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I T R i d g e

SalesForce Training

  • Coverage of Top MNC Interview Questions.
  • Hands-on Experience in Salesforce Training.
  • Get Best Practices on Beginner to Expert Level Classes.
  • Exploration of Cutting-Edge Projects and Advanced Research Tools.
  • Taught by a Salesforce Certified Expert with over 9 years of experience.
  • Next Microsoft Azure Training Batch to Begin This Week –  Enroll Your Name Now!
This is How I.T. Ridge Students Prepare for Better Jobs
PLACED IMAGE I.T. Ridge
Advanced Salesforce Course: Elevate Your CRM Skills
  • Completing the SalesForce Course opens the door to industry-recognized certifications, validating expertise and increasing employability.
  • The SalesForce Training offers a thorough and well-rounded education, covering both fundamental and advanced aspects of the SalesForce CRM platform.
  • Participants can join a collaborative community of professionals who share similar goals, comprising peers, experts, and potential employers. This environment facilitates networking and mentorship opportunities for individuals in the program.
  • SalesForce certifications and the skills acquired through the course give participants a competitive edge in the job market, increasing their chances of securing lucrative positions.
  • The course includes interactive projects and case studies, providing valuable practical experience and insights into real-life sales scenarios and helping students develop problem-solving skills.
  • With practical exercises and real-world case studies, the course allows students to apply their knowledge and develop practical skills, enhancing their ability to excel in relationship management.
  • Whether you're an aspiring sales executive or a sales professional looking to enhance your skills, the SalesForce Training paves the way for career advancement and exciting opportunities in sales and CRM.
Syllabus of Spring Course
Module 1 : Salesforce Overview
  • Learning Objectives
  • Introduction to Salesforce
  • Salesforce Editions
  • Home page Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information Page
  • System Overview Page
  • Updating the Fiscal Year
  • Case study
  • Key Takeaways
Module 2 : Salesforce Objects
  • Learning Objectives
  • Standard Object Components
  • Renaming Standard Objects
  • Modifying Standard Objects
  • Understanding External Objects
  • Creating Custom Objects
  • Case study
  • Key Takeaways
Module 3 : Field Types
  • Learning Objectives
  • Modifying Standard Fields
  • Creating Auto-Number Fields
  • Creating Formula Fields
  • Creating Roll-Up Summary Fields
  • Creating Lookup and Master-Detail Fields
  • Creating Checkbox Fields
  • Creating Currency, Number, and Percent Fields
  • Creating Date Fields and Date and Time Fields
  • Creating Phone and Email Fields
  • Creating Geolocation Fields
  • Creating Picklist and Multi-Select Picklist Fields
  • Creating Text and Text Area Fields
  • Creating Text Area Long and Text Area Rich Fields
  • Considerations for Field Type Change
  • Field Deleting Implications
  • Creating Encrypted Fields
  • Creating URL Fields
  • Case study
  • Key Takeaways
Module 4 : Validation Rules
  • Learning Objective
  • Creating Validation Rules
  • Creating Formulas
  • Creating Error Messages
  • Case study
  • Key Takeaways
Module 5 : Security Controls
  • Learning Objective
  • Viewing Object Security
  • Changing Default Record Access
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administrations
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security
  • Case Study
  • Key Takeaways
Module 6 : Profiles
  • Learning Objective
  • Overview of Standard Profiles
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  • Login Hours and IP Ranges
  • Enabling Apex and Visualforce Access
  • Case Study
  • Key Takeaways
Module 7 : Role Hierarchy
  • Learning Objective
  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users
  • Case Study
  • Key Takeaways
Module 8 : Workflow Rules
  • Learning Objective
  • Creating a Workflow Rule
  • Creating a Workflow Rule Field Update
  • Creating a Workflow Rule Task Assignment
  • Creating a Workflow Rule Email Alert
  • Outbound Message
  • Time-Dependent Workflow Action
  • Time-Dependent Workflow Action - Considerations
  • Overview of Approval Process
  • Components of an Approval Process
  • Case Study
  • Key Takeaways
Module 9 : Data Management
  • Learning Objective
  • Importing Leads
  • Data Import Wizard
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in the Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags
  • Case Study
  • Key Takeaways
Module 10 : Reports
  • Learning Objective
  • Understanding Report Formats
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Join Reports
  • Creating Leads Report
  • Creating Contacts and Accounts Report
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Report
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel
  • Date Filters
  • Bucket Fields
  • Custom Report Types
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 11 : Dashboards
  • Learning Objective
  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboards
  • Adding Filters to a Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards for iPad
  • Modifying Report and Dashboard Interfaces
  • Activating the Report Builder on Profiles
  • Case Study
  • Key Takeaways
Module 12 : Chatter
  • Learning Objective
  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Idea Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content
  • Configuring Salesforce1
  • Case Study
  • Key Takeaways
Module 13 : Change Sets and Deployment
  • Learning Objective
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Eclipse IDE
  • Case Study
  • Key Takeaways
Module 14 : Application Lifecycle
  • Learning Objective
  • Key Milestones and Considerations
  • Using Sandboxes for Development
  • Using Change Sets
  • Using Unmanaged Packages
  • Case Study
  • Key Takeaways
Module 15 : Visual Workflow, Process Builder, and Schema Builder
  • Learning Objective
  • Creating a Visual Flow
  • Modifying Existing Flows
  • Creating a Process in the Process Builder
  • Creating Fields in the Schema Builder
  • Case Study
  • Key Takeaways
Module 16 : Lightning Components
  • Learning Objective
  • Installing Lightning Components
  • Lightning Component Capabilities
  • Lightning Components vs. Visualforce
  • Case Study
  • Key Takeaways
Module 17 : Creating Buttons, Links, and Actions
  • Learning Objective
  • Global Action
  • Object Specific Action
  • Object Specific Action - Types
  • Action Layout in Salesforce1
  • Creating New Records with Actions
  • Logging a Call with Actions
  • Updating a Record with Actions
  • Creating Custom Buttons
  • Creating Custom Links
  • Case Study
  • Key Takeaways
Module 18 : Sales Cloud
  • Learning Objective
  • Leads Home Page
  • Creating List Views
  • Creating and Converting Leads
  • Creating Accounts
  • Creating Contacts
  • Creating Email Templates
  • Four Sales Productivity Features
  • Sending Individual Emails
  • Sending Mass Emails
  • Creating and Managing Price Books
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating a Web-to-Lead Form
  • Creating a Lead Assignment Rule
  • Creating a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns
  • Record Types
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 19 : Quote Templates
  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates
  • Case Study
  • Key Takeaways
Module 20 : Service Cloud
  • Learning Objective
  • Creating Cases
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Enabling Solutions
  • Creating Solutions
  • Attaching Solutions to Cases
  • Enabling Knowledge
  • Configuring Knowledge
  • Creating a Web-to-Case Form
  • Create an Email-to-Case Address
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 21 : Communities
  • Creating a New Community
  • Partner Portal
  • Customer Portal
  • Communities
  • Topic Management
  • Reputation Management
  • Adding Members
  • Managing Tabs and Branding
  • Login and Registration
  • Community Preferences
  • Case Study
Module 22 : User Interface
  • Learning Objective
  • User Interface General Options
  • User Interface Sidebar Options
  • User Interface Calendar Options
  • User Interface Name Settings
  • User Interface Setup Options
  • Case Study
  • Key Takeaways
Module 23 : Help and Training
  • Using Answers
  • Using Ideas
  • Searching for a Help Topic
  • Contacting Support
  • Trust Site
  • Known Issues
  • Case Study
  • Key Takeaways
Module 24 : AppExchange
  • Learning Objective
  • AppExchange Overview
  • Finding and Selecting an App
  • Finding a Developer
  • Finding a Consultant
  • Case Study
  • Key Takeaways
Module 25 : Other Important Concepts
  • Learning Objective
  • SalesforceA
  • SalesforceA - Actions
  • Salesforce and Outlook - Integration
  • Many-to-Many Relationship
  • Many-to-Many Relationship — Example
  • Self Relationship
  • Hierarchy Relationship
Upcoming Batches
26-Feb-2024
Mon-Fri

Weekdays Regular

08:00 AM & 10:00 AM Batches

(Class 1Hr - 1:30Hrs) / Per Session

Request Demo
21-Feb-2024
Mon-Fri

Weekdays Regular

08:00 AM & 10:00 AM Batches

(Class 1Hr - 1:30Hrs) / Per Session

Request Demo
24-Feb-2024
Sat,Sun

Weekend Regular

(10:00 AM - 01:30 PM)

(Class 3hr - 3:30Hrs) / Per Session

Request Demo
24-Feb-2024
Sat,Sun

Weekend Fasttrack

(09:00 AM - 02:00 PM)

(Class 4:30Hr - 5:00Hrs) / Per Session

Request Demo

Key Features

  • ➤ 40 Hours Course Duration/li>
  • ➤ Industry Expert Faculties/li>
  • ➤ Completed 500+ Batches/li>
  • ➤ 100% Job Oriented Training

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  • ➤ Free Demo Class Available/li>
  • ➤ Have a portfolio of various data analysis projects.
  • ➤ Certification Guidance/li>

Basics of SalesForce: Comprehensive Overview

A Salesforce course provides comprehensive training on utilizing the Salesforce platform effectively. It covers various aspects, including understanding Basics of Salesforce, navigating the interface, managing customer data, automating business processes, and creating insightful reports. The course aims to equip participants with the skills required to maximize Salesforce's potential for sales, marketing, and customer service functions. It's suitable for individuals looking to become proficient Salesforce users or administrators and is often accompanied by certification options to validate their expertise.

Salesforce Job Opportunities: Your Path to a CRM Career

Every professional or trainee who successfully completes training at I.T. Ridge is given career opportunities, and many of those who trained us are already working for well-known international companies.

  • Candidates gain practical experience by working on real-world projects that simulate professional scenarios, enhancing their skills and confidence.
  • Our SalesForce Placement offers in-depth training programs designed by industry experts, covering fundamental and advanced SalesForce concepts to prepare candidates for real-world challenges.
  • The platform provides valuable networking events where candidates can connect with industry professionals, SalesForce experts, and potential employers, expanding their professional connections.
  • Our SalesForce Placement goes the extra mile by actively assisting candidates in finding Salesforce Job opportunities with top companies, leveraging their industry connections for successful placements.
  • Among others, we collaborate with well-known corporations like HCL, Wipro, Dell, Accenture, Google, TCS, and IBM. We may employ our pupils in renowned multinational corporations thanks to it.
  • SalesForce Placement serves as a stepping stone for individuals seeking rewarding careers in the dynamic field of SalesForce, offering a comprehensive package of training, projects, networking, and job placement support.

Acquire Our Inventive SalesForce Certification

Salesforce Certification is a prestigious credential that validates an individual's expertise in using Salesforce, a leading customer relationship management (CRM) platform. These certifications cover various roles and proficiency levels within the Salesforce ecosystem. They serve as industry-recognized proof of a professional's Salesforce knowledge and skills, enhancing career prospects and credibility. Salesforce regularly updates its certifications to align with platform developments, ensuring certified individuals stay current. To obtain a certification, candidates must pass a proctored exam tailored to their chosen certification track, with some certifications requiring maintenance to remain active.

FAQ's

Call now: +1469-463-7791 and know the exciting offers available for you!

I.T. Ridge is the Legend in offering placement to the students. Please visit our Placed Students List on our website

We have strong relationship with over 700+ Top MNCs like SAP, Oracle, Amazon, HCL, Wipro, Dell, Accenture, Google, CTS, TCS, IBM etc.

More than 3500+ students placed in last year in India & Globally

I.T. Ridge conducts development sessions including mock interviews, presentation skills to prepare students to face a challenging interview situation with ease.

85% percent placement record

Our Placement Cell support you till you get placed in better MNC

I.T. Ridge is the unique Authorized Oracle Partner, Authorized Microsoft Partner, Authorized Pearson Vue Exam Center, Authorized PSI Exam Center, Authorized Partner Of AWS and National Institute of Education (NIE) Singapore

No worries. I.T. Ridge assure that no one misses single lectures topics. We will reschedule the classes as per your convenience within the stipulated course duration with all such possibilities. If required you can even attend that topic with any other batches.

All the instructors at I.T. Ridge are practitioners from the Industry with minimum 9-12 yrs of relevant IT experience. They are subject matter experts and are trained by I.T. Ridge for providing an awesome learning experience.

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