SalesForce Training by Experts

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)