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Salesforce Training

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IIHTG Salesforce Training

What Is Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that enables businesses to manage and analyze customer interactions and data throughout the customer lifecycle. It provides tools for sales, marketing, customer service, and analytics, helping organizations streamline processes and improve customer satisfaction. Key features include lead and opportunity management, automated workflows, reporting and dashboards, and integration with various third-party applications.

Salesforce’s customizable interface allows users to tailor the platform to meet their specific business needs. Additionally, its AppExchange marketplace offers a wide range of applications and extensions to enhance functionality, making Salesforce a popular choice for businesses of all sizes.

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These programs cover a wide range of subjects and can be customized for individual learners or delivered to schools.

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Our Course Content

  • Overview of Salesforce and its importance in CRM
  • Understanding cloud computing and SaaS (Software as a Service)
  • Salesforce Editions and Licensing

  • Navigating the Salesforce interface
  • Understanding key Salesforce terminology (objects, records, fields)
  • Introduction to the Salesforce data model

  • Creating, editing, and deleting records
  • Importing and exporting data using Data Loader and Data Import Wizard
  • Data validation rules and data quality best practices
  • Introduction to reports and dashboards

  • Customizing objects, fields, and page layouts
  • Creating and managing custom objects
  • Introduction to Record Types and Business Processes
  • Setting up custom fields and formulas

  • Understanding Workflow Rules
  • Introduction to Process Builder and its use cases
  • Creating and managing Approval Processes
  • Using Flows for automation

  • User roles, profiles, and permission sets
  • Data access and sharing settings
  • Best practices for user management and security

  • Overview of the Service Cloud features
  • Managing cases and service requests
  • Introduction to Knowledge Base and Communities
  • Understanding the customer service process

  • Overview of Marketing Cloud features
  • Email marketing, social media marketing, and customer journeys
  • Understanding segmentation and targeting strategies
  • Integration with Sales and Service Clouds

  • Introduction to Apex (Salesforce programming language)
  • Customizing Salesforce with Visualforce and Lightning Components
  • API integration and data synchronization
  • AppExchange and third-party integrations

  • Salesforce implementation best practices
  • Real-world case studies of successful Salesforce projects
  • Tips for continuous learning and staying updated with Salesforce releases

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