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This comprehensive salesforce certification training course will help you to gain in-depth practical knowledge on salesforce CRM to manage your leads, sales, services, customers tickets and account with professional trainers.

Module 1 : Introduction to cloud computing

  • Understand what cloud computing is and why modern businesses rely on it.
  • Learn how cloud platforms reduce costs, improve performance, and offer scalability.
  • Explore IaaS, PaaS, and SaaS cloud models.
  • See how companies run apps, store data, and operate without physical hardware.
  • Identify real-time cloud service use cases and major cloud providers.

Module 2 : Introduction to salesforce

  • Learn what CRM is and how it helps manage customers, sales, and support.
  • Understand how CRM improves customer service and business growth.
  • Get introduced to salesforce as the world’s No.1 CRM platform.
  • Explore salesforce editions, features, and industry use cases and how it works fully on the cloud.

Module 3: Trailhead & salesforce community

  • Learn how salesforce Support helps troubleshoot issues and provide resources.
  • Explore salesforce knowledge articles, guides, and solutions.
  • Understand ideas and answers for community-driven feature suggestions and problem-solving.
  • Connect with learners and experts in the trailblazer community.
  • Discover how collaboration helps build real-world salesforce skills.

Module 4: Organisation setup

  • Configure company settings such as business hours, currency, and locale.
  • Understand the importance of accurate organisation setup for smooth operations.
  • View and update organisation details like fiscal year, language, and limits.
  • Learn how setup impacts platform behaviour and user experience.

Module 5: Standard business processes

  • Understand the complete Sales Process from Lead → Opportunity → Closure.
  • Learn how stages support tracking and forecasting.
  • Explore Service Process, including case creation and customer support workflows.
  • Understand how Salesforce enhances service operations.

Module 6: Data modelling

  • Understand how Salesforce stores data using objects, fields, and relationships.
  • Learn the difference between standard and custom objects.
  • Explore standard and custom field types and how records store information.
  • Learn lookup, master-detail, and many-to-many relationships.
  • Use Schema Builder to visually design your data model.

Module 7: User management

  • Create, activate, and manage Salesforce user accounts.
  • Assign licenses and manage login access for users.
  • Understand how profiles control permissions and object access.
  • Learn how roles manage data visibility through hierarchy.

Module 8: Security model

  • Configure org-level security such as login policies, IP ranges, and session settings.
  • Control object and field visibility using profiles and permission sets.
  • Understand record-level security: OWD, sharing rules, role hierarchy, manual sharing.
  • Use tracking tools such as field history and audit logs.

Module 9: Lightning customization

  • Customize page layouts to improve user interface and workflow.
  • Create record types for different processes or user groups.
  • Build custom buttons, links, and actions to simplify tasks.
  • Use list views to create filtered data sets for quick access. tools

Module 10: Lightning apps & app Manager

  • Navigate Salesforce using App Launcher efficiently.
  • Manage and customize standard and custom apps through App Manager.
  • Build custom Lightning pages using App Builder.
  • Update UI settings to improve navigation and user experience.

Module 11: Data import & export

  • Learn different ways to move data in and out of Salesforce.
  • Use Import Wizard, Data Loader, and Data Export tools.
  • Export data for backup and reporting.
  • Recover deleted records using Recycle Bin.

Module 12: Data analytics

  • Learn report types, filters, grouping, and formulas.
  • Generate meaningful insights with custom reports.
  • Build dashboards to visualize data trends and KPIs.
  • Use dynamic dashboards for personalized insights.

Module 13: Email management

  • Create standard and reusable email templates.
  • Automate notifications using email alerts.
  • Understand when to use email alerts in workflows or flows.
  • Maintain consistent communication through pre-defined templates.

Module 14: Automation basics

  • Understand formulas for calculations and logic building.
  • Learn basic automation tools used to reduce manual tasks.
  • Set up simple automation rules for repetitive processes.
  • Build a foundation for advanced automation tools.

Module 15: Workflow

  • Learn what workflow rules are and how they function.
  • Configure field updates, tasks, email alerts, and outbound messages.
  • Understand workflow evaluation criteria and rule actions.
  • Know limitations of workflows compared to modern automation tools.

Module 16: process builder

  • Learn how Process Builder automates multi-step business processes.
  • Create records, update records, and trigger flows.
  • Automate notifications and related record updates.
  • Understand when to move processes from Workflow to Process Builder.

Module 17: Flows

  • Learn what flows are and why they are the most powerful automation tool in Salesforce.
  • Explore screen flows, record-triggered flows, and schedule-triggered flows.
  • Debug flows to identify and fix issues.
  • Test and validate flow behaviour before deployment.
  • Learn how to migrate flows between orgs using deployment tools.

Module 18: Approval process

  • Understand how multi-step approval processes work.
  • Configure approval steps, criteria, and assigned approvers.
  • Set approval and rejection actions.
  • Automate notifications and final actions after approval.

Module 19: Activity management

  • Track tasks, events, calls, and emails related to customers.
  • Assign tasks and schedule follow-ups.
  • Log calls and record key customer interactions.
  • Manage emails directly within Salesforce.
  • Improve productivity with activity tracking.

Module 20: Salesforce mobile

  • Understand features and capabilities of the Salesforce mobile app.
  • Customize navigation and actions for mobile users.
  • Configure compact layouts for better mobile usability.
  • Learn mobile-specific settings for improved performance.

Module 21: Chatter

  • Use Chatter to collaborate within the organization.
  • Post updates, share files, and join groups.
  • Improve teamwork with real-time communication.
  • Control user access and permissions for Chatter.

Module 22: AppExchange

  • Explore the Salesforce marketplace for third-party apps and solutions.
  • Understand managed, unmanaged, and unlocked packages.
  • Learn when to use each package type.
  • Evaluate apps to extend Salesforce functionality.

Apex Development

Module 1: Object oriented programming language

  • Learn the core programming concepts used in Apex.
  • Understand class and object structures.
  • Use access modifiers to control data visibility.
  • Explore the four pillars of OOP: Encapsulation, Inheritance, Abstraction & Polymorphism.
  • Build scalable and maintainable CRM business logic.

Module 2: Apex class

  • Understand how Apex executes within Salesforce.
  • Learn multi-tenant architecture fundamentals.
  • Configure Salesforce CLI & connect VS Code with Salesforce org.
  • Structure and centralize business logic using Apex classes.

Module 3: SOQL & SOSL

  • Query Salesforce data efficiently with powerful search tools.
  • SOQL – Fetch records with filters and conditions.
  • SOSL – Search across multiple objects using keywords.
  • Optimize queries to avoid governor limit violations.

Module 4: Operators

  • Perform logical and mathematical operations in Apex.
  • Learn types of operators: Arithmetic, Comparison, Logical, Assignment & Ternary.
  • Implement accurate decision-making within business rules.

Module 5 : Data types

  • Work with different data formats in Apex.
  • Primitive types: String, Integer, Boolean, Date, etc.
  • Non-Primitive types: sObjects, Lists, Sets, Maps, Classes, Enum.
  • Choose appropriate data types for real-world business scenarios.

Module 6 : Conditional and looping statements

  • Control application flow using If / Switch statements.
  • Use loops (For, While, Do-While) for repeatable logic.
  • Handle exceptions using try-catch-finally blocks.
  • Improve code stability for automations.

Module 7 : Triggers

  • Automate logic during record transactions.
  • Before & After triggers — when to use each.
  • Events: Insert, Update, Delete, Undelete.
  • Apply Trigger Context Variables effectively.
  • Follow best practices — single trigger per object, bulkification & recursion control.
  • Ensure data accuracy and integrity.

Module 8 : Asynchronous apex

  • Improve performance with background execution.
  • Future Methods – Ideal for callouts and async actions.
  • Queueable Apex – Handle chained and complex logic.
  • Batch Apex – Process large data volumes efficiently.
  • Scheduled Apex – Automate time-based operations.
  • Deliver faster user experiences with non-blocking processes.

Module 9 : Test class

  • Ensure code quality and successful deployments.
  • Use @isTest annotation and assertions.
  • Create robust test data.
  • Achieve required test coverage for deployment to Production.
  • Build reliable applications through continuous testing.

Module 10 : Order of execution

  • Understand the complete Salesforce save-cycle.
  • Sequence: Validation → Triggers → Workflows → Commit.
  • Reduce conflicts and simplify debugging.
  • Improve automation harmony across the platform.

Module 11 : Governor limits

  • Write performance-efficient code.
  • Understand Salesforce enforced limits: SOQL, DML, CPU time, Heap size, Callouts, etc.
  • Design optimized solutions for multi-tenant environments.

Module 12 : Best practices

  • Follow industry standards for scalability.
  • Adopt reusable design and clean naming conventions.
  • Implement strong security principles.
  • Ensure future-ready, easily maintainable customizations.

Lightning web component (LWC)

Module 1 : Introduction to Lightning Web Components (LWC)

  • Build modern user interfaces based on Web Standards.
  • Why Salesforce migrated from Aura to LWC.
  • MVC architecture fundamentals.
  • Faster performance with lightweight components.

Module 2 : LWC file structure

  • Understand each component’s purpose:
    • - HTML – UI layout
    • - CSS – Styling
    • - JavaScript – Logic & interactions
    • - Meta XML – Visibility & configuration
    • - SVG – Custom icons

Module 3 : Decorators

  • Enable reactivity and data communication.
  • @track – Private reactive state.
  • @api – Public access for parent components.
  • @wire – Auto-fetch Salesforce data.
  • Dynamic UI using powerful Data Binding.

Module 4 : Calling apex from LWC

  • Connect UI with server-side data and actions.
  • Use @AuraEnabled Apex methods.
  • Fetch data with Wire Services (property/function).
  • - Imperative calls for user-triggered actions.
  • - Real-time CRUD & Search interfaces.
  • Choose the right integration approach for each requirement.

Module 5 : Life cycle hooks

  • Understand component behaviour at each stage:
    • - constructor
    • - connected Callback
    • - render
    • - disconnected Callback
    • - error Callback
  • Execute logic at the correct moment for reliable performance.

Module 6 : Conditional rendering & list rendering

  • Show/hide elements dynamically using:
    • - lwc:if, lwc:elseif, lwc:else
  • Use lwc:true & lwc:false for Boolean conditions.
  • Render lists of data using iterator / for:each.
  • Build interactive and user-friendly interfaces.

Module 7 : Component composition

  • Manage interactions between components.
  • Parent → Child communication using @api.
  • Child → Parent communication using Custom Events.
  • Achieve reusability and structured UI architecture.

Module 8 : LWC base components

  • Leverage Salesforce’s ready-made UI elements:
    • - Buttons, Cards, Datatables, Spinners & more
  • Enhance productivity and ensure consistent UX.

Module 9 : SLDS (salesforce lightning design system)

  • Apply Salesforce-standard styling with SLDS utility classes.
  • Follow best practices for responsive and professional layouts.

Module 10: Lightning data service (LDS)

  • Perform CRUD operations without Apex.
  • Use form-based components for seamless record management:
    • - lightning-record-form
    • - lightning-record-view-form
    • - lightning-record-edit-form
  • Use @wire for programmatic data access:
    • - getRecord, getFieldValue, getFieldDisplayValue
  • Boost performance with low-code data operations.

Module 11: Lightning message service (LMS)

  • Communicate between unrelated or distant components.
  • Create and configure Message Channels.
  • Publish & Subscribe messaging for unified UI experiences.