This "Salesforce Training Through Project" is a 3 hour training course that covers everything you need to know about Salesforce administration, from the basics to advanced techniques. Whether you're new to Salesforce or aiming to become an expert, this 100 % self-paced course is perfect for you.
With a real business-related project and step-by-step guidance, you'll learn at your own pace and start applying your skills right away. Throughout the training, I will cover essential topics like Salesforce Platform Basics, Data Modeling, User Engagement, Advanced Formulas, Functions, Validation, Customization and Data Security.
Each topic is explained clearly and demonstrated using Salesforce Lightning with the help of the project so you can follow along easily.
Table Of Contents
This training covers the following topics:
Module-1: Introduction to Salesforce
- Understanding CRM
- What is Salesforce
- Introduction to Salesforce Project-Task Assignment
- Key Features of the Project
Module-2: Salesforce Apps, Objects, and Tabs
- Overview of the Salesforce App
- How to setup Custom Apps in Salesforce Lightning
- What is Object in Salesforce
- How to build custom object in Salesforce Lightning
- Add Object to App in Salesforce Lightning
- Understanding of Salesforce Tabs
- How to build custom tab in Salesforce Lightning
Module-3: Salesforce Fields and Functions
- What are Fields in Salesforce
- How to create Formula Data Type Field in Salesforce
- How to create Lookup Relationship Data Type Field in Salesforce
- How to create Date Data Type Field in Salesforce
- How to create Picklist Data Type Field in Salesforce
- How to create Text Area Long Data Type Field in Salesforce
- How to create Auto Number Data Type Field in Salesforce
- How to create Text Data Type Field in Salesforce
- Salesforce TODAY Function
- Salesforce ISBLANK Function
- Salesforce AND Function
- Salesforce ISPICKVAL Function
Module-4: Creation of Salesforce Custom Record Page, Page Layouts, List Views
- What are Record Pages in Salesforce?
- How to create Record Pages in Salesforce Lightning
- What is Page Layout in Salesforce
- How to edit Page Layout in Salesforce Lightning
- What is List View in Salesforce
- How to create List View in Salesforce Lightning
- Module-5: Salesforce Validation Rule
- What is the Validation Rule
- How to Create Validation Rule in Salesforce Lightning
Module-6: Salesforce User Management
- What is Data Security in Salesforce
- What is Profile in Salesforce
- How to create custom Profile in Salesforce Lightning
- What is Permission Set in Salesforce
- How to create custom permission set in Salesforce Lightning
- What is Role Hierarchy in Salesforce
- How to setup role hierarchy in Salesforce Lightning
- What is User in Salesforce
- How to Add Multiple Users in Salesforce Lightning
- Application Level Security in Salesforce
- How to setup Application Level Security in Salesforce Lightning
- Object Level Security in Salesforce
- Setup object level security in Salesforce Lightning
- Tab Visibility in Salesforce
- Setup tab visibility in Salesforce Lightning
- Record Level Security in Salesforce
- What is Organization-Wide Default in Salesforce
- How to setup Organization-Wide Default in Salesforce Lightning
Your Instructor
She is working as a Salesforce consultant with TSinfo Technologies, having expertise in both Salesforce administration and development. For the last few years, she has successfully delivered Salesforce projects to various clients ranging from small to large organizations. She has experience in Salesforce integration, reports, dashboards, automation data analytics, etc. She had trained hundreds of Salesforce enthusiasts and delivered various Salesforce solutions such as Education Cloud, E-commerce Platform, Healthcare, Event Registration, etc.