SAP Technical
CRM
Salesforce Admin & Developer
Comprehensive Salesforce Administration and Development covering user management, security, workflows, reports, dashboards, Apex, Lightning components, integrations, and triggers.
Live Online
Program Overview
About This Course
This program is designed for learners who want practical, industry-oriented skills in CRM domains. Through live online sessions, hands-on exercises, and real-world scenarios, you will build the confidence to apply what you learn in professional CRM and cloud application environments.
Key Outcomes
What You Will Learn
Administration & Security Model
Workflows, Reports & Dashboards
Apex, Triggers & Lightning
Integrations & App Development
Course Content
Curriculum
24 modules · 110 topics covered
- Admin Track: Weeks 1–4 | Developer Track: Weeks 5–10
- Structured into two tracks delivered in sequence as a single 8–10 week combined program. Admin track covers Weeks 1–4; Developer track covers Weeks 5–10.
- Track
- Prerequisites
- Admin Track
- Weeks 1–4
- Salesforce Certified Administrator (SCA)
- None
- Developer Track
- Weeks 5–10
- Platform Developer I & II
- Admin Knowledge Recommended
- Week
- Track
- Topics Covered
- Week 1
- Week 2
- Admin
- 2.3 Security & Access Control + 2.4 Object Manager & Schema
- Week 3
- 2.5 Page Layouts + 2.6 Sales Cloud + 2.7 Service Cloud + 2.8 Automation (Part 1)
- Week 4
- Admin
- 2.8 Automation (Part 2) + 2.9 Reports + 2.10 Data Mgmt. + 2.11 AppExchange + Cert Prep
- Developer
- 3.1 Dev Tools + 3.2 Apex Basics + 3.3 OOP in Apex + 3.4 DML
- Week 6
- Developer
- 3.5 SOQL + 3.6 SOSL + 3.7 Apex Triggers + 3.8 Governor Limits
- Developer
- 3.9 Asynchronous Apex + 3.10 Apex Testing
- Week 8
- Developer
- 4.1 LWC — Fundamentals, Templates, JavaScript, Communication, Wire Service, UI
- Developer
- 4.2 Aura Components + 4.3 Visualforce + 5.1 Deployment & DevOps
- Week 10
- Both
- Real-World Projects (P1 Admin + P2 Developer + P3 Capstone) + Dev Cert Prep
- Admin Track: Weeks 1–4 | Developer Track: Weeks 5–10
- 1.1 Introduction to Salesforce & Cloud Computing
- What is CRM and why Salesforce?
- Cloud computing models — SaaS, PaaS, IaaS
- Salesforce product ecosystem — Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud
- Salesforce editions — Essentials, Professional, Enterprise, Unlimited
- Trailhead & Developer Org setup
- 1.2 Salesforce Navigation & UI
- App Launcher and Lightning Experience
- Home page, App Menu, Navigation bar; List views, Recently Viewed, Favourites
- Global Search and Search Filters; Setup menu — Quick Find, Object Manager
- 1.3 Core CRM Concepts
- Object relationships overview; Record types and business processes
- Activities — Tasks, Events, Emails, Calls
- 2.1 Company Setup & Organisation Configuration
- Company information and fiscal year; Business hours, holidays and default settings
- Language, Locale, Currency; My Domain setup; Lightning App Builder basics
- 2.2 User Management
- Role Hierarchy — purpose and configuration
- Permission Sets and Permission Set Groups; Delegated Administration
- 2.3 Security & Access Control
- Object-level security (OLS) via Profiles; Field-level security (FLS)
- Organisation-wide defaults (OWD)
- Role hierarchy — implicit sharing
- Sharing Rules — criteria-based and ownership-based; Manual Sharing
- Teams — Account Teams, Opportunity Teams
- 2.4 Object Manager & Schema
- Standard vs Custom Objects; Creating Custom Objects
- Field types — Text, Number, Currency, Date, Picklist, Formula, Roll-up Summary, Lookup, Master-Detail
- Object relationships — Lookup, Master-Detail, Many-to-Many (Junction Objects)
- Schema Builder — visual data modelling; Field dependencies and controlling fields
- 2.5 Page Layouts & Record Types
- Page Layout Editor — fields, sections, related lists, buttons; Compact Layouts
- Record Types — multiple business processes on one object; Dynamic Forms; Dynamic Actions
- 2.6 Sales Cloud Features
- Opportunity Management — stages, probability, forecasting
- Account & Contact Management — hierarchy, relationships
- Products, Price Books and Quotes; Campaigns and Campaign Members; Forecasting
- 2.7 Service Cloud Features
- Case Management — creation, assignment, escalation; Case Queues and Assignment Rules
- Entitlements and SLAs; Knowledge Base; Omni-Channel routing
- 2.8 Automation Tools — Flow Builder
- Workflow Rules (legacy); Process Builder (legacy)
- Flow Builder — Screen Flows, Record-Triggered, Schedule-Triggered, Auto-launched, Subflows
- Flow elements — Assignment, Decision, Loop, Get/Create/Update/Delete Records
- Flow vs Process Builder vs Workflow — when to use what
- 2.9 Reports & Dashboards
- Report types — Tabular, Summary, Matrix, Joined; Filters, groupings, formulas
- Conditional formatting; Subscriptions and scheduling
- Dashboard components — Charts, Gauges, Metrics, Tables; Dynamic Dashboards
- 2.10 Data Management
- Import Wizard — Leads, Contacts, Accounts, Custom Objects
- Data Loader — Insert, Update, Upsert, Delete, Export
- Mass Transfer and Mass Delete; Duplicate Management — Duplicate Rules, Matching Rules
- Sandbox types — Developer, Developer Pro, Partial Copy, Full Copy; Change Sets
- 2.11 AppExchange & Managed Packages
- What is AppExchange?; Installing and managing packages; Licensing models
- 2.12 Admin Certification Prep
- Topic
- Weightage
- Configuration & Setup
- 20%
- 20%
- Sales & Marketing Applications
- 12%
- Service & Support Applications
- 11%
- Data & Analytics Management
- 14%
- Workflow / Process Automation
- 16%
Training Experience
What Is Included
Live Interactive Sessions
Real-time classes with expert trainers and direct Q&A.
Recorded Replays
Revisit every session at your own pace after class.
Hands-on Practice
Industry-oriented assignments and project-style scenarios.
Career Support
Guidance on interviews, resumes, and career paths.
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