Description
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage and improve their interactions with customers. It provides a suite of tools for sales, customer service, marketing, analytics, and more, all within a unified cloud platform. Salesforce enables companies to better understand their customers, streamline processes, and improve customer satisfaction.
SalesForce Course Content
Introduction to Salesforce
- What is Salesforce?
- Overview of Salesforce products (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
- Understanding Customer Relationship Management (CRM)
- Salesforce’s cloud computing architecture (SaaS, PaaS)
- Key features of Salesforce (standard objects, automation, reporting)
Salesforce Basics
- Salesforce ecosystem overview
- Navigating the Salesforce interface (Lightning vs. Classic)
- User roles and profiles in Salesforce
- Introduction to standard objects: Leads, Accounts, Contacts, Opportunities, Cases
- Record types and page layouts
- Salesforce AppExchange: using third-party apps
Salesforce Data Model and Objects
- Understanding Salesforce objects (Standard and Custom Objects)
- Data types and fields (standard, custom fields)
- Relationships in Salesforce:
- Lookup relationships
- Master-detail relationships
- Many-to-many relationships (junction objects)
- Schema builder and object management
Managing Data in Salesforce
- Data import and export tools (Data Loader, Import Wizard)
- Data management best practices:
- Managing duplicates
- Data validation rules
- Creating and managing list views
- Using data filters and reports
Automation Tools in Salesforce
- Introduction to Salesforce automation
- Using Workflow Rules:
- Field updates, email alerts, task creation
- Process Builder:
- Automating business processes
- Creating criteria-based actions
- Flow Builder:
- Automating more complex business processes
- Building screen flows, record-triggered flows
- Approval processes:
- Setting up multi-step approvals
Salesforce Security and Access
- Understanding Salesforce’s security model
- Profiles and permission sets:
- Controlling user access to records and fields
- Role hierarchy and sharing rules
- Organization-wide defaults (OWD)
- Field-level security
- Setting up login and session settings
Reports and Dashboards
- Creating and managing reports:
- Custom reports and report types
- Report filters, groupings, and summary fields
- Report formats: Tabular, Summary, Matrix, and Joined reports
- Creating and customizing dashboards:
- Using dashboard components (charts, metrics, gauges)
- Building dynamic dashboards for real-time data
- Scheduling reports and dashboards for automated delivery
Salesforce Sales Cloud
- Overview of Sales Cloud for sales teams
- Managing leads, accounts, and opportunities
- Lead conversion process and sales pipeline
- Creating campaigns and tracking marketing ROI
- Forecasting sales with opportunity stages
- Territory management and lead assignment rules
Salesforce Service Cloud
- Overview of Service Cloud for customer support
- Managing cases, solutions, and knowledge base
- Creating service-level agreements (SLAs)
- Case assignment rules and escalation
- Using email-to-case, web-to-case functionality
- Implementing customer communities for self-service
Customizing Salesforce
- Introduction to Salesforce customization
- Creating custom objects and fields
- Customizing page layouts and record types
- Formula fields, validation rules, and roll-up summary fields
- Using custom tabs and apps
- Managing picklist values and record types
Courses Features
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LanguageEnglish
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Lectures1
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CertificationYes
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Project1
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Duration36 hrs
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Max-Students20
