforce App Builder,

Administration, Advanced Developer, application design, security, automation, dashboard,

and report. As part of this training, you will work on real-world projects.

About Intellipaat

Intellipaat is one of the leading e-learning training providers with more than 600,000

learners across 55+ countries. We are on a mission to democratize education as we

believe that everyone has the right to quality education.

Our courses are delivered by subject matter experts from top MNCs, and our world-class

pedagogy enables learners to quickly learn difficult topics in no time. Our 24/7 technical

support and career services will help them jump-start their careers in their dream

companies.

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Key Features

50 HRS INSTRUCTOR-LED

TRAINING

40 HRS SELF-PACED TRAINING

80 HRS REAL-TIME

PROJECT WORK

LIFETIME ACCESS

24/7 TECHNICAL SUPPORT INDUSTRY-RECOGNIZED

CERTIFICATION

JOB ASSISTANCE THROUGH

80+ CORPORATE TIE-UPS

FLEXIBLE SCHEDULING

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Career Support

SESSIONS WITH INDUSTRY MENTORS

Attend sessions from top industry experts and get guidance on how to boost

your career growth

MOCK INTERVIEWS

Mock interviews to make you prepare for cracking interviews by top employers

GUARANTEED INTERVIEWS & JOB SUPPORT

Get interviewed by our 400+ hiring partners

RESUME PREPARATION

Get assistance in creating a world-class resume from our career services team

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Why take up this course?

The global CRM market is projected to reach US$48.4 billion in 2 years – Strategyr

Salesforce leads the CRM market with a 19.7% of market share – Gartner

A Salesforce Administrator in the United States can earn US$82,000 – Indeed

Get comprehensive training in Salesforce Administration and Security through Intellipaat.

Salesforce is the world’s favorite customer relationship management tool and is being

deployed by some of the world’s biggest companies. This training can help you get jobs in

administration and security departments in major companies for a very high pay scale.

Who should take up this course?

System Administrators, Software Developers, Architects, and Security Analysts

Those aspiring for a Salesforce career

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Program Curriculum

Salesforce Master’s Training Course Content

Salesforce Administrator and App Builder Training Course Content

SALESFORCE FUNDAMENTALS

1.1 Introduction to Salesforce

1.2 Overview of Salesforce and its editions

1.3 Home page customization

1.4 User management

1.5 Apps creation

1.6 Core CRM objects capabilities

1.7 Declarative customization boundaries

1.8 Programmatic customization use cases

QUOTE TEMPLATES: PREVIEW, CREATE, & ACTIVATE

2.1 Introduction to quote templates

2.2 Quote record creation, its template, and quote PDF

FIELD TYPES & SALESFORCE OBJECTS

3.1 Field types overview

3.2 Standard fields modification

3.3 Creation of auto-number, formula, roll-up summary, lookup, master-detail,

and checkbox fields

3.4 Creation of number, currency, and percent fields

3.5 Creation of geolocation, phone, and email fields

3.6 Creation of date and time fields

3.7 Creation of text and text area fields

3.8 Creation of URL and encrypted fields

3.9 Salesforce objects introduction

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3.10 Components, standard objects, and their modification

3.11 External objects and the creation of custom objects

CREATION OF CUSTOM BUTTONS, LINK UNITS, & ACTIONS

4.1 Creation of buttons, links, and actions overview

4.2 Creation of new records with actions

4.3 Call logging with actions

4.4 Record updating

4.5 Creation of custom buttons and custom links, etc.

SALESFORCE WORKFLOW, SCHEMA BUILDER, & PROCESS BUILDER

5.1 Overview of visual workflow, schema builder, and process builder

5.2 Creation of a visual flow

5.3 Modification of the existing workflows

5.4 Creation of a process

5.5 Field creation in the schema builder

VALIDATION & WORKFLOW RULES

6.1 Overview of validation rules and their creation

6.2 Creation of formulas

6.3 Creation of error messages

6.4 Overview of workflow rules

6.5 Creation of workflow rule, field update, task assignment, and email alert

CREATION OF ROLE HIERARCHY

7.1 Overview of the role hierarchy

7.2 Creating:

Roles

Groups

Permission sets

7.3 Enabling field history

7.4 Assigning roles to users

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SALESFORCE DATA SECURITY MODEL

8.1 Restricting logins

8.2 Object access determination

8.3 Record access configuration

8.4 Creation of role hierarchy

8.5 Record access exceptions

SALESFORCE USER PROFILES

9.1 Profiles introduction

9.2 Overview of standard profiles

9.3 Page layout assigning

9.4 Settings:

Custom app and its access

Tab

Record type

9.5 Permissions:

Administrative

General user

Standard object

Custom object

9.6 Password guidelines

9.7 Session timeout, hours of log in, and IP ranges

9.8 Field-level security

9.9 Access of Apex and Visualforce

SALESFORCE REPORTING & DASHBOARDS

10.1 Reports introduction

10.2 Report formats

10.3 Creation of:

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Leads report

Contacts

Accounts report

Opportunity report

Charts

Scheduling report

Campaign report

Report formula

10.4 Using reports to add leads to a campaign

10.5 Report exporting to Excel

10.6 Dashboards introduction

10.7 Dashboard:

Creation and refreshing a dashboard

Modifying columns

Adding a filter

Adding reports

Interfaces

10.8 Access management

10.9 Dynamic dashboards configuration

10.10 Report builder activation on profiles

DATA MANAGEMENT IN SALESFORCE

11.1 Data management introduction

11.2 Importing:

Leads

Contacts

Accounts

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11.3 Installation of data loader

11.4 Mass delete

11.5 Records

Importing with data loader

Exporting with data loader

Updating with data loader

Deleting with data loader

11.6 Addition a field to schema builder, etc.

APPEXCHANGE

12.1 AppExchange introduction and overview

12.2 Finding:

App

Developer

Consultant

DEPLOYING A CHANGE SET

13.1 Change set introduction and its deployment

13.2 Change sets:

Inbound

Outbound

13.3 Deployment:

Settings

Status

13.4 Eclipse IDE

USER INTERFACE IN SALESFORCE

14.1 User Interface Introduction:

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General Options

Sidebar Options

Calendar Options

Name Settings

Setup Options

UI COMPONENT DYNAMIC UPDATING

Dynamically updating UI components, JavaScript controller actions for firing

events in the Lightning component framework, and event declaration using the

aura:event tag in a .evt resource

EVENT HANDLING

Event-driven programming using JavaScript, Java Swing, the component event

and the application event, and writing handlers in JavaScript controller actions

SERVER-SIDE CONTROLLER

Creating server-side controller in Apex, @Aura Enabled annotation, annotation to

enable client and server-side access to the controlled method, and calling a

server-side controller action from a client-side controller

HANDS-ON EXAMPLE OF SERVER-SIDE CONTROLLER

A real example of deploying a server-side controller by pulling data from the

opportunity object, creating a client-side controller to invoke the server-side

controller, and passing the returned value to components

MOBILE

Describing the declarative customization options available for the Salesforce

Mobile App user interface

APP DEVELOPMENT

Milestones and considerations when managing the application life cycle, use

cases and considerations when using the various types of sandboxes, the

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capabilities when using change sets, and the use cases of unmanaged

Packages.

Salesforce Platform Developer I and II Course Content

MVC ARCHITECTURE OF SALESFORCE

Introduction to Salesforce, understanding the MVC architecture, overview of

Salesforce Platform Developer I and II, the Visualforce MVC model, defining

collections and sets, declaring a set and using in operation, the list method in

Salesforce, and understanding maps

INTRODUCTION TO JAVASCRIPT

Using JavaScript in Visualforce pages, deploying Salesforce Object Query

Language, using Query Editor for editing queries, working with iterators on

multiple objects, and generating a query

SALESFORCE APEX DATA

Understanding Salesforce Apex language, Apex data types, introduction to Apex

triggers, importance of triggers, trigger: before and after use cases, types of

triggers, trigger operations, the trigger context, writing triggers, generating error

messages, and old and new triggers

TRIGGERS OVERVIEW

Various scenarios in which triggers can be fired, understanding insert trigger and

update trigger, working with after update and after insert triggers, relationship

between accounts, contacts, and opportunities in Salesforce, updating account

records, mapping account IDs, and comparing Trigger.newmap and

Trigger.oldmap

INTRODUCTION TO WRAPPER CLASSES

Understanding Salesforce wrapper classes, various class methods and data

structures, properties of wrapper classes, test classes in Salesforce, and

executing Apex class

UNDERSTANDING DEVELOPER CONSOLE

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Introduction to Salesforce Developer Console, the IDE for creating, testing, and

debugging applications, checking and executing Salesforce test classes, making

changes in classes, working with the Eclipse platform and plugin, and scheduling

a custom-level class

STANDARD/CUSTOM CONTROLLER

Standard and custom controllers in Salesforce, the concepts and differences

between the two, working with standard controller, validation rules and controller

actions, building a custom controller, designing a new Visualforce page and an

account, HTML tags in Salesforce, and learning Apex programming

UNDERSTANDING STANDARD CONTROLLER

Deep dive into standard controllers, learning about Salesforce objects: standard

and custom objects, creation of new Apex page in accounts using programming,

extending the controllers, understanding Debug and Apex Debug log, the

Apex:param tag, output link and Apex:command link, and defining the rendered

function

EXCEPTION HANDLING IN APEX

Understanding how to handle error exceptions in coding, working with standard

and custom objects, setting up the master-detail relationship, designing a custom

controller with coding, creating wrappers, statement updating, and understanding

the try and catch function for exception handling in Apex

SALESFORCE LIGHTNING

Salesforce Lightning, collection of tools and technologies, modern user interface

for speed optimization, Lightning Experience, building reusable components to

customize Lightning Experience, and Salesforce1 Mobile App

SALESFORCE1 LIGHTNING PROCESS BUILDER

Introduction to Salesforce1, action layouts for Salesforce1, Lightning Process

Builder, creating a process using visual layout, create the whole process rather

than using multiple workflow rules, and the process of working together in one UI

for different users

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SALESFORCE ACCOUNT SIGN-UP

Two types of free accounts, the lifetime free developer account, the 30-day trial

production account, understanding how to sign up for the lifetime free developer

account, and account creation at https://developer.force.com

SALESFORCE DOMAIN SIGN-UP

Creation of custom domain in Salesforce, defining the custom domain name for

an organization at https://<myDomain>.lightning.force.com, testing the domain,

event-driven lightning framework, Aura framework, deploying the domain, using

Developer Console, and creating Lightning components

USING HTML & CSS STYLE

Using CSS and HTML for styling Lightning components, referencing components

in the Lightning app, creating a CSS file in Developer Console, linking to the

Lightning component, and uploading an external style sheet to a static resource

COMPONENT ATTRIBUTES

Understanding what attributes are, member variables in Apex Class, typed fields

on a specific instance of a component, referencing from within a component’s

markup using expression syntax, making components dynamic with attributes,

and using the aura:attribute> tag to add attribute to the component or to the app

LIGHTNING FUNCTIONS

Understanding client-side controller, defining functions, binding to components,

passing values to functions and other JavaScript-based operations, defining an

attribute in an application, and referencing a component in the application

COMPOSITION OF COMPONENTS

Creating fine-grained components in larger components, fitting components

together, creating simple components such as c:LC and c:LC2, and creating the

wrapper component c:wrappercomp containing simple components

CONDITIONAL STATEMENTS

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The IF Else conditional statement, aura:if and isTrue expressions, and

instantiating components in either its body or the Else attribute

VALUE PROVIDERS

Accessing data using value providers, encapsulating related values together, and

the value providers for components v (view) and c (controller)

OUT-OF-THE-BOX COMPONENTS

Using out-of-the-box components for Salesforce1, Lightning Experience,

Lightning Apps, components belonging to different namespaces, Aura, Force,

forceChatter, forceCommunity, Lightning design system styling, Lightning

namespace components, and user interface

COMMON UI & UI NAMESPACE

Understanding common UI, using aura:component, UI components such as

ui:input and ui:output, easy handling of common UI, and component styling and

extension

UI COMPONENT DYNAMIC UPDATE

Dynamically updating UI components, JavaScript controller actions for firing

events in the Lightning component framework, and event declaration using the

aura:event tag in a .evt resource

EVENT HANDLING

Event-driven programming using JavaScript, Java Swing, the component event

and application event, and writing handlers in JavaScript controller actions

SERVER-SIDE CONTROLLER

Creating server-side controller in Apex, @Aura Enabled annotation, annotation to

enable client and server-side access to the controlled method, and calling a

server-side controller action from a client-side controller

HANDS-ON EXAMPLE OF SERVER-SIDE CONTROLLER

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A real example of deploying the server-side controller by pulling data from the

opportunity object, creating the client-side controller to invoke the server-side

controller, and passing the returned value to components

BUILDING LIGHTNING APPLICATION

Building a contact management app on the Lightning framework, uploading CSS

file and uploading it to the static resource for referencing in the application,

creating contact Controller Apex class, pulling data from contact and returning the

list of contacts, and designing a user interface by using HTML and CSS classes

provided in the Bootstrap style sheet.

Project Work

Salesforce Master’s Training Projects

Project 1: Real-time inventory management with Salesforce

Industry : Retail

Problem Statement : How to keep track of the inventory and product purchase in real-

time to keep products well-stocked

Topics : In this project you will work on the retail inventory management. You will deploy

real time tracking and analysis for the four different categories of product, inventory, sales

and customer. This is a multiple to multiple relationship, whenever a product is sold it has

to be replaced in the inventory. You will list the products bought by the customer, the

details of the customer and such other data.

Highlight :

Tracking customer information through various parameters

Updating inventory when a product moves out

Keeping track of products sold to customers.

Project 2 : Creating a Library Management System with Salesforce

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Industry : Education

Problem Statement : How to keep track of all books and ensure that requests for books

are met and books are returned on time.

Topics: In this project you will create a Salesforce library management system for keeping

track of all books, all the requests for books that are coming, searching for books based on

title, author or name of the book, giving the admin rights to the librarians to ensure that it is

a smooth and well-oiled machine.

Highlights :

Create a Salesforce Apex platform

Customization of Salesforce

Analyzing data with Reports.

Project 3 : Understanding Salesforce admin and developer concepts

Industry : General

Problem Statement : Familiarizing with the various Salesforce aspects

Topics : In this Salesforce project you will be introduced to the cloud computing scenario.

You will understand what the meaning of Salesforce Objects, user creation, dashboards

and reports, workflow in Salesforce, Process builder, validation rules and so on. Upon

completion of the project you will be well-versed in the domains of Salesforce development

and administration.

Requirements :

Extending access with Permission sets

Bulk export of data with Data Loader

Importing data with Import Wizard.

Project 4 – Building Lightning Application

Objective Building component to call client side controller function and handle data,

alternate method for pulling contact details based on ID, creating component to handle the

event, creating client side controller for binding user event and calling new Apex Controller

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method, adding fields to components, querying fields in the controller method and

displaying on the screen.

Project 5 – Developer Console

Objective – This project involves working with the Salesforce Developer console. The

Salesforce Developer Console is basically an integrated development environment that

includes a set of tools for creating, debugging, testing and verifying of applications in

Salesforce. Some of the tasks that you will be specifically working on are as below:

Executing test classes

Checking test class execution

Deploying change of classes

Learning about & deploying Eclipse

Scheduling of a particular class

Project 6

Domain – Cloud

Objective – Build a Lightning Component with Yelp’s Search API that displays a list of

businesses near a certain location

Project 7

Domain – Cloud

Objective – Build a simple conference management app with Apex and Visualforce

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Certification After the completion of the course, you will get a certificate from Intellipaat.

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Success Stories

Kevin K Wada

Thank you very much for your top-class service. A special mention

should be made for your patience in listening to my queries and giving

me a solution, which was exactly what I was looking for. I am giving you

a 10 on 10!

Sampson Basoah

The Intellipaat team helped me in selecting the perfect course that suits

my profile. The whole course was practically oriented, and the trainers

were always ready to answer any question. I found this course to be

impactful. Thank you.

Sugandha Sinha

Intellipaat's course instructors were excellent and well-versed with their

concepts. The support team solved all my queries within the promised

24 hours. They explained all topics and concepts well, and the course

material was updated and included videos, exercises, etc. I would highly

recommend Intellipaat to those who wish to excel in the IT field.

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CONTACT US

INTELLIPAAT SOFTWARE SOLUTIONS PVT. LTD.

Bangalore

AMR Tech Park 3, Ground Floor, Tower B, Hongasandra Village, Bommanahalli, Hosur Road, Bangalore – 560068 USA

1219 E. Hillsdale Blvd. Suite 205, Foster City, CA 94404 If you have any further queries or just want to have a conversation with us, then do call us.

IND: +91-7022374614 | US: 1-800-216-8930