Salesfore Training Syllabus.

SALESFORCE (Admin, Development with Lightning and Integration)

From Yes-M Systems LLC


  • Anyone who wants to start his/her career as a Salesforce Administrator / Developer / Consultant.
  • Anyone working on technologies which are doing not so good in the market like Mainframes, SAP, Siebel, Oracle, Java, Microsoft .Net
  • Someone who has experience as Business Analyst.

Student Location – To students from around the world
Delivery Method:
Instructor-Led – Live online Training

Objective: This training will include preparation for Salesforce Business Analyst, Salesforce Admin, Salesforce Developer, Salesforce Techno Functional Role. Admin and Development Certification will be taken care of. We will do 2 end to end projects and more than 25 assignments in this module.

Total course time: 8 weeks, 40-45 Hours

Syllabus: The training starts with Salesforce Admin and we do 2 end to end projects in Salesforce admin, Then we start development. As most of the students come from a ‘non-coding’ background or non-Salesforce background, we will start the development from scratch and go to the next level step by step. In development, we will do more than 25 assignments. Apart from Admin and development, we do cover Lightning and Integration as part of advanced development.

Salesforce Certification: The training will provide end to end clarification to clear Salesforce Admin and Developer Certification.

A.   Course Summary

About this Course:

  • Focus on Hands on training.
  • Assignments, Live Case Studies.
  • Video Recordings of sessions provided.
  • One Problem Statement discussed across the whole training program.
  • Salesforce Certification Guidance.
  • Introduction to SFDC (Sales Force Dot Com).
  • Prerequisites sessions conducted for participants not knowing Unix, Java Basics.
  • Resume prep, Interview Questions provided.
  • Covers All Important SFDC Ecosystem Products.


After the completion of this Course, you should be able to:

  • Understand What & Why of Salesforce Admin, Salesforce Development,
  • Ability to design Data Model for cloud based applications and architecture.
  • Ability to automate Sales and Service processes using Workflows, Approval Processes, Formulas.
  • Hands on experience of end-to-end application designing on Platform.
  • Get guidance on the best practices of App designing.

B.    SALESFORCE (ADMIN & DEV) Course Details

Cloud Computing

  • What is Cloud Computing?
  • Types of cloud
  • Examples (Companies/Products)


  • What is CRM/ERP
  • Different Segment of CRM
  • CRM Entities
  • CRM Process Flow

Salesforce Overview

  • What is salesforce?
  • About the company their product.
  • Existing Competitors. Platform

  • Overview
  • Creating Developer Environment
  • Understand Salesforce & Organization setting
  • Licensing
  • Declarative customization Vs Programmatic customization


Overview & Org Settings

  • Salesforce Organization creation
  • Understand Salesforce & Organization setting
  • Licensing

Fundamentals of Salesforce

  • Declarative customization Vs Programmatic customization
  • User Setup

Understanding Salesforce Structure

  • Application Creation
  • Object Creation
  • Scope and Benefits of external objects / ID
  • Fields Creation-Deletion & Types
  • Dependent Fields
  • Field Tracking
  • Formula Fields

Validation Rule

  • Standard Validation
  • Custom Validation

Business process with Standard Objects

  • CRM objects & Relationship Model

Sales Process

  • Service Process
  • Lead Conversion Process.
  • Sales Productivity Feature

Security Settings

  • Network Security measures & Audit
  • Organization Wide Defaults
  • Profiles
  • Record Type
  • Custom buttons
  • Custom links
  • Actions
  • List View


  • Join Reports
  • Tabular report
  • Summary Report
  • Matrix Report
  • Date Filters
  • Bucket Fields
  • Custom Report Types
  • Report Scheduling & Sharing Concepts
  • Dashboards
  • Using Dashboards
  • Folders access & Scope to Store

Data Management

  • Data Loader
  • Data Import
  • Data Export
  • Introducing to Workbench


  • Lookup Relationship
  • Master Detail Relationship
  • Rollup Summary Fields
  • Many to many Relationship
  • Hierarchical Relationship
  • Schema Builder

Salesforce Automation

  • Workflow Rules
  • Actions in Workflow
  • Time dependent Actions
  • Approval Process
  • Field updates and recursion

Salesforce Apps

  • AppExchange

Campaign Management

  • Campaigns
  • Campaign Members
  • Campaign Influence

Team Management

  • Queues
  • Public Group

Salesforce Standard Object

  • Account Teams
  • Opportunity Teams
  • Product and Price Book
  • Solution Management
  • Ideas
  • Answers
  • Knowledge
  • Activity Management
  • Content
  • Case activities
  • Case Teams
  • Case Assignment Rules
  • Escalation Rules

Lead activities

  • Lead Conversion
  • Web to Lead
  • Lead Assignment Rules
  • Lead Auto-Response Rules


  • Features of Salesforce1 Features

App Deployment

  • Milestones & Considerations in application lifecycle
  • Sandbox & Types
  • Considerations using various types of sandboxes
  • Change sets & Types
  • Types of Packages
  • Deployment & Best Practice

Salesforce getting Social

  • What is Social?
  • Features

Salesforce Mobile & Apps

  • Declarative customization in Salesforce1
  • Global and object-specific actions in Salesforce1
  • Action layouts in Salesforce1


  • CRM project(Campaign management, Lead management, Opportunity management) 

Salesforce Development

  • Console Environment /Development mode.
  • What is Visualforce?
  • Visualforce Page / Components
  • What is APEX?
  • Apex triggers
  • Classes/Controllers
  • Helper Class
  • Handler Class
  • Where Apex classes can be used
  • Use of JavaScript in VF Page
  • Salesforce governor Limit
  • Best practice for Development
  • Salesforce Sites

Lightning in Salesforce

  • Declarative options for Lightning Components
  • Basics of Lightning                                                                 


  • What is Integration?
  • Inbound
  • Outbound
  • Programmatic Integration
  • Web Services
  • Creating Web Services
  • Consuming Web Services
  • REST API with Authentication
  • REST Api without Authentication
  • Assignment on Web Services (Both Consuming and Creating)
  • Authentication
  • OAuth 2.0

Project Implementation

  • CRM project(Campaign management, Lead management, Opportunity management)
  • Integration Project(Advance Development)
  • AppExchange Product

Disclaimer: Yes-M Systems and/or their instructors reserve the right to make any changes to the syllabus as deemed necessary to best fulfil the course objectives. Students registered for this course will be made aware of any changes in a timely fashion using reasonable means.

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