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Salesforce Training and Certification Course

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Advance your career with Salesforce Training by Multisoft Virtual Academy. Learn to streamline CRM processes, automate workflows, and manage customer data efficiently. This instructor-led program offers practical exposure, real-time project implementation, and expert guidance. Get certified and open doors to top roles in sales, marketing, and customer relationship management.

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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

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Instructor-Led Online Training Parameters

Course Highlights

Duration: 24 Hrs
Subject Matter Expert
After Training Support
Recorded Sessions
Lifetime e-Learning Access
Free Online Assessments

One to One Training

Salesforce Training Course Syllabus

Curriculum Designed by Experts

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Salesforce Training by Multisoft Virtual Academy is a comprehensive, instructor-led program designed to equip professionals and aspiring candidates with in-depth knowledge of Salesforce Customer Relationship Management (CRM) tools and cloud-based solutions. This training focuses on building a strong foundation in Salesforce fundamentals, including Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce automation features. Participants will learn how to manage customer interactions, automate workflows, create reports and dashboards, and customize applications to meet specific business requirements. The course also covers key concepts like Apex programming, Visualforce, and Lightning components, enabling learners to build and deploy scalable applications on the Salesforce platform. Ideal for business analysts, developers, administrators, and consultants, this training program ensures hands-on experience through real-time projects and case studies. It prepares candidates for globally recognized Salesforce certifications such as Salesforce Administrator (ADM 201) and Salesforce Developer (DEV 401), boosting their professional credibility and career opportunities.

With expert-led sessions, flexible online learning, and dedicated support, Salesforce Financial Services Cloud (FSC) Training Multisoft Virtual Academy empowers learners to stay ahead in the competitive CRM landscape. Whether you are new to Salesforce or looking to upgrade your skills, this training program offers the perfect pathway to success in the Salesforce ecosystem.

Salesforce Training is a specialized program designed to teach individuals how to use, configure, and customize the Salesforce CRM platform. It covers core concepts like administration, development, automation, reporting, and integration. Ideal for aspiring Salesforce professionals, the training prepares learners for certification and equips them with hands-on skills to manage customer relationships and business operations efficiently.

Define Salesforce and Customer Relationship Management
Introduction to Force.com
Why we use Salesforce CRM
Different Editions of Salesforce
Salesforce Registration
Building and Customizing Home page, Apps, and Tabs
Salesforce Architecture- Multi-tenant and Meta-Data driven.
CRM Object Capabilities

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Introduction to Customer Relationships
Introduction to Quote Templates
Creating a Quote record and its template
Quote PDF

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Salesforce Sales Cloud Basics
Creating List views and Email Leads
Generating and Converting Leads
Creating Accounts and Contacts
Sending personal and group Emails
Creating Campaigns and Activities
Creating Opportunities and Products
Creating Web-to-Lead Form and Lead Assignment Rule

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Service Cloud Basics
Creating Cases and Case Assignment Rules
Case Escalation Rules
Creating and Activating Solutions
Setting and Enabling Knowledge
Creating web-to-case Form and Email-to-case address

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Creating Objects, Standard Object Components
Altering and Renaming Standard Objects
External Objects and Custom Objects
Field Types, Field Dependencies
Adding Fields in Objects
Rollup Summary Field
Creating Lookup and Master-Detail Fields
Creating Data and Time Fields
Creating Email and Phone Fields
Creating Text and Text area fields
Creating Currency, Geolocation, and Percent Fields
Creating encrypted and URL Fields
Standard and Formula Fields

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Organization level or System-level security
Profile and Permission Sets
Administering users
Troubleshooting
Security Settings and Tab Settings
Password Policies and IP Address Security
Field Level Security and Activations
Session Settings and Page Layout Assignment
Role Hierarchy Creation
Record Level and Object-level security
Public Group and Queue

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Creating links, buttons, and Actions
Creating Custom Links and Custom Buttons
Creating and Updating Records with Actions
Logging a call through Actions
Global Action and Object Specific Action

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Hierarchy Relationship
Many to Many Relationship
User Management
Self-Relationship

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Creating tabular, matrix, and summary reports
Importance of Tabular, Summary, and Matrix reports
Executing a report, Report Builder, and Report Formula
Conventional reports available, report and security
Creating: Leads report, Opportunity report, Scheduling report, Campaign report.
Using filters in reports
Access Management in Reports
Creating Dashboards
Bucket Field and Dynamic Dashboards
Dashboards components
Customizing Dashboards (Modifying components and Refreshing Dashboards)
Adding reports to the dashboards
Adding the leads to the campaigns through reports
Customizing the Interfaces of Dashboards and Reports

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Introduction to Chatter
Enabling Chatter and Configuring Chatter groups
Enabling Chatter feeds on the records.
Email Notification in Chatter
Creating the free customer chatter user
Creating customer groups
Customizing Email Notifications in Chatter
Customizing and Enabling Libraries and Content
Enabling Ideas
Setting Ideas Themes
Activating Social Accounts
Setting Salesforce to Salesforce
Sharing the Account through salesforce to salesforce
Accepting the Salesforce Connection
Setting Salesforce1

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Introduction to Salesforce1 and SalesforceA
Differentiate Salesforce1 and SalesforceA

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AppExchange Basics
Selecting an App and Custom App Installation
Searching a Developer and a Consultant

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Workflow Rules basics
Creating a Workflow rule Email Alert
Creating a Workflow rule Task Assignment and Field Update
Field Updation using Workflows
Workflow Actions
Introduction to Approval Process
Approval Process Automation

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Record types
Formula fields
Roll-up summary fields
Validation rules
Approval processes
Workflow
Visual workflow
Process builder
Automating business processes
Ramifications of field updates and potential for recursion

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Lightning Components
Capabilities of Lightning Components
VisualForce vs. Lightning Components
Implementing Lightning Web Components in Salesforce

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User Interface Overview
User Interface General, Calendar, Sidebar, and Setup options
User Interface Name Settings
Dynamically Updating the UI components.

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Introduction to Deployment and Change Sets
Inbound and Outbound Change Sets
Deployment Settings and Status

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Application LifeCycle Basics
Important considerations and Milestones
Using Sandboxes in the App Development
Using Change sets
Packages

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Introduction to web services and integration
Importance and kinds of web services
JSON class, Generator class, parser, and serialization
JSON Deserialization
XML classes
Creating APEX WSDL File
Integration through SOAP and REST API
Integration using GCP

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Limitations of Workflow rules
Workflow vs. Process Builder
Benefits of Process Builder
Record update ·
Email alert
Chatter post
Visual Workflows AKA Flows
Screens
Condition check
Outcomes
DML by Flows
Login flows

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Introducing Reports
Tabular Reports
Summary Reports
Matrix Reports
Joined Reports
Report Formats
Introducing Dashboards
Adding Dashboard Components
Dynamic dashboard
Regular dashboard
Dashboard security
Types of report sharing
Types of Dashboards sharing
Report security
Bucket fields
Custom Reports Types
Formula fields

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Salesforce Training Description

Understand the fundamentals of Salesforce CRM and its cloud offerings.
Gain hands-on experience with Salesforce Administration and Development tools.
Learn to manage users, data, and security using Salesforce best practices.
Configure workflows, process builders, and automation tools to streamline business processes.
Design and implement custom objects, fields, and page layouts.
Build and customize applications using Apex, Visualforce, and Lightning Components.
Create detailed reports and dashboards for data analysis and visualization.
Integrate Salesforce with third-party applications and services.

IT Professionals
Salesforce Administrators
Salesforce Developers
Business Analysts
CRM Consultants
Project Managers
Fresh Graduates
System Architects
Marketing Professionals
Cloud Solution Architects
Support Engineers

Basic understanding of CRM concepts
Familiarity with cloud computing
Knowledge of business processes like sales, marketing, or customer service

Salesforce Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

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Salesforce Corporate Training Certification

Interactive Virtual Training

Global Subject Matter Experts
Step-by –Step Learning Approach
Instant Doubt Clearing

Lifetime Access

Lifetime E-learning Access
Recorded Training Session Videos
Free Access to Practice Tests

24x7 Assistance

Help Desk Support
Doubt Resolution in Real-time
After Training Support

Hands on Experience

Project Based Learning
Learning based on real-life examples
Assignments and Practice Tests

Globally Recognized Certificate

Multisoft Training Certificate
Globally Recognized and Accepted
Lifetime Validity

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Salesforce Training FAQ's

Multisoft Virtual Academy offers both online instructor-led and self-paced learning options for maximum flexibility.

Just a computer with internet access. A free Salesforce Developer account will be used for hands-on practice.

The training is 100% online, instructor-led, and can be attended from anywhere with flexible timing options.

Yes, the course includes real-time projects, hands-on labs, and practical exercises to ensure in-depth learning and application.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number +91 8130666206