Introduction to Salesforce and Setup
Basics
Module 1: Introduction to Salesforce CRM
Overview of Salesforce and its
key features.
Understanding Salesforce's
cloud model and its business applications.
Introduction to Salesforce
editions and licenses.
Module 2: Salesforce Setup and Configuration
Navigating the Salesforce
interface and basic settings.
Configuring Salesforce
objects, fields, and record types.
Customizing page layouts and
creating list views.
Module 3: User and Security Management
Creating and managing users,
profiles, and permission sets.
Managing roles and
organizational security settings.
Understanding sharing rules
and data access controls.
Interactive Components
Hands-on exercise
Group discussion
Automation, Workflow, and Data
Management
Module 4: Workflow and Process Automation
Introduction to Workflow Rules
and Process Builder.
Automating business processes
(approvals, tasks, emails, etc.).
Introduction to Salesforce
Flow for complex automation.
Module 5: Data Management and Quality
Managing and importing data
into Salesforce using Data Loader and Import Wizard.
Data validation rules and
maintaining data quality.
Introduction to data export
and backup processes.
Module 6: Reports and Dashboards
Creating and customizing
Salesforce reports.
Building dashboards to
visualize key metrics and KPIs.
Understanding report types and
filters.
Interactive Components
Hands-on exercise
Group activity
Advanced Features, AppExchange, and Best
Practices
Module 7: Advanced Salesforce Features
Introduction to custom
applications and AppExchange.
Using Lightning App Builder
for creating custom apps.
Understanding Salesforce
Mobile and Lightning Experience.
Module 8: Best Practices for Salesforce
Implementation
Implementing and maintaining a
successful Salesforce instance.
Managing and troubleshooting
common issues.
Best practices for data
governance, change management, and user adoption.
Module 9: Salesforce Integration and
Extensibility
Introduction to Salesforce
integration tools (APIs, middleware).
Extending Salesforce
functionality using Apex and Visualforce.
Overview of integrating
Salesforce with third-party applications.
Interactive Components
Role-playing
Hands-on activity
Hands-On Labs
60% of the training will involve practical exercises and
case studies.
