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 & Career Vision

●        1.1 Introduction to Salesforce

●        1.2 Growth potential of CRM and the Salesforce ecosystem

●        1.3 Introduction to the role of Business Analysts & Salesforce BAs

●        1.4 Why become a Salesforce Business Analyst?

Module 02

Salesforce Methodologies & Role-Based Responsibilities

●        2.1 Overview of key Salesforce roles: Admin, Developer, Consultant, BA

●        2.2 Software Development Life Cycle (SDLC) for BAs

●        2.3 Agile methodology and Scrum basics 

Module 03

The Role of a Salesforce Business Analyst & Key Responsibilities

●        3.1 Day-to-day responsibilities of a Salesforce BA

●        3.2 BA involvement in Pre-Sales and Discovery phases

●        3.3 BA Skills Checklist:

○        3.3.1 Soft Skills

○        3.3.2 Hard Skills

●        3.4 Understanding business processes

●        3.5 Stakeholder identification and management

Module 04

Fundamentals of Requirements Gathering & Documentation

●        4.1 Types of requirements

●        4.2 Techniques for effective requirement gathering:

●        4.3 Backlog Grooming

●        4.4 Prioritization technique

●        4.5 RCA

Module 05

 Documentation

●        5.1 Writing user stories and acceptance criteria

●        5.2 Introduction to Documentation:

• Traceability Matrix (RTM), Overview of BRD, FRD, & Solution Document 

Module 06

Solution Visualization

●        6.1 Mapping business requirements to Salesforce features: Standard objects- Custom objects- Automations (Flows)

●        6.2 Integration use cases 

Module 07

Essential Tools for Business Analysts

●        7.1 Introduction to key BA tools:

○        Jira, Confluence, Azure DevOps, Lucidchart

/ Visio / Draw.io, MS Office suite, Figma.

○        AI Tools like Scribe/Tango for user manuals, Chatgpt & MetaAI, and Teams & Slack

Module 08

 UAT

●        8.1 Understanding UAT processes for BAs

●        8.2 Writing test cases and creating test strategies

Module 09

Overview of Salesforce Products & Deployment Processes

●        9.1 Introduction to key Salesforce products and SKUs

●        9.2 Major Salesforce solutions

●        9.3 Introduction to Salesforce sandboxes and deployment processes

●        9.4 Manage Projects

●        9.5 Roadmap & release plan

Interview Preparation Assistance

●        Career paths with salary expectations for Salesforce BAs

●        Best practices for excelling as a Salesforce BA

●        Current trends and evolving expectations in the BA role

●        Future role of AI for Business Analysts

●        Hands-on case study: converting requirements into user stories, diagrams, and solution design

●        Personalized action plan development for each participant

●        Resume-building tips specifically for Salesforce BAs

Mock interviews for L1 & L2 with individual feedback