Salesforce Training
A Salesforce course typically covers the various aspects of using Salesforce CRM (Customer Relationship Management) for managing customer interactions, sales processes, and marketing activities.
Salesforce Course Syllabus
- Overview of Salesforce and its Ecosystem
- Key Features and Benefits of Salesforce CRM
- Introduction to Salesforce Cloud Services (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
- Navigating the Salesforce Interface
- Understanding Salesforce Editions and Licensing
- Understanding Salesforce Objects: Standard vs. Custom Objects
- Navigating and Customizing Salesforce Objects
- Data Model Overview: Fields, Relationships, and Record Types
- Working with Tabs, Page Layouts, and Compact Layouts
- Managing and Customizing Salesforce Records
- User Management: Creating and Managing Users, Roles, and Profiles
- Security and Access Control: Organization-Wide Defaults, Sharing Rules, and Permission Sets
- Setting Up and Customizing Profiles and Permission Sets
- Implementing Record Types, Page Layouts, and Field-Level Security
- Managing Data with Data Import and Export Tools
- Introduction to Salesforce Automation Tools
- Creating and Managing Workflow Rules and Actions
- Implementing Process Builder for Advanced Automation
- Using Flows for Complex Business Processes
- Implementing Approval Processes
- Overview of Sales Cloud Features and Capabilities
- Managing Leads, Opportunities, and Accounts
- Creating and Managing Sales Processes and Stages
- Customizing Sales Cloud for Your Organization
- Using Reports and Dashboards for Sales Insights
- Introduction to Service Cloud Features and Capabilities
- Managing Cases and Service Requests
- Setting Up and Customizing Knowledge Base
- Implementing Service Console and Omnichannel Support
- Using Service Cloud Reports and Dashboards
- Overview of Marketing Cloud Features and Capabilities
- Creating and Managing Email Campaigns
- Using Automation Studio and Journey Builder
- Managing Marketing Data and Segmentation
- Analyzing Marketing Campaign Performance
- Introduction to Salesforce Reporting Tools
- Creating and Customizing Reports
- Building and Managing Dashboards
- Using Report Types and Filters
- Advanced Reporting Techniques: Joined Reports, Matrix Reports
- Overview of Salesforce AppExchange
- Finding and Installing Apps from AppExchange
- Understanding AppExchange App Integration
- Integrating Salesforce with External Applications and Systems (e.g., ERP, Social Media)
- Using Salesforce APIs and Web Services
- Introduction to Salesforce Development
- Understanding Apex Programming Language
- Creating and Managing Visualforce Pages
- Introduction to Lightning Components and Lightning Web Components
- Using Salesforce DX for Development and Deployment
- Overview of Salesforce Deployment Tools
- Managing Sandboxes and Deployment Strategies
- Using Change Sets and Salesforce CLI for Deployment
- Implementing Release Management Best Practices
- Understanding Salesforce Security Model
- Implementing Data Encryption and Field-Level Security
- Managing User Authentication and Authorization
- Compliance and Data Privacy Considerations
- Customizing Salesforce for Specific Business Needs
- Using Salesforce Einstein for AI and Analytics
- Implementing Advanced Data Management Techniques
- Case Studies and Real-World Use Cases
- Implementing Data Encryption and Field-Level Security
- Managing User Authentication and Authorization
- Compliance and Data Privacy Considerations
