Salesforce Training Course

Module 1: Introduction to Salesforce: -

This module provides an overview of Salesforce CRM (Customer Relationship Management) and
introduces participants to the various Salesforce Clouds, including Sales Cloud, Service Cloud, and
Marketing Cloud. It also covers different Salesforce editions and licensing options, helping learners
understand the scope and capabilities of the platform.

• Overview of Salesforce CRM: Participants are introduced to Customer Relationship

Management (CRM) and how Salesforce is a leading cloud-based CRM platform used by
businesses to manage customer interactions, sales, marketing, and customer support.
• Understanding the Salesforce Clouds: Learners explore the different Salesforce Clouds, such
as Sales Cloud (for sales automation and lead management), Service Cloud (for customer
support and service management), Marketing Cloud (for marketing automation), and more.
• Exploring Salesforce Editions and Licensing: This section covers the various editions of
Salesforce (Enterprise, Professional, Unlimited, etc.) and helps learners understand the
differences and choose the appropriate edition based on their business requirements.

Module 2: Salesforce Basics: -

In this module, participants get familiar with the Salesforce user interface and navigation. They learn
how to set up personal preferences to optimize their work environment. The module also covers
fundamental concepts such as objects, records, and fields, laying the foundation for understanding
data management in Salesforce.

• User Interface and Navigation: Participants get familiar with the Salesforce user interface,
including the Home tab, navigation bar, and various user-friendly features.
• Setting Up Personal Preferences: This part demonstrates how to customize the Salesforce
interface to suit individual preferences, including setting default views and modifying user
settings.
• Introduction to Objects, Records, and Fields: Learners are introduced to the basic building
blocks of Salesforce, including objects (representing data entities), records (instances of
objects), and fields (attributes or data points).

Module 3: Managing Data in Salesforce: -

This module delves into the core aspect of Salesforce - data management. Participants learn how to
create, edit, and delete records, ensuring data accuracy and cleanliness. It covers data import and
export processes and introduces data validation rules to maintain data integrity.

• Creating, Editing, and Deleting Records: This section guides participants on how to create
new records, edit existing ones, and delete unnecessary records while adhering to data
management best practices.
• Data Import and Export: Learners discover methods to import large datasets into Salesforce
from external sources and export data for reporting or integration purposes.
• Data Validation Rules: Participants learn to define validation rules to maintain data quality,
ensuring that records meet specific criteria before being saved.
Module 4: Building Custom Objects: -

Custom objects are essential for tailoring Salesforce to specific business needs. In this module,
participants learn how to create custom objects and fields. They also explore how to establish
relationships between objects, enabling more complex and efficient data management. Object-level
security is introduced to control data access.

• Creating Custom Objects and Fields: This module teaches participants how to create custom
objects, tailoring Salesforce to the specific needs of their organization. They also learn to add
custom fields to objects to capture additional data.
• Relationships between Objects: Participants understand how to establish relationships
(lookup, master-detail) between custom and standard objects to build connections and
maintain data consistency.
• Object-Level Security: This section covers object-level security settings to control user
access to custom objects.

Module 5: Automating Processes with Workflows and Process Builder: -

Salesforce automation streamlines business processes. This module introduces workflow rules,
which are automated actions based on specific criteria. Participants learn to define actions and
outbound messaging to improve communication and productivity. The Process Builder is also
covered, allowing learners to create more complex automation workflows without writing code.

• Introduction to Workflow Rules: Participants learn how to set up workflow rules to

automate actions based on predefined criteria, such as sending emails or updating fields.
• Defining Actions and Outbound Messaging: This part allows learners to specify actions that
occur when workflow rules are triggered, as well as how to send messages outside of
Salesforce using outbound messaging.
• Automating with Process Builder: Participants explore the Process Builder tool, which offers
a more intuitive way to automate complex processes without the need for coding.

Module 6: Salesforce Reports and Dashboards: -

Reporting is crucial for data-driven decision-making. Participants learn to create reports using the
Report Builder tool and explore various report types to present data effectively. Dashboards are
introduced, enabling users to visualize multiple reports on a single screen. Learners also discover
how to schedule and share reports and dashboards with stakeholders.

• Creating Reports with Report Builder: Participants learn to build different types of reports,
including tabular, summary, and matrix reports, to analyze data effectively.
• Introduction to Dashboards and Components: This section covers the creation of interactive
dashboards using report components, such as charts and tables, to visualize data trends.
• Scheduling and Sharing Reports/Dashboards: Learners discover how to schedule reports
and dashboards for regular distribution and share them with team members or
stakeholders.
Module 7: Salesforce Automation with Apex Triggers: -

Apex Triggers are code snippets that allow developers to automate custom business logic within
Salesforce. In this module, participants are introduced to Apex Triggers, learn how to write and test
them, and understand best practices for trigger development.
 • Introduction to Apex Triggers: Participants are introduced to Apex Triggers, which are code
blocks that execute in response to specific events, enabling them to automate custom
business logic within Salesforce.
• Writing and Testing Triggers: Learners learn how to write trigger code and test its
functionality to ensure it works as expected.
• Best Practices for Trigger Development: This section provides best practices and guidelines
to write efficient and maintainable triggers.

Module 8: Customizing Salesforce with Apex and Visualforce: -

This module extends the previous one by covering more advanced customization options.
Participants learn about Apex code, which can be used to build complex business logic and custom
functionalities. Visualforce is introduced, allowing learners to create custom user interfaces and
pages. An overview of Lightning Web Components is also provided, offering a glimpse into the latest
Salesforce development framework.

• Introduction to Apex Code: Participants explore the Apex programming language and how
to use it to build custom functionalities beyond what's possible with declarative tools.
• Building Visualforce Pages: Learners learn to create custom Visualforce pages, which allow
them to create unique user interfaces and interactions within Salesforce.
• Introduction to Lightning Web Components: An overview of Lightning Web Components
(LWC) is provided, showcasing the new Salesforce development framework that empowers
developers to build modern, performant web applications.

Module 9: Salesforce Security and Sharing: -

Data security is paramount in any CRM system. In this module, participants explore the Salesforce
security model, including role hierarchy, profiles, and permission sets. They learn how to define
object and field-level security to control access to sensitive data. Sharing settings and record access
are covered to ensure data privacy and integrity.

• Understanding Salesforce Security Model: This module explains the Salesforce security
model, including concepts like roles, profiles, and permission sets.
• Defining Object and Field-Level Security: Participants understand how to control access to
objects and fields, ensuring sensitive data is only visible to authorized users.
• Sharing Settings and Record Access: This section covers the various record-level sharing
settings and mechanisms to grant or restrict access to individual records.

Module 10: Integrating Salesforce: -

Integration is crucial for seamless data flow between Salesforce and other systems. Participants
learn about Salesforce APIs and how they enable integration with external applications and services.
They also explore AppExchange, Salesforce's marketplace for third-party apps and managed
packages.

• Introduction to Salesforce APIs: Participants learn about Salesforce APIs, such as SOAP,
REST, and Bulk APIs, which enable seamless integration with external systems and
applications.
• Integrating with External Systems: This section demonstrates how to connect Salesforce
with other platforms, allowing data exchange and process automation between systems.
• AppExchange and Managed Packages: Learners explore Salesforce's AppExchange, a
marketplace for third-party applications and managed packages that extend Salesforce's
functionalities.
Module 11: Mobile App Development with Salesforce: -
As mobile usage becomes increasingly prevalent, this module focuses on Salesforce Mobile App
features. Participants learn how to customize mobile layouts and actions to ensure a smooth user
experience on various devices.

• Salesforce Mobile App Features: This module highlights the features and capabilities of the
Salesforce Mobile App, enabling users to access critical information on-the-go.
• Customizing Mobile Layouts and Actions: Participants learn how to tailor the mobile app
experience by customizing page layouts and defining actions for quick access to important
functions.
Module 12: Salesforce Lightning Experience: -

Salesforce Lightning is the modern, responsive user interface for Salesforce. In this module,
participants get an overview of Salesforce Lightning, understanding its benefits and how it differs
from Salesforce Classic. For those transitioning from Classic to Lightning, this module provides
essential insights.

• Overview of Salesforce Lightning: Participants get an overview of the modern Salesforce

Lightning Experience, its enhanced user interface, and its benefits compared to Salesforce
Classic.
• Migrating from Classic to Lightning: For those transitioning from Classic to Lightning, this
section provides guidance on how to plan and execute a successful migration.

Module 13: Best Practices and Tips for Administrators: -

This module equips Salesforce administrators with best practices to optimize the platform's
performance. Participants learn data management strategies, performance optimization techniques,
and how to troubleshoot common issues that might arise during system usage.

• Performance Optimization: Participants learn best practices to optimize Salesforce's

performance, ensuring a smooth user experience.
• Data Management Strategies: This section covers data management best practices,
including data backup, archival, and cleanup techniques.
• Troubleshooting Common Issues: Learners gain insights into common Salesforce issues and
how to troubleshoot and resolve them effectively.

Module 14: Trailhead and Continuous Learning: -

The final module emphasizes the importance of continuous learning and skill development.
Participants discover Salesforce Trailhead, a free online learning platform with interactive modules
and projects to help them continue their Salesforce journey and stay updated with the latest
Salesforce releases and features.

• Leveraging Salesforce Trailhead for Learning: Participants discover Salesforce Trailhead, a

free online learning platform with interactive modules and projects to further enhance their
Salesforce knowledge.
• Staying Updated with Salesforce Releases: This section emphasizes the importance of
continuous learning to keep up-to-date with the latest Salesforce releases and features.