SalesForce Training by Experts

;

Our Training Process

SalesForce - Syllabus, Fees & Duration


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)

Download Syllabus - SalesForce
This syllabus is not final and can be customized as per needs/updates
 
10000+
20+
50+
25+

SalesForce Jobs in New York

Enjoy the demand

Find jobs related to SalesForce in search engines (Google, Bing, Yahoo) and recruitment websites (monsterindia, placementindia, naukri, jobsNEAR.in, indeed.co.in, shine.com etc.) based in New York, chennai and europe countries. You can find many jobs for freshers related to the job positions in New York.

  • Salesforce Administrator
  • Salesforce Developer
  • Salesforce Consultant
  • CRM Manager
  • Sales Operations Specialist
  • Marketing Automation Specialist
  • Data Analyst
  • Customer Success Manager
  • Technical Architect
  • Project Manager

SalesForce Internship/Course Details

SalesForce internship jobs in New York
SalesForce . Designed for professionals, administrators, and anyone looking to master Salesforce, this course provides the skills and knowledge necessary to effectively manage customer relationships and optimize business processes. Transform your career and business operations with our in-depth Salesforce CRM Training Course.

Meet a Few of our Industry Experts 🚀 Your Pathway to IT Career

Samuel

Mobile: +91 9895490866
Location: Online (New York, Usa)
Qualification: MBA in finance and marketing

Experience: Completed DTP including ms excel word and power point Hardware and networking Tally and accounting ERP9 |   more..

Veerapandi

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: B.E

Experience: I have 4 years of experience in android development I can work on both java and kotlin I also work  more..

Sandip

Mobile: +91 89210 61945
Location: Online (New York, Usa)
Qualification: Mca

Experience: C and cop Core java android flutter   more..

Ritu

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: Btech

Experience: I have 20 months of experience with html CSS js and php wordpress webflow bootstrap tailwind filezilla unbounce elementor wp  more..

Piyush

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: Bsc graduate

Experience: I completed this course big data data engineer data analytics python language aslo  more..

Tanya

Mobile: +91 9895490866
Location: Online (New York, Usa)
Qualification: 12th, Diploma in Fashion Design & Currently pursuing Graduation

Experience: Canva designer video editor social media post design  more..

suhaila

Mobile: +91 9895490866
Location: Online (New York, Usa)
Qualification: electronics and communication engineering

Experience: html css bootstrap javascript angular js react js node js mongodbApplication for Meanstack Developer Mean Stack  more..

Sreehari

Mobile: +91 8301010866
Location: Online (New York, Usa)
Qualification: BTech

Experience: Html css javascript angular mongodb react nodejsApplication for Meanstack Developer Mean Stack  more..

Vidyasree

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: B.Tech in IT

Experience: Odoo Django python javascript jQuery Psql  more..

Bhavesh

Mobile: +91 9895490866
Location: Online (New York, Usa)
Qualification: Greduate

Experience: I am fresher looking for react js job  more..

AAKASH

Mobile: +91 89210 61945
Location: Online (New York, Usa)
Qualification: Bsc. Computer Science Graduate

Experience: I have been working as QA Test Engineer with 1 Year of Experience on Manual and Automation Testing I have  more..

Navaj

Mobile: +91 9895490866
Location: Online (New York, Usa)
Qualification: BCA

Experience: Network security Vulnerability assessments Penetration testing Security tools Cryptography Web security Capture The Flag (CTF) competitions  more..

Meenu

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: Btech ec

Experience: Knowledge in programming languages Good in team works Good communication skills Strong knowledge in manual testing   more..

Sivagami

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: BE

Experience: Manual testing  more..

Asma

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: Btech CSE

Experience: software development fullstack development reactjs nodejs tailwindcss wix  more..

Divya

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: Btech cse

Experience: I had experience as a backend developer in nodejs expressjs javascript mongodb postgresql html css Working as a nodejs developer  more..

Mayank

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: graduate

Experience: html css js react postgresql have done a internship  more..

Vinod

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: Mba

Experience: Ccna Hardware and networking Mcdst Tally |   more..

Success Stories

The enviable salary packages and track record of our previous students are the proof of our excellence. Please go through our students' reviews about our training methods and faculty and compare it to the recorded video classes that most of the other institutes offer. See for yourself how TechnoMaster is truly unique.

Photos of Training / Internships

Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york
Internship/projects in new-york

Trained more than 10000+ students who trust Nestsoft TechnoMaster

Get Your Personal Trainer