Salesforce Training: Elevate Your Career with CRM Mastery

Introduction to Salesforce

1. What is Salesforce?
2. Overview of Salesforce Products and Services
3. Benefits of Salesforce Platform
4. Getting Started with Salesforce Trailhead

Salesforce Basics

1. Salesforce User Interface Overview
2. Navigation and Tabs in Salesforce
3. Understanding Salesforce Objects, Records, and Fields
4. Introduction to Salesforce Data Model

Salesforce Setup and Configuration

1. Setting Up Salesforce Organization
2. Customizing Salesforce Objects and Fields
3. Creating Custom Page Layouts and Record Types
4. Defining Relationships between Salesforce Objects

Salesforce Security and Access Management

1. Introduction to Salesforce Security Model
2. Managing User Accounts and Profiles
3. Permission Sets and Role Hierarchy
4. Record-Level Security with Sharing Rules and Manual Sharing

Salesforce Automation

1. Introduction to Salesforce Automation Tools
2. Creating Workflow Rules and Workflow Actions
3. Process Builder for Visual Workflow Automation
4. Introduction to Apex Triggers for Custom Business Logic

Salesforce Reports and Dashboards

1. Creating and Customizing Salesforce Reports
2. Report Types and Formats
3. Building Salesforce Dashboards for Data Visualization
4. Sharing Reports and Dashboards with Users

Salesforce Lightning Experience

1. Introduction to Salesforce Lightning Experience
2. Navigating and Customizing Lightning Experience
3. Building Lightning Pages and Components
4. Migrating from Salesforce Classic to Lightning Experience

Salesforce Integration

1. Introduction to Salesforce Integration
2. Integrating Salesforce with External Systems using APIs
3. Data Integration Techniques with Salesforce Connect
4. Using AppExchange Apps for Pre-built Integrations

Salesforce App Development

1. Introduction to Salesforce App Development
2. Building Custom Applications with Salesforce App Builder
3. Introduction to Salesforce Developer Console
4. Creating Custom Lightning Components with Aura and LWC

Salesforce Mobile App Development

1. Introduction to Salesforce Mobile App Development
2. Building Mobile Apps with Salesforce Mobile SDK
3. Customizing Mobile Apps with Salesforce Mobile Publisher
4. Offline Data Access and Syncing in Salesforce Mobile

Salesforce Communities

1. Introduction to Salesforce Communities
2. Building and Customizing Salesforce Community Cloud
3. Community Setup and Configuration
4. Engaging Community Members and Collaboration Tools

Salesforce Einstein AI

1. Introduction to Salesforce Einstein AI
2. Predictive Analytics and Insights with Einstein Discovery
3. Personalizing Customer Experiences with Einstein Recommendations
4. Building AI-Powered Apps with Einstein Platform Services

Salesforce CPQ (Configure, Price, Quote)

1. Introduction to Salesforce CPQ
2. Setting Up Products and Price Books
3. Configuring Product Bundles and Discount Rules
4. Generating Quotes and Contracts with Salesforce CPQ

Salesforce Service Cloud

1. Introduction to Salesforce Service Cloud
2. Setting Up Case Management and Support Processes
3. Implementing Service Level Agreements (SLAs)
4. Building Knowledge Bases and Self-Service Portals

Salesforce Marketing Cloud

1. Introduction to Salesforce Marketing Cloud
2. Email Marketing Campaigns with Salesforce Email Studio
3. Marketing Automation with Journey Builder
4. Audience Segmentation and Personalization

Salesforce Analytics Cloud (Tableau CRM)

1. Introduction to Salesforce Analytics Cloud
2. Building Interactive Dashboards with Einstein Analytics
3. Data Exploration and Visualization with Tableau CRM
4. Predictive Analytics and Insights

Salesforce Certification Preparation

1. Overview of Salesforce Certification Tracks
2. Tips and Strategies for Passing Salesforce Exams
3. Study Resources and Practice Exams
4. Preparing for Salesforce Administrator, Developer, and Consultant Exams

Real-World Projects and Case Studies

1. Building a Sales Management Application
2. Customer Relationship Management (CRM) Implementation
3. Service Desk and Ticketing System Setup
4. Marketing Automation and Lead Nurturing Campaigns

Career Development and Job Preparation

1. Job Roles and Opportunities in Salesforce Ecosystem
2. Creating a Professional Salesforce Portfolio and Resume
3. Interview Preparation and Techniques
4. Networking and Continuing Education Resources

Conclusion and Next Steps

1. Recap of Key Concepts Covered in the Course
2. Actionable Steps for Advancing Your Career in Salesforce
3. Continuing Education Resources and Learning Paths
4. Q&A and Open Discussion

Salesforce Lightning Web Components (LWC)

1. Introduction to Lightning Web Components (LWC)
2. Creating Lightning Web Components with JavaScript and HTML
3. Communicating Between Lightning Web Components
4. Using Lightning Data Service to Work with Salesforce Data

Salesforce Advanced Development

1. Apex Programming Language Fundamentals
2. Writing Test Classes for Apex Code Coverage
3. Batch Apex for Processing Large Data Sets
4. Advanced Apex Techniques and Design Patterns

Salesforce Lightning Flow

1. Introduction to Salesforce Lightning Flow
2. Building Interactive Flows for Process Automation
3. Integrating Flows with Salesforce Processes and Data
4. Customizing Flow Screens and User Interfaces

Salesforce Industry Solutions

1. Salesforce for Nonprofit Organizations
2. Salesforce for Higher Education Institutions
3. Salesforce for Financial Services and Banking
4. Salesforce for Healthcare and Life Sciences

Salesforce DX (Developer Experience)

1. Introduction to Salesforce Developer Experience (DX)
2. Setting Up Salesforce DX Development Environment
3. Source-Driven Development with Salesforce CLI
4. Collaborative Development and Version Control with Git

Salesforce AI Integration

1. Einstein Platform Services Overview
2. Building AI-Powered Predictive Models with Einstein Prediction Builder
3. Einstein Bots for Intelligent Customer Service
4. Integrating External AI Services with Salesforce

Salesforce Heroku

1. Introduction to Salesforce Heroku Platform
2. Deploying Applications to Heroku Cloud Platform
3. Scaling and Managing Heroku Dynos
4. Integrating Heroku with Salesforce for Full Stack Development

Salesforce Lightning Design System (SLDS)

1. Introduction to Salesforce Lightning Design System (SLDS)
2. Using SLDS in Lightning Components and Applications
3. Customizing SLDS Styles and Components
4. Best Practices for UI/UX Design with SLDS

Salesforce Mobile SDK

1. Introduction to Salesforce Mobile SDK
2. Setting Up Mobile Development Environment
3. Building Offline-First Mobile Apps with SmartStore
4. Customizing Mobile Apps with Hybrid Development

Salesforce Data Migration

1. Planning and Preparing for Data Migration
2. Data Extraction and Transformation Strategies
3. Data Loading Techniques with Data Loader and Bulk API
4. Data Quality Assurance and Validation

Salesforce Lightning App Builder

1. Introduction to Salesforce Lightning App Builder
2. Building Custom Applications with App Builder
3. Designing Custom App Pages and Components
4. Extending App Builder with Custom Lightning Components

Salesforce Trailhead Badges and Projects

1. Exploring Salesforce Trailhead Learning Paths
2. Completing Hands-On Trailhead Modules and Projects
3. Earning Badges and Certifications on Trailhead
4. Applying Trailhead Learning to Real-World Scenarios

Salesforce Governance and Best Practices

1. Change Management and Release Processes
2. Sandbox Management and Data Refresh Strategies
3. Performance Optimization and Monitoring
4. Compliance and Security Best Practices

Salesforce Community Engagement

1. Participating in Salesforce Community Forums and Groups
2. Contributing to Open Source Projects in Salesforce Ecosystem
3. Attending Salesforce Events and Meetups
4. Networking and Building Professional Relationships