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 🚀 Your Pathway to IT Career

Contact Name: Debkumar

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.Sc and DEE, CCNP Certification Working experience in cisco and Fortinet Firewall   more..

Contact Name: Deepika

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: MTech, I am a Flutter developer with 9 months of experience in building responsive mobile and web apps using Dart GetX and Firebase with strong skills in UI UX design API  more..

Contact Name: Krishna

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: BTech Computer Science and Engineering- Cybersecurity, Skills Programming Languages • C C++ • Python • Java • JavaScript • SQL • Assembly Technologies & Tools • Git Linux • Ghidra Cutter GDB • REMnux Wireshark Metasploit  more..

Contact Name: Archana

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: BCA, Programming Leadership skilss Teaching skills  more..

Contact Name: Vineeth

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B. Tech, Prompt Engineering ➢ Python ➢ SQL ➢ Tableau ➢ Visualization Skills ➢ Excel ➢ Analytical Skills ➢ Critical Thinking ➢ Time Management ➢ Problem solving  more..

Contact Name: Sumit

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: , I'm Sumit Dipak Patil (WIX expert) from Amalner MH (425401) Education- B tech ME CGPA 7 84 (2022) Skill: HTML CSS JavaScript basic JQuery Angular node Js Web developer Frontend  more..

Contact Name: Anjana

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: M.sc.computer science, C C++ Java SQL Manual Testing Automation Testing  more..

Contact Name: Suman

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: B.Tech CSE, Dear sir madam I hope this message finds you well I am writing to express my interest in the Full Stack Developer position With hands-on experience in developing robust and  more..

Contact Name: Pandhi

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Bachelor of Technology, Google ads Seo Marketing Keyword Research Link Building Basics of Social Media Marketing and DV360 Good Communication Skills Team worker good knowledge of MS Office Knowledge of Canva and Inshot  more..

Contact Name: Kiran

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.sc Computer Science, I am interested in the IT Security Specialist job with Cyber Security I have done a B sc Computer Science and completed advanced Cyber Security and Cyber Defianse certification from  more..

Contact Name: Vasudevan

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: B.Tech IT, Have 9 years of experience in Asp net skills: html css jQuery ASPNET MVC SQL  more..

Contact Name: Cithu

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: BA Multimedia, Digital Marketing Graphic Design  more..

Contact Name: Somil

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: IT diploma, MS excel MS office IT support Networking  more..

Contact Name: Mohamad

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: B.Sc, Cyber Security Ethical Hacking Penetration Testing(Internal & external) Cyber defense Vulnerability Assessment Training  more..

Contact Name: Athi

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: BDes, I’m a 2D animator and illustrator with a degree in Animation Film Design from NID and 5+ years of freelance experience I specialize in storytelling character animation concept art and  more..

Contact Name: Jefin

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B tech, I am Jefin Jojo an engineering graduate eager to transition my career to web development Through self-learning I have acquired proficiency in software skills such as JavaScript Node js Express  more..

Contact Name: Charvi

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.Tech, Python AI ML Currently Python Developer Intern at Innovatecloud Solutions  more..

Contact Name: Sanju

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: BCa, I have working experience in remote support office 365 Firewall etc  more..

Contact Name: ArunKumar

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: BE, Frontend: React js HTML CSS Bootstrap Backend: Node js Express js Database: MongoDB State Management: Redux Redux Toolkit Authentication: JWT (JSON Web Tokens) Tools: GitHub Netlify Render Other Skills: PLC  more..

Contact Name: Sivachandran

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Bsc computer science, Python django html css js MySQL postman python full stack  more..

Contact Name: Tejas

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Graduate, Python Generative AI Agentic AI Prompting Techniques LangChain LangGraph Elevenlabs Agno Git SQL MongoDB FastAPI  more..

Contact Name: Meghana

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B. Tech., User Research Wireframing and Prototyping Visual Design Interaction Design Information Architecture Responsive Design HTML CSS Basics Problem-Solving Empathy Communication Adaptability Collaboration Attention to Detail Project Management Analytical Thinking  more..

Contact Name: Lakshmireddy

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: MCA, Application for Angular JS  more..

Contact Name: Vineesh

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: BCA, I am writing to express my interest in the Flutter Developer position at your Company As a dedicated and highly skilled Flutter developer I bring a strong command of Dart  more..

Contact Name: Soniya

Mobile: +91 94975 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: 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: Surendar

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Bsc computer science, Flutter dart mobile app development bloc kotlin android java  more..

Contact Name: Vaisakh

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Diploma in Computer Engineering, PHP Laravel Mysql Postgresql Codeigniter Wordpress Core PHP  more..

Contact Name: Rakshitha

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: BE, Python Ai ml Langchain Rag  more..

Contact Name: Mansi

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: Post Graduate, I hold a Master’s in Economics with 5+ years of professional experience across business development admissions customer care and marketing As an Admission Counselor I onboarded students for Australia—counseling families  more..