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Salesforce CRM

Course Overview

SalesForce CRM Training Overview

Salesforce Customer Relationship Management usually pronounced as Salesforce CRM which has began with the vision of re-inventing CRM. The major role of Salesforce is to run entirely in the cloud storage and there is no need of setup costs which helps your workers to do work from any device just with an internet connection either it may be a smartphone, tablet, laptop or PC. Salesforce CRM is easy to operate for small business as well as large business organizations. It not only starts and end with CRM for sales and marketing but also enables you to manage all interactions with your customers.

Learn software skills with real experts, either in live classes with videos or without videos, whichever suits you best.


Objectives of the Course

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

Who can attend This Course

  • There are no certain pre-requsites to take the Salesforce CRM course.
  • Who should do the course:App Builders.
  • Developers System,  Administrators, Sales Managers, Sales Executives.

Course Objectives

Prerequisites to learn Salesforce

SalesForce CRM Course Duration

  • 60 Days.

SalesForce CRM Course Content

Definition Of Cloud Computing And Types

    • Definition of cloud computing
    • On-demand advantages of Cloud computing
    • Services of Cloud computing
      • Saas(Software as a Service)
      • PaaS(Platform as a Service)
      • IaaS(Infrastructure as a Service)
    • Types of Clouds
      • Public Cloud
      • Private Cloud
      • Hybrid Cloud
      • Community Cloud

    Definition Of Salesforce And It’s Pro

Course Curriculum

  • Cloud Computing Fundamentals
    • Introduction to the Cloud Computing
    • Evolution of Cloud Computing
    • Comparisons with other computing techniques fetchers
    • Key characteristics of cloud computing
    • Advantages/Disadvantages
  • Classification of Cloud Computing
    • Based on a service model (SAAS, PAAS, IAAS)
  • Salesforce CRM Concepts
    • What is CRM?
    • How can CRM help?
    • Salesforce CRM Navigation and Terminology.
    • Compare CRM with other CRM products
    • Customization in CRM
  • Create Salesforce Org
    • Signup the salesforce Org
    • Overview Of Salesforce Org
  • Salesforce Clouds Overview
    • Sales Cloud
    • Service Cloud
  • Introduction to Salesforce CRM Setup tool
    • Overview of SetUp
    • How to use it
    • Tip for setup
  • Customization Concepts
    • Create custom profiles and Users
    • Create custom Applications
    • Create custom Objects and Tabs
    • Create custom fields, relationships ,Global Picklists ,Field Dependency
    • Define a dependent pick list.
    • Customize validation & formula fields
    • Create page layouts & Customize page layouts
    • Create Record types
    • Customize standard related lists
    • Use field-level security
  • Workflows and Email Alerts
    • Define workflow
    • Set up workflow rules
    • Set up the time based workflows.
    • Set up workflow tasks, field update & Email alerts
  • Working with Email Templates
    • Working with Different types of email templates.
    • Working With Email Letterheads
    • Assigning the email templates to Email Alerts.
  • Process Builder
    • Why do we need a Process Builder?
    • Overview Of Process Builder
    • Use Different Actions in Builder
  • Flows
    • Why do we need Flows?
    • Overview of Flows.
    • Screen Flows
    • Auto Launch Flows
    • Trigger Flows
    • Use Lightning Components in Flows
  • Approval Process
    • Why do we need the Approval Process?
    • ● Overview Of Approval Process.
  • Security & Access
    • Create & Manager Users
    • Login History
    • How to Provide Application Level Security
    • Profiles
    • Permission Sets
    • How to Provide Data Level Security
    • Set organization-wide defaults
    • Learn about record access
    • Create the role hierarchy
    • Learn about role transfer & mass Transfer functionality
  • Analytics (Reports & Dashboards)
    • Create custom report types
    • Types of reports in SFDC
    • Create custom reports
    • Use advanced filters
    • Create dashboards
  • Salesforce Tools (Internal & External)
    • Explorer
    • Workbench
    • VS Code
    • Salesforce Inspector
  • Appexchange Package
    • Introduction of Packages
    • Types of Packages
    • Managed Packages
    • Un-Managed Packages
    • Create/Upgrade/Delete Packages
    • Create password protected Packages
  • Data Management Tools
    • Import Wizard
    • Apex data loader
    • Salesforce Inspector

  • Apex Fundamentals
    • Declaration of variables
    • Data Types (Primitive & Advanced)
    • Declaration of access specifiers (Public, Private...)
    • Memory Management
    • Collections (List, Set, Map)
    • Loops
    • Conditional Statements
  • Apex Classes
    • Explain OOPS
    • Constructors, Static Blocks, Methods etc.
    • Order of Execution
    • Understand the Memory Allocation
    • Standard Controllers and Standard List Controllers
    • Custom Controllers and Controller Extensions
    • Importance of With Sharing
    • Importance of WithOut Sharing
    • Introduction of SOQL and usage
    • Introduction of SOSL and usage
    • Introduction of DML and usage
  • Visualforce Pages
    • Introduction and Tools
    • Overview of MVC architecture
    • Purpose of Visualforce
    • Connecting VF page with Controllers
    • Working with different tags /components.
    • Working on AJAX tags
    • Working on JavaScript
    • Use SLDS in VF
    • Working with Images and Static Resources.
    • Working with Custom settings
    • Working with Custom metadata
    • Working with Custom Labels
    • Working with Custom Components.
  • Apex Concepts
    • Batch Apex
    • Schedule Apes
    • Dynamic Apex
    • Annotations
    • Wrapper Classes
    • Email Classes
    • SFDC API – All Standard Classes and Method Usage(User Info , Schema ,Database ,Limits).
    • Debugging Apex Code
    • Testing Apex
    • Error Handling
    • Exception Handling
    • Overview of governor limits
    • Overview of best practices
  • Lightning
    • Why Did Salesforce Introduce Lightning?
    • Difference B/W Classic and Lightning
    • Demerits of Classic
    • Advantages of Lightning
  • Migrating to Lightning
    • Enable and Disable the Lightning in org wide
    • Switch from classic to lightning
  • Domain Management
    • What is domain management
    • Why custom domain required
    • Create custom domain
    • Configure Custom Domain
    • Configure Authentication Setting for your domain
  • Lightning Component (Aura Components) Bundle Overview
    • Component
    • Controller
    • Helper
    • Style
    • Design
    • Re render
    • SVG
    • Documentation
  • Aura Components
    • Define Attributes
    • How to use Attributes
    • How to Call Client side Controller
    • Access the Standard parameters
    • Access the Custom Parameters
    • Use CSS Styles
    • Pass the data from Component to Client side controller
    • Pass the data from one component to other without using Events
    • Register Events
    • Handle Events
  • Client Side Controllers
    • Define function
    • Pass the Parameters to Helper
    • Getting the Parameters
    • Set the Parameters
    • Call Server Side Method
    • Call other Method with same controller Method
    • How to use $A.enqueueAction
    • Pass the Parameters to Server side Method
    • Importance of aura ID
    • How to handle Errors
    • How to handle Exceptions
  • Helpers
    • Importance of Helper
    • Call other helper method from same helper method
    • Call server side method
    • Importance of Aura ID
    • Call server side method with parameters
    • Using toasts
  • Styles
    • How to use Standard CSS in Component
    • How to use Custom CSS in Component
  • Design
    • Importance of Design Attributes
    • Create Design
    • How to Use Design Attributes
  • Re-Render
    • Importance of Re-Render
    • Create Re-Render
    • How to Use Re-Render
  • Documentation
    • Why Documentation
    • Importance Of Documentation
  • SVG
    • Why SVG
    • Difference B/W image and SVG
    • Importance Of SVG
  • Server Side Controllers(Apex Classes)
    • Define Server side method
    • Importance of @AuraEnabled
    • How to use @AuraEnabled in Method
    • How to use @AuraEnabled in variables
    • Get the parameters from Client side controller
    • Use SOQL
    • Use DML
    • Enable Caching
    • Disable the Caching
  • Events
    • Importance of Events
    • Communicate two Different Components
    • Pass the parameters from one component to other
    • Pass the parameters from parent to child components
    • Pass the parameters from child to parent component
    • Communicate Parent and Child Components
    • Use of aura method
    • Use of Component Events
    • Use of Application Events
    • Event traversing
    • Bubble Events
    • Capture Events
    • Disadvantage of Event traversing
    • How to Stop event traversing
  • Locker Service
    • Why Locker Service
    • Importance Of Locker Service
    • Explanation of Locker Service
    • Example Of Locker Service
  • Lightning Data Services
    • Why Lightning Data Service
    • Importance Of Data Service
    • Explanation Of Data Service
    • Examples
    • Record Data
    • Loading Data
    • Save Data
    • Edit Data
    • Delete Data
  • Lightning Component Navigations
    • Navigate from Data Service to Standard Record
    • Navigate from Data Service to Other Component
    • Reload components
    • Navigate other pages ..etc
  • Error Handling
    • How to handle Client Side Errors
    • How to handle Server Side Errors
  • Exception Handling
    • How to handle Client Side Exceptions
    • How to handle Server Side Exceptions
    • How to Override Standard Exceptions with Custom Messages
  • Lightning Application
    • Why Lightning Application
    • How to use/Where to use
    • Importance of Lightning Application
  • Lightning Tokens
    • Why Lightning Tokens
    • How to use/Where to use
    • Importance of Lightning Tokens
  • How to use Aura Components
    • How to add Lightning Component to Tabs
    • How to add Lightning Component to Global Action
    • How to add Lightning Component to Flexi Page
    • How to add Lightning Component to Application
  • Inheritance In Lighting
    • What is Inheritance?
    • How to use it?
    • Where to use it?
  • LightningOut
    • Add Lightning Component in VF page
    • Use $Lightning.CreateComponent
    • Use $Lightning.Use
    • Use script for convert Visualforce view to Lightning view
  • Lightning Design System
    • What is SLDS
    • Different Type Of SLDS Classes
    • How to Use SVG
    • How to Use Different type of Icons
    • How to Use SLDS Styles
  • Deploy Code to Other Salesforce Orgs
    • Explain the process before Deployment
    • Create package XML file
    • Retrieve Metadata file from Source Org
    • Deploy Code to Destination Org
  • Deployment Tools
    • Deployment with IDE
    • Deployment with Change sets
    • Visual Studio
Who can learn this course

  • Importance of Salesforce
  • Importance of CRM and Solutions
  • Grouth of Revenue using CRM
  • comparison of Salesforce CRM with other CRM Products
  • Salesforce Products
  • Salesforce Features and Edition Limits

 Salesforce Administration

Average package of course (Salesforce CRM)

50% Avg
salary hike
50L Avg
Training Features
Comprehensive Course Curriculum

Elevate your career with essential soft skills training for effective communication, leadership, and professional success.

Experienced Industry Professionals

Learn from trainers with extensive experience in the industry, offering real-world insights.

24/7 Learning Access

Enjoy round-the-clock access to course materials and resources for flexible learning.

Comprehensive Placement Programs

Benefit from specialized programs focused on securing job opportunities post-training.

Hands-on Practice

Learn by doing with hands-on practice, mastering skills through real-world projects

Lab Facility with Expert Mentors

State-of-the-art lab facility, guided by experienced mentors, ensures hands-on learning excellence in every session

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