Salesforce syllubus

Objective: This training will include preparation for Salesforce Business Analyst, Salesforce Admin, Salesforce Developer, Salesforce Techno Functional Role. Admin and Development Certification will be taken care of. We will do 2 end to end projects and more than 25 assignments in this module.

Syllabus: The training starts with Salesforce Admin and we do 2 end to end projects in Salesforce admin, Then we start development. As most of the students come from a β€˜non-coding’ background or non-Salesforce background, we will start the development from scratch and go to the next level step by step. In development, we will do more than 25 assignments. Apart from Admin and development, we do cover Lightning and Integration as part of advanced development.

Salesforce Certification: The training will provide end to end clarification to clear Salesforce Admin and Developer Certification.

B. SALESFORCE (ADMIN & DEV) Course Details

Cloud Computing

What is Cloud Computing?
Types of cloud
Examples (Companies/Products)


What is CRM/ERP
Different Segment of CRM
CRM Entities
CRM Process Flow

Salesforce Overview

What is salesforce?
About the company their product.
Existing Competitors. Platform


Creating Developer Environment
Understand Salesforce & Organization setting
Declarative customization Vs Programmatic customization

Overview & Org Settings

Salesforce Organization creation
Understand Salesforce & Organization setting

Fundamentals of Salesforce

Declarative customization Vs Programmatic customization
User Setup

Understanding Salesforce Structure

Application Creation
Object Creation
Scope and Benefits of external objects / ID
Fields Creation-Deletion & Types
Dependent Fields
Field Tracking
Formula Fields

Validation Rule

Standard Validation
Custom Validation

Business process with Standard Objects

CRM objects & Relationship Model

Sales Process

Service Process
Lead Conversion Process.
Sales Productivity Feature

Security Settings

Network Security measures & Audit
Organization Wide Defaults
Record Type
Custom buttons
Custom links
List View


Join Reports
Tabular report
Summary Report
Matrix Report
Date Filters
Bucket Fields
Custom Report Types
Report Scheduling & Sharing Concepts
Using Dashboards
Folders access & Scope to Store

Data Management

Data Loader
Data Import
Data Export
Introducing to Workbench


Lookup Relationship
Master Detail Relationship
Rollup Summary Fields
Many to many Relationship
Hierarchical Relationship
Schema Builder

Salesforce Automation

Workflow Rules
Actions in Workflow
Time dependent Actions
Approval Process
Field updates and recursion

Salesforce Apps


Campaign Management

Campaign Members
Campaign Influence

Team Management

Public Group

Salesforce Standard Object

Account Teams
Opportunity Teams
Product and Price Book
Solution Management
Activity Management
Case activities
Case Teams
Case Assignment Rules
Escalation Rules

Lead activities

Lead Conversion
Web to Lead
Lead Assignment Rules
Lead Auto-Response Rules


Features of Salesforce1 Features

App Deployment

Milestones & Considerations in application lifecycle
Sandbox & Types
Considerations using various types of sandboxes
Change sets & Types
Types of Packages
Deployment & Best Practice

Salesforce getting Social

What is Social?

Salesforce Mobile & Apps

Declarative customization in Salesforce1
Global and object-specific actions in Salesforce1
Action layouts in Salesforce1


CRM project(Campaign management, Lead management, Opportunity management)
Salesforce Development
Console Environment /Development mode.
What is Visualforce?
Visualforce Page / Components
What is APEX?
Apex triggers
Helper Class
Handler Class
Where Apex classes can be used
Use of JavaScript in VF Page
Salesforce governor Limit
Best practice for Development
Salesforce Sites
Lightning in Salesforce
Declarative options for Lightning Components
Basics of Lightning


What is Integration?
Programmatic Integration
Web Services
Creating Web Services
Consuming Web Services
REST API with Authentication
REST Api without Authentication
Assignment on Web Services (Both Consuming and Creating)
OAuth 2.0

Project Implementation

CRM project(Campaign management, Lead management, Opportunity management) Integration Project(Advance Development)
AppExchange Product

What exactly does Salesforce do?

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). … The software has become the number one for customer success and helps businesses track customer activity, market to customers and many more services

What is Salesforce and why it is used?

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments β€” including marketing, sales, commerce, and service β€” a single, shared view of every customer.

Is Salesforce a good career?

The bottom line is that Salesforce skills lead to competitive salaries, whatever your role. On average, jobs calling for Salesforce skills pay more than $70k per year.According to Burning Glass, Salesforce is one of the top 10 digital skills that boost marketing careers.

What are 6 benefits of Salesforce?

The 5 benefits of Salesforce

1 Flexibility. One of the most significant USP’s (Unique Selling Points) of the Salesforce platform is its high degree of adaptability. …

2 Easy to manage. …

3 Countless options with various apps. …

4 Standard API links. …

5 The world’s largest web-based platform. …

Video. …
Want to find out more?

How do I start Salesforce?

This is a 4-step program:
Step 1: Read Start here and don’t forget to write comments with your feedback!
Step 2: Buy Head First Java. I strongly recommend this book because: …
Step 3: Check out Trailhead, Salesforce’s new, official training tutorials! …
Step 4: Write some actual code in Salesforce

How Important Is Salesforce Development In Business?

CRM also known as ‘Customer Relationship Management’ has become extremely important in the day to day business. It uses Cloud computing technology for effective data management and thereby providing businesses with enhanced direct access towards their businesses irrespective of the location they are in. Salesforce CRM implementation is likely to offer overwhelming results for the users even though its implementation can be complex, highly expensive and takes a lot of time.

Salesforce application development has some resemblances with social networking platforms since it makes use of a single cloud based platform which helps users to effectively manage and remain connected with their business-related customers. There is an increased competition in the number of CRM software systems that are designed to fit your business requirements. But Salesforce CRM remains to be the most popular CRM system among the businesses across the globe owing to its user- friendliness and improved benefits offered by it.

The information and connections can be managed from all parts of the globe using Salesforce CRM systems. Most of the small and mid-sized businesses that are willing to enhance the growth prospects through the effective implementation of cloud-based data management systems capable of providing real-time information for the compatible devices consider Salesforce implementation services and Salesforce development solutions as their ultimate choice. Salesforce development also grows as the businesses grow and it also features improved flexibility with which more services and features can be included with respect to the growth of the business.

Benefits of Salesforce Development

Track how competitors are performing

Salesforce CRM software will help companies have a brief overview about how their competitors in the similar niche are performing and thereby helping them in developing a solution that would help in efficient management. The business leads are followed effectively by the Salesforce consultants and thereby reduce the need for companies to manage greater leads. Salesforce development also offers better response to the questions posted by the customers and businesses. It will also check for any recently introduced new services or discounts that are finding enhanced interest among the customers. Forecast the growth and decline of the business

Since Salesforce CRM software plays a vital role in keeping track of the earlier performance of your business, it provides you with a detailed understanding regarding how the market is responding in the current business scenario and where your company stands in the market competition as of now. By retrieving the data from the Salesforce dynamic CRM software, companies can track the performance of their business without any hassles. Users will get a clear picture of the customer and market behaviour and can make use of it to analyze the future performances of your business. Maintain your customers salesforce development outlines the customer needs and requirements.

Always try to maintain your existing and prospective customers and encourage them to give feedbacks regarding the services and products provided by your company. The feedback can be considered as a step towards improvement as a means to achieve enhanced customer satisfaction. Easier management of orders

Salesforce CRM offers enhanced management of end-to-end customer relationship management. Dynamic CRM can be used for monitoring the client activity including the product inquiry and order placement.Each of the sales people can be assigned with varied locations and thereby helping them to deal with inquiries that are coming from different geographical areas. Salesforce Communities Salesforce communities have an important role in improving the connection among the customers, channel partners and internal employees of a company. Implementation procedure of Salesforce community services includes migration planning and transition process that are tailored for the existing Salesforce customer. Other features include success matrices planning of the Salesforce communities that are further followed by participation and engagement levels based performance analysis. Salesforce development has become an essential requirement in the present business scenario. By providing comprehensive solution for businesses through its communication and monitoring channels for the entire company, Salesforce application development has proved to be a perfect choice for businesses to reach up to their expectations.

Successful Career With Salesforce

A successful career in Salesforce is an interesting question in the present IT trends. The Key Stones behind the success to become a Salesforce Professional lies in the programming skills, analytical skills, ability to ask the right questions and interesting to learn, willingness to work hard and put in long hours and confident. Analytical skills include the ability to think logically about an idea and to determine how to solve a problem. The individual must be able to test a problem and come up with ideas to resolve them. It has created a trend in the technology industry. Day-by-day with new customers signing contracts, more and more Salesforce administrators, developer and consultants are in demand. It has become a matured career path. More than 500 companies are looking for professional experts who are skilled in Salesforce, with hands-on experience and a proven knowledge. This is the right time to get your career boosted with Salesforce training sessions.

What is salesforce?

Salesforce is a US-based cloud computing company and a multi-tenant place which that best suits your company’s business needs, known for its customer relationship management (CRM) product. Salesforce CRM platform contains tools that your sales team is going to use for the proper and well management of your organization. You can easily log, manage, analyze and optimize all customer activities in a place with their cloud-based software. That means you just need an internet connection to handle all your business from a place.

Why you need salesforce

  1. Improves customer data quality and management.
  2. Develops Customer Service and Support.
  3. New Customers are king for any business. Salesforce services create Perfect customer database which helps your company in finding the right customers who would be

interested in your product or company.

  1. Salesforce Increases the efficiency of campaigns, delivers reports and data about marketing campaigns and also tracks apps available on App Exchange.
  2. Increases profit margins will help you to attain maximum value and experience of customer interaction while increasing productivity.

The best way to become Salesforce professional is to go with “Salesforce training and certification”.

Salesforce Training and Certification

Certification is the basement of any Salesforce professional’s skill. It is the best way to represent your level of skill and areas of expertise to current employer. It can simply accelerate your career and help you when applying for new jobs or when trying to get a promotion at your existing company. Salesforce-certified professionals are one of the most sought-after lots by the employers.

Give a Quick Start to your Career

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