SALES FORCE CRM TRAINING

The Online Salesforce CRM Training program provides a complete learning path to master Salesforce development and administration. It begins with SFDC basics and core concepts, enabling learners to understand key Salesforce terms, design applications on Force.com, and build effective data models with custom objects, fields, relationships, and validation rules. The course moves on to multi-user application design, where participants will learn to manage profiles, record types, page layouts, and implement advanced security models with OWD, role hierarchies, sharing rules, and field-level security. Learners will then dive into Visualforce development and Apex programming, gaining hands-on experience in building custom UI pages, controllers, triggers, and extending Salesforce functionality with custom logic. In addition, the training includes packaging and deployment techniques to ensure smooth delivery of Salesforce applications. Finally, the course focuses on business process automation, teaching how to implement validation rules, multi-step approval workflows, dynamic approvals, and escalation processes to streamline enterprise operations. By the end, participants will have the skills to design, develop, customize, and deploy Salesforce CRM solutions for real-world business needs.

# Online Salesforce CRM Training – Course Content

## 1) SALESFORCE CRM
- SFDC basics and development
- Understanding common SFDC terms
- Designing applications on Force.com
- Factors to consider when building a data model
- Create custom objects and fields (incl. encrypted fields), field help & field history tracking
- Master–Detail, Lookup, and many-to-many relationships
- Build UI for custom apps: Tabs, Page Layouts
- Customization options & setting field attributes on page layouts
- Use custom object queues and event-based workflow rules with field update actions
- Create custom formulas and validation rules

## 2) DESIGNING APPLICATIONS FOR MULTIPLE USERS
- Key considerations for multi-user app design
- Create profiles; understand what a profile controls (incl. data access) and customize it
- Customize user experience with Record Types & Page Layouts
- Control access to records
- Employ OWD, Sharing Rules & Levels, Roles, Public Groups, and Manual Sharing
- Apply Profiles, (PWDs as given), Role Hierarchy & Sharing to restrict access to sensitive data
- Apply OWDs, Public Groups & Manual Sharing for conditional data access
- Analyze suitability of FLS, Page Layouts, and Record Types to meet business requirements

## 3) VISUALFORCE PAGES
- Capabilities of the Visualforce framework
- Incorporate Visualforce pages into Salesforce
- Build expression bindings; use Visualforce tags to integrate Salesforce data
- Use tags to create page layouts, input forms, output tables, custom components
- Create partial page refreshes on JavaScript events
- Use standard controllers; know when Apex is required for custom controllers/extensions
- Create Apex classes and triggers
- Customization using Apex programming

## 4) PACKAGING & DEPLOYMENT
- Creating Packages
- Deploying SFDC

## 5) IMPLEMENTING BUSINESS PROCESSES
- Use Validation Rules to enforce conditional required behavior
- Use functions to enforce data format and consistency
- Implement multi-step approval workflows and escalations
- Create parallel approvals and dynamic approval routing