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: Rajesh

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: B.Tech, React Js Express js Node Js MongoDB MySql PostgreSql Redux ContextApi REST APIs Socket Io Git and Github Bootstrap Tailwind css HTML Css JavaScript TypeScript Aws   more..

Contact Name: Navjot

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: BTech CSE, I have 3 years of experience as Angular developer I am ready to start from today onwards Please revert if interested I promise you to deliver you the best Application  more..

Contact Name: Rupa

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Btech in Electronics and Telecommunication, I have hands-on experience in Verilog HDL RTL design FPGA implementation and simulation using Xilinx Vivado and ModelSim I’ve built projects like a 16-bit RISC processor and FSM-based vending machine  more..

Contact Name: Mrinal

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: BCA, Basic Computer Knowledge MS Office Basic C and C++ Programming HTLM CSS JavaScript Python Programming   more..

Contact Name: Zia

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: BE (CSE), C C++ C# Java Python ReactJS MySQL Web Development Android Development Unity Development OOP DotNET Framework Database Management SSRS  more..

Contact Name: Naba

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Master of Computer Applications, Skills : Automation and Manual Testing Java Selenium Playwright TestNG Maven Git Postman Jira Agile Experience: 2 years 3 months  more..

Contact Name: Harsha

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: MCA, Python Html CSS PHP Machine Learning with around 6years of teaching experience   more..

Contact Name: Anuj

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: B.Tech, Python Django MySQL HTML CSS JS; internship in web dev; built projects like exam app & NLP tool   more..

Contact Name: Navaneeth

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Bachelor of Technology, Worked on Angular React And Net Framework related projects I have 2 years of experience in Angular technology Application for Angular JS  more..

Contact Name: Ajay

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: Bsc.Microbilogy, Ethical hacking Metasploit Reverse Engineering Ida Burb suite VMware oracle virtual box Linux windows Python Bash scripting   more..

Contact Name: Vikas

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: MCA, Python Machine learning Ai Data science Deep learning  more..

Contact Name: Soma

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: M.Sc, M.Ed, Experienced in using educational software Have the experience of teaching online using MS Teams Zoom Google meet Was Curriculum Developer of ICSE Chemistry in Shrieducare Ltd Was the supervising examiner  more..

Contact Name: Unnimaya

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: MSc Computer Science , Completed 3 month course on Angular at Star Innovations Thrissur Application for Angular JS  more..

Contact Name: Kunal

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Btech CSE, I’m a Unity Developer with hands-on experience creating hyper-casual mobile games (endless runners puzzle titles and arcade-style prototypes) and developing VR simulators for training and interactive experiences for [clients industries  more..

Contact Name: Harshada

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: BE, I have completed internship in web technology At this place I am learning about the web development also work on some web projects using HTML CSS JavaScript bootstrap etc also  more..

Contact Name: MAHESH

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: 3 YEAR DIPLOMA IN EEE (Electrical & Electronics Engg), Multimedia Trainer with 7 years of experience in GTEC Computer Education Premiere Pro Skills 1 *Video Editing:* - Proficient in cutting trimming and enhancing video content 2 *Timeline Management:* -  more..

Contact Name: Shawn

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.E, Manual testing Automation Testing Api testing Database testing Mobile testing Web app testing  more..

Contact Name: AKASH

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: Diploma, Manual testing Stlc Sdlc Testing  more..

Contact Name: Sweta

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: Bsc, My UI UX Skills: Tools: Figma Adobe XD Photoshop Illustrator UX: User Research Wireframing Prototyping Usability Testing UI: Clean Visual Design Responsive Layouts Design Systems Basics: HTML CSS Mobile-first Design  more..

Contact Name: Sauvik

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: B.tech in computer science, Desktop support System Administration Networking   more..

Contact Name: Nissamudeen

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Master's in Software Development, Flutter Firebase Provider BLoC Restful API MVVM architecture Hive SQFlite  more..

Contact Name: Harsh

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Graduate, Seo Wordpess Google ads  more..

Contact Name: Vinod

Mobile: +91 94975 90866
Location: Kochi
Qualification & Skills: Bsc(cs), List of Skills 1)Java With Selenium 2)TestNg 3)Data Driven Testing 4) Oracle SQL 5) Postman Api Testing 6) Css 7) html 8) Javascript 9) jQuery etc  more..

Contact Name: Deepa

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: B-Tech, As an Engineering Lead with over 7 years of experience I specialize in designing scalable applications managing infrastructure and leading cross-functional teams of 17+ engineers My expertise spans React js  more..

Contact Name: Siya

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: 2nd year btech ai ml, As a 19-year-old engineering student I bring a strong foundation in problem-solving and analytical thinking With experience in programming languages like Python and Java I've developed skills in software development  more..

Contact Name: ANJALI

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: MCA, c C++ java IDE :Android Studio   more..

Contact Name: Suresh

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: MCA, Programming Languages: Python PHP JavaScript HTML CSS ● E-commerce Platforms: Shopify Magento BigCommerce WordPress ● Frameworks & Libraries: Django Laravel WordPress Themes Plugins ● Databases: MySQL ● Tools & Technologies:  more..

Contact Name: Alen

Mobile: +91 83010 10866
Location: Kochi
Qualification & Skills: B.Tech in CSE with AI and ML, Technical Skills: Python SQL HTML Machine Learning Deep Learning Soft Skills: Problem Solving Team Management Creativity Communication Internship Experience: Worked virtually at Feynn Labs as a Machine Learning Intern for  more..

Contact Name: Harshal

Mobile: +91 98474 90866
Location: Kochi
Qualification & Skills: mca, Network Security: Configuring and monitoring network infrastructure to prevent unauthorized access and attacks Penetration Testing: Simulating attacks to identify vulnerabilities in systems networks and applications Incident Response: Responding to and  more..

Contact Name: Tejana

Mobile: +91 91884 77559
Location: Kochi
Qualification & Skills: BE, HTML CSS Bootstrap Python Microsoft Word Microsoft Office power point  more..