Module 01
Introduction to Salesforce Development
Overview of Salesforce Platform
Types of Development
o Declarative (Point & Click)
o Programmatic
Setting up Develop Edition Org
Developer Tools
o Developer Console
o VS Code
o Lightning Studio
Salesforce Architecture
Module 02
Apex Programming
Overview of OOPs
Introduction to Apex
Data Types & Variables
o Primitive
o Collections (Set, List & Map)
o Enum
o Variables
o Constants
Control Flow Statements
o Conditional (If Else) Statement
o Switch Statement
o Loop Statement
Apex Classes & Methods
SOQL
SOSL
Module 03
Apex Triggers
Types of Triggers
Triggers Events
Trigger Context Variable
Apex Test Classes
Governor Limits
Exception Handling
Custom Code
Custom Settings
Custom Metadata
Custom Labels
Module 04
Asynchronous Apex
Asynchronous vs Synchronous
Batch Apex
Schedulable Apex
Queueable Apex
Future Methods
Module 05
Visualforce Basics
Introduction to Visualforce pages
Standard Controller
Custom Controller
Controller Extension
Module 06
Lightning Aura Components
Lightning Component
Lightning Application
Component Configuration
Attributes & Expressions
Module 07
Lightning Web Component (LWC)
VS Code Setup
Aura vs LWC
Data Binding & Decorators in LWC
Lightning Design System
Lightning Data Service
Component Communication
Wire & Imperative Calls
Module 08
Integration
Apex Rest API
Inbound vs Outbound Integration
Call Apex Class from flow
Module 09
Deployment
Change Sets
ANT
VS Code
Module 01
Introduction about CRM & Cloud
CRM & Cloud Overview
Cloud Services Models
Cloud Types & Advantages
Module 02
Salesforce Overview
Salesforce Introduction
Salesforce Editions & License
Salesforce Sandboxes
Salesforce Cloud Services & Applications
Module 03
Database or Data Model
Standard / Custom Objects
Standard / Custom Fields & Custom Tabs
Object Relationships:
o Master Detail
o Lookup
o Many to Many
Formula fields & Rollup summary fields
Global / Dependent Picklists
List View & Intelligent View
Page / Compact / Search Layouts
Record Types
Validation Rules
Object Schema Builder
Email Templates
Lightning App Builder
Module 04
Process Automation
Workflows & Process Builder (Overview)
Approval Process
Flows
o Screen Flow
o Record Triggered Flow
o Schedule Triggered Flow
Module 05
Data Management
Data Import Wizard & Data Export
Data Loader & Data Loader.io
Module 06
Data Security
Organizational Level Security
o User Management
o Setting Password Policies
o Restricting IP Ranges for Users
o Restricting Login Hours for Users
Object Level Security
o Profiles
o Permission Set
o Permission Set Groups
Field Level Security
Record level Security
o Organization Wide Defaults
o Role Hierarchy
o Sharing Rules
o Manual Sharing
Queues & Public Group
Auditing Tools in Salesforce
o Record Modification Fields
o Login & Field History Tracking
o Setup Audit Trial
Module 07
Sales & Service Cloud
Overview
Lead Management (Web to Lead)
Case Management (Web to Case & Email to Case)
Module 08
AI Basics
AI Fundamentals
Salesforce Einstein
Einstein Bot & Prediction Builder
Module 09
Data Analytics
Reports
Report Types (Tabular, Matric, Summary & Joined)
Dashboards
Dashboard Types
o Dynamic Dashboard
o Static Dashboard
Key Takeaways
✓ Hand-on experience with real-time projects
✓ Resume review & Mock Interview
✓ Access to real-time interview questions
✓ Lifetime access to training recording
Module 01
Introduction about CRM & Marketing Cloud
· Salesforce Overview
· SFMC Overview
Module 02
Email Studio
· Data Extension / List
· Tracking
· A/B Testing
· Interaction
Module 03
Audience Builder
· Data Source
· All Contacts
· Data Relationship
Module 04
Content Builder
· Email Template Overview
· Content Blocks
· Template Creation
· Template Testing
Module 05
Web Studio
· Cloud pages / Landing Pages
· Script Handling
Module 06
Setup / Admin
· User Creation
· Sender Profile / Delivery Profile
· Business Units
· Send Classification
· From Address Management / SAP Domain
· Salesforce Integration / API
. Reply Mail Management
Module 07
Journey Builder
· Types of Journey Builder’s
o Multi Step
o Single send
o Transactional
· Single send / Transactional Process
· Multi Step Journey Entry Sources
· Channel Handling
o Email
o SMS
o WhatsApp
· Flow Control
· Journey Analytics and Settings
Module 08
Automation Studio
· Entry Sources
· Automation Activities
· Journey & Automation Configuration
Module 09
Analytics Builder
· Reports Creation
· Intelligence Report & Pivot Table
Module 10
Mobile Studio
· Inbound & Outbound
· Text Response
· Keywords
Module 11
Coding
· Amp script
· HTML / CSS
. SQL / SSJS
Agentforce & Data Cloud Training Curriculum
Module 1
Evolution of AI, Data Cloud & Agentforce Overview
· Evolution of AI till Agentforce
· Introduction to Data Cloud
· Why we need Data Cloud?
· Trust – Key feature of Agentforce
· Security Features
· Einstein Trust Layer
· Introduction to Agentforce Developer Edition
· Real time use cases
Module 2
Data Cloud Permissions, Security & Ingestion
· Permissions in Data Cloud
· Data Cloud Security Model
· Ingestion of Data into Data Cloud using CRM Connector
· Explaining other Data Ingestion Options
· Data Lake Objects, Data Model Objects
· Consent Management
· Identity Resolution
Module 3
RAG, Einstein Studio & Data Cloud Usage Models
· Retrieval Augmented Generation (RAG)
· RAG and its relevance in Data Cloud
· Einstein Studio
· Predictive Model
· Generative Models
· Retrievers
· Agentforce Data Library
· Data Cloud Usage Model
Module 4
Agentforce Builder & Prompt Templates
· Introduction to Agentforce Builder
· Explaining Topics, Actions
· Exploring connections
· Prompt Builder Introduction
· Exploring Key Prompt Templates (Field Generation, Flex, Emails, Summary & Knowledge)
· Basic Employee Agent Setup
Module 5
Agentforce Messaging & Service Agent Setup
· Messaging Module
· Enabling Omni Channel (Quick overview)
· Embedded Service Deployment
· Agentforce Service Agent Creation
· Enabling Agentforce Agent in Experience Cloud
· Pre Chat Forms
· Omni Flows
· Agentforce Usage Model
Module 6
Data Cloud & Agentforce Sales/Commerce Features
· Segmentation in Data Cloud (Explanation in Marketing Cloud Point of view)
· Activation in Data Cloud (Explanation in Marketing Cloud point of view)
· Agentforce SDR Agent (It’s available only in licensed orgs. Explanation Only)
· Agentforce Sales Coach (Available only in licensed orgs. Explanation Only)
· Campaign Agent (Explanation only)
· Agentforce for Commerce (Explanation only)
· Agentforce Analytics
· Data Cloud Reports
Module 7
Advance Agentforce Features
· Data Graphs
· Data Shares
· Advanced Agentforce Feature Introduction
o Agentforce Vibes
o Agentforce for formulas
o Agentforce to build flows
o Agentforce Voice (GA only in AMER)
o New Agentforce Builder (Not GA)
· Document AI feature
Key Takeaways
· Strong Foundation in Data Cloud & Agentforce
· AI Model Skills with RAG & Einstein Studio
· Practical Agentforce Builder & Omni-Channel Setup
· Resume review & Mock Interview
· Access to real-time interview questions
· Lifetime access to training recording