Objects in Salesforce

• Types of objects available in salesforce

• Standard Objects

• Custom Objects

• Use of Standard Objects and Custom Objects in Salesforce

• Difference between standard and custom object

• Limitations of Standard Objects

Tabs in Salesforce

• Introduction to tab

• Assigning tab to object

• Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs

Intro on various Data Types/Fields

• Various data type fields creation

• Standard Data types

• Read only Data types

• Relational Data types

• Roll-Up Summary Fields and its features.

• Limitations of Roll-up Summary Fields

• Required, External Id, Default Value and Unique fields

Object Relationships

• Introduction to Relationships

• Need of Relationships in salesforce

• Brief on Types of relationship

• Master-Details, Lookup, Self-relationship, External lookup relationship, Indirect lookup relationship, Many-to-many relationships (Junction object), Hierarchical relationship

• Deep in to Junction object

• Use of Junction object.

• Difference between master-detail and lookup relationship How to convert lookup to master details and vice Versa.

Defining Workflows

Workflow Rules

Types of evaluation criteria in Workflow rules

Introduction to Approval Process

Understanding Approval steps, Approval actions, Rejection actions

Introduction to process builder and its action

What is the difference between workflow and process builder

Workflow Actions

• Email Alert

• Task Create

• Field Update

• Outbound Message

Difference between Evaluation Criteria and Rule Criteria

Workflow Vs Trigger

Email Templates Overview

Email Templates for Email Notifications

Sending Email Templates

• Sending Single emails

• Sending Mass emails.

Types of Templates

• HTML (Using Letter Head)

• Custom HTML (without using letter head)

• Visual force Email Templates

Understanding of formula fields

Purpose of formula field

Types of formula field in salesforce

Text/Logic/Math/Date functions & Other popular functions

Introduction to cross object formula

What is the need for object formula

Introduction to validation rule, Need, and Various popular functions

What is the difference between the formula field and Rollup summary in Salesforce

Page Layouts

• Defining Page layouts

• Field order changes

• Adding custom buttons and links

• Defining required and read only fields

• Adding related list

• Adding Sections in Detail page

Record Types

• To create and maintain record types for your organization.

• Display different page layouts and picklist values based on record types.

• Uses of Record Types

Field Dependencies

• Controlling field/Dependent field

• Making dependent pick list fields

• Limitations