Introduction to Salesforce 

Salesforce is a customer relationship management (CRM) platform that offers web-based business applications for controlling the activities of marketing, sales, and customer care. The fundamentals of the platform and its functionality, including as lead and opportunity management, account and contact management, forecasting, and reporting, are covered in introduction to Salesforce training. You will acquire the skills and knowledge necessary to utilise the platform efficiently after completing the course, which covers the fundamental features and functioning of Salesforce.

Skills you will learn

    1. Understanding of the Salesforce platform: You will learn the basics of the Salesforce platform, including its architecture and navigation.

    2. Customization of Salesforce: You will learn how to customize Salesforce to fit your business needs, including creating custom objects, fields, and page layouts.

    3. Data management: You will learn how to manage data in Salesforce, including importing, exporting, and deduplicating records.

    4. Automation: You will learn how to automate tasks in Salesforce using Workflow rules, Process Builder, and other tools.

    5. Reporting and Analytics: You will learn how to create reports and dashboards to visualize your Salesforce data and gain insights into your business.

Syllabus

I. Introduction to Salesforce

    1.Overview of Salesforce platform and its capabilities

    2. Understanding of CRM and its significance

    3. Overview of Salesforce components (Leads, Contacts, Accounts, Opportunities, etc.)

II. Salesforce Administration

    1. Setting up users and profiles

    2. Configuring data management (Objects, Fields, Relationships, etc.)

    3. Setting up security and access

    4. Configuring automation (Workflow rules, Approval processes, etc.)

III. Customization

    1. Introduction to Apex programming language

    2. Building custom objects and fields

    3. Developing custom apps and pages using Visualforce

    4. Working with triggers and batch jobs

IV. Salesforce Analytics

    1. Overview of Salesforce reporting and dashboards

    2. Creating and customizing reports

    3. Building interactive dashboards

    4. Exploring advanced analytics with Einstein Analytics

V. Integrating Salesforce with other systems

    1. Understanding of Salesforce REST API and its usage

    2. Integrating Salesforce with other systems using APIs

    3. Overview of Salesforce Einstein Platform Services

VI. Deployment and maintenance

    1. Overview of change management in Salesforce

    2. Deployment techniques using change sets and packages

    3. Best practices for maintenance and optimization

Reason to join techspirals:

    1. Discover the power of Salesforce: Acquire the skills necessary to maximise the capabilities of the top CRM platform in the world.

    2. Improve your chances for a job: Being able to include Salesforce to your CV will increase your value and competitiveness as a candidate in the IT business. Salesforce is a highly sought-after expertise in the employment market.

    3. Study from the top: Our knowledgeable teachers will help you every step of the way since they have a lot of expertise and real-world Salesforce experience.

    4. Join an active community: You will have the chance to engage with and work with like-minded people in our welcoming community, creating vital networks and enduring connections.