Training Features

     

Expert - Led Training

Experience personalized learning with expert instructors. Engage in interactive discussions and receive immediate feedback. Tailor your learning path to your goals.

Hands - On Projects

Work on real projects to gain hands-on experience. Collaborate with peers and industry professionals. Develop practical skills that are directly applicable in the workplace.

Mobile Learning Solutions

Access a wide range of learning materials anytime, anywhere. Utilize interactive modules for engaging and flexible education. Stay connected with course content on the go.

Practical Assignments

Engage in meaningful assignments designed to reinforce your learning. Tackle practical tasks that mirror industry expectations and standards. Receive constructive feedback to help you improve and grow.

Practical Case Analyses

Analyze real-world scenarios to bridge theory and practice. Understand industry challenges and solutions through in-depth study. Apply knowledge to practical situations for enhanced learning.

Personalized Job Placement Assistance

Receive tailored assistance to enhance your job search. Access resume writing and interview preparation resources. Connect with industry professionals and potential employers.

Module 1 : Introduction to Salesforce
  • Overview of Salesforce: Understanding CRM and the Salesforce ecosystem
  • Salesforce Editions and Pricing
  • Salesforce Terminology: Key terms and definitions
  • Navigating the Salesforce Interface: Setup, tabs, and navigation basics
  • Getting Started with Trailhead: Hands-on learning with Trailhead modules
Module 2 : Salesforce Administration Basics
  • Understanding Objects, Fields, and Records
  • Customizing Fields and Page Layouts
  • Data Management: Importing, exporting, and deduplication
  • Security and User Management: Profiles, roles, and permission sets
  • Automation Basics: Workflow rules, Process Builder, and approvals
Module 3 : Advanced Salesforce Administration
  • Data Validation and Rules: Validation rules and formula fields
  • Automation with Flow: Using Salesforce Flow for complex automations
  • Reports and Dashboards: Building and customizing reports, dashboards, and folder management
  • AppExchange and Integrations: Exploring apps and integrating third-party tools
  • Deployment and Change Management: Sandboxes, change sets, and release management
Module 4 : Sales and Service Cloud
  • Introduction to Sales Cloud: Leads, opportunities, and forecasting
  • Pipeline Management and Reporting
  • Service Cloud Fundamentals: Case management and support processes
  • Service Console: Working with cases and customer interactions
  • Omni-Channel and Live Agent Basics
Module 5 : Salesforce Development Essentials
  • Introduction to Apex Programming
  • SOQL and SOSL Basics: Salesforce Object Query Language
  • Visualforce Pages and Lightning Components
  • Introduction to Lightning Web Components (LWC)
  • Debugging and Troubleshooting in Salesforce
Module 6 : Salesforce Data Management
  • Data Migration: Best practices for importing/exporting large datasets
  • Data Quality and Maintenance
  • Data Archiving and Deletion Policies
  • Working with Salesforce Data Loader and APIs
Module 7 : Salesforce Integration and APIs
  • Introduction to Salesforce APIs (REST/SOAP)
  • Integrating Salesforce with External Systems
  • Understanding and Using Middleware Tools
  • Hands-on with Salesforce Connect and External Objects
Module 8 : Advanced Topics and Real-World Scenarios
  • Implementing Salesforce Communities
  • Mobile App Customizations and Development
  • Salesforce Einstein Analytics: AI and data insights
  • Real-World Scenarios and Case Studies
Module 9 : Preparation for Salesforce Certification
  • Certification Paths and Exams: Admin, Developer, Consultant
  • Review and Practice Exams
  • Study Tips and Resources
  • Hands-on Practice Projects
training process
What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customer relationships, sales processes, marketing efforts, and more, all from a single platform. It’s designed to improve productivity, enhance customer service, and drive business growth.

What is Salesforce Trailhead?

Trailhead is Salesforce’s free, online learning platform where users can take courses, earn badges, and complete projects to learn Salesforce skills. It’s a valuable resource for beginners and experienced users alike to learn, test, and certify their skills.

How is Salesforce different from other CRMs?

Salesforce is highly customizable and scalable, designed to accommodate the needs of small businesses as well as large enterprises. It offers extensive app integrations, is cloud-based for easy access, and provides robust tools for automation, analytics, and AI (Salesforce Einstein).

Can I integrate Salesforce with other applications?

Yes, Salesforce offers a wide range of integration options. It supports APIs (REST and SOAP) and AppExchange for third-party app integration. Popular integrations include marketing tools, financial software, and customer service platforms.

What is Salesforce AppExchange?

AppExchange is Salesforce’s marketplace for third-party applications that can extend Salesforce’s functionality. Apps range from tools for project management, analytics, and marketing to industry-specific solutions.

What are Workflows, Process Builder, and Flows in Salesforce?

These are automation tools in Salesforce:

  • Workflows are rule-based triggers that automate actions like email alerts and field updates.
  • Process Builder offers more complex automation capabilities than workflows.
  • Flows are the most advanced, allowing for multi-step, multi-condition automations with options for branching logic.
Can Salesforce be used for small businesses?

Yes, Salesforce has solutions tailored to small businesses, such as the Essentials and Professional editions, which are designed to be affordable, easy to implement, and scalable.

Talk To Advisor