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SalesForce Online Live Class by Experts

Our Training/Internship Process

SalesForce Online Live Classes in New York | Free Demo Training

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
   
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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

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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. .

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