Introduction to Salesforce (STAGE - 1)

GMUSD97

Credits: 2.00

Prerequisites : Basic programming & computer knowledge

Course Duration :

Start Date : 2024-08-19

End Date : 2024-11-30

Seats Remaining : 60

BACK

Aim & Summary

The aim of the Introduction to Salesforce course is to provide students with a foundational understanding of Salesforce, the leading customer relationship management (CRM) platform. The course covers essential topics such as Salesforce architecture, data modeling, security, and customization. It is designed to equip students with the skills to effectively use Salesforce for managing customer relationships, automating business processes, and enhancing organizational efficiency. By the end of the course, students will be prepared to leverage Salesforce tools to drive business success and improve customer engagement. Note: This course will be carried out in 4 stages as per the job requirements

Course Content
Week 1	Introduction to Salesforce • Overview of Salesforce and Cloud Computing • Key Salesforce Products and Services • Understanding CRM (Customer Relationship Management) • Hands-On: Navigating the Salesforce Interface
Week 2	Salesforce Fundamentals • Salesforce Architecture and Components • Understanding Salesforce Objects, Fields, and Records • Introduction to Salesforce Data Model • Hands-On: Exploring Standard and Custom Objects
Week 3	Salesforce User Interface • Customizing the Salesforce User Interface • Creating and Managing Tabs and Apps • Page Layouts and Record Types • Hands-On: Customizing Page Layouts and Record Types
Week 4	Data Management • Importing and Exporting Data using Data Loader • Data Backup and Restoration • Managing Data Quality: Validation Rules and Data Cleaning • Hands-On: Importing and Exporting Data
QUIZ 1
Week 5	Introduction to Salesforce Automation • Overview of Salesforce Automation Tools • Creating and Managing Workflow Rules • Introduction to Process Builder and Flow • Hands-On: Implementing Basic Workflow Rules
Week 6	Security and Access Control • Understanding Salesforce Security Model • Profiles, Roles, and Permission Sets • Sharing Rules and Organization-Wide Defaults • Hands-On: Configuring Security and Access Controls
Week 7	Reports and Dashboards • Creating and Customizing Reports • Building and Managing Dashboards • Report Types and Filters • Hands-On: Designing Reports and Dashboards
Week 8	Introduction to Salesforce Development • Overview of Salesforce Development Tools • Introduction to Apex and Visualforce • Understanding Salesforce Lightning Components • Hands-On: Exploring Salesforce Development Tools
QUIZ 2
Week 9	Salesforce AppExchange • Introduction to AppExchange • Finding and Installing Apps from AppExchange • Understanding the AppExchange Ecosystem • Hands-On: Installing and Configuring an App from AppExchange
Week 10	Capstone Project: Basic Salesforce Customization • Project Planning and Requirements Gathering • Customizing Salesforce for a Simple Use Case • Implementing Custom Objects, Fields, and Automation • Hands-On: Completing a Basic Salesforce Customization Project
Week 11	-
Week 12	-
PROJECT REPORT

Course Content

Week 1

Introduction to Salesforce • Overview of Salesforce and Cloud Computing • Key Salesforce Products and Services • Understanding CRM (Customer Relationship Management) • Hands-On: Navigating the Salesforce Interface

Week 2

Salesforce Fundamentals • Salesforce Architecture and Components • Understanding Salesforce Objects, Fields, and Records • Introduction to Salesforce Data Model • Hands-On: Exploring Standard and Custom Objects

Week 3

Salesforce User Interface • Customizing the Salesforce User Interface • Creating and Managing Tabs and Apps • Page Layouts and Record Types • Hands-On: Customizing Page Layouts and Record Types

Week 4

Data Management • Importing and Exporting Data using Data Loader • Data Backup and Restoration • Managing Data Quality: Validation Rules and Data Cleaning • Hands-On: Importing and Exporting Data

QUIZ 1

Week 5

Introduction to Salesforce Automation • Overview of Salesforce Automation Tools • Creating and Managing Workflow Rules • Introduction to Process Builder and Flow • Hands-On: Implementing Basic Workflow Rules

Week 6

Security and Access Control • Understanding Salesforce Security Model • Profiles, Roles, and Permission Sets • Sharing Rules and Organization-Wide Defaults • Hands-On: Configuring Security and Access Controls

Week 7

Reports and Dashboards • Creating and Customizing Reports • Building and Managing Dashboards • Report Types and Filters • Hands-On: Designing Reports and Dashboards

Week 8

Introduction to Salesforce Development • Overview of Salesforce Development Tools • Introduction to Apex and Visualforce • Understanding Salesforce Lightning Components • Hands-On: Exploring Salesforce Development Tools

QUIZ 2

Week 9

Salesforce AppExchange • Introduction to AppExchange • Finding and Installing Apps from AppExchange • Understanding the AppExchange Ecosystem • Hands-On: Installing and Configuring an App from AppExchange

Week 10

Capstone Project: Basic Salesforce Customization • Project Planning and Requirements Gathering • Customizing Salesforce for a Simple Use Case • Implementing Custom Objects, Fields, and Automation • Hands-On: Completing a Basic Salesforce Customization Project

Week 11

Week 12

PROJECT REPORT

Course Certification

Certificate will have your name, photograph and the score in the final exam with the breakup. It will have the logos of GMU and company handling the course.