Navigation

Tuesday, May 28, 2019

SuiteCRM Email Setting

1.     Log on to the SuitCRM using Admin Account
2.     After login to the SuitCRM click on the Admin menu under the user menu as shown below


3.     After click on the Admin the system will redirect into following screen.

4.     From the Above screen Click on the Email Setting, after click on the Email setting system will redirect into following screen.

5.     Based on the  Godaddy Email server setting update the above screen.(Sample godaddy email setting showed below)




6.     Updated  Godaddy Non-SSL Settings(Non Recommended)  shown below.

7.     After updating the Email setting, click on the “send test email” button on the above screen. After click on the send test email button the following popup screen will display.

8.     Enter your email address for notification, after enter the email address click on the send button as shown below.

9.     After click on the send button the following message will display.

10.  Test Email was received successfully as shown below

11.  Now you can use SuitCRM email activity module to send an email to client.


Sunday, May 26, 2019

Salesforce List of Course / Certificates

S No Course Name Code
1 Administration Essentials for Experienced Admins  ADM211
2 Administration Essentials for New Admins  ADM201
3 Admin. Essentials for New Admins in Lightning Experience  ADX201
4 Administration Essentials for New Admins plus Certification   
5 Apex and Visualforce Architecture  
6 Application Architecture  
7 B2B Commerce Foundational Training  B2B-101
8 B2B Commerce Technical Training  B2B-201
9 Building Lenses, Dashboards and Apps in Einstein Analytics  ANC201
10 Certification Preparation for Administrator  CRT101
11 Certification Preparation for Advanced Administrator   
12
CRT271
13 Certification Preparation for Platform App Builder  CRT402
14 Certification Preparation for Platform Developer I  CRT450
15 Certification Preparation for Sales Cloud Consultant  CRT251
16 Certification Preparation for Service Cloud Consultant  CRT261
17 Communities Architecture  
18 Content Builder Essentials for the Digital Marketer  EML101
19 Data Architecture and Management  
20 Declarative Development for Platform App Builders   
21 Developing for Salesforce B2C Commerce  CCD101
22 Managing the Commerce Cloud Storefront  CCM101
23 Development Lifecycle and Deployment  
24 Essentials for Marketing Cloud Email Marketers  EEB101
25 Essentials of Pardot for Digital Marketers  PDT101
26 Identity and Access Management  
27 Implementing Field Service Lightning  FSL201
28 Implementing a Reporting Strategy for the Sales Cloud  STR301
29 Integrating with the Salesforce Platform in Lightning Experience  DEX502
30 Integration Architecture  
31 Introduction to Object-Oriented Programming using Apex on the Lightning Platform   
32 Journey Builder 101  JB101
33 Marketing Cloud Connect Essentials  MCC201
34 Mobile Strategy Architecture  
35 Mobile and Desktop Exploration in Einstein Analytics  ANC101
36 Preparing for Your Salesforce Certified Marketing Cloud Consultant Exam   
37 Programmatic Development Using Apex and Visualforce in Lightning Experience   
38 Programming Aura Components  DEX601
39 Reporting Fundamentals in Lightning Experience  RPX101
40 Sales Cloud Admin: Products, Quotes, Orders and Forecasts  ADM251
41 Salesforce Billing Essentials for Sales Cloud Administrators  BLG201
42 Salesforce CPQ Admin Essentials for Experienced Admins  CPQ211
43 Salesforce CPQ Admin Essentials for New Administrators  CPQ201
44 Salesforce Essentials for Business Specialists  BSX101
45 Salesforce Proficiency Pack for Administrators  
46 Service Cloud Administration  ADM261
47 Sharing and Visibility  
48 Social Studio 101  SS101
49 Working with Data and Dashboards in Einstein Analytics  ANC301

Salesforce Administrator Training



Salesforce Administrator training course will be covered with the following topics on each day.


Day1
Topics to be Covered (Basic)
Agenda
Cloud Computing
Benefits of Cloud Computing
Structure Of Cloud Computing
Top players in Cloud
Salesforce Overview
Why? When? What?
Salesforce Edition
Salesforce Certification
Creating Application
Salesforce Database & Structure
Customizing the Tabs in Salesforce
Creating Object & Details
Understanding the Fields
Understanding the Relationship

Day2
Topics to be Covered(Getting Your Organization Ready for Users)
Set up the company profile
Configure the user interface
Set up activities and calendars
Configure search settings
Set up Chatter


Day3
Topics to be Covered (Setting Up and Managing Users)
Manage user profiles
Create and manage users
Troubleshoot user login issues
Set up Chatter Free and Chatter external users


Day4
Topics to be Covered(Security and Data Access)
Restrict logins
Determine object access
Set up record access
Manage record access with the role hierarchy
Deal with record access exceptions
Control access to events
Manage field level security

Day5
Topics to be Covered (Customization: Object & Fields)
Administer standard fields
Create new custom fields
Create selection fields: picklists and lookups
Create formula fields
Work with page layouts
Work with record types and business processes

Day6
Topics to be Covered (Managing Data)
Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com and social accounts and contacts
Mass transfer records between users
Back up data with a weekly export
Mass delete records
Dataloader.io


Day7
Topics to be Covered (Reports and Dashboards)
Run and modify reports
Create new reports with the report builder
Filter reports
Summarize report data with formulas and visual summaries
Print, export, and email reports
Build dashboards

Day8
Topics to be Covered (Manage email administration)
Manage email administration
Set up workflow rules
Set up Approval Process
Automate leads and cases

Day9
Topics to be Covered (Customer Intraction)
Marketing Management (Campiagn Management)
Web to Lead
Web to Case

Day10
Topics to be Covered (Integration)
Outlook Integration (Gmail & Office 365)
Mobile Phone Integration
Offline Integration
Salesforce to Salesforce Integration

Day 11
Topics to be Covered (Project Work)
Sample Project Discussion
Implementation

Day12
Topics to be Covered (Exam)
Mock Exam
Validation

Day 13
Topics to be Covered (Interview preparation )
Interview Question
Discussion


Administrator Exam Preparation

https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep



Additional Reference Documents (Trailmixes).

Admin - Day 1 (Getting Around the App)

Admin - Day 2 (Getting Your Organization Ready for Users)

Admin - Day 3 (Setting Up and Managing Users)

Admin - Day 4 (Security and Data Access)

Admin - Day 5 (Customization: Fields)

Admin - Day 6 (Managing Data)

Admin - Day 7 (Reports and Dashboards)

Admin - Day 8 (Automation)

Admin - Day 9 (Managing the Support Process)

Admin - Day 10 (Projects)

Additional Projects


Complete Admin course

Tuesday, December 18, 2018

Login to Salesforce instance using SessionId


Login to Salesforce instance using SessionId
If you have session Id, then you can login to Salesforce directly using below URL hack :
https://[intance].salesforce.com/secur/frontdoor.jsp?sid=[sessionId]



on the above URL, you have to replace [instance] by actual salesforce instance name and [sessionId] by an actual sessionID of the user.
In the same way, we can directly login to portals or communities using below URL hack
https://[instance].salesforce.com/secur/frontdoor.jsp?sid=[sessionid]&orgId=[orgId]&portalId=[portalOrCommunityId]

Important Note: You have to be very careful while using/sharing SessionId, If it's publicly available then anyone can have access to your Salesforce Org.

Wednesday, September 7, 2016

Convert HTML Code to Encoding values to avoid merging validation issues.




<p> Welcome to the "Encoding" & "Decoding world" </p>


&lt;p&gt; Welcome to the &quot;Encoding&quot; &amp; &quot;Decoding&quot; progeamming world &lt;/p&gt;



The below tool will help you convert your HTML code to the encoding & Decoding format.


https://www.textfixer.com/html/html-character-encoding.php