Salesforce Course in Pune
Enroll in a Salesforce Certification to master CRM, automation, and cloud management. Gain hands-on skills with expert training and boost your career in Salesforce.Salesforce is currently the highest in-demand skill among the ITES and Corporate industry. The Salesforce CRM is now used by many businesses varying from small sizes to large in order to increase revenue.
100+
Training Conducted
20+
Batches Completed
5+
Companies Tie-Ups
75+
Student Placed
Salesforce Training Course: Master CRM and Automation with Industry-Leading Techniques
Unlock the full potential of Salesforce with our comprehensive Salesforce training course designed for professionals at all levels. Whether you’re just starting out or looking to enhance your expertise, this course will guide you through the powerful capabilities of Salesforce, the world’s #1 CRM platform.
What You’ll Learn in This Salesforce Training:
Salesforce Fundamentals: Get hands-on experience with the core Salesforce features like Lead Management, Opportunity Tracking, and Reports & Dashboards.
Sales Cloud & Service Cloud: Master key Salesforce modules for managing customer relationships, automating sales processes, and improving customer support.
Salesforce Automation & Workflows: Learn to automate business processes, increase productivity, and streamline operations.
Customization and Configuration: Learn how to customize Salesforce to meet your organization’s unique needs with point-and-click tools and custom code (Apex).
Data Management & Analytics: Gain expertise in managing Salesforce data, leveraging reports, and using dashboards to drive decision-making.
Integration & App Development: Learn how to integrate Salesforce with other tools and build custom applications using Salesforce’s platform tools.
Best Practices for Salesforce Adoption: Understand best practices for deploying Salesforce across an organization and ensuring user adoption.
Why Choose This Salesforce Course?
Expert Instructors: Learn from certified Salesforce professionals with real-world experience.
Hands-on Learning: Gain practical skills through exercises and projects that simulate real-world scenarios.
Flexible Learning Options: Learn at your own pace with online self-paced modules or attend live instructor-led sessions.
Job-Ready Skills: Master Salesforce features and tools that are in demand by top companies worldwide.
Certification Preparation: Prepare for Salesforce certifications like Salesforce Administrator and Salesforce Developer.
Who Should Enroll?
Salesforce Beginners looking to get started with CRM and cloud technology.
Sales and Marketing Professionals wanting to streamline sales processes and improve customer relationships.
IT Professionals and Developers looking to expand their skillset with Salesforce automation and custom app development.
Business Analysts aiming to optimize Salesforce implementations and drive business value.
Module 1: Introduction to Salesforce and CRM
What is Salesforce?
Overview of Salesforce CRM and its capabilities
Introduction to cloud computing and SaaS (Software as a Service)
Understanding the Salesforce ecosystem: Sales Cloud, Service Cloud, Marketing Cloud, and more
Key features of Salesforce: Customization, Reporting, and Analytics
Navigating the Salesforce Platform
Introduction to Salesforce Lightning Experience
Setting up and configuring your Salesforce environment
Understanding Salesforce’s object model: Objects, Fields, Records
User Interface and Navigation
Overview of the Salesforce user interface (UI)
How to navigate Salesforce efficiently
Understanding Salesforce Tabs, Record Pages, and Lists
Module 2: Salesforce Data Management & Automation
Managing Data in Salesforce
Understanding Salesforce data architecture: Objects, Fields, and Relationships
Data types: Standard vs. Custom Objects
Importing and exporting data in Salesforce
Working with Data Loader and Data Import Wizard
Automation Tools in Salesforce
Introduction to Process Builder, Workflow Rules, and Flow
How to automate tasks, emails, approvals, and more
Using Salesforce Lightning Flow for business process automation
Introduction to Apex code for custom automation
Module 3: Salesforce Sales Cloud and Service Cloud
Sales Cloud: Managing the Sales Process
Lead management: Creating, converting, and tracking leads
Opportunity management: Tracking sales stages and activities
Customizing Sales Cloud to meet your business needs
Creating and managing Salesforce Reports and Dashboards
Service Cloud: Enhancing Customer Service
Introduction to Service Cloud and its capabilities
Case management: Creating and resolving customer service cases
Setting up Knowledge Base for customer support
Automating service processes with Service Cloud
Module 4: Customization and Configuration
Salesforce Customization Basics
Custom Fields, Record Types, and Page Layouts
Understanding the Salesforce AppExchange and installing apps
Creating Custom Applications in Salesforce
Configuring Salesforce for Your Business
Creating Custom Objects and Custom Fields
Building Visualforce pages and custom applications
Using Salesforce Lightning App Builder to create customized apps
Module 5: Salesforce Security and User Management
Understanding Salesforce Security
User Authentication and Authorization
Setting up Profiles and Permission Sets
Field-level security and Record-level security
Managing Users and Access
Creating and managing users in Salesforce
Assigning roles, profiles, and permissions to users
Introduction to Sharing Rules and Data Visibility
Module 6: Advanced Salesforce Features
Salesforce Integration
Introduction to integrating Salesforce with external systems (e.g., ERP, marketing tools)
Using Salesforce APIs and third-party integration tools
Setting up Salesforce Connect for external data integration
Salesforce Analytics & Reporting
Creating advanced Salesforce reports: Filters, Groupings, and Summaries
Building Salesforce Dashboards: Visualizing data for decision-making
Working with Custom Report Types and Reporting Snapshots
Module 7: Salesforce App Development and Deployment
Introduction to Apex Programming
What is Apex? Understanding the Salesforce programming language
Writing Apex classes and triggers
Best practices for writing Apex code
Building Custom Applications in Salesforce
Using Salesforce Platform for app development
Introduction to Salesforce Lightning Web Components (LWC)
Deploying applications using Salesforce Sandboxes and Production environments
Module 8: Preparing for Salesforce Certification
Salesforce Administrator Certification (ADM-201) Preparation
Key topics covered in the Salesforce Administrator exam
Study tips, practice exams, and resources
How to register and prepare for Salesforce certification exams
Salesforce Developer Certification (DEV-401) Preparation
Preparing for the Salesforce Developer exam
Key programming concepts, including Apex and Visualforce
Exam strategies and resources
Module 9: Best Practices and Real-World Applications
Salesforce Best Practices
Best practices for Salesforce customization and development
Tips for maintaining data integrity and security in Salesforce
Ensuring smooth user adoption and change management
Real-World Salesforce Use Cases
Real-world examples of Salesforce in action: Sales, Service, Marketing
Case studies from various industries: Healthcare, Retail, Finance, and more
How Salesforce transforms business processes and drives ROI
Upon completing the course, learners can prepare for and earn the following Salesforce certifications:
- Salesforce Certified Administrator
- Salesforce Certified Platform Developer I & II
- Salesforce Certified Sales Cloud Consultant
- Salesforce Certified Service Cloud Consultant
The course includes mock exams and hands-on projects to help students gain confidence in passing the certification exams.
Proficiency
By the end of this course, learners will:
✔ Understand Salesforce CRM architecture and best practices
✔ Be able to configure and customize Salesforce for business needs
✔ Develop Apex and Visualforce applications
✔ Create Lightning components for UI enhancements
✔ Integrate Salesforce with third-party applications
✔ Master reporting, dashboards, and automation workflows
Key Features
✅ Live Instructor-Led Training
✅ Hands-on Real-time Projects
✅ Certification Assistance
✅ Flexible Learning Schedule
✅ Lifetime Access to Course Materials
✅ Job Placement Assistance
About the Salesforce Training Course
Salesforce Training Course: Master CRM and Automation with Industry-Leading Techniques
Unlock the full potential of Salesforce with our comprehensive Salesforce training course designed for professionals at all levels. Whether you’re just starting out or looking to enhance your expertise, this course will guide you through the powerful capabilities of Salesforce, the world’s #1 CRM platform.
What You’ll Learn in This Salesforce Training:
Salesforce Fundamentals: Get hands-on experience with the core Salesforce features like Lead Management, Opportunity Tracking, and Reports & Dashboards.
Sales Cloud & Service Cloud: Master key Salesforce modules for managing customer relationships, automating sales processes, and improving customer support.
Salesforce Automation & Workflows: Learn to automate business processes, increase productivity, and streamline operations.
Customization and Configuration: Learn how to customize Salesforce to meet your organization’s unique needs with point-and-click tools and custom code (Apex).
Data Management & Analytics: Gain expertise in managing Salesforce data, leveraging reports, and using dashboards to drive decision-making.
Integration & App Development: Learn how to integrate Salesforce with other tools and build custom applications using Salesforce’s platform tools.
Best Practices for Salesforce Adoption: Understand best practices for deploying Salesforce across an organization and ensuring user adoption.
Why Choose This Salesforce Course?
Expert Instructors: Learn from certified Salesforce professionals with real-world experience.
Hands-on Learning: Gain practical skills through exercises and projects that simulate real-world scenarios.
Flexible Learning Options: Learn at your own pace with online self-paced modules or attend live instructor-led sessions.
Job-Ready Skills: Master Salesforce features and tools that are in demand by top companies worldwide.
Certification Preparation: Prepare for Salesforce certifications like Salesforce Administrator and Salesforce Developer.
Who Should Enroll?
Salesforce Beginners looking to get started with CRM and cloud technology.
Sales and Marketing Professionals wanting to streamline sales processes and improve customer relationships.
IT Professionals and Developers looking to expand their skillset with Salesforce automation and custom app development.
Business Analysts aiming to optimize Salesforce implementations and drive business value.
Course Syllabus
Module 1: Introduction to Salesforce and CRM
What is Salesforce?
- Overview of Salesforce CRM and its capabilities
- Introduction to cloud computing and SaaS (Software as a Service)
- Understanding the Salesforce ecosystem: Sales Cloud, Service Cloud, Marketing Cloud, and more
- Key features of Salesforce: Customization, Reporting, and Analytics
Navigating the Salesforce Platform
- Introduction to Salesforce Lightning Experience
- Setting up and configuring your Salesforce environment
- Understanding Salesforce’s object model: Objects, Fields, Records
User Interface and Navigation
- Overview of the Salesforce user interface (UI)
- How to navigate Salesforce efficiently
- Understanding Salesforce Tabs, Record Pages, and Lists
Module 2: Salesforce Data Management & Automation
Managing Data in Salesforce
- Understanding Salesforce data architecture: Objects, Fields, and Relationships
- Data types: Standard vs. Custom Objects
- Importing and exporting data in Salesforce
- Working with Data Loader and Data Import Wizard
Automation Tools in Salesforce
- Introduction to Process Builder, Workflow Rules, and Flow
- How to automate tasks, emails, approvals, and more
- Using Salesforce Lightning Flow for business process automation
- Introduction to Apex code for custom automation
Module 3: Salesforce Sales Cloud and Service Cloud
Sales Cloud: Managing the Sales Process
- Lead management: Creating, converting, and tracking leads
- Opportunity management: Tracking sales stages and activities
- Customizing Sales Cloud to meet your business needs
- Creating and managing Salesforce Reports and Dashboards
Service Cloud: Enhancing Customer Service
- Introduction to Service Cloud and its capabilities
- Case management: Creating and resolving customer service cases
- Setting up Knowledge Base for customer support
- Automating service processes with Service Cloud
Module 4: Customization and Configuration
Salesforce Customization Basics
- Custom Fields, Record Types, and Page Layouts
- Understanding the Salesforce AppExchange and installing apps
- Creating Custom Applications in Salesforce
Configuring Salesforce for Your Business
- Creating Custom Objects and Custom Fields
- Building Visualforce pages and custom applications
- Using Salesforce Lightning App Builder to create customized apps
Module 5: Salesforce Security and User Management
Understanding Salesforce Security
- User Authentication and Authorization
- Setting up Profiles and Permission Sets
- Field-level security and Record-level security
Managing Users and Access
- Creating and managing users in Salesforce
- Assigning roles, profiles, and permissions to users
- Introduction to Sharing Rules and Data Visibility
Module 6: Advanced Salesforce Features
Salesforce Integration
- Introduction to integrating Salesforce with external systems (e.g., ERP, marketing tools)
- Using Salesforce APIs and third-party integration tools
- Setting up Salesforce Connect for external data integration
Salesforce Analytics & Reporting
- Creating advanced Salesforce reports: Filters, Groupings, and Summaries
- Building Salesforce Dashboards: Visualizing data for decision-making
- Working with Custom Report Types and Reporting Snapshots
Module 7: Salesforce App Development and Deployment
Introduction to Apex Programming
- What is Apex? Understanding the Salesforce programming language
- Writing Apex classes and triggers
- Best practices for writing Apex code
Building Custom Applications in Salesforce
- Using Salesforce Platform for app development
- Introduction to Salesforce Lightning Web Components (LWC)
- Deploying applications using Salesforce Sandboxes and Production environments
Module 8: Preparing for Salesforce Certification
Salesforce Administrator Certification (ADM-201) Preparation
- Key topics covered in the Salesforce Administrator exam
- Study tips, practice exams, and resources
- How to register and prepare for Salesforce certification exams
Salesforce Developer Certification (DEV-401) Preparation
- Preparing for the Salesforce Developer exam
- Key programming concepts, including Apex and Visualforce
- Exam strategies and resources
Module 9: Best Practices and Real-World Applications
- Salesforce Best Practices
- Best practices for Salesforce customization and development
- Tips for maintaining data integrity and security in Salesforce
- Ensuring smooth user adoption and change management
- Real-World Salesforce Use Cases
- Real-world examples of Salesforce in action: Sales, Service, Marketing
- Case studies from various industries: Healthcare, Retail, Finance, and more
- How Salesforce transforms business processes and drives ROI
Upon completing the course, learners can prepare for and earn the following Salesforce certifications:
- Salesforce Certified Administrator
- Salesforce Certified Platform Developer I & II
- Salesforce Certified Sales Cloud Consultant
- Salesforce Certified Service Cloud Consultant
The course includes mock exams and hands-on projects to help students gain confidence in passing the certification exams.
Proficiency
By the end of this course, learners will:
Understand Salesforce CRM architecture and best practices Be able to configure and customize Salesforce for business needs Develop Apex and Visualforce applications Create Lightning components for UI enhancements Integrate Salesforce with third-party applications Master reporting, dashboards, and automation workflows
Key Features
Live Instructor-Led Training Hands-on Real-time Projects Certification Assistance Flexible Learning Schedule Lifetime Access to Course Materials Job Placement Assistance