Syllabus - Salesforce Overview

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides a wide array of tools for managing customer interactions, sales processes, and business operations. This syllabus covers fundamental to advanced Salesforce concepts to help you master the platform.

Session 1 – Introduction to Salesforce

  • Overview of Salesforce CRM
  • Salesforce Architecture
  • Understanding Salesforce Editions
  • Setting Up a Salesforce Account
  • Salesforce User Interface Overview
  • Navigating Salesforce

Session 2 – Salesforce Administration Basics

  • Salesforce Administration Overview
  • Managing Users and Profiles
  • Setting Up Roles and Role Hierarchies
  • Security and Sharing Settings
  • Data Management in Salesforce
  • Automation Basics: Workflows and Process Builder

Session 3 – Salesforce Object Model & Data Management

  • Introduction to Salesforce Objects
  • Standard vs. Custom Objects
  • Field Types and Custom Fields
  • Relationships in Salesforce: Master-Detail and Lookup
  • Data Import Wizard and Data Loader
  • Managing Data Quality with Validation Rules

Session 4 – Salesforce Automation & Business Logic

  • Introduction to Salesforce Automation Tools
  • Creating and Managing Workflows
  • Process Builder in Depth
  • Flows: Automating Complex Business Processes
  • Approval Processes in Salesforce
  • Introduction to Apex Triggers

Session 5 – Salesforce Reports & Dashboards

  • Creating and Customizing Reports
  • Using Report Types and Filters
  • Building Dashboards
  • Customizing Dashboard Components
  • Scheduling Reports and Dashboards
  • Analyzing Data with Salesforce Analytics

Session 6 – Salesforce Development & Customization

  • Introduction to Salesforce Development
  • Understanding Apex Programming Language
  • Creating Custom Salesforce Applications
  • Visualforce Pages: Custom UI Development
  • Lightning Components and Framework
  • Deploying Applications in Salesforce