Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Salesforce Online Training Course Overview

Boost your career with Salesforce Training by Multisoft Systems! Learn Salesforce administration, development, and cloud solutions from certified experts. Get hands-on practice, real-time project exposure, and certification guidance. Perfect for IT professionals, freshers, and business analysts aiming to thrive in CRM and cloud-based roles. Enroll now to start your journey!

Salesforce is one of the world’s leading Customer Relationship Management (CRM) platforms, widely used across industries for managing sales, service, marketing, and customer engagement. Multisoft Systems offers a comprehensive Salesforce Training program designed to equip learners with in-depth knowledge and practical skills in Salesforce administration, development, and customization. This training covers core concepts such as Salesforce architecture, objects, workflows, data modeling, automation processes, reports, dashboards, security, and integration. Participants also get exposure to Apex programming, Visualforce, and Lightning components, enabling them to build and customize applications within the Salesforce ecosystem. Led by certified Salesforce professionals, the course includes hands-on lab exercises, real-time project scenarios, and step-by-step guidance to help learners prepare for globally recognized Salesforce certifications such as Salesforce Administrator (ADM 201), Salesforce Platform Developer I, and more. Whether you are an IT professional, business analyst, system administrator, or a fresher looking to start a career in cloud technology, this course caters to all levels. The flexible learning options, including online instructor-led sessions, make it convenient for learners across the globe.

By the end of the training, participants will have the confidence and expertise to manage and implement Salesforce solutions effectively in real-world business environments, opening doors to high-paying job opportunities.

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Salesforce Online Training Course curriculum

Curriculum Designed by Experts

Boost your career with Salesforce Training by Multisoft Systems! Learn Salesforce administration, development, and cloud solutions from certified experts. Get hands-on practice, real-time project exposure, and certification guidance. Perfect for IT professionals, freshers, and business analysts aiming to thrive in CRM and cloud-based roles. Enroll now to start your journey!

Salesforce is one of the world’s leading Customer Relationship Management (CRM) platforms, widely used across industries for managing sales, service, marketing, and customer engagement. Multisoft Systems offers a comprehensive Salesforce Training program designed to equip learners with in-depth knowledge and practical skills in Salesforce administration, development, and customization. This training covers core concepts such as Salesforce architecture, objects, workflows, data modeling, automation processes, reports, dashboards, security, and integration. Participants also get exposure to Apex programming, Visualforce, and Lightning components, enabling them to build and customize applications within the Salesforce ecosystem. Led by certified Salesforce professionals, the course includes hands-on lab exercises, real-time project scenarios, and step-by-step guidance to help learners prepare for globally recognized Salesforce certifications such as Salesforce Administrator (ADM 201), Salesforce Platform Developer I, and more. Whether you are an IT professional, business analyst, system administrator, or a fresher looking to start a career in cloud technology, this course caters to all levels. The flexible learning options, including online instructor-led sessions, make it convenient for learners across the globe.

By the end of the training, participants will have the confidence and expertise to manage and implement Salesforce solutions effectively in real-world business environments, opening doors to high-paying job opportunities.

  • Understand the fundamentals of Salesforce CRM and its cloud offerings.
  • Gain hands-on experience with Salesforce Administration and Development tools.
  • Learn to manage users, data, and security using Salesforce best practices.
  • Configure workflows, process builders, and automation tools to streamline business processes.
  • Design and implement custom objects, fields, and page layouts.
  • Build and customize applications using Apex, Visualforce, and Lightning Components.
  • Create detailed reports and dashboards for data analysis and visualization.
  • Integrate Salesforce with third-party applications and services.

Course Prerequisite

  • Basic understanding of CRM concepts
  • Familiarity with cloud computing 
  • Knowledge of business processes like sales, marketing, or customer service

Course Target Audience

  • IT Professionals
  • Salesforce Administrators
  • Salesforce Developers
  • Business Analysts
  • CRM Consultants
  • Project Managers
  • Fresh Graduates
  • System Architects
  • Marketing Professionals
  • Cloud Solution Architects
  • Support Engineers

Course Content

  • Define Salesforce and Customer Relationship Management
  • Introduction to Force.com
  • Why we use Salesforce CRM
  • Different Editions of Salesforce
  • Salesforce Registration
  • Building and Customizing Home page, Apps, and Tabs
  • Salesforce Architecture- Multi-tenant and Meta-Data driven.
  • CRM Object Capabilities

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  • Introduction to Customer Relationships
  • Introduction to Quote Templates
  • Creating a Quote record and its template
  • Quote PDF

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  • Salesforce Sales Cloud Basics
  • Creating List views and Email Leads
  • Generating and Converting Leads
  • Creating Accounts and Contacts
  • Sending personal and group Emails
  • Creating Campaigns and Activities
  •  Creating Opportunities and Products
  • Creating Web-to-Lead Form and Lead Assignment Rule

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  • Service Cloud Basics
  • Creating Cases and Case Assignment Rules
  • Case Escalation Rules
  • Creating and Activating Solutions
  • Setting and Enabling Knowledge
  • Creating web-to-case Form and Email-to-case address

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  • Creating Objects, Standard Object Components
  • Altering and Renaming Standard Objects
  • External Objects and Custom Objects
  • Field Types, Field Dependencies
  • Adding Fields in Objects
  • Rollup Summary Field
  • Creating Lookup and Master-Detail Fields
  • Creating Data and Time Fields
  • Creating Email and Phone Fields
  • Creating Text and Text area fields
  • Creating Currency, Geolocation, and Percent Fields
  • Creating encrypted and URL Fields
  • Standard and Formula Fields

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  • Organization level or System-level security
  • Profile and Permission Sets
  • Administering users
  • Troubleshooting
  • Security Settings and Tab Settings
  • Password Policies and IP Address Security
  • Field Level Security and Activations
  • Session Settings and Page Layout Assignment
  • Role Hierarchy Creation
  • Record Level and Object-level security
  • Public Group and Queue 

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  • Creating links, buttons, and Actions
  • Creating Custom Links and Custom Buttons
  • Creating and Updating Records with Actions
  • Logging a call through Actions
  • Global Action and Object Specific Action 

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  • Hierarchy Relationship
  • Many to Many Relationship
  • User Management
  • Self-Relationship

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  • Creating tabular, matrix, and summary reports
  • Importance of Tabular, Summary, and Matrix reports
  • Executing a report, Report Builder, and Report Formula
  • Conventional reports available, report and security
  • Creating: Leads report, Opportunity report, Scheduling report, Campaign report.
  • Using filters in reports
  • Access Management in Reports
  • Creating Dashboards
  • Bucket Field and Dynamic Dashboards
  • Dashboards components
  • Customizing Dashboards (Modifying components and Refreshing Dashboards)
  • Adding reports to the dashboards
  • Adding the leads to the campaigns through reports
  • Customizing the Interfaces of Dashboards and Reports

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  • Introduction to Chatter
  • Enabling Chatter and Configuring Chatter groups
  • Enabling Chatter feeds on the records.
  • Email Notification in Chatter
  • Creating the free customer chatter user
  • Creating customer groups
  • Customizing Email Notifications in Chatter
  • Customizing and Enabling Libraries and Content
  • Enabling Ideas
  • Setting Ideas Themes
  • Activating Social Accounts
  • Setting Salesforce to Salesforce
  • Sharing the Account through salesforce to salesforce
  • Accepting the Salesforce Connection
  • Setting Salesforce1

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  • Introduction to Salesforce1 and SalesforceA
  • Differentiate Salesforce1 and SalesforceA

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  • AppExchange Basics
  • Selecting an App and Custom App Installation
  • Searching a Developer and a Consultant

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  • Workflow Rules basics
  • Creating a Workflow rule Email Alert
  • Creating a Workflow rule Task Assignment and Field Update
  • Field Updation using Workflows
  • Workflow Actions
  • Introduction to Approval Process
  • Approval Process Automation

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  • Record types
  • Formula fields
  • Roll-up summary fields
  • Validation rules
  • Approval processes
  • Workflow
  • Visual workflow
  • Process builder
  • Automating business processes
  • Ramifications of field updates and potential for recursion

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  • Lightning Components
  • Capabilities of Lightning Components
  • VisualForce vs. Lightning Components
  • Implementing Lightning Web Components in Salesforce

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  • User Interface Overview
  • User Interface General, Calendar, Sidebar, and Setup options
  • User Interface Name Settings
  • Dynamically Updating the UI components.

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  • Introduction to Deployment and Change Sets
  • Inbound and Outbound Change Sets
  • Deployment Settings and Status

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  • Application LifeCycle Basics
  • Important considerations and Milestones
  • Using Sandboxes in the App Development
  • Using Change sets
  • Packages

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  • Introduction to web services and integration
  • Importance and kinds of web services
  • JSON class, Generator class, parser, and serialization
  • JSON Deserialization
  • XML classes
  • Creating APEX WSDL File
  • Integration through SOAP and REST API
  • Integration using GCP

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  • Limitations of Workflow rules 
  • Workflow vs. Process Builder
  • Benefits of Process Builder
  • Record update ·
  • Email alert
  • Chatter post
  • Visual Workflows AKA Flows 
  • Screens
  • Condition check 
  • Outcomes
  • DML by Flows 
  • Login flows

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  • Introducing Reports 
  • Tabular Reports
  • Summary Reports 
  • Matrix Reports
  • Joined Reports 
  • Report Formats
  • Introducing Dashboards
  • Adding Dashboard Components 
  • Dynamic dashboard
  • Regular dashboard 
  • Dashboard security
  • Types of report sharing
  • Types of Dashboards sharing 
  • Report security
  • Bucket fields
  • Custom Reports Types 
  • Formula fields

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Salesforce Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

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  • Certificate with Date of Issuance
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Salesforce Online Training FAQ's

Anyone interested in CRM, cloud computing, or a Salesforce career—freshers, IT professionals, developers, and business analysts—can enroll.

No, programming is not mandatory for the Admin track. However, basic coding knowledge is helpful for the Developer track.

Salesforce professionals are in high demand. Training opens up roles like Admin, Developer, Consultant, and Architect with excellent salary prospects.

Yes, upon successful completion, Multisoft Systems provides a course completion certificate. You’ll also be prepared for official Salesforce certifications.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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