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

Mohammed

Mobile: +91 94975 90866
Location: Online (New York, Usa)
Qualification: BTech

Experience: I have experience in digital marketing training in SEO SMM PPC wordpress content marketing  more..

Tarun

Mobile: +91 94975 90866
Location: Online (New York, Usa)
Qualification: MCA

Experience: I have 6-8 months of experience in manual testing   more..

Ritu

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

Experience: I have eight years plus experience in web development I have mainly experience in wordpress and Laravel My skills and  more..

Muhammed

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

Experience: Manuel testing validation testing technical support troubleshooting connectivity testing   more..

SWATHI

Mobile: +91 8301010866
Location: Online (New York, Usa)
Qualification: Msc in Computer science

Experience: Fresher & Automation testing in selenium TestNG Maven XPATH and CSS core java manual testing SDLC STLC Agile Methodology with  more..

Indrajit

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

Experience: Design: Proficient in design thinking wireframing and visual design Prototyping: Experienced with Figma Adobe Photoshop and Miro for prototyping User  more..

Basil

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

Experience: Understanding and design thinking Data analytics Video Marketing Graphic Designing   more..

Bukka

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

Experience: Linux windows Kali Linux tools OSINT CTF ethical hacking privilege escalation blog writing django mongodb SQL HTML Css JAVASCRIPT   more..

somya

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

Experience: as per my technical skill i have work in react js with tailwinds and a basic knowledge of docker devops  more..

Sadiq

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: B.E Electrical and electronics

Experience: WordPress design SEO SOCIAL MEDIA MARKETING GOOGLE ADS  more..

Inti

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

Experience: Reactjs ui development python 3 years experience  more..

VAIBHAV

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

Experience: I have experience of working in php mysql for 10 years ang would like to share my knowledge  more..

Pratiksha

Mobile: +91 8301010866
Location: Online (New York, Usa)
Qualification: UI/UX Design

Experience: I’m skilled in understanding user needs through research interviews surveys I design user-friendly interfaces and ensure information is organized logically  more..

Surender

Mobile: +91 98474 90866
Location: Online (New York, Usa)
Qualification: B.sc it

Experience: Digital marketing wordpress cms manage   more..

Namita

Mobile: +91 94975 90866
Location: Online (New York, Usa)
Qualification: Post graduate diploma in business administration and learning from crio.do as fr

Experience: I am from non tech background but recently started learning in frontend development role from crio do which is helping  more..

Roshan

Mobile: +91 91884 77559
Location: Online (New York, Usa)
Qualification: BE Computer Science And Engineering

Experience: Java Selenium Webdriver TestNg Bdd Cucumber Api testing and RestAssured MERN Stack Android Dev   more..

vaishnavi

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

Experience: Software developer at pawani web technologies | Ex junior Software Developer at IRB  more..

Milan

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

Experience: Self taught in development language: Java Python SQL C C++ Understanding of it Networks and Security: Computer Networking Tools Proficiency:  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

Trained more than 10000+ students who trust Nestsoft TechnoMaster

Get Your Personal Trainer