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Salesforce

Who this course is for

  • Aspiring Salesforce Administrators: Those looking to manage and configure Salesforce environments, set up user permissions, automate processes, and customize reports.
  • Salesforce Developers: Individuals aiming to learn how to customize Salesforce using Apex (Salesforce’s programming language) and Visualforce (for custom user interfaces).
  • Salesforce Consultants: Those who help businesses implement Salesforce solutions, customize workflows, and improve processes for clients.
  • Business Analysts: Professionals who want to understand Salesforce functionality to analyze business requirements and work closely with developers and administrators.
  • Project Managers: People looking to manage Salesforce implementation projects, coordinate teams, and ensure timely delivery.
  • Sales and Marketing Professionals: Those who want to learn how to use Salesforce tools like Salesforce CRM, automation tools, and reporting to enhance their sales processes.
  • Anyone interested in CRM software: Even beginners interested in understanding CRM concepts and Salesforce’s role in business growth might find value in this course.

Why take this course

  • Salesforce is one of the leading CRM platforms used by businesses worldwide. With this course, you'll open doors to a variety of career opportunities, as there's a constant demand for skilled professionals to manage and implement Salesforce solutions.
  • Whether you're a beginner or experienced professional, Salesforce training will help you gain in-depth knowledge of CRM tools, business automation, and cloud-based solutions, enhancing your technical and analytical abilities.
  • Salesforce skills are transferable across industries. Whether you work in sales, marketing, customer service, or IT, learning Salesforce can make you more versatile and open the door to leadership roles.

Course Content

Module 1: Salesforce Platform Basics
  • Get Started with the Salesforce Platform
  • Discover Use Cases for the Platform
  • Understand the Salesforce Architecture
  • Navigate Setup
  • Power Up with AppExchange
Module 2: User Management

  • Add New Users
  • Control What Your Users Can Access

    • Module 3: Identity Basics
    • Get to Know Salesforce Identity
    • Get To Know Your Salesforce Identity Users
    • Learn the Language of Identity
    Module 4: Data Security
    • Overview of Data Security
    • Control Access to the Org
    • Control Access to Objects
    • Control Access to Fields
    • Control Access to Records
    • Create a Role Hierarchy
    • Define Sharing Rules
    Module 5: Permission Set Groups
    • Get Started with Permission Set Groups
    • Create a Permission Set Group
    • Mute Permissions in Permission Set Groups
    Module 6: Data Modeling
    • Understand Custom & Standard Objects
    • Create Object Relationships
    • Work with Schema Builder
    Module 7: Lightning Experience Customization
    • Set Up Your Org
    • Create and Customize Lightning Apps
    • Create and Customize List Views
    • Customize Record Highlights with Compact Layouts
    • Customize Record Details with Page Layouts
    • Create Custom Buttons and Links
    • Empower Your Users with Quick Actions
    Module 8: Lightning App Builder
    • Get Started with the Lightning App Builder
    • Build a Custom Home Page for Lightning Experience
    • Build a Custom Record Page for Lightning Experience and the Salesforce Mobile App
    • Build an App Home Lightning Page
    • Work with Custom Lightning Components
    Module 9: Formulas and Validations
    • Use Formula Fields
    • Implement Roll-Up Summary Fields
    • Create Validation Rules
    Module 10: Accounts & Contacts for Lightning Experience
    • Store Information About Your Customers
    • Understand Account and Contact Relationships
    Module 11: Leads & Opportunities for Lightning Experience
    • Create and Convert Leads as Potential Customers
    • Work Your Opportunities
    • Sell as a Team and Split the Credit
    • Visualize Success with Path and Kanban
    Module 12: Products, Quotes, & Contracts
    • Create Price Books to Track Your Products
    • Configure Quotes for Your Customers and Track Contracts
    Module 13: Campaign Basics
    • Meet Salesforce Campaigns
    • Organize Campaigns
    • Determine Who You're Marketing to
    • Report on Your Campaigns
    Module 14: Service Cloud for Lightning Experience
    • Begin Your Customer Service Journey
    • Administer Service Cloud
    • Automate Case Management
    • Create Digital Engagement on Multiple Channels
    Module 15: Chatter Administration for Lightning Experience
    • Get Started with Chatter
    • Work with Chatter Groups
    • Enable Feed Tracking
    • Approve Records from a Chatter Feed
    • Develop a Rollout Strategy
    Module 16: Salesforce Mobile App Customization
    • Get Started with the Salesforce Mobile App
    • Customize Navigation
    • Create Global Quick Actions
    • Create Object-Specific Quick Actions
    • Customize Compact Layouts
    Module 17: AppExchange Basics
    • Get Started with AppExchange
    • Navigate AppExchange
    • Explore AppExchange Listings
    • Install AppExchange Packages
    • Connect and Contribute to the AppExchange Community
    Module 18: Data Management
    • Import Data
    • Export Data
    Module 19: Duplicate Management
    • Improve Data Quality in Salesforce
    • Resolve and Prevent Duplicate Data in Salesforce
    Module 20: Reports & Dashboards for Lightning Experience
    • Introduction to Reports and Dashboards in Lightning Experience
    • Create Reports with the Report Builder
    • Format Reports
    • Visualize Your Data with the Lightning Dashboard Builder
    • Extend Your Reporting Strategy with AppExchange
    Module 21: Salesforce Flow
    • Choose the Right Automation Tool
    • Automate Simple Business Processes with Process Builder
    • Guide Users Through Your Business Processes with Flow Builder
    • Customize How Records Get Approved with Approvals