SalesForce Training by Experts

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Our Training Process

SalesForce - Syllabus, Fees & Duration

1, SalesForce - Syllabus (30 Hrs)

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

Course Highlights

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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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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