Comprehensive Guide to Salesforce Skills and Concepts

Salesforce training encompasses both administrative and development aspects of the CRM platform. Administrator training covers fundamental tasks such as data and user management, automation tools like Workflow and Flow Builder, and creating reports and dashboards. Developer training focuses on coding with Apex and querying data with SOQL and SOSL, building user interfaces with Visualforce and Lightning components, and integrating with external systems. Both tracks involve understanding security features, deployment strategies using DevOps tools, and preparation for Salesforce certifications. Advanced topics further explore security and deployment, alongside practical project work.

Introduction to Salesforce

This includes an overview of Salesforce as a CRM platform, understanding its architecture, and cloud offerings such as Sales Cloud, Service Cloud, and Marketing Cloud. Learners will also be familiar with Salesforce's key features.

Salesforce Administration

The training covers essential administrative tasks such as user management (managing users, licenses, and permission assignments), including understanding profiles, permission sets, roles, and sharing rules to control access.

Data management is another important area, focusing on how to import/export data using the Data Loader and Data Import Wizard, and managing data types, and ensuring data quality with validation rules. Learners will also understand security and access controls through concepts such as field-level security, organization-wide defaults (OWD,) and role hierarchy.

Automation

A key part of the program focuses on automating business processes using various Salesforce tools. This includes learning about workflow rules to automate standard internal processes and more advanced tools like Process Builder and Flow Builder for complex business processes.

Reporting and Dashboards

Students will gain skills in creating custom report types and building detailed reports and dashboards for insights. They will also learn about dynamic dashboards for real-time data visualization.

Salesforce Development

The Salesforce developer training component focuses on building custom solutions. It covers Apex Basics, which includes data types, variables, classes, and triggers for custom business logic.

Learners will also learn SOQL and SOSL to efficiently query data. This program will include building custom UI pages with Visualforce markup and developing reusable components using Aura Components and a modern JavaScript-based framework, Lightning Web Components (LWC).

Integration fundamentals are also taught using REST/SOAP APIs and external services to integrate Salesforce with applications. Advanced development topics include asynchronous APEX, batch APEX, and writing robust test classes for deployment readiness.

Security

This program delves into basic and advanced security, including implementing data encryption methods (Shield Encryption, Classic Encryption) and complex data-sharing policies using manual sharing, criteria-based, and owner-based rules.

DevOps in Salesforce

Students will understand deployment strategies, including using change sets to deploy metadata across Salesforce organizations. They will also learn about modern development workflows, including Salesforce DX and source-driven development. The training covers automated deployments using CI/CD pipelines with tools like Jenkins, GitHub, and Salesforce CLI.

Salesforce Certifications

The goal of this program is to prepare students for the Salesforce Certified Administrator and Salesforce Platform Developer I and II exams.

Project Work: The training involves completing end-to-end projects from requirements gathering to deployment, providing practical experience in applying the skills learned.

Final Words,

 The Salesforce Training in Pune covers a wide range of knowledge and skills, from basic CRM concepts and Salesforce administration to advanced development, security, and DevOps methodologies, all while preparing students for industry-recognized certifications and real-world project implementation.