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Mastering Salesforce: Comprehensive Training Program

Course Overview:
Our Mastering Salesforce course is designed to equip individuals and teams with the knowledge and expertise needed to become proficient users and administrators of Salesforce, the world’s leading Customer Relationship Management (CRM) platform. Whether you’re a sales professional, a business analyst, or an aspiring Salesforce admin, this course is tailored to help you harness the full potential of Salesforce and drive business success.

240

Hours

15

Assignments

4

Projects

SELF-PACED LEARNING

This course includes

Contact Us

Email: [email protected]
Phone: +1 343 344 3111

SELF-PACED LEARNING

This course includes

Contact Us

Email: [email protected]
Phone: +1 343 344 3111

Course Objectives: By the end of this course, participants will be able to:

1. Understand the core concepts and components of Salesforce.
2. Configure and customize Salesforce to meet organizational needs.
3. Manage leads, opportunities, and accounts effectively.
4. Implement automation and workflows in Salesforce.
5. Create and analyze reports and dashboards.
6. Integrate Salesforce with other systems and applications.
7. Prepare for Salesforce certification exams.

Course Content:

  • Introduction to CRM and Salesforce
  • Salesforce editions and features
  • Navigating the salesforce interface
  • Salesforce data model
  • Objects, records, and fields
  • User management and permissions
  • Lead generation and qualification
  • Opportunity management and sales processes
  • Forecasting and pipeline management
  • Custom fields and objects
  • Page layouts and record types
  • Workflow rules and process builder
  • Creating and customizing reports
  • Building interactive dashboards
  • Data analytics and visualization
  • Introduction to Apex and Visualforce
  • Triggers and Apex classes
  • Creating custom applications
  • API integrations and web services
  • Integration with third-party apps
  • Best practices in integration
  • Overview of lightning experience
  • Transitioning from classic to lightning
  • Lightning app builder
  • Salesforce certification paths
  • Tips and resources for Salesforce Certified Administrator exam
  • Practice exams and quizzes
  • Applying Salesforce knowledge to real-world scenarios
  • Building custom solutions and solving business challenges
  • Troubleshooting and debugging exercises
  • Real-world case studies and examples
  • Hands-on projects to apply knowledge
  • Troubleshooting and problem-solving exercises
  • Final exam covering course materials
  • Certificate of completion for participants who pass the exam

Course Delivery:

This course will be delivered through a blend of video lectures, hands-on labs, group discussions, and assignments. Participants will have access to a learning management system (LMS) to track their progress and access course materials.

Prerequisites:

There are no specific prerequisites for this course, but a basic understanding of CRM concepts and familiarity with business processes is advantageous.

Who Should Attend:

  • Sales and marketing professionals
  • Business analysts and consultants
  • Aspiring Salesforce administrators and developers
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