Salesforce Training

Salesforce CRM software and its features. Implementing automation, security and debugging data. To learn Standard List Controller and Configure the user interface.

What you’ll learn in This Course?

  • Understanding the business processes
  • Understanding the underlying ERP Technology
  •  Understanding the Coding and Developmental Standards
  • Understanding business requirements and translating them into ERP Solutions
  • Understanding Project Management and Delivery Skills
  •  Compensation
  • Understanding the Implementation Methodology
  • Understanding the business processes
  • Understanding the underlying ERP Technology
  •  Understanding the Coding and Developmental Standards
  • Understanding business requirements and translating them into ERP Solutions
  • Understanding Project Management and Delivery Skills
  •  Compensation
  • Understanding the Implementation Methodology


About Salesforce?

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce’s services allow businesses to use cloud technology to better connect with customers, partners and potential customers personnel so that they can understand business requirements in technical terms.

Salesforce started as Software as a Service (SaaS) CRM company. Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software. is based on multi-tenant architecture. This means that multiple customers share common technology and all run on the latest release. You don’t have to worry about the application or infrastructure upgrades – they happen automatically. This helps your organization focus on innovation rather than managing technology.

Salesforce training demo

Salesforce training Curriculum

Salesforce Fundamentals

 Introduction to Salesforce

Overview of Salesforce, its Editions

 Home Page Customization

User Management

 Apps Creation

Core CRM objects Capabilities

Declarative Customizations Boundaries

Programmatic Customizations Use Cases

Quote Templates – Preview, Create, and Activate

2.1 Introduction to Quote Templates

2.2 Quote record creation, its template, and quote PDF

Field Types and Salesforce Objects

3.1 Field types overview

3.2 Standard fields modification

3.3 Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields

3.4 Creation of number, currency, and percent fields

3.5 Creation of geolocation, phone, and email fields

3.6 Creation of date & time fields

3.7 Creation of text and text area fields

3.8 Creation of URL, encrypted fields, etc.

3.9 Salesforce objects introduction

3.10 Components, standard objects, and its modification

3.11 External objects and creation of custom objects

Creation of Custom Buttons, Link units, and Actions

4.1 Creation of buttons, links, and actions overview

4.2 Creation of new records with actions

4.3 Call logging with actions

4.4 Record updating

4.5 Creation of custom buttons and custom links, etc.

Salesforce Workflow, Schema Builder, and Process Builder

5.1 Overview of visual workflow, schema builder, and process builder

5.2 Creation of visual flow

5.3 Modification of the existing workflows

5.4 Creation of process

5.5 Field creation in the schema builder

Validation and Workflow Rules

6.1 Overview of validation rules, its creation

6.2 Creation of formulas

6.3 Creation of error messages

6.4 Overview of workflow rules

6.5 Creation of Workflow rule, Field update, Task assignment, Email alert

Creation of Role Hierarchy

7.1 Overview of the role hierarchy

7.2 Creating

  • Roles
  • Groups
  • Permission Sets

7.3 Enabling field history

7.4 Assigning Roles to Users

Security Data Security Model

8.1 Restricting logins

8.2 Object access determination

8.3 Record access configuration

8.4 Creation of role hierarchy

8.5 Record access exceptions

Salesforce User Profiles

9.1 Profiles introduction

9.2 Overview of standard profiles

9.3 Page layouts assigning

9.4 Settings

  • Custom app and its access
  • Tab
  • Record type

9.5 Permissions

  • Administrative
  • General user
  • Standard object
  • Custom object

9.6 Password guidelines

9.7 Session timeout, hours of log in, IP ranges

9.8 Field-level security

9.9 Access of Apex and Visualforce

Salesforce Reporting and Dashboards

10.1 Reports introduction

10.2 Report formats

10.3 Creation of:

  • Leads report
  • Creating contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula

10.4 Using report to add the leads to campaign

10.5 Reports export to Excel

10.6 Dashboards introduction

10.7 Dashboard

  • Creation and refreshing dashboard
  • Modifying columns
  • Adding filter
  • Adding reports
  • Interfaces

10.8 Access management

10.9 Dynamic dashboards configuration

10.10 Report builder activation on profiles

Data Management in Salesforce

11.1 Data management introduction

11.2 Importing

  • Leads
  • Contacts
  • Accounts

11.3 Installation of data loader

11.4 Mass delete

11.5 Records

  • Importing with data loader
  • Exporting with data Loader
  • Updating with data Loader
  • Deleting with data Loader

11.6 Addition of field to schema builder, etc.


12.1 AppExchange Introduction and Overview

12.2 Finding

  • App
  • Developer
  • Consultant

Deploying a Change Set

13.1 Change Sets introduction and its Deployment

13.2 Change Sets

  • Inbound
  • Outbound

13.3 Deployment

  • Settings
  • Status

13.4 Eclipse IDE

User Interface in Salesforce

14.1 User Interface Introduction

  • General Options
  • Sidebar Options
  • Calendar Options
  • Name Settings
  • Setup Options

UI component dynamic update

Dynamically updating UI components

JavaScript controller actions for firing events in Lightning Component Framework

event declaration using aura:event tag in a evt resource.

Event handling

Event-driven programming using JavaScript, Java Swing, the component event and application event, writing handlers in JavaScript controller actions.

Server side controller

Creating server side controller in Apex, @Aura Enabled annotation, annotation to enable client and server-side access to controlled method, calling a server-side controller action from a client-side controller

Hands on example of Server side controller

A real example of deploying Server side controller by pulling data from Opportunity object, creating Client side controller to invoke Server side controller and passing the returned value to components.


Describe the declarative customization options available for the Salesforce mobile application user interface.

  • Describe the key milestones and considerations when managing the application lifecycle.
  • Describe the differences between and considerations when using the various types of sandboxes.
  • Describe the capabilities of and considerations when using change sets
  • Describe the use cases of and considerations when using unmanaged packages

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