UI Customization

• Lightning App Builder, Dynamic Forms, and Record Types
• OWDs, Role Hierarchy, Sharing Rules, and Manual Sharing
• Data Loader vs. Import Wizard, Upserting, and Data Export
• Profiles, Permission Sets, and Field-Level Security (FLS)
• Sales Cloud (Leads/Ops) & Service Cloud (Cases/Knowledge)

Reporting & Dashboards

• Custom Report Types, Filters, Bucketing, and Dashboard Components.
• Loops, Decisions, and Collection Filters.
• Entry Criteria, Multi-step Approvals, and Email Alerts.
• Elements, Variables, and Record-Triggered Flows.
• Screen Flows, Sub-flows, and Error Handling (Fault Paths).

Intro to Data Cloud

• Custom Report Types, Filters, Bucketing, and Dashboard Components.
• Loops, Decisions, and Collection Filters.
• Entry Criteria, Multi-step Approvals, and Email Alerts.
• Elements, Variables, and Record-Triggered Flows.
• Screen Flows, Sub-flows, and Error Handling (Fault Paths).

Mid-Course Project

• Building an automated "Lead-to-Cash" system with Flow.
• Anatomy of an Agent: Topics, Actions, and Instructions.
• Using existing Flows as "tools" for your Agent.
• Copilot vs. Agents; The Atlas Reasoning Engine.
• Defining what an agent can and cannot talk about.

Agent Actions: Apex-Based

• Calling complex code logic from an Agentic conversation.
• Setting up an autonomous Service Agent for Web/WhatsApp.
• Using the Agent Tester to trace reasoning paths.
• Using RAG (Retrieval Augmented Generation) with Knowledge.
• SDR Agents: Researching leads and booking meetings.

Agent Governance

• Monitoring usage, costs, and "Hallucination" management.
• Querying data, Relationship queries, and Aggregate functions.
• Future methods, Queueable, Batch Apex, and Schedulable.
• Variables, Collections (List, Set, Map), and OOP principles.
• Trigger Frameworks, Context Variables (Before/After).

Apex Testing

• Test classes, Mocking, and reaching 75% coverage.
• Wire Service, @AuraEnabled, and Imperative Apex.
• Salesforce CLI, Sandboxes, Scratch Orgs, and Change Sets.
• HTML, JS, and CSS in Lightning Web Components.
• REST/SOAP Callouts, JSON Parsing, and Named Credentials.

Salesforce Training Course Roadmap

• Scroll through the concepts that we cover in our Salesforce Course

  Following our highly specialized curriculum of the Salesforce training course, over hundreds of students have already qualified Salesforce Dev, Salesforce Admin, and Salesforce App Builder certification over the past seven years and are placed with some of the leading corporations. Salesforce is the most sought-after skills today, and the demand is sure to increase further. Expert estimates future demand for Salesforce skills to stay exponential for at least the next 20 years.

  Here is what all we cover in our online Salesforce Course. Each topic has been detailed with the sub-topic that we cover.

  Cloud Computing & Salesforce

  • Brief to Cloud Computing
  • Overview to Salesforce & Salesforce CRM
  • Salesforce Sandboxes (Dev, QA, Full, Prod.)
  • Salesforce CRM (Market & Demand)
  • Why Learn Salesforce CRM (Job Market and growth)
  • Salesforce Editions, Licenses and Pricing
  • Salesforce Sandboxes (Dev, QA, Full, Prod.)
  • Creating First SFDC Dev Account
  • Salesforce Quick Navigation Walk Through
  • Popular Std. Objects and their purpose (High Level)
  • Set up Menu Intro (Various OOB and Dev Options)
  • Set up organization profile, Currency, etc.

  Salesforce Object/Field

  • Types of object available in salesforce -standard, custom and external object
  • Difference between standard and custom object
  • What is Tab, Assigning tab to object, Types of the tab
  • Tabs, Visualforce, Web tab, Lightning Page tabs
  • Creating a Salesforce Custom App
  • Overview of AppExchange
  • Installation of the AppExchange product to salesforce organization
  • Understanding different Data Types (High Level on Various Field Types)
  • Various data type fields creation

  Relationships & Roll Up Summary

  • Brief into Relationships & its need (Data model)
  • Types of relationship
  • Master-Details, Lookup, Self-relationship, External lookup relationship, Indirect lookup
  • Relationship, Many-to-many relationship (Junction object),
  • Difference between master-detail and lookup relationship
  • How to convert lookup to master relationship.
  • Roll-Up Summary Fields & its features

  Formula Field & Validation Rule

  • Understanding of formula fields, and a creation formula field
  • Text/Logic/Math/Date functions & Other popular functions
  • What is validation, need of validation rule.
  • Displaying validation error message.

  Page layout, Record Type & Button

  • What is Page layout?
  • Need and use of page layout
  • What is Record Types, use of record type.
  • Creating Record type.
  • How to assign page layouts and profile to a record type
  • Custom button, link & Action
  • Search layout, Compact Layouts

  Security & Sharing Settings

  • Understanding User Management
  • Brief into Profiles
  • Security and accessibility profile level
  • Permission Sets
  • Difference Between Profile & Permissions set
  • OWD -Public Read/Write, Public Read, private only
  • OWD/Role-Hierarchy/Criteria Based Sharing/Manual Sharing
  • Role Hierarchies- share record as per role
  • Sharing record-Manual and owner based
  • Field-level security

  WorkFlow/Approval process & Process Builder

  • Brief in to Workflow Rules
  • Types of evaluation criteria in Workflow rules
  • Different workflow actions.
  • Understanding Approval steps, Approval actions, Rejection actions
  • Creation of Email Template.
  • Process builder and its feature & its limitations
  • What is the difference between workflow and process builder

  Service Cloud

  • Brief to Service Cloud Management
  • Deep into case Management
  • Understanding Assignment/Auto response/Escalation rules
  • Web to the case & email to case
  • How to create a web to case
  • Overview of Entitlement Management

  Sales Cloud

  • Brief in to Sales Cloud management
  • Lead conversion process
  • Lead mapping for custom fields
  • Auto assignment rule,Escalation rules and web to lead
  • Creation of web to lead
  • Opportunity management.
  • Sales Process/Opportunity Stages/Picklists

  Data Management

  • What is Data migration
  • Overview to Data loader and its installation process
  • Action in Data Loader - Insert, Update, Delete, Hard delete
  • salesforce import wizard
  • Difference between Data loader and import wizard
  • Limits in Data loader and import wizard

  Reports & Dashboard

  • Brief to Data Visualization-Reports and Dashboard
  • Types of report-Tabular, summary, Matrix, and a joint report
  • Creation of report types.
  • Understanding -Reporting Snapshots, Report types
  • How to create a bucket field and formula.
  • Overview to the dashboard and its types
  • What is a dynamic dashboard
  • Understanding Sharing & Security of Reports-Dashboards

  Oops concepts & Apex Programming

  • Brief to oops concept & Basics
  • Understanding modifiers & Interfaces
  • Methods, types of method
  • What is constructors, use of constrcutor
  • How to pass parameter in method
  • Getter & Setter Methods
  • With Sharing & Without Sharing

  Apex class

  • Understanding apex language
  • Understanding the variables
  • Variable declaration in Apex
  • Assign values using expressions

  Data types/Conditional Statement

  • Understanding Data types-string, Integer, Decimal, Boolean
  • Loops in apex-do {statement} while (Boolean_condition)
  • While (Boolean_condition) statement
  • for (initialization; Boolean_exit_condition; increment) statement;
  • Conditional statement in apex-If, If else
  • Debug & System Log – Purpose and Use

  Collection In Apex

  • What is Collection in apex
  • When to use collection
  • Benefits of using collection
  • Types of collection.
  • List methods in salesforce apex
  • Set methods in salesforce apex
  • Difference between List and set
  • Map methods in salesforce apex

  Usage Of JavaScript

  • JS Functions Usage in Visualforce
  • JS DOM Usage in visualforce
  • JS Events Usage in Visualforce
  • JS Validations In Visualforce
  • Internal JavaScript
  • External JavaScript

  Usage Of jQuery In Visualforce

  • Using Less Code In Visualforce
  • Jquery Static resources
  • URL Plugins
  • AutoComplete

  SOQL & SOSL

  • Overview on SOQL,SOSL
  • Fetching Records on VF Using SOQL
  • Inserting Records from VF to Salesforce
  • Debug Logs
  • Static SOQL & Dynamic SOQL
  • Relational SOQL(p-c,c-p)
  • Functional SOQL(Aggregate,Date)
  • Creating Interfaces Using SOSL
  • GoverningLimits in Apex

  DML Operations

  • Dml statements vs database class methods
  • Database DML Operations
  • Insert Statement
  • Update Statements
  • Upsert Statement
  • Delete Statements
  • Undelete Statements
  • Merge Statements
  • Rollback operations
  • SavePoint In DML

  Visualforce Tag

  • What is Tag in visualforce page
  • Use of tag in visualforce page
  • Input & output tags
  • Select tag
  • Message Tags
  • Panel Tags
  • Tab and Tab Panel
  • Render,Rerender,RenderAs
  • Table tag in visualforce
  • Other VF Tags

  Action Components In Visualforce

  • Intro to visualforce action
  • ActionSupport
  • Action Function
  • ActionStatus
  • ActionRegion
  • ActionPoller

  Controllers In Apex

  • Brief into visualforce page
  • Controller in visualforce
  • Standard controller, custom controller and extension
  • Understanding different visualforce tag
  • Routing to a different page(PageReference)
  • Different action method visualforce
  • Understanding of render, rerender & renederas
  • What is dynamic visualforce
  • Implementation of visualforce page

  Schema Programming

  • What is schema programming in Apex
  • Purpose of schema class
  • Objects
  • fields
  • Selected Options
  • Creation of dynamic page

  Custom Setting & Custom Label

  • List Custom setting
  • Use of custom setting
  • Methods in custom setting
  • Display data in vf page using custom setting
  • Hierarchical Custom Setting
  • Methods in Hierarchical Custom Setting
  • What is custom label
  • How to use custom label

  Asynchronous APEX

  • Overview to Asynchronous process
  • Future Method-Long Running
  • What is Mixed dml error.
  • Brief overview to Batch apex
  • Implementing Database.Stateful Interface
  • Methods in batch apex
  • Handling exceptions in batch apex
  • Creating Future Methods in Batch Apex
  • Calling batch with in a batch
  • Invoking another batch from Batch
  • Sending email from finish
  • sScheduled apex, Cron job
  • Governing Limits
  • Test Classes in asynchronous apex.

  Apex Triggers

  • Overview On Triggers
  • Types of Triggers
  • Trigger Events
  • Context Variables
  • Before Triggers
  • After Triggers
  • Use of NewMap & OldMap
  • Execution order of Triggers
  • Recursive Triggers
  • Validation Rule with Trigger
  • Bulkify trigger
  • Workflow with Trigger
  • Invoking Batch Apex,callouts from trigger
  • Invoking Schedule,Future Methods from Trigger
  • Best practice in trigger.

  Test Class

  • Overview on Test classes
  • Apex Unit Testing
  • Creating a Unit Test Class
  • Unit Test for Governor Limits
  • Unit Test Execution
  • StartTest,StopTest
  • Test Class on Apex class, Batch APEX, Schedule Apex and Triggers
  • Best Practices for Unit Testing

  Web Service

  • What is web service
  • Use and need of web service
  • Working with web services
  • Types of web service
  • Custom web services
  • SOAP-based web services callouts
  • APEX REST-based web services
  • RESTful web services callouts

  Lightning Framework

  • Brief to Lightning Experience
  • Common business issues faced by companies today.
  • Lightning Component Framework
  • Understanding of aura framework
  • Advantages of developing UI using Lightning Components
  • Development using Lightning Component Framework
  • Using Lightning Component for embedding Static Resource
  • Creation of Lightning Resource using Console
  • Steps for creating Lightning Component
  • Development of Lightning App
  • Lightning Components
  • Controller
  • Helper classes
  • Lightning events
  • Lightning web components.

  Deployment

  • Deployment Overview
  • Deployment Process
  • Prerequisites for Deployment
  • Types of Deployment
  • Deploying Apex Code
  • Deployment through force.com IDE
  • Deployment through force.com Migration Tool
  • Deployment through Change Sets