Salesforce Training

Salesforce Training Program

Course Overview

This comprehensive Salesforce training program provides in-depth knowledge of CRM concepts, Salesforce configuration, administration, customization, and development. The course is designed to help learners gain practical experience in building and managing Salesforce applications.

Course Duration & Timing
  • Total Duration: 30 Hours (customizable)
  • Mode: Instructor-led / Online / Classroom
Course Modules

Introduction to Salesforce & CRM

  • CRM Overview
  • Introduction to Cloud Computing
  • Salesforce Architecture and Basics
  • Understanding Salesforce User Interface (UI)
  • Personal Setup and User Preferences
  • Security Settings (Password, Security Token, Identity Verification)
  • Salesforce Editions Overview
  • Company Setup Configuration

Data Utilities

  • Creating, Editing, and Deleting Records
  • Exporting Data
  • Scheduling Data Exports
  • Data Storage Usage and Management
  • Data Loader Tool

Data Modeling

  • Introduction to Salesforce Components
  • Standard vs Custom Objects
  • Data Structure Overview
  • Data Relationships
    • Lookup Relationships
    • Master-Detail Relationships
    • Many-to-Many Relationships
  • Junction Objects
  • Field Dependencies

Administration

  • Managing Users
  • Managing Roles and Role Hierarchies
  • Managing Profiles
  • Organization-Wide Defaults
  • Sharing Rules
  • Field-Level Security
  • Field Accessibility

Customization

  • Creating and Customizing Email Templates
  • Salesforce Home Pages Overview
  • Customizing Home Page Layouts
  • Creating Custom Home Pages
  • Customizing Page Layouts
  • Managing Tabs and Display Settings
  • Custom Views and Filters
  • Creating and Managing User Groups

Business Logic & Automation

  • Formula Fields
  • Validation Rules
  • Salesforce Flows
  • Email Alerts
  • Field Updates
  • Task Assignments
  • Workflow Rules and Approval Processes
  • Record Types
  • Roll-Up Summary Fields

Reports & Dashboards

  • Working with Standard Reports
  • Creating Custom Reports
  • Understanding Report Formats
  • Controlling Report Accessibility
  • Scheduling Reports
  • Defining Report Types
  • Adding Charts to Reports
  • Creating and Managing Dashboards

Visualforce Development

  • Introduction to Visualforce
  • Standard and Custom Controllers
  • Controller Extensions
  • Overriding Standard Pages
  • Input Components
  • Visualforce Page Blocks
  • Creating Visualforce Pages in UI
  • Visualforce Forms
  • Custom List Controllers
  • Adding Interactivity to Pages
  • HTML and CSS in Visualforce
  • Creating Email Templates using Visualforce
  • Configuring Development Mode

Apex Programming

  • Introduction to Apex
  • Understanding Classes and Methods
  • Data Types and Variables
  • Expressions and Assignment Statements
  • Conditional Statements (If-Else)
  • Creating Apex Classes (IDE & UI)
  • Creating Apex Triggers (IDE & UI)
  • SOQL (Salesforce Object Query Language)
  • SOSL (Salesforce Object Search Language)
  • Writing Test Classes

AppExchange

  • Introduction to AppExchange
  • Installing Applications from AppExchange

Salesforce Development Using IDE

  • Working with Eclipse / Developer Tools
  • Configuring Force.com IDE
  • Creating Force.com Projects
  • Working with Metadata Components