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Salesforce & Force.com for Technology Leaders
Overview:

Stony Point developed this class specifically for technology managers and executives.

This class is delivered by a senior instructor with many years of real-world Salesforce experience. The instructor will cover all the basic administration and development concepts within Salesforce in addition to sharing real-world experiences and best practices.

The class presents a broad range of topics at the right level of detail for a technology leader who may not actually develop in Salesforce but would benefit from a general overview of Salesforce and Force.com; an introduction to the general user interface; and an understanding of the object model; search; the Force.com architecture; Model, View, and Controller; Apex and Visualforce; and uses of the platform.

Audience:

People who manage Salesforce or Force.com developers and administrators, executives involved in the strategy around implementing Salesforce or Force.com, and IT leaders who need to understand the impact of Salesforce or Force.com on their business. Architects who will not be directly working with Salesforce.com would also benefit from this class.

Course duration:

3 days

Course outline:

Day 1
  • Agenda and course overview
  • Salesforce.com overview
    • General overview
    • General user interface
    • object model
    • Search
    • Force.com architecture
    • Model, view, controller
    • Apex and Visualforce
    • Uses of the platform
  • Software development lifecycle
  • Project management strategies
  • Licensing
  • Organization settings
    • Locale, language, time zone
    • Fiscal year
    • Multi-currency/advanced multi-currency
  • System security
    • Users
    • Network security/activation
    • Login history
    • Profiles
    • Permission sets
    • Delegated administration
  • Record security
  • Record ownership/full access
    • Organization-wide defaults
    • Role hierarchy and roles
    • Sharing rules
    • Manual sharing
    • Account teams
    • Opportunity teams
    • Queues
    • Case teams
    • Apex Sharing
    • Territory management
Day 2
  • Customization
    • Custom fields
    • Picklists
    • Controlling and dependent picklists
    • Formula Felds
  • Field level security
  • Customization
    • Page layouts
    • Record types
  • Sales cloud
    • Opportunities
    • Products and price books
    • Product schedules
    • Quotes
  • Sales productivity tools
  • Field history
  • Service cloud
    • Cases
    • Solutions
    • Knowledge
    • Case assignment rules
    • Case auto-response rules
    • Email to case
    • Web to case
    • Live Agent
    • Escalation rules
    • Entitlements
    • Service contracts
    • ITIL
  • Ideas
  • Answers
  • Visual workflow
  • Chatter
  • Object relationships
  • Lookup and master detail fields
  • Rollup summary fields
  • Lookup field filters
  • Custom objects
  • Custom tabs
  • Custom apps
  • Setup audit trail
  • Home page configuration
  • Automation
  • Debugging
  • Data validation
Day 3
  • Workflow
    • Workflow actions
    • Email templates
    • Time based workflow
  • Approval processes
  • Salesforce record IDs
  • Import Wizards
  • Data loader
  • Mass transfer
  • External IDs
  • Mass delete
  • Weekly data export
  • Data migration best practices
  • Marketing cloud
    • Marketing relationships
    • Leads
    • Lead conversion
    • Web to lead
    • Lead assignment rules
    • Lead auto-response rules
    • Campaigns
      • Campaign members
      • Campaign influence
    • Social contacts
    • Social listening
    • Social hub
    • Salesforce for Twitter and Facebook
  • List views
  • Reports overview
    • Reports security
    • Report folders
    • Reports terminology
    • Tabular reports
    • Summary reports
    • Matrix reports
    • Join report
    • Dates
    • Report filters
    • Report charts
    • Bucket fields
    • Custom summary fields
    • Custom report types
    • Scheduling reports
  • Dashboard overview
    • Pre-built dashboards
    • Running user
    • Scheduling dashboards
  • Content
  • Partner portal
  • Customer portal
  • Salesforce communities
  • Force.com sites
  • Performance optimization
  • Deployment and change management
    • Metadata API
    • Packages
    • Change sets
  • User adoption
  • Session wrap-up

Please contact your training representative for more details on having this course delivered onsite or online

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