SalesForce Training by Experts

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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)

Download Syllabus - SalesForce
This syllabus is not final and can be customized as per needs/updates
 
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SalesForce Internship/Course Details

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SalesForce 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. . Transform your career and business operations with our in-depth Salesforce CRM Training Course.

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