Salesforce CRM Advanced Training for IT Employees

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  • Salesforce CRM Advanced Training for IT Employees

Target Audience: 

IT professionals, Salesforce administrators, developers, and technical consultants who want to upgrade their Salesforce CRM skills to meet modern enterprise requirements. 

Module 1: Salesforce Platform Overview & Latest Updates 

Objective: Familiarize IT employees with the Salesforce ecosystem and recent innovations. 

Topics Covered: 

  • Salesforce Cloud Overview (Sales, Service, Marketing, Experience, Tableau CRM) 
  • Salesforce Lightning vs Classic Overview 
  • Salesforce Platform Architecture: Multitenancy, API-first design 
  • Introduction to Trailhead and Salesforce Learning Resources 
Module 2: Salesforce Data Model & Configuration 

Objective: Master data structures, objects, fields, and relationships. 

Topics Covered: 

  • Standard & Custom Objects 
  • Fields: Lookup, Master-Detail, Formula, Roll-Up Summary 
  • Relationships: Lookup, Master-Detail, Hierarchical, External 
  • Record Types, Page Layouts, Compact Layouts 
  • Schema Builder & Dynamic Forms 
  • Latest Salesforce Dynamic Record Pages 
Module 3: Automation & Process Optimization 

Objective: Automate business processes with declarative tools. 

Topics Covered: 

  • Workflow Rules, Process Builder (latest best practices) 
  • Flow Builder (Record-Triggered, Schedule-Triggered, Screen Flows) 
  • Approvals & Dynamic Actions 
  • Einstein Next Best Action (AI-driven automation suggestions) 
  • Automating IT service management processes 
Module 4: Lightning Web Components (LWC) & Salesforce UI Customization 

Objective: Enhance UI and functionality using Lightning Web Components.

Topics Covered: 

  • LWC Basics: Components, JavaScript, HTML, CSS 
  • Communication between LWC and Apex 
  • Parent-Child and Sibling component communication 
  • Dynamic Forms, Actions, and Lightning App Builder 
  • Custom Lightning Pages for IT workflows 
  • Latest LWC features and best practices 
Module 5: Apex Programming & Advanced Customization 

Objective: Enable developers to extend Salesforce beyond configuration. 

Topics Covered: 

  • Apex Triggers, Classes, and Batch Jobs 
  • Asynchronous Apex: Queueable, Future, and Scheduled Apex 
  • Apex Integration with REST & SOAP APIs 
  • Governor Limits and Best Practices 
  • Test Classes & Deployment with CI/CD 
Module 6: Salesforce Integration & APIs 

Objective: Connect Salesforce with other systems using modern integration approaches. 

Topics Covered: 

  • Salesforce REST & SOAP APIs 
  • External Services and Named Credentials 
  • Salesforce Connect (External Objects) 
  • Integration with Postman, ERP, ITSM, and Marketing tools 
  • MuleSoft basics and Salesforce Integration Patterns 
Module 7: Reports, Dashboards & Analytics 

Objective: Enable IT teams to build actionable insights. 

Topics Covered: 

  • Standard and Custom Reports (Tabular, Summary, Matrix, Joined) 
  • Dynamic Dashboards & Filters 
  • Salesforce Einstein Analytics / Tableau CRM Basics 
  • KPI Tracking for IT and Business metrics 
  • Report Snapshots & Scheduled Refreshes 
Module 8: Security, Access & Compliance 

Objective: Ensure IT employees can secure Salesforce data. 

Topics Covered: 

  • Profiles, Roles, Permission Sets, and Sharing Rules 
  • Field-Level Security & Object Permissions 
  • Org-Wide Defaults & Public Groups 
  • Two-Factor Authentication & Single Sign-On (SSO) 
  • Data Masking and GDPR/Compliance Considerations 
Module 9: Salesforce DevOps & Deployment 

Objective: Upgrade IT team skills for deployment, versioning, and CI/CD. 

Topics Covered: 

  • Change Sets, Sandbox Types & Management 
  • Unlocked Packages & Metadata API 
  • Deployment Strategies (Production, UAT, Dev) 
  • Source Control with Git & Salesforce CLI 
  • CI/CD Pipelines for Salesforce 

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