Lesson 1: Introduction ,Report Builder, Various types of Reports
o Introducing to Salesforce analytics
o taking data-driven actions with the right insights into the right analytics.
o Understanding Report Builder – visual Editor for Reports, working with Report Fields and Filters.
o Choosing the right format for Reports – Tabular, Summary, Matrix, Joined
o understanding how to capture all data needed
o ways of making it simple to represent the data.
Lesson 2: Conditional Highlighting, Matrix Report
o Working with conditional highlighting in Charts
o importance of conditional highlighting for quick analysis and processing of data.
o The advantage of Matrix Report compared to Summary Report, grouping rows and columns based on specific fields
o learn how one dimensions works in relation to another.
Lesson 3: Parental Group Val And Matrix Report Hands-on
o Using the function Parental Group Val for calculating value relative to a parental grouping.
o Working with Matrix Reports hands-on for row grouping as well as column grouping in order to reveal additional business insights.
Lesson4: Joined Reports And Custom Reports
o The concept of Joined Reports, data from multiple standards or custom Reports
o rules for creating and working with Joined Reports.
o Creating a Custom Report, the rules of creating a Custom Report, managing Custom Reports and customizing it to meet specific organizational needs.
Lesson 5: Report Scheduling And Dashboard
o Scheduling the Report to run it weekly, daily, monthly depending on the need, sharing it with a group, scheduling it for the entire group, setting up frequency, time and duration.
o Working with the Salesforce Dashboard
o creating, editing, deleting of Dashboard for providing graphical view of data in reports.
Lesson 6: Dashboard hands-on And Visualforce Page Standard Controller
o Create custom Dashboard in Salesforce
o working with layout design manager, drag and drop features, creating Reports, populating Charts with data, understanding Salesforce data architecture.
o Introduction to Visualforce interface framework
o associating a Standard Controller to a Visualforce Page.
Lesson 7: Development Mode, Component Reference
o Understanding the importance of Visualforce Development Mode to build Visualforce pages
o added function related to page views
o page markup editor.
o Creating a component and giving attribute descriptions to access Component Reference of all components.
Lesson 8: Global Variables and Formulas, Standard Controller
o Understanding Salesforce Global Variables
o accessing dynamic data, learning about Visualforce expressions
o various formulas used like- process, flow and workflow.
o Understanding Standard Controller object
o the Standard Controller methods and Standard Controller Constructors.
Lesson 9 Page Block, View State and Command Button, Standard List Controller
o Understanding View State and its components
o learning Page block titles
o assigning images and logos,
o Command Button for submitting, resetting, depending on specific values.
o Creating Visualforce pages that can act on a set of records or displays
o various objects with which Standard List Controllers can be used and associating it with a Visualforce page.
Lesson 10: Tabular Reports And Summary Report
o Different types of Salesforce Reports – Tabular, Summary, Matrix, Joined, learning to create Tabular Report, used for contact mailing lists, activity reports, simplest and fastest way to look at data, similarity with spreadsheet.
o Introduction to Summary Report
o work with Report Builder to create and customize Summary Reports
o grouping rows of data, views, subtotals and creating charts
o learning to use as source for dashboard components
o creating a hierarchical list
o Summary Report with no groupings looks like a Tabular Report.
Lesson 11: Dashboard And Visual Workflow
o Salesforce Dashboard to visualize Report data graphically
o learn how it is used by Salesforce Developers, Admin, Analysts & BI professionals
o deploying Dashboard for getting snapshot of key metrics and performance indicators
o working with Dashboard Builder
o ‘Run Reports’ and ‘Manage Dashboards’ user permissions to create Dashboards
o configuring the Dashboard to specific needs of organizations.
o Understanding Visual Workflow
o automating business processes
o building flows and distributing across systems and users
o executing logic and interacting with Dashboard
o working with Cloud Flow Designer to build Salesforce Visual Workflow
o difference between Workflow and Visual Workflow
o implementation of Visual Workflow.
Lesson 12: Process Builder And Deployment Process
o Process Builder lets you automate processes using graphical representation
o criteria for automating Process Builder
o working with the Process Builder User Interface
o adding logic in Process Builder
o using drag-and-drop features
o creating processes using Process Builder
o designing entire process in one place instead of using multiple workflow rules.
o Understanding the Deployment to Production process
o the various tools and processes involved
o studying the various do’s and don’t, the staging environment for doing test deployment
o guidelines and best practices in Deployment to Production
o working in the Sandbox Environment in Salesforce
o types of packages in Salesforce – managed and unmanaged, the distribution of Salesforce Packages.