Module 01 - Introduction about CRM & Cloud

  • CRM & Cloud Overview
  • Cloud Services Models
  • Cloud Types & Advantages

Module 02 - Salesforce Overview

  • Salesforce Introduction
  • Salesforce Editions & License
  • Salesforce Sandboxes
  • Salesforce Cloud Services & Applications

Module 03 - Designing Apps on Force.com Platform

  • The Declarative Framework
  • MVC-Architecture
  • Application Building Blocks

Module 04 - Building Application Data Model

  • Standard / Custom Objects
  • Standard / Custom Fields & Custom Tabs
  • Object Relationships
  • Formula fields & Rollup summary fields
  • Global / Dependent Picklists
  • List View & Intelligent View
  • Page / Compact / Search Layouts
  • Record Types
  • Validation Rules
  • Schema Builder
  • Lightning App Builder

Module 05 - Setting up Email Alerts

  • Email Templates
  • Email Alerts

Module 06 - Process Automation

  • Workflows & Process Builder (Overview)
  • Approval Process
  • Flows
    • Screen Flow
    • Record Triggered Flow
    • Schedule Triggered Flow
  • Debugging Flows
  • Fixing Errors on Flows

Module 07 - Data Management

  • Data Import Wizard & Data Export
  • Data Loader & Data Loader.io

Module 08 - Organisation Administration

  • User Management
  • Setting Password Policies
  • Public Groups
  • Queues

Module 09 - Data Security

  • Profile Settings
  • Permission Sets
  • Role Hierarchy
  • OWD Settings
  • Sharing Rules
  • Manual Sharing

Module 10 - Sales & Service Cloud

  • Overview
  • Lead Management (Web to Lead)
  • Case Management (Web to Case & Email to Case)

Module 11 - AI Basics

  • AI Fundamentals
  • Salesforce Einstein
  • Einstein Bot & Prediction Builder

Module 12 - Data Analytics

  • Reports
  • Report Formats (Tabular, Matric, Summary & Joined)
  • Dashboards
  • Dashboard Types (Static, Dynamic)