Salesforce is a cloud-based company and customer relationship management (CRM) platform that helps businesses connect with their customers by centralizing sales, marketing, service, and e-commerce data onto a single platform. By integrating AI, data, and automation, Salesforce provides a unified customer view to improve team communication, streamline operations, and deliver personalized customer experiences

• Cloud-based Platform: Salesforce lives in the cloud, allowing all teams to connect online from anywhere, reducing maintenance costs and enabling remote work.
• Customer 360: The Customer 360 suite of products provides a single view of customer information across sales, service, marketing, and IT teams
• Artificial Intelligence (AI): Salesforce incorporates AI, such as its Einstein capabilities, to help automate tasks, provide data-driven insights, and personalize customer interactions.
• Data Integration: It connects and harmonizes data from various sources, giving teams a complete picture of customer history and behavior on one secure, trusted platform
• Improved Customer Relationships: Provides tools to find more prospects, close deals faster, and deliver exceptional customer service
• Enhanced Team Productivity: Unifies data and workflows, improving communication and collaboration among sales, marketing, and service teams.
• Data-Driven Insights: Offers powerful analytics and AI to understand customer behavior, identify trends, and tailor customer approaches
• Scalability and Flexibility: As a cloud platform, it allows businesses to scale rapidly and adapt to new opportunities
• Personalized Experiences: Enables businesses to create seamless and personalized experiences for customers by having a comprehensive understanding of their needs



Course Details

1. Introduction to Salesforce

• What is CRM?
• Overview of Salesforce CRM
• Salesforce editions, licenses, and pricing
• Salesforce architecture (Multi-tenant & Metadata-driven platform)
• Salesforce ecosystem: Sales Cloud, Service Cloud, Marketing Cloud, etc.

2. Salesforce Basics

• Navigating Salesforce (Lightning vs Classic UI)
• Understanding Salesforce objects (Standard & Custom)
• Fields, Records, and Relationships
• Tabs, Apps, and Home Page customization
• Data Model & Schema Builder

3. Security & Access

• Profiles & Permission Sets
• Roles & Role Hierarchy
• Sharing Rules, Org-Wide Defaults (OWD)
• Record-level security
• Login & session security

4. Data Management

• Data Import Wizard
• Data Loader (Insert, Update, Upsert, Delete, Export)
• Mass transfer & mass delete records
• Data quality tools (Validation Rules, Duplicate Management)

5. Business Logic & Automation

• Validation Rules
• Formula Fields & Roll-up Summary Fields
• Workflow Rules
• Process Builder
• Approval Processes
• Record Types & Page Layouts

6. Advanced Automation (Flow Builder)

• Introduction to Flows
• Types of Flows (Screen, Record-Triggered, Scheduled, Autolaunched)
• Flow Elements & Actions
• Debugging & Testing Flows
• Best practices for replacing Workflow/Process Builder with Flows

7. Reports & Dashboards

• Report Types (Tabular, Summary, Matrix, Joined)
• Filters, Grouping & Charts
• Bucket fields, Custom Report Types
• Building Dashboards & Components
• Dynamic Dashboards

8. AppExchange

• What is AppExchange?
• Installing and managing third-party apps
• Salesforce Labs Free Apps

9. Salesforce Administration (Advanced)

• Territory Management
• Field History Tracking & Audit Trail
• Sandboxes & Change Sets
• Lightning App Builder
• Introduction to Salesforce Mobile

10. Salesforce Development

• Introduction to Apex (Data Types, Variables, Loops, Collections)
• SOQL & SOSL queries
• Apex Triggers (Before/After Insert/Update/Delete)
• Apex Classes & Methods
• Exception Handling in Apex
• Governor Limits & Best Practices

11. Visualforce & Lightning Web Components (LWC)

• Introduction to Visualforce pages
• Lightning Components vs Lightning Web Components
• LWC Basics (HTML, JS, Decorators, Data Binding)
• Calling Apex from LWC
• Lightning Data Service

12. Integration in Salesforce

• REST API & SOAP API basics
• External services integration
• Named Credentials & Remote Site Settings
• Salesforce Connect (External Objects)

13. Deployment & DevOps

• Change Sets Deployment
• VS Code & Salesforce CLI (SFDX)
• Source-driven development
• Continuous Integration/Continuous Deployment (CI/CD) concepts

14. Salesforce Clouds (Overview)

• Sales Cloud Features
• Service Cloud Features
• Marketing Cloud Overview
• Commerce Cloud, Experience Cloud overview





• Video Packages
• Online Live Class

Fees Structure :	22500 INR / 255 USD
Total No of Class :	89 Video Class
Class Duration :	68:00 Working Hours
Download Feature :	Download Avalable
Technical Support :	Call / Whatsapp : +91 8680961847
Working Hours :	Monday to Firday 9 AM to 6 PM
Payment Mode :	Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

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Fees Structure :	45000 INR / 420 USD
Class Duration :	90 Days
Class Recording :	Live Class Recording available
Class Time :	Monday to Firday 1.5 hours per day / Weekend 3 Hours per day
Technical Support :	Call / Whatsapp : +91 8680961847
Working Hours :	Monday to Firday 9 AM to 6 PM
Payment Mode :	Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

Download Brochure       Pay Online