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Salesforce Master’s Certification Training 1 | P a g e
Salesforce Master’s Certification Training
Salesforce Master’s Certification Training 2 | P a g e
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
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