SalesForce CRM Training

SalesForce Training

salesforce crm training and certification

Salesforce offers immense scope in Kerala as businesses increasingly adopt cloud-based CRM solutions to streamline operations and enhance customer relationships. With its booming IT sector and a growing number of startups, Kerala is witnessing a rising demand for Salesforce professionals. Industries like tourism, retail, education, and healthcare are leveraging Salesforce for data-driven decision-making and personalized services. Skilled Salesforce administrators, developers, and consultants are sought after by local companies and global firms operating in the state. Salesforce’s flexibility, scalability, and integration capabilities make it a preferred choice, creating ample opportunities for those trained in this cutting-edge platform

Learn Salesforce from Industry Experts

Unlock your career potential with our Salesforce Training Program, designed to transform beginners into Salesforce experts. Our comprehensive course, led by industry professionals, covers everything from the basics to advanced-level concepts.

Why Choose Us?

  • Practical Training: Gain hands-on experience with live projects.
  • Internship Opportunities: Work on real-time projects to enhance your skills.
  • Live Classes: Interactive sessions for both batches and individual learners.
  • Flexible Learning: Choose between batch training or personalized one-on-one sessions.
  • Free Trial Class: Experience our teaching methodology before you join.

What You Will Learn

Basic Level:

  • Introduction to Salesforce and CRM Concepts
  • Salesforce Platform Overview
  • Navigating Salesforce: User Interface & Setup
  • Data Modeling: Objects, Fields, and Relationships
  • Basic Process Automation: Workflows and Approvals

Intermediate Level:

  • Advanced Data Management: Import, Export & Validation
  • Security and Access Management: Profiles, Roles, and Sharing Rules
  • Lightning App Builder and Visualforce Basics
  • Reports and Dashboards: Creating and Customizing
  • Process Builder and Flows

Advanced Level:

  • Apex Programming: Triggers, Classes, and SOQL
  • Visualforce Development
  • Lightning Web Components (LWC)
  • Integration with External Systems (APIs and Middleware)
  • Deployment and Release Management
  • Advanced Automation and Analytics

Program Highlights:

  • Expert Trainers with Real-World Experience
  • Industry-Recognized Certification Assistance
  • Career Guidance and Placement Support
  • Access to Recorded Sessions for Revision

Take the first step towards mastering Salesforce! Attend a free trial class and explore how we can empower your Salesforce journey.

Enroll Today and Begin Your Salesforce Adventure!

Syllabus


1. Introduction to Salesforce CRM

  • Overview of CRM and its importance in businesses
  • Introduction to Salesforce ecosystem
    • Sales Cloud
    • Service Cloud
    • Marketing Cloud
    • Commerce Cloud
  • Editions and Licensing in Salesforce
  • Key Terminologies in Salesforce

2. Salesforce Basics and Navigation

  • Understanding the Salesforce user interface (UI)
  • Salesforce Apps and AppExchange
  • Tabs, Objects, Records, and Fields
  • Setup and Configuration: Basics
  • Creating and managing list views

3. Salesforce Data Model and Management

  • Data Models: Standard vs. Custom Objects
  • Fields: Standard and Custom Fields
  • Relationships in Salesforce:
    • Master-Detail Relationship
    • Lookup Relationship
    • Many-to-Many Relationship
  • Data Import and Export
    • Data Loader
    • Import Wizard
  • Data Validation and Rules
    • Validation Rules
    • Required Fields

4. Salesforce Security and Access

  • User Management
    • Creating and managing users
    • Profiles and Permission Sets
  • Role Hierarchies
  • Organization-Wide Defaults (OWD)
  • Sharing Rules and Manual Sharing
  • Field-Level Security
  • Login IP Ranges and Session Settings

5. Business Process Automation

  • Workflow Rules
  • Process Builder
  • Approval Processes
  • Email Alerts and Templates
  • Escalation and Assignment Rules

6. Salesforce Lightning Experience

  • Overview of Salesforce Lightning
  • Transition from Classic to Lightning
  • Lightning App Builder
    • Creating and customizing pages
    • Components and utilities
  • Lightning Flow (Flow Builder)
    • Types of Flows
    • Flow vs. Process Builder

7. Reports and Dashboards

  • Creating and customizing Reports
    • Tabular, Summary, Matrix, and Joined Reports
  • Report Filters and Formulas
  • Dashboards:
    • Dashboard Components
    • Dynamic Dashboards
  • Scheduling and Exporting Reports

8. Sales and Service Cloud

Sales Cloud:

  • Lead Management
    • Lead Conversion Process
  • Opportunity Management
    • Stages, Forecasting, and Pipeline
  • Products, Price Books, and Quotes

Service Cloud:

  • Case Management
    • Creating and resolving cases
    • Case Assignment Rules
  • Knowledge Base Management
  • Entitlements and Milestones
  • Service Console

9. Integration and AppExchange

  • Introduction to Salesforce Integrations
    • REST and SOAP APIs
    • Integration with third-party tools (e.g., Outlook, Gmail, Slack)
  • Introduction to AppExchange
    • Installing and managing apps
    • Popular AppExchange tools

10. Salesforce Development Basics

  • Overview of Salesforce Development
  • Introduction to Apex
    • Apex Triggers
    • Apex Classes
  • Visualforce Basics
  • Introduction to Lightning Web Components (LWCs)

11. Salesforce Deployment and Sandbox Management

  • Types of Sandboxes
  • Change Sets
  • Deployment Best Practices
  • Version Control with Git and other tools

12. Industry-Specific Use Cases

  • Salesforce for Retail
  • Salesforce for Healthcare
  • Salesforce for Financial Services

13. Certification Guidance

  • Overview of Salesforce Certifications
    • Salesforce Administrator
    • Salesforce Platform App Builder
    • Salesforce Developer
    • Salesforce Architect
  • Exam Tips and Preparation

14. Advanced Topics (Optional)

  • Salesforce Einstein (AI features)
  • Salesforce Marketing Cloud Overview
  • Advanced Security (Shield)
  • Advanced Analytics (Tableau CRM)

This syllabus can be tailored to different levels (beginner, intermediate, advanced) and focuses depending on the role (Administrator, Developer, Consultant). Let me know if you'd like to refine it further for a specific audience or purpose.



Meet a Few of our Industry Experts in Kochi πŸš€ Your Pathway to IT Career

Contact Name: Rizvana

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: D el ed, Work Experience Film: Pinnale Role: Nun (One of Four Sisters) Production: Angamaly Production Location: Angamaly Duration: May – June 2025 Acted in a feature film as one of four lead  more..

Contact Name: Shivalik

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: B.A. Hons. + Diploma in Web Dev & Design, Shopify Website Development Theme Customisation Product Listing UI design AI incorporation in coding and customizing Liquid HTML CSS and JavaScript   more..

Contact Name: Shiju

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: Iti, Flutter getx firebase Worked in a US based company app In ios  more..

Contact Name: Harsh

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B.Tech, Android Development Kotlin Python C++ Flutter Development Dart HTML5 CSS3 JavaScript Artificial Intelligence Machine Learning Analysis and Prediction Statistics Transformer Opencv Regression and Automation Testing Provar Playwright   more..

Contact Name: TEJA

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: MCA, Java Manual Testing Automation Testing Agile Jira Html Css  more..

Contact Name: Venkata

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.Tech, HTML5 CSS Bootstrap Wordpress Adobe Photoshop  more..

Contact Name: Vikas

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: Graduated in commerce, 1 **Comprehensive Market Knowledge** – Expertise in stock market fundamentals technical analysis derivatives and forex trading 2 **Hybrid Teaching Ability** – Proficient in conducting both **in-person and online sessions** ensuring  more..

Contact Name: Nishandh

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B.E, Html Css Javascript Mysql Python  more..

Contact Name: Ajay

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: MCA CA, Full-stack developer proficient in React Node js and MongoDB Experience building dynamic web applications optimizing UI components and integrating RESTful APIs Skilled in JavaScript Redux (RTK) HTML5 CSS3 TypeScript Express  more..

Contact Name: Surya

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B.Tech, Data Analytics R Python Excel Tableau Power BI Data Visualization  more..

Contact Name: Arjun

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: BA in VFX and Animation, Strategic Design | Crafting User-Centric Experiences for Innovation and Impact | System Design Data Mastery and Integration Expertise in Product Design  more..

Contact Name: Soniya

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: MBA, Bilingual Communication – Japanese (JLPT N3) English Hindi Talent Acquisition & Recruitment – IT & Non-IT Full-time & Part-time HR Operations – Onboarding Exit Formalities Employee Engagement Performance Management –  more..

Contact Name: Km

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Bachelor, HTML CSS Bootstrap React  more..

Contact Name: Arshiya

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Masters, Python Bash scripting C C++ Vulnerability Management Information Security Customer Support Pre-sales Network Detection and Response  more..

Contact Name: Ankesh

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: Graduation, I have two years of experience in Flutter and Android development  more..

Contact Name: Abdul

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: B.E, Software Engineer with 1 5 years of experience specializing in SharePoint Online OnPrem React Power Apps Power Automate and SPFx Proficient in developing custom forms and workflows integrating REST APIs  more..

Contact Name: Dushyant

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: final year BCA, 1)HTML 2)CSS 3)java 4)Python 5)C language  more..

Contact Name: Vyshakh

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: MSc . Information Engineering , UK., Mobile Engineering Leader with 14+ years of experience architecting and scaling Android apps used by millions across fintech sports and logistics domains Proven track record in building high-performance teams platform  more..

Contact Name: Tamilarasi

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Master of computer science, Tamilarasi Master of Computer Science | 1 5 Years of Experience in Manual Automation and API Testing Manual Testing: Experienced in using Practitest for bug tracking and Jira for project  more..

Contact Name: Prateek

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Btech, SQL Python Pyspark Azure Databricks Azure Data Factory ETL Development Data Pipeline Design MySQL Spark Sql Spark Dataframes SSMS SSIS  more..

Contact Name: Shubhi

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: BE, Python Langchain SQL toolkit Agentype  more..

Contact Name: Akshay

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: MCA, Hi there β˜…β˜…β˜…β˜…β˜… Android development β˜…β˜…β˜…β˜…β˜… I've read requirements and ready to develop calculator app for android 5+ years experience and expertise in : Languages (java php HTML5 cordignator) Styling  more..

Contact Name: Joshi

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Msc. Data Science and Business Analytics, I am a passionate and skilled web developer with a strong foundation in HTML CSS JavaScript and Python along with hands-on experience in building real-world applications using Django FastAPI and  more..

Contact Name: Anisha

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: BE, SKILLS: Python programming Html CSS Data Science Object oriented Programming Git and Github EXPERIENCE: Jr Python Django intern at Zummit Infolabs Writing scalable code using Python programming language Integrating user-facing  more..

Contact Name: Neeraj

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: , Application for Meanstack Developer Mean Stack  more..

Contact Name: BHARATH

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B.COM, MBA, Digital marketing training for 3-4months SEO SMM SEM Google ads Facebook ads LinkedIn ads Google search console Seo audit report  more..

Contact Name: Shajeeh

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: B.tech, Php laravel rest API html css ajax js bootstrapApplication for PHP Laravel  more..

Contact Name: Mohd

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: diploma, Cloud Platforms: Amazon Web Services (AWS) Basic Terraform's concepts Proficiency with version control systems like Git Understanding the principles of IaC concept Cloud Services: e g AWS EC2 S3 Virtual  more..

Contact Name: Aaa

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: asdsad, asdasdApplication for Angular JS  more..

Contact Name: RAHUL

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Mca, Laravel Wordpress Concrete5 Js PhpBootstrap Application for PHP Laravel  more..