Salesforce is the world’s #1 customer relationship management (CRM) platform. It helps your marketing, sales, commerce, service and IT teams work as one from anywhere so you can keep your customers happy everywhere.

How can beginners learn Salesforce?

Beginners can learn Salesforce through structured training and hands-on practice. Start with requirement gathering, planning, customization, testing, training, and deployment. Enroll in our Salesforce training for beginners to gain expertise, earn certifications, and build a career in Salesforce development.

Why should I take a Salesforce certification course from Edureka?

Edureka offers a comprehensive online Salesforce training program that will help you master Salesforce administrator and developer skills. You will also learn the basics of Visualforce, Apex, Dashboard, Process Automation, and other topics. This entire program aligns with Salesforce administrator certification exams. Industry experts have designed the course curriculum and will have you working on real-time assignments and projects that are relevant to the corporate world. You can apply for the top jobs in MNCs across the globe after completing the program.

Who are the instructors for this Salesforce training at Edureka?

All our instructors are industry professionals who work in leading organizations and have real-world experience in Salesforce. These experienced folks trained by Edureka provide top-notch Salesforce training online so that you can have a great learning experience.

What is the average salary for a Salesforce professional?

Salesforce has a strong future as businesses adopt cloud-based CRM solutions. It offers high demand, competitive salaries, and roles like developer, administrator, and consultant. The average annual wage is ₹9L in India, $1,03,000 in the US.

Does Edureka provide any free learning resources for the Salesforce course?

Edureka has plenty of free learning materials to help you understand the basics of Salesforce such as: What is Salesforce, Salesforce Tutorial and Salesforce Interview Questions.

What type of jobs can you get after earning the Salesforce certification?

Earning a Salesforce Admin or Developer certification will help you to apply for roles like Salesforce Developer, Administrator, and Integration Developer. Salesforce Developers build custom solutions using Apex, Visualforce, and Lightning. For interviews, focus on core concepts, security, automation, and hands-on practice via Salesforce Trailhead.

What if I miss Salesforce classes online?

You will never miss a lecture at Edureka! You can choose either of the two options:View the recorded class session available in your LMS.You can attend the missed session or any other live batch.

Does edureka offer online Salesforce training near me?

Yes, we do provide a Salesforce Training program in your area. With a global presence, we offer online courses in each country/city. Enroll today and learn from the industry experts.

Is Salesforce better than SAP?

Salesforce is better for cloud-based CRM solutions, offering flexibility, scalability, and user-friendly interfaces. SAP, however, excels in ERP solutions for large enterprises. Choosing between them depends on whether your focus is customer relationship management. You can go with Salesforce, or if your focus is enterprise resource planning, then you can go with SAP.

How much does the salesforce course fees in India and other countries?

Our fees range between 12,000 INR and 30,000 INR, depending on your country, but in India, it's INR 19,995 We also occasionally offer good discounts.

What are the other certification courses Edureka offers in Cloud Computing technology?

Edureka offers a range of cloud computing courses such as AWS Course, GCP Course, Azure Course, Cloud Architect Course, Salesforce Architect Course etc.

Does edureka offer Salesforce training and placement assistance?

Yes, we offer Salesforce training with placement assistance for our learners. More than 70% of Edureka Learners have reported changes in job profile (promotion), work location (onsite), lateral transfers, and new job offers. Edureka's certification is well-recognized in the IT industry. It is a testament to the intensive and practical learning you have gone through and the real-life projects you have delivered.

Salesforce Training Course in Charlotte

Name: Salesforce Training Course
Item: Salesforce Training Course
Rating: 5
Author: Sujit Samal

Why should you take Salesforce course in Charlotte??

The Salesforce platform's annualized growth is anticipated to be 65%.

The national average salary for a Salesforce Developer in Charlotte is $101,131 per year. Glassdoor.com

According to Indeed.com, 25,000+ Salesforce Developer jobs are available in Charlotte.

Introduction to Cloud Computing and Salesforce Platform

Goal:

Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models.

Objectives:

Upon completing this training module, you should be able to:

Explain Cloud Computing
Define SAAS, PAAS, IAAS – Service Model
Explain Public, Private and Hybrid Cloud – Deployments
Compare CRM and PAAS Market
Comprehend basics of SFDC / Salesforce1
List the benefits of Force.com/ Salesforce1 Platform
Explain Multi-tenant (single-tenant) Architecture
Explain Metadata driven architecture

Topics:

What is Cloud Computing
Service and Deployment models in the Cloud
Market situation
Cloud Ownership
Introduction to SF1 and Force.com Platform
Declarative & Programmatic Options in Force.com
Meta-data Driven Architecture
Multi-tenant Architecture
Business and IT benefits
Use of SF1

Hands-On:

Create Salesforce Account

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Building Blocks of Salesforce Platform

Goal:

In this Salesforce online certification course module you will be working on building a custom app on Salesforce platform.

Objectives:

Upon completing this training module, you should be able to:

Illustrate working of Salesforce Platform
Explain Company Profile and License Types
Define User licenses available in the Developer Org
Define System Overview
List types of Sandbox
Explain MVC Model
Implement Page Layout, Search Layouts, Object Limits
Explain the App, which we will build during this course
Build a custom app on Force.com Platform

Topics:

Sign-up for a Free Environment / Org
Adding company logo
Benefits of System overview
Salesforce Key Building Blocks
Editions and Different Environments Available
MVC Pattern
Student App
Student App Master Basic Data Model
Student Master and Marks/Grades
Student Master Basic Security Model
Student Master Reports
Student Master Application Scope

Hands-On:

Build a Custom Student App

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Salesforce Data model, Objects, Relationships and Fields

Goal:

This Salesforce admin course module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.

Objectives:

Upon completing this training module, you should be able to:

Understand concept of Objects and its uses
Create Custom App and Custom Objects
Leverage various Standard and Custom Fields
Identify various Datatypes and Field Types
Analyze different type of relationships (Master- Detail and lookup)
Identify role of Search Layouts

Topics:

Custom Objects and understand various properties in the Object definition section
Standard objects
Field and Data Types
Custom Field Properties
Field Dependencies
Types of Relationship Fields
Search Layouts

Hands-On:

Create Custom Objects
Customize standard objects
Create custom fields
Use Search layout

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Salesforce Security Model and its Features

Goal:

Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets

Objectives:

Upon completing this Salesforce course online training module, you should be able to:

Explain System Org Level Security
Modify Permission Sets and Password Policy
Create IP Address Security and Login Hours
Identify Session, Activation, Page layout, Tab settings
Implement Field Level Security
Integrate Public Groups, Queue and Profiles

Topics:

Security Model Mind Map
System Level or Org Level Security
User Administration and Troubleshooting
Permission Sets
Profile and Permissions Sets
Password Policy
IP Address security
Login hours
Session settings
Activations
Page layout assignment
Tab setting
Field level security

Hands-On:

Create Permission Set
Create Profile
Apply field level security
Secure page layouts

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Salesforce Security Model Object, Record and Field Level features

Goal:

In this Salesforce course online module, you will learn about organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

Objectives:

Upon completing this training module, you should be able to:

Analyse Security Features of Record and Object Level
Modify and Implement Organization Wide Defaults (OWD)
Classify Role and Role Hierarchy
Identify features of Criteria Sharing
Understand need of Public Groups and Queue

Topics:

Security Model Mind Map
Record Level and Object Level
Organization wide defaults
Organization wide defaults – Student App
Role and Role Hierarchy
Criteria Based Sharing
Different ways to gain Record Level Access
Public Group
Queue
Public group Vs Queue

Hands-On:

Create roles and role hierarchy
Secure Salesforce platform as per the requirements

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Business Logic, Formulas & Validations

Goal:

Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

Objectives:

Upon completing this training module, you should be able to:

Analyze features of Business Logic
Ways to Implement Business logic
Create and Identify need of formula fields
Enforce Data quality and Integrity
Identify uses of Validation rules
Understand Roll-up summary and Page layouts

Topics:

Business Logic Mind Map
Different Options to Implement Business Logic
Functions
Formula
Validation Rules
Rollup Summary Fields
Record Types and Page Layouts

Hands-On:

Implement business logic
Create validation rules
Create Formula Fiedls and Rollup Summary Fields

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Business Process Automation in Salesforce

Goal:

This module will help you in learning Capabilities and use cases for the approval process and introduce you to the Lightning Process builder.

Objectives:

Upon completing this Salesforce admin training online module, you should be able to:

Implement Workflow Rules
Evaluate features of Workflow Rules
Identify capabilities of Workflow Rules and Actions
Define the appropriate Workflow Solution
Implement the Approval Process
Deduce various use cases for Approval Process

Topics:

Business Process Automation
Business Requirements – Workflow Rules
Workflow - Actions (Time When Action Takes Place)
Workflow – Actions
Workflow – Considerations
Approvals – Introduction
Approvals - How to Create A Process
Approvals - Actions
Approvals - How and What Can Approvers Do

Hands-On:

Create a workflow process
Implement workflow rules and actions

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Customer Management using Salesforce Sales Cloud

Goal:

This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

Objectives:

Upon completing this Salesforce admin training online module, you should be able to:

Understand Sales processes in any organization
Identify various Sales Productivity Features
Design and Implement Lead Management
Analyse Process of Campaign Management
Define Characteristics of Products and Price books

Topics:

Sales Cloud
Sales Process
Sales Productivity Features
Lead Management
Lead auto response
Lead assignment
Web to lead
Accounts and Contacts Management
Opportunities
Campaign Management
Price Book, Products, Price Book Entries

Hands-On:

Capture and Manage Leads
Assign leads
Work with Salesforce Sales Cloud

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Customer Service Solution using Salesforce Service Cloud

Goal:

Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of customer access across all channels, integration with legacy data systems, pre-built integration apps, support ticketing, knowledge base, routing and escalation, and queue management.

Objectives:

Upon completing this Salesforce administrator training module, you should be able to:

Analyze case management
Implement automation in case management
Identify the capabilities of solution management
Understand the basic capabilities of Communities
Categorize the capabilities of the Community application, such as Ideas and Answers
Identify the capabilities of Salesforce Knowledge

Topics:

Service Cloud
Case Management
Typical Service and Support Process
Automation - Web2Case and Auto-Response
Automation - Email2Case
Automation - Assignment Rules
Automation - Escalation Rules
Email Templates in Case Management
Channels
Case Resolution – Solutions
Case Resolution Using Knowledge
Communities Basics
Communities Setup and Administration
Communities – Ideas and Answers

Hands-On:

Work with Salesforce Service Cloud
Automate Case Management
Capture cases from website and email
Customize case process, Solutions, Communities and Salesforce Knowledge

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Data Handling and Processing in Salesforce

Goal:

This module introduces you to the concept of identifying tools and use cases for managing data, capabilities and implications of the data validation tools and the different ways to back up data

Objectives:

Upon completing this Salesforce administrator training module, you should be able to:

Identify the considerations for Data Processing
Analyze tools and use cases for managing data
Utilize the capabilities of the data validation tools
Resolve implications of the data validation tools
Implement the different ways to back up data

Topics:

Data Handling and Processing Overview
Exporting data and Regular Backup
External ID and Unique Fields
Import Data
Apex Data loader
Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
Transfer record ownership

Hands-On:

Handle and Processing Data
Import Clean Data
Export data and Regular Backup
Install Apex Data loader
Use the Import Wizard and Data Loader

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Reports and Dashboards in Salesforce

Goal:

Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards

Objectives:

Upon completing this Salesforce admin training module, you should be able to:

Create a report
Customize a report
Identify the impacts of Sharing Model on Reports
Create and Modify dashboards
Analyze the capabilities of Custom Report Types

Topics:

Report with and without modifications
Tabular report, summary and matrix report
Report and Security
Report Builder and Standard Reports Available
Custom report type and store in a folder
User filters in reports
Dashboard
Bucket field
Tabular Report significance
Summary report significance
Matrix report significance
Joined report significance
Dynamic dashboard

Hands-On:

Create various Salesforce report such as tabular report, summary and matrix report
Add a chart and few other features like highlighting
Create a custom report type and store in a folder
Filter users in a report
Create dynamic dashboard

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Salesforce 1, Lightning App Builder, Salesforce A, Outlook

Goal:

Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook

Objectives:

Upon completing this Salesforce admin training module, you should be able to:

Identify components of Salesforce1 mobile
Analyze features of Salesforce A
Integrate Salesforce with Microsoft Outlook

Topics:

Customizable parts of the SF1 app
Security and customizable settings
Navigation menu
Compact layouts and Mobile cards
Basic admin activities on Salesforce A
Outlook and SF synch up

Hands-On:

Customize Salesforce1 app
Customize security settings
Navigate through Salesforce menu
Create Compact layouts and Mobile cards
Perform basic admin activities on Salesforce A
Integrate Salesforce with Microsoft Outlook

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Activity Management, AppExchange, Content and Folder Management

Goal:

In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Identify components of Activity management, Folder Management and AppExchange
Create and Track Tasks
Integrate various templates form to salesforce App

Topics:

Activity management - Tasks, Events and Open activities
Tasks and events
Folders and Document templates
AppExchange

Hands-On:

Manage Salesforce activities
Create and track tasks and events
Create folders and Document templates

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Chatter, Global Action and Publisher Layout

Goal:

In this module you will know about the Global action and publisher layouts and the features of Chatter.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Identify Features of Chatter
Understand Global Publisher Layout and Global actions
Implement Object specific actions

Topics:

Chatter groups, feeds, people
Files, Follow records, people
Groups Topics and Files
Global action types-Create
Log a call, Custom VF page
Custom canvas, Publisher layout
Global an Object specific actions

Hands-On:

Create Chatter groups, feeds, people
Create custom VF page
Create Custom canvas, Publisher layout

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Deployment Process in Salesforce

Goal:

In this module, you will learn deployment process in Salesforce environment.

Objectives:

Upon completing this Salesforce training online module, you should be able to:

Know steps in deployment
Learn types of change sets
Understand deployment settings

Topics:

Outbound Change Sets
Inbound Change Sets
Deployment Settings

Hands-On:

Work with Change Sets
Implement deployment steps

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Lightning in Salesforce

Goal:

In this module, you will be introduced to Salesforce lightning.

Objectives:

Upon completing this training module, you should be able to:

Know benefits of lightning components
Learn difference between classic and lightning experience

Topics:

Lightning Components
Lightning Component Capabilities
Lightning Components vs. Visualforce

Hands-On:

Work on lightning experience

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Salesforce Mobile (Self-paced)

Goal:

In this module, you will learn about the Salesforce mobile apps.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Use Salesforce1
Use SalesforceA
Differentiate between Salesforce1 and SalesforceA

Topics:

Salesforce1
SalesforceA
Salesforce1 Vs SalesforceA

Hands-On:

Work with Salesforce1 and SalesforceA

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Salesforce Project Application Lifecycle (Self-paced)

Goal:

Get an overview of application cycle of a Salesforce project.

Objectives:

Upon completing this training module, you should be able to:

Know milestones in Application lifecycle
Working on sandbox
Know benefits of unmanaged packages

Topics:

Milestones
Sandboxes
Change Sets
Packages

Hands-On:

Work with Sandboxes
Create change sets and packages

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Buttons and Link management in Salesforce (Self-paced)

Goal:

In this module Learn how to create custom buttons and links.

Objectives:

Upon completing this module, you should be able to:

Learn adding custom buttons
Working on custom links
Know benefits of Actions

Topics:

Custom Buttons
Custom Links
Records with Actions
Global Action
Object Specific Action

Hands-On:

Create custom button and links

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Salesforce App Exchange (Self-paced)

Goal:

Learn information about AppExchange

Objectives:

Upon completing this module, you should be able to:

Know benefits of AppExchange
Downloading apps
Finding apps as per need

Topics:

AppExchange Overview
Finding and Selecting an App
Installing an App
Finding a Developer
Finding a Consultant

Hands-On:

Use AppExhange and work with ready to install apps

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View course curriculum

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Salesforce Training in Charlotte

Why should you take Salesforce course in Charlotte??

Salesforce Course in Charlotte Curriculum

Introduction to Cloud Computing and Salesforce Platform

Building Blocks of Salesforce Platform

Salesforce Data model, Objects, Relationships and Fields

Salesforce Security Model and its Features

Salesforce Security Model Object, Record and Field Level features

Business Logic, Formulas & Validations

Business Process Automation in Salesforce

Customer Management using Salesforce Sales Cloud

Customer Service Solution using Salesforce Service Cloud

Data Handling and Processing in Salesforce

Reports and Dashboards in Salesforce

Salesforce 1, Lightning App Builder, Salesforce A, Outlook

Activity Management, AppExchange, Content and Folder Management

Chatter, Global Action and Publisher Layout

Deployment Process in Salesforce

Lightning in Salesforce

Salesforce Mobile (Self-paced)

Salesforce Project Application Lifecycle (Self-paced)

Buttons and Link management in Salesforce (Self-paced)

Salesforce App Exchange (Self-paced)

Salesforce Training in Charlotte Description

What is salesforce training?

What are the objectives of the Salesforce Admin Course?

Who should go for this Salesforce Certification Training?

What are the prerequisites for this Salesforce Certification Course?

What is the Salesforce course duration?

What are the skills covered in this Salesforce training program?

What will I learn in this Salesforce course?

Testimonial Reviews

Video Reviews

Salesforce Training in Charlotte FAQs

What is Salesforce?

How can beginners learn Salesforce?

Why should I take a Salesforce certification course from Edureka?

Who are the instructors for this Salesforce training at Edureka?

What is the average salary for a Salesforce professional?

Does Edureka provide any free learning resources for the Salesforce course?

What type of jobs can you get after earning the Salesforce certification?

What if I miss Salesforce classes online?

Does edureka offer online Salesforce training near me?

Is Salesforce better than SAP?

How much does the salesforce course fees in India and other countries?

What are the other certification courses Edureka offers in Cloud Computing technology?

Does edureka offer Salesforce training and placement assistance?

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