Course Overview
About Course
Salesforce is the world’s leading cloud-based CRM and enterprise application platform, empowering organizations with sales, service, marketing, and data analytics capabilities . This 40‑hour training equips participants to become proficient administrators and developers, delivering real-world Salesforce solutions.
The journey begins with understanding CRM fundamentals, navigating Salesforce editions (Classic vs. Lightning), and designing robust data models. We guide learners in configuring security through profiles, roles, and field-level controls, fostering secure, compliance-ready orgs.
Automation expertise is developed via declarative tools like Workflow, Process Builder, Flows, and Approvals—enabling business-process automation without coding . Data management covers importing, exporting, data-quality best practices, and integration essentials, preparing learners for cross-org data synchronization.
Reporting and dashboard construction skills empower users to generate actionable intelligence, complemented by UI customization using Lightning App Builder, custom actions, and mobile optimization. Development modules introduce Apex programming, SOQL/SOSL queries, Governor Limits, and Visualforce, laying the groundwork for advanced platform development
The program culminates with advanced topics—Lightning components, APIs, and Salesforce DX—enabling comprehensive app development and platform integration. In a capstone project, participants independently architect a full Salesforce solution: data model, automation, UI, security, and reporting.
Training emphasizes interactive engagement—hands-on labs, instructor-led demos, peer reviews—and flexible access via recorded sessions and Trailhead badges .It’s meticulously aligned with Salesforce certifications (Administrator, App Builder, Developer), supporting exam readiness and professional credentialing
Post-training, learners benefit from career services—resume coaching and interview prep—positioning them as well-rounded Salesforce professionals ready to deliver scalable CRM solutions, advance digital transformation, and lead business innovation.
Course Syllabus
Module 1: CRM & Salesforce Overview (4 hrs)
- Introduction to cloud computing (SaaS, PaaS) and CRM concepts via Salesforce
- Salesforce architecture, editions (Lightning, Classic), and product ecosystem (Sales, Service, Marketing Clouds)
Module 2: Navigation, Data Model & Setup (4 hrs)
- Salesforce org setup, UI navigation, Sandboxes, and permissions
- Data model: objects, fields, relationships, data types, record types
Module 3: Security & User Management (4 hrs)
- Profiles, roles, permission sets, sharing rules, field-level security, login policies
- Managing users, troubleshooting login issues
Module 4: Automation Tools (4 hrs)
- Declarative automation: Workflow rules, Process Builder, Approval processes, Flow
Module 5: Data Management & Integration (4 hrs)
- Data import/export, Data Loader, deduplication, backup/restore, external object integration
Module 6: Reports & Dashboards (4 hrs)
- Custom report types, filters, formulas, dashboards, dynamic components, scheduling
Module 7: App Builder & UI Customization (5 hrs)
- Page layouts, custom buttons/links/actions, Lightning App Builder, mobile customization
Module 8: Introduction to Development (5 hrs)
- Apex basics: classes, triggers, governor limits. SOQL/SOSL queries, using the Developer Console
Module 9: Advanced Development & Integration (5 hrs)
- Visualforce, Lightning Components, REST/SOAP APIs, Salesforce DX fundamentals
Module 10: Admin & Dev Capstone (4 hrs)
- Build a full end-to-end app: automate processes, build UI, manage data, secure and report.
- Hands-on capstone, peer review, troubleshooting.
Key Features
Hands-on labs throughout: deploying, managing, and troubleshooting services.
Live instructor-led sessions: real OpenStack clusters via PackStack/DevStack.
Official certification prep: Certified OpenStack Administrator (COA).
Comprehensive documentation: reference materials and scripts.
On-demand access: 12 months to labs, recordings, and community forums.
Career support: resume critique, interview simulations, job-path guidance.



