SalesForce Training by Experts
Our Training Process
SalesForce - Syllabus, Fees & Duration
1. Introduction to Salesforce CRM
- Overview of CRM and its importance in businesses
- Introduction to Salesforce ecosystem
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Commerce Cloud
- Editions and Licensing in Salesforce
- Key Terminologies in Salesforce
2. Salesforce Basics and Navigation
- Understanding the Salesforce user interface (UI)
- Salesforce Apps and AppExchange
- Tabs, Objects, Records, and Fields
- Setup and Configuration: Basics
- Creating and managing list views
3. Salesforce Data Model and Management
- Data Models: Standard vs. Custom Objects
- Fields: Standard and Custom Fields
- Relationships in Salesforce:
- Master-Detail Relationship
- Lookup Relationship
- Many-to-Many Relationship
- Data Import and Export
- Data Loader
- Import Wizard
- Data Validation and Rules
- Validation Rules
- Required Fields
4. Salesforce Security and Access
- User Management
- Creating and managing users
- Profiles and Permission Sets
- Role Hierarchies
- Organization-Wide Defaults (OWD)
- Sharing Rules and Manual Sharing
- Field-Level Security
- Login IP Ranges and Session Settings
5. Business Process Automation
- Workflow Rules
- Process Builder
- Approval Processes
- Email Alerts and Templates
- Escalation and Assignment Rules
6. Salesforce Lightning Experience
- Overview of Salesforce Lightning
- Transition from Classic to Lightning
- Lightning App Builder
- Creating and customizing pages
- Components and utilities
- Lightning Flow (Flow Builder)
- Types of Flows
- Flow vs. Process Builder
7. Reports and Dashboards
- Creating and customizing Reports
- Tabular, Summary, Matrix, and Joined Reports
- Report Filters and Formulas
- Dashboards:
- Dashboard Components
- Dynamic Dashboards
- Scheduling and Exporting Reports
8. Sales and Service Cloud
Sales Cloud:
- Lead Management
- Lead Conversion Process
- Opportunity Management
- Stages, Forecasting, and Pipeline
- Products, Price Books, and Quotes
Service Cloud:
- Case Management
- Creating and resolving cases
- Case Assignment Rules
- Knowledge Base Management
- Entitlements and Milestones
- Service Console
9. Integration and AppExchange
- Introduction to Salesforce Integrations
- REST and SOAP APIs
- Integration with third-party tools (e.g., Outlook, Gmail, Slack)
- Introduction to AppExchange
- Installing and managing apps
- Popular AppExchange tools
10. Salesforce Development Basics
- Overview of Salesforce Development
- Introduction to Apex
- Apex Triggers
- Apex Classes
- Visualforce Basics
- Introduction to Lightning Web Components (LWCs)
11. Salesforce Deployment and Sandbox Management
- Types of Sandboxes
- Change Sets
- Deployment Best Practices
- Version Control with Git and other tools
12. Industry-Specific Use Cases
- Salesforce for Retail
- Salesforce for Healthcare
- Salesforce for Financial Services
13. Certification Guidance
- Overview of Salesforce Certifications
- Salesforce Administrator
- Salesforce Platform App Builder
- Salesforce Developer
- Salesforce Architect
- Exam Tips and Preparation
14. Advanced Topics (Optional)
- Salesforce Einstein (AI features)
- Salesforce Marketing Cloud Overview
- Advanced Security (Shield)
- Advanced Analytics (Tableau CRM)
This syllabus is not final and can be customized as per needs/updates
- Since 2001, Making IT Experts by Experts
- Duration: 30 Hours (Vary as per your skill)
- Course Fees
- Individual Live Classes (1:1)
- Batch Classes @ Low Fees
- Training on Your Time, Any Where
- Access to Recorded Videos
- Practical Internship on Projects
- 100% Placement Support by our jobsNEAR.in
- Training/Internship Certificate
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Course Highlights
Featured Courses
Transform your career and business operations with our in-depth Salesforce CRM Training Course. . Designed for professionals, administrators, and anyone looking to master Salesforce, this course provides the skills and knowledge necessary to effectively manage customer relationships and optimize business processes.
