6 Months
5 Project
Live Online /Self-Paced/Classroom
The Salesforce course typically involves several steps that guide learners through the process of mastering the Salesforce platform, from basic concepts to advanced functionalities. Here's a brief overview of the steps involved:
The course usually starts with an introduction to Salesforce fundamentals, including an understanding of the platform's architecture, terminology, and basic navigation. Learners familiarize themselves with Salesforce CRM features, such as leads, opportunities, accounts, contacts, and reports, which form the core of managing customer relationships. Next, students dive into Salesforce administration, where they learn how to configure the platform, manage user profiles, permissions, security settings, and workflows. They also get hands-on experience in customizing Salesforce to tailor it to business needs, including creating custom objects, fields, and record types.
The course then covers automation tools such as Workflow Rules, Process Builder, and Flow Builder, enabling students to automate business processes and improve efficiency. Students also learn about Salesforce Lightning, the modern user interface that enhances the user experience, and are introduced to Apex (Salesforce's programming language) and Visualforce for building custom applications.
The final steps involve learning how to manage Salesforce data (import/export, data quality), understanding Salesforce analytics tools like Reports and Dashboards, and integrating Salesforce with other applications using APIs or AppExchange. By the end of the course, students are equipped with the skills needed to work as Salesforce Administrators or Developers, capable of managing, customizing, and automating the Salesforce platform for businesses.