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SalesForce Training in Pune

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  • Over 14678+ Students Trained and 489+ Hiring Partners.
  • Classes Delivered by a 9+ Years of Certified Salesforce Expert.
  • Access a Learning Portal With Videos, Study Guides, and Materials.
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04-Mar-2024
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28-Feb-2024
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02-Mar-2024
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Acquire Resourceful Salesforce Course With Us

  • Mastering Salesforce enables companies to effectively leverage the platform to enhance CRM and automation capabilities through expert training.
  • Our Salesforce course curriculum encompasses the core basics, from administrators to architects, using interactive teaching methods led by certified experts.
  • During the training, participants gain first-hand experience working on real-world projects while learning administration best practices.
  • Our comprehensive course covers configuration, security, analytics, cloud solutions integration, mobility development, and testing frameworks on the Lightning platform.
  • We help individuals gain credentials through simulator-powered exam preparation for applicable Salesforce certifications to stand out.
  • This Salesforce training facilitates career growth for admins, developers, consultants, project managers, and architects seeking key roles.
  • By attending this training, teams can fast-track productivity, ensure continuity through knowledge transfer, and significantly enhance user adoption.
  • Classroom Batch Training
  • One To One Training
  • Online Training
  • Customized Training
  • Enroll Now

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Course Objectives

Investing in Salesforce credentials and skills boosts career growth opportunities and heightens competencies in managing the Salesforce ecosystem for companies heavily relying on it. Participants stand out for configuration, customization, and strategic platform optimization positions with demonstrated expertise.
  • Enhanced skills
  • Better job prospects
  • Proficiency in leveraging Salesforce's powerful CRM capabilities for business success
The career scope for Salesforce professionals is very promising, as demand for specialized skills across industries continues to rise exponentially, with businesses rapidly adopting the Salesforce platform globally for essential functions.
Absolutely, the coursework combines practical exposure through emulator labs, interactive design scenarios, and real-world projects along with fundamental concepts needed by professionals.
It enables optimized utilization, ensures continuity through efficient handovers and adoption, and creates differentiation.
Some process and data understanding is helpful, but the fundamentals are taught so anyone can learn.
Absolutely, given how essential Salesforce has become for critical functions like CRM while expanding across sales, service, and marketing.

What topics are covered in the Salesforce course curriculum?

  • Business administration
  • Security and access settings
  • Cloud solutions
  • Einstein analytics
  • Commerce Cloud
  • MuleSoft and Tableau
  • Apex coding

Are hands-on labs incorporated into Salesforce training?

Yes, interactive demos, hypothetical exercises and guided configuration projects supplement lectures.

Which industries actively need Salesforce skills?

  • Financial services
  • Healthcare
  • Public sector
  • Education and retail
  • Media agencies and manufacturing

What salesforce learning resources are offered to trainees?

Instructor mentoring, online modules, documentation, community forums, sample use cases, and assessment quizzes.
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An Extensive Overview of SalesForce

This SalesForce Course in Pune began as a cloud-based CRM solution. CRM is an abbreviation for Customer Relationship Management. It entails overseeing all aspects of an organization's relationship with its customers. For example, the customer's contact information, ongoing or completed deals, support requests from a customer, or a new lead from a new customer. Aside from customer information, it also entails storing and managing the details of the people and departments within the seller organization that are in charge of the customer's account and needs. This makes it easier to manage and improve the customer relationship, resulting in greater growth for the company.

Additional Info

What is Salesforce Cloud?

    Salesforce cloud computing allows users to access software and applications hosted and residing in the cloud from any location. Your data is automatically and securely stored, upgraded, and scaled. The apps that run in the cloud with Salesforce are safe and dependable, and they provide a number of advantages to users:

  • Reliability
  • Security and Adaptability
  • Scalability
  • Multitenancy
  • Salesforce provides the following product and service categories: Sales Cloud, Commerce Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, App Cloud, IoT Cloud, and Health Cloud.

Different features of the Salesforce platform

  • Contact Management:

    View customer contact information, activity history, customer communications, and internal account discussions, among other things. In a nutshell, it manages all data related to a customer contact.

  • Opportunity Management:

    It describes the stage of a deal, the products involved in the deal, the quotation for the deal, and so on. In a nutshell, it manages all of the data that aids in the identification, progression, and closing of a deal.

  • Salesforce Engage:

    This feature focuses on making personalised contact with a customer for various marketing campaigns created by the marketing team. It also provides real-time sales alerts based on a customer's level of engagement.

  • Sales Collaboration:

    This feature focuses on making personalised contact with a customer for various marketing campaigns created by the marketing team. It also provides real-time sales alerts based on a customer's level of engagement.

  • Sales Performance Management:

    It offers metric-based goal setting as well as continuous feedback, rewards, and recognition to the sales team. This aids in improving the sales team's performance.

  • Lead Management:

    This feature initiates and tracks the currently active leads. It also contributes to the ongoing optimization of campaigns across all channels.

  • Partner Management:

    This feature aids in the development of a community with partners. It also aids in direct communication with channel partners in order to share goals, objectives, and activities.

  • Salesforce Mobile App:

    This is the mobile platform to carry out all the above activities on a mobile platform.

  • Workflow and Approvals:

    It is a graphical design used to automate business processes. To create this design, the interface provides simple drag-and-drop options. It aids in the development of a flexible approval process with deal discounts and expense management, among other things.

  • Email Integration :

    Salesforce has the ability to integrate with an existing email platform. This allows the existing team to be more flexible while requiring no additional learning.

  • Files Sync and Share:

    This feature enables the sales team to easily share files, discuss them, and update them as needed. Receive notifications when something in the file changes.

  • Reports and Dashboards:

    Dashboards provide a real-time snapshot of the business. Anyone can use this to create detailed reports that can be accessed from anywhere.

  • Sales Forecasting:

    This feature aids in obtaining a real-time view of a sales team's forecast. It supports multi-currency and has an in-line editing mode to help you manage your sales forecast effectively.

  • Territory Management :

    This feature is used to create multiple territory models, preview them before rollout, and optimise and balance territories throughout the year.


Salesforce Roles:

Salesforce, the world's number one CRM, is rapidly gaining traction in businesses across Australia, and we are frequently asked by clients for guidance on the various Salesforce job titles, what they mean, and when they are required. End-user businesses are in a position where they recognise the need for resources to support the system and have natural concerns about the type of person that they require. What do the job titles they hear within the Salesforce ecosystem actually mean, and what do they entail? This is exacerbated by the fact that different companies refer to roles differently, so it is critical to understand the responsibilities as well as the roles that come with the title.

We comprehend. It's easy to get mixed up about whether you need a Salesforce Administrator or a Salesforce Developer, for example, and we'll go over these two in more detail later in this series, as well as the situations where you'd hire one or the other. But first, we'll go over some of the key differences between the most commonly used Salesforce job titles.


Salesforce Administrator:

Salesforce "Admins," as they are colloquially known. A Salesforce Administrator adds value to the company by automating complex business processes, ensuring the system is clean and efficient, and monitoring new releases (these occur three times a year). Essentially, your Salesforce Admin is the organization's SME Salesforce expert, and they will be well-versed in customisation.


Typical Salesforce Administrator tasks might include

  • setting-up new users
  • user maintenance
  • workflow rules
  • managing organisation wide defaults
  • permissions
  • role hierarchy
  • basic platform customisations (fields, page layouts etc.)
  • creating reports and dashboards
  • security and data management
  • training new users on using Salesforce
  • collating requirements for new processes with stakeholders

Typical Salesforce Business Analyst tasks might include:

  • documenting baseline information and requirements
  • developing and defining project roadmaps
  • liaising with managers and stakeholders
  • driving Salesforce projects forward
  • analysing Salesforce implementations
  • applying best practice methodology
  • solving issues during testing

Salesforce Developer:

A Salesforce Developer is an expert in API integration and coding. Salesforce Developers have traditionally created complex workflows, triggers, APEX development, complex validation rules, AppExchange and legacy platform integrations. (A Salesforce Administrator will be able to handle basic field, object, and page layout enhancements, as well as data management.) A Salesforce Developer will frequently have a background in other programming languages, such as Java, and will be able to advise on limitations as well as have a thorough understanding of Salesforce. This person is very in demand in the ecosystem and is a subject matter expert.


Typical Salesforce Developer tasks might include:

  • Creating complex workflows
  • Creating triggers
  • APEX development
  • Development of visualforce pages and Lightning components
  • Integration with other systems
  • Testing and implementing applications
  • Maintenance
  • Installation and testing
  • Debugging
  • Producing technical documentation
  • Performing reviews of the data
  • Providing technical plans/solutions to business teams
  • Developing solutions to address any company-wide issues and making their processes more efficient
  • Reviewing custom developed code and making necessary technical adjustments

Salesforce Functional Consultant:

A Salesforce Developer is an expert in API integration and coding. Salesforce Developers have traditionally created complex workflows, triggers, APEX development, complex validation rules, AppExchange and legacy platform integrations. (A Salesforce Administrator will be able to handle basic field, object, and page layout enhancements, as well as data management). A Salesforce Developer will frequently have a background in other programming languages, such as Java, and will be able to advise on limitations as well as have a thorough understanding of Salesforce. This individual is in high demand in the ecosystem and is a subject matter expert.

They are the client's Salesforce champion, working tirelessly to ensure that their project objectives are met. With an increasing customer base for Salesforce CRM around the world, the demand for Salesforce consultants is increasing as they are needed to drive client implementation. They will be well-versed in the Salesforce platform's technical features and functionalities. They serve as a liaison between the client and the technical team, and they are frequently exposed to multiple Salesforce Clouds and Appexchange products.


Typical Salesforce Functional Consultant tasks might include:

  • Running workshops
  • Managing stakeholders
  • Requirements gathering with the client
  • Documenting client requirements
  • Providing guidance on the design of a solution
  • Providing insight on customisation and third party applications that should be incorporated in the solution
  • Documenting the solution for client approval
  • Solution playbacks
  • Hands on configuration of the Salesforce platform
  • Providing insight and requirements for the Development team
  • User training
  • Once the solution is developed, delivering the work to client for approval
  • Have an understanding of the overall outcome of the project, whilst not being directly hands on themselves

Salesforce Platform Manager:

The Salesforce Manager role can be perplexing, as we will see later in this blog series. In the market, we see two variations of this role. The first is very hands-on and will perform all of the duties of a Salesforce Administrator, but will take a more strategic approach to the platform and may have advanced to leading a small team. The responsibilities for this role are similar to those of a Salesforce Administrator, but with some management duties thrown in.

The second type of Salesforce Platform Manager will be more strategic and hands-off, if at all. They will be in charge of a large team, which will frequently include multiple Salesforce Administrators, Developers, and Business Analysts. The Platform Manager is in charge of defining and delivering all ongoing Salesforce enhancements and projects, as well as leading the team in charge of business-as-usual support.


Typical Salesforce Platform Manager tasks might include:

  • Be the face of the Salesforce platform to the business
  • The overall management of the platform, and collaboration with multiple teams
  • Manage the Salesforce roadmap and plan all future platform initiatives
  • Change management
  • Delegation of tasks to Salesforce team
  • Stakeholder management
  • Vendor management
  • Run demos and gather feedback
  • Monitor and manage releases and bug fixes
  • Prioritize backlogs of feature requests from the business

Salesforce Solution Architect:

A Salesforce Solution Architect is essentially in charge of designing a solution for a specific problem using available Salesforce products and technologies, which are numerous within the Salesforce product suite.

This role develops and designs solutions for the Salesforce platform, with a focus on new implementations rather than overseeing existing ones. They will be extremely knowledgeable about the platform and will typically have a large number of Salesforce certifications.

Platform App Builder, Platform App Designer, Data Architecture, Sharing and Visibility Designer, Community Cloud, Lifecycle and Development Designer, Identity and Access Management Designer, Integration Architecture Designer, and Mobile Solutions Architecture Designer are typical areas of expertise, providing them with a highly technical overview of the Salesforce platform's capabilities and limitations. They will translate business requirements into a high-performance technical solution while also providing technical governance to the development team to ensure best practises are followed.


Typical Salesforce Solution Architect tasks might include:

  • Project kick off, planning, design and delivery
  • Manage teams to deliver full lifecycle Salesforce implementations from inception to roll-out
  • Lead and manage the project team
  • Define a solution. Work with business and IT executives from the client to identify the business needs and define the solution architecture to fulfil the business needs
  • Pre-sales and business development for new projects
  • Resource development, making sure projects are correctly staffed
  • Guiding the development team through any deadlock issues
  • Overseeing testing
  • Making sure the solution is robust
  • Considerations to future-proof the solution

Salesforce Project Manager:

A Salesforce Project Manager is someone who has a thorough, albeit hands-off, understanding of Salesforce, its application within a business, and, in particular, budgets and timelines. A Salesforce Project Manager's role is to collaborate with developers and consultants on various projects to create an established communication plan and build continuity through well-defined processes. The main reason for a Salesforce Project Manager to understand Salesforce, even if they are not hands on, is to set expectations and delivery timelines in accordance with business requirements.Knowing what is possible, how objects interact with one another, the implications of removing fields, and how even minor changes can affect a larger process are all important for this role.


Typical Salesforce Project Manager tasks might include:

  • Creating and managing project plans and roadmaps
  • Monitoring and reviewing project progress and timelines against budget
  • Adjusting schedules and plans as needed, and identify and resolve issues to ensure project success
  • Managing the day-to-day execution of project implementations
  • Assisting with the planning, tracking, documentation and status updates for the project

Job Responsibilities of a Salesforce Developer:

    Every recruiter desires that the Salesforce developer create the most advanced salesforce application to meet the changing CRM needs. A developer in this context is expected to understand needs through meetings with higher-level officials. They must be capable of developing customer workflow and thoroughly maintaining user roles.

  • Organizing meetings with managers and determining CRM requirements.
  • Salesforce requires the development of personalised solutions.
  • To design, develop, and implement the company's application.
  • When necessary, test and troubleshoot.
  • When necessary, empower the Salesforce team's technical staff.
  • Assuring the application's complete safety.

Advantages of Salesforce:

  • To begin with, there is little to no risk in using Salesforce. There is very little to lose and a lot to gain because of its low acquisition costs and low-risk management as an organisational tool. Salesforce's database is also useful for digitising and organising company sales records. As a result, a company's overall organisation improves.
  • Salesforce and excellent customer service go hand in hand. It enables individual customer profile customization as well as quick, organised access to individual records.There is also no need to purchase software or hardware to help maintain and run the application. As a result, unlike most software, Salesforce does not necessitate a capital investment.
  • The integrated solutions enable users to work more efficiently and add value to each stage of the customer life cycle. Furthermore, Salesforce analytics and its reporting function enable users to expand their campaign capacity. As a result, overall productivity and profit can be increased. Salesforce is an application, so there is no need for constant updates because Salesforce will update automatically.

Future Scope of a Salesforce:

Salesforce Career

Customer Relationship Management is currently the most promising business (CRM). Its success is steadily increasing in 2020, and it is quickly becoming a popular career choice among the general public. Salesforce is currently a popular career path for those interested in CRM. Those who choose it benefit from high pay and job satisfaction. That is why the number of Salesforce professionals is growing by the day.

Why do the majority of businesses require Salesforce CRM?

Companies are successfully implementing Salesforce to convert regular customers into loyal ones. The original intention behind using it was to provide flawless customer service and to build long-term relationships with them. Salesforce is used by businesses for a variety of reasons.

1. Creating a brand

Salesforce's brand is very strong because it provides high revenue, market share leadership, and a good platform. Companies can achieve success by demonstrating results, developing strong relationships with customers, and generating massive revenues.

2. Innovation

Customers today expect new things, so it is the responsibility of businesses to innovate in their services and products. In general, innovation is measured based on the frequency with which innovations are introduced over a period of time. It is simple to conduct experiments and introduce innovations to customers when using Salesforce. This tool has created a platform where users can take advantage of the advantages of a cloud-based development environment.

3. Reliability

Customers always prefer a company that guarantees the quality of their services and products. It is simple to gain customer trust when using Salesforce. The provided tool is known for providing a predictable and consistent release cycle in which customers can easily upgrade to the most recent version.


Why is Salesforce getting so popular?

    Because of its intriguing features, business professionals generally believe that Salesforce has modernised the technology industry. Such features are as follows :

  • First and foremost, Salesforce CRM has been used for Amazon cloud Services. Salesforce was well received by professionals working on such services, and as a result, it is rapidly gaining popularity.
  • Salesforce was the sole entity responsible for launching app stores.
  • Forbes deemed this tool to be an innovative thing for businesses due to its constant innovation.

Career Path for an Salesforce Professional

Salesforce professionals are in high demand in the majority of businesses. They are looking for well-certified professionals who are well-versed in Salesforce. However, it has been observed that Salesforce implementations can present challenges, necessitating the use of a trained team. Salesforce certification is important for your career.

Generally, companies hire specialists based on their experience. As a result, the demand graph is growing by the day, and professionals are finding work to advance their careers. Furthermore, this certification can help you increase your marketability in the IT job market.


How do you go about becoming a Salesforce Administrator?

    Salesforce is important in many businesses, so investing in a certified administrator can lead to a successful career for the majority of applicants. In general, a career in this field entails: ensuring that Salesforce is operational at all times.

  • Making the necessary changes and making further changes to the system on a regular basis.
  • Assist in the efficient operation of various departments by creating dashboards and reports.
  • When necessary, the system is updated and tested.
  • Creating user training manuals.
  • Keeping trusting relationships with partners and vendors.
  • Managing the system's ongoing development process.
  • This can aid in the development of a successful salesforce career path. It's not rocket science; you just need to understand the Salesforce concepts.

Major Trends in Salesforce's Future

Here are eight Salesforce trends to keep an eye on as we look to the SDFC application suite's future.

1. Lightning strikes harder:

Salesforce stated that only the more user-friendly and intuitive Salesforce 2.0 (dubbed 'Lightning') will receive useful upgrades. This means that users of the older 'Classic' version will be missing out on a number of cool, productivity-boosting features.

Several exciting new features, such as customizable dashboards, calendar enhancements, Einstein, Snap-in chat, and Smart Macros, are already available ONLY on Lightning. As a result, organisations must now urgently migrate from Classic to Lightning or risk falling behind in the race for efficiency and effectiveness. According to Forrester's Total Economic ImpactTM of Salesforce Lightning for Service Cloud study, Salesforce Lightning could deliver a 475 percent return on investment (over three years) for a composite service organisation.

2. Big year for system and data integration:

Customers have begun to expect connected and seamless experiences based on the information they share at various touchpoints (social media, physical forms, phone support, etc). However, according to the most recent Salesforce Connected Customer report, only half of businesses can customise their engagement based on previous interactions.

3. AI and data-driven intelligence is king:

Einstein, the AI-powered Sales Cloud, was launched in 2017 to provide data-driven predictions, insights, and recommendations to assist in making better lead/sales decisions. It accomplishes this while continuously learning about team performance, whitespace, and pipeline trends from your CRM data. Consider the time, manpower, and opportunity costs that Einstein brings to the table by automating data analytics.

4. Focus on customer satisfaction:

Data and system integration, data analysis, and artificial intelligence (AI) are all notable trends. But, without a doubt, it all contributes to increased customer satisfaction and experience. And this is currently at the heart of the CRM strategy of the 'Goliath'.

At Whatfix, we have made it a point to track customer satisfaction in order to assess our internal sales performance. As a result, the Whatfix sales team is evaluated based on the Customer NPS score generated after the

5. Blockchain makes a big splash:

Salesforce Blockchain was described as a new technology in a press release as "a low-code platform that enables organisations to share verified, distributed data sets across a trusted network of partners and third parties." To that end, Salesforce Blockchain can assist in the development of blockchain networks, workflows, and apps. Simply put, the central goal of such a solution is to allow Salesforce clients to securely access and share data with a diverse and dynamic set of partners.

In addition, a distributed ledger can help bridge the "trust gap" in order to deliver new experiences. Thus, by saving, tracking, and verifying data from all network partners, Blockchain can assist organisations in eliminating unnecessary costs and inefficiencies.

6. Enterprise mobility gains steadily:

According to Gartner, mobile technologies will be used by 40% of sales organisations for the majority of their SFA by 2020. Salesforce has been at the forefront of the mobile revolution since 2007, bringing CRM to mobile devices. Salesforce, in retrospect, had laid a solid foundation for future methods.

7. More industry-specific CRM solutions:

Salesforce platform has been widely used in industries such as financial services, manufacturing, media, and retail industry. And the cloud-based software company has clearly stated that it will focus its energies on certain industry verticals, in order to deliver more targeted solutions that meet their specific challenges. The CRM behemoth seeks to build on its CRM and cloud expertise with a layer of industry-based depth.

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Key Features

ACTE Pune offers SalesForce Training in more than 27+ branches with expert trainers. Here are the key features,
  • 40 Hours Course Duration
  • 100% Job Oriented Training
  • Industry Expert Faculties
  • Free Demo Class Available
  • Completed 500+ Batches
  • Certification Guidance

Authorized Partners

ACTE TRAINING INSTITUTE PVT LTD is the unique Authorised Oracle Partner, Authorised Microsoft Partner, Authorised Pearson Vue Exam Center, Authorised PSI Exam Center, Authorised Partner Of AWS and National Institute of Education (nie) Singapore.
 

Curriculum

Syllabus of SalesForce Course in Pune
Module 1: Salesforce Overview
  • Learning Objectives
  • Introduction to Salesforce
  • Salesforce Editions
  • Home page Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information Page
  • System Overview Page
  • Updating the Fiscal Year
  • Case study
  • Key Takeaways
Module 2: Salesforce Objects
  • Learning Objectives
  • Standard Object Components
  • Renaming Standard Objects
  • Modifying Standard Objects
  • Understanding External Objects
  • Creating Custom Objects
  • Case study
  • Key Takeaways
Module 3: Field Types
  • Learning Objectives
  • Modifying Standard Fields
  • Creating Auto-Number Fields
  • Creating Formula Fields
  • Creating Roll-Up Summary Fields
  • Creating Lookup and Master-Detail Fields
  • Creating Checkbox Fields
  • Creating Currency, Number, and Percent Fields
  • Creating Date Fields and Date and Time Fields
  • Creating Phone and Email Fields
  • Creating Geolocation Fields
  • Creating Picklist and Multi-Select Picklist Fields
  • Creating Text and Text Area Fields
  • Creating Text Area Long and Text Area Rich Fields
  • Considerations for Field Type Change
  • Field Deleting Implications
  • Creating Encrypted Fields
  • Creating URL Fields
  • Case study
  • Key Takeaways
Module 4: Validation Rules
  • Learning Objective
  • Creating Validation Rules
  • Creating Formulas
  • Creating Error Messages
  • Case study
  • Key Takeaways
Module 5: Security Controls
  • Learning Objective
  • Viewing Object Security
  • Changing Default Record Access
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administrations
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security
  • Case Study
  • Key Takeaways
Module 6: Profiles
  • Learning Objective
  • Overview of Standard Profiles
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  • Login Hours and IP Ranges
  • Enabling Apex and Visualforce Access
  • Case Study
  • Key Takeaways
Module 7: Role Hierarchy
  • Learning Objective
  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users
  • Case Study
  • Key Takeaways
Module 8: Workflow Rules
  • Learning Objective
  • Creating a Workflow Rule
  • Creating a Workflow Rule Field Update
  • Creating a Workflow Rule Task Assignment
  • Creating a Workflow Rule Email Alert
  • Outbound Message
  • Time-Dependent Workflow Action
  • Time-Dependent Workflow Action - Considerations
  • Overview of Approval Process
  • Components of an Approval Process
  • Case Study
  • Key Takeaways
Module 9: Data Management
  • Learning Objective
  • Importing Leads
  • Data Import Wizard
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in the Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags
  • Case Study
  • Key Takeaways
Module 10: Reports
  • Learning Objective
  • Understanding Report Formats
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Join Reports
  • Creating Leads Report
  • Creating Contacts and Accounts Report
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Report
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel
  • Date Filters
  • Bucket Fields
  • Custom Report Types
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 11: Dashboards
  • Learning Objective
  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboards
  • Adding Filters to a Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards for iPad
  • Modifying Report and Dashboard Interfaces
  • Activating the Report Builder on Profiles
  • Case Study
  • Key Takeaways
Module 12: Chatter
  • Learning Objective
  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Idea Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content
  • Configuring Salesforce1
  • Case Study
  • Key Takeaways
Module 13: Change Sets and Deployment
  • Learning Objective
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Eclipse IDE
  • Case Study
  • Key Takeaways
Module 14: Application Lifecycle
  • Learning Objective
  • Key Milestones and Considerations
  • Using Sandboxes for Development
  • Using Change Sets
  • Using Unmanaged Packages
  • Case Study
  • Key Takeaways
Module 15: Visual Workflow, Process Builder, and Schema Builder
  • Learning Objective
  • Creating a Visual Flow
  • Modifying Existing Flows
  • Creating a Process in the Process Builder
  • Creating Fields in the Schema Builder
  • Case Study
  • Key Takeaways
Module 16: Lightning Components
  • Learning Objective
  • Installing Lightning Components
  • Lightning Component Capabilities
  • Lightning Components vs. Visualforce
  • Case Study
  • Key Takeaways
Module 17: Creating Buttons, Links, and Actions
  • Learning Objective
  • Global Action
  • Object Specific Action
  • Object Specific Action - Types
  • Action Layout in Salesforce1
  • Creating New Records with Actions
  • Logging a Call with Actions
  • Updating a Record with Actions
  • Creating Custom Buttons
  • Creating Custom Links
  • Case Study
  • Key Takeaways
Module 18: Sales Cloud
  • Learning Objective
  • Leads Home Page
  • Creating List Views
  • Creating and Converting Leads
  • Creating Accounts
  • Creating Contacts
  • Creating Email Templates
  • Four Sales Productivity Features
  • Sending Individual Emails
  • Sending Mass Emails
  • Creating and Managing Price Books
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating a Web-to-Lead Form
  • Creating a Lead Assignment Rule
  • Creating a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns
  • Record Types
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 19: Quote Templates
  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates
  • Case Study
  • Key Takeaways
Module 20: Service Cloud
  • Learning Objective
  • Creating Cases
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Enabling Solutions
  • Creating Solutions
  • Attaching Solutions to Cases
  • Enabling Knowledge
  • Configuring Knowledge
  • Creating a Web-to-Case Form
  • Create an Email-to-Case Address
  • Case Study 1
  • Case Study 2
  • Key Takeaways
Module 21: User Interface
  • Learning Objective
  • User Interface General Options
  • User Interface Sidebar Options
  • User Interface Calendar Options
  • User Interface Name Settings
  • User Interface Setup Options
  • Case Study
  • Key Takeaways
Module 22: AppExchange
  • Learning Objective
  • AppExchange Overview
  • Finding and Selecting an App
  • Finding a Developer
  • Finding a Consultant
  • Case Study
  • Key Takeaways
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Hands-on Real Time SalesForce Projects

Project 1
Inventory Management System Project

Automates stock data, order processing, and shipping workflows for warehouse and logistics teams on Service Cloud.

Project 2
B2B Commerce Solution Project

Creates a customized, branded e-commerce storefront with catalog and order integrations on Commerce Cloud.

Our Excellent Partner Hiring for Placements

ACTE give positions Backing. We have committed situation Official dealing with the Understudies arrangement. Far beyond we have tie-ups with such countless IT Organizations where the imminent HRs and Bosses reach us for situations.

  • Our ACTE give Salesforce accreditation preparing program. We have effectively prepared and given arrangement to large numbers of our students in major MNC Organizations, after fruitful culmination Salesforce Instructional class. We give 100% situation backing to our learners.
  • Our ACTE Salesforce Training in Pune will give you some additional benefits to plan learner continues up to the current market level with salesforce cosultant specialized abilities to land position in IT businesses with great compensation bundle.
  • After fruition of 70% SalesForce instructional class content, we will organize the meeting calls to understudies and set them up to F2F collaboration.
  • ACTE has cooperated with SAIL, HP, WIPRO, ERP, ITC Infotech, L&T, PWC and so on worldwide goliath in numerous other global players and giving 100% situation to every one of our assets in these driving MNCs with global openness.
  • Our Tutors are the meeting board individuals from the main MNCs, so it'll add a genuine worth just as gives our student a reasonable origination about the corporate assessment measure.so students from the Best Saleforce Training will get genuinely positioned in these ventures as well.
  • SalesForce Mentors help understudies in fostering their resume coordinating with the current business needs.

Earn Your Distinctive Salesforce Certification

We offer Salesforce certification, a comprehensive and globally recognized initiative designed to validate individuals' proficiency using Salesforce's diverse suite of cloud-based solutions. Our program provides certifications for administrators, developers, architects, and specialists in marketing, sales, and service. With a structured curriculum, hands-on experience, and a focus on real-world scenarios, the Salesforce certification program equips professionals with the knowledge and skills needed to effectively implement and manage Salesforce solutions, contributing to organizational success in the dynamic realm of customer relationship management and cloud computing.

  • Certified Salesforce Associate
  • Salesforce Certified Administrator
  • Salesforce Certified Developer
  • Salesforce Certified Architect
Salesforce certification is a powerful endorsement of your proficiency in utilizing Salesforce's suite of cloud-based solutions. It validates your expertise in administration, development, and specialization in Salesforce modules.
  • A foundational understanding of Salesforce concepts, hands-on experience with the platform.
  • Familiarity with Salesforce's declarative capabilities and development tools is essential.
  • Candidates should also have practical knowledge of designing, implementing, and maintaining Salesforce solutions.
  • Salesforce Administrator
  • Salesforce Developer
  • Salesforce Architect
  • Marketing Automation
Significantly increases your marketability and attractiveness to potential employers. This certification demonstrates your competence in leveraging Salesforce tools and platforms, making you a sought-after candidate for roles such as Salesforce Administrator, Developer, or Consultant.

Complete Your Course

a downloadable Certificate in PDF format, immediately available to you when you complete your Course

Get Certified

a physical version of your officially branded and security-marked Certificate.

Get Certified

About Skillful SalesForce Instructors

  • Our SalesForce Training in Pune. Expert level subject information and completely forward-thinking on certifiable industry applications
  • Our Coaches are working in worldwide organizations, for example, CTS, TCS, HCL Advances, ZOHO, Birlasoft, IBM, Microsoft, HP, Extension, Philips Advances and so forth &Well associated with recruiting HRs in global organizations.
  • Trainees will get prompt reaction to any preparation related questions, either specialized or something else. Coaches exhort our students not to stand by till the following class to look for answers to any specialized issue.
  • ACTE give great internet preparing virtual homeroom environment& exceptionally qualified and experienced mentors.
  • We investigate all learners require to know to pass student Administrator cert, it additionally contains a free 60-question practice test, so learners can figure out test style inquiries in front of learners own cert test.
  • Trainer are handpicked from Salesforce Industry and they have at least 9+ years of involvement with carrying out Salesforce Innovation. All Salesforce Tutors are proficient continuous working specialists who offer hands on experience dependent on live situations.

SalesForce Course Reviews

Our ACTE Pune Reviews are listed here. Reviews of our students who completed their training with us and left their reviews in public portals and our primary website of ACTE & Video Reviews.

PREETHI

Salesforce Technical Architecture

ACTE in Tambaram branch at Chennai is the best IT institute training I have experienced.. Environment is very peaceful to learn things better.. Training is so good so that people could get used to the topic very easily..you people will rock always... thank you so much for this nice opportunity.

MANI MEGALAI

Software Engineer

ACTE is very good platform to achieve knowledge in depth and They are providing placement for getting Job my experience and i have completed SalesForce course in Pune and ACTE was wonderful not only in terms of understanding the technology but also provides hands on practice to work on technology practically and the faculty is Extremely good and they help students in each and every way possible

VISHNU

Salesforce Tester

I did my course in Salesforce in ACTE at Chennai. I am a fresher to this field.The trainer was very professional and patient .He explained the topics in detail...He cleared all my doubts and provided adequate practice.

SHRUTHI

Studying

I have completed my salesforce in ACTE at Bangalore, Nice environment. Especially I thank to my trainer Mahadev. His experience is good. Friendly approach. Teaching theory and practice knowledge are so good. The way he clarified our queries are really appreciated. He helped me for the interview questions and shared his real time experiences too . This would really helped me for my career. Thanks you ACTE for this wonderful learning experience.

SHALINI

Software Testing

Good place to learn and improve carreer. I joined here to learn salesforce and by the end of the my course I've learned from the scrap and gained knowledge to implement a website individually. Trainer here have good knowledge and down to earth to clarify our doubts until we get clear on we learned and implemented. Thing to implement is infrastructure and parking facility. Highly recommended for one who want change the carrier and learn new things.Thank you so much ACTE for this kind of learning.

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SalesForce Course FAQs

Looking for better Discount Price?

Call now: +91 93833 99991 and know the exciting offers available for you!
  • ACTE is the Legend in offering placement to the students. Please visit our Placed Students List on our website
  • We have strong relationship with over 700+ Top MNCs like SAP, Oracle, Amazon, HCL, Wipro, Dell, Accenture, Google, CTS, TCS, IBM etc.
  • More than 3500+ students placed in last year in India & Globally
  • ACTE conducts development sessions including mock interviews, presentation skills to prepare students to face a challenging interview situation with ease.
  • 85% percent placement record
  • Our Placement Cell support you till you get placed in better MNC
  • Please Visit Your Student Portal | Here FREE lifetime Online Student Portal help you to access the Job Openings, Study Materials, Videos, Recorded Section & Top MNC interview Questions
ACTE Gives Certificate For Completing A Course
  • Certification is Accredited by all major Global Companies
  • ACTE is the unique Authorized Oracle Partner, Authorized Microsoft Partner, Authorized Pearson Vue Exam Center, Authorized PSI Exam Center, Authorized Partner Of AWS and National Institute of Education (NIE) Singapore
  • The entire SalesForce training has been built around Real Time Implementation
  • You Get Hands-on Experience with Industry Projects, Hackathons & lab sessions which will help you to Build your Project Portfolio
  • GitHub repository and Showcase to Recruiters in Interviews & Get Placed
All the instructors at ACTE are practitioners from the Industry with minimum 9-12 yrs of relevant IT experience. They are subject matter experts and are trained by ACTE for providing an awesome learning experience.
No worries. ACTE assure that no one misses single lectures topics. We will reschedule the classes as per your convenience within the stipulated course duration with all such possibilities. If required you can even attend that topic with any other batches.
We offer this course in “Class Room, One to One Training, Fast Track, Customized Training & Online Training” mode. Through this way you won’t mess anything in your real-life schedule.

Why Should I Learn SalesForce Course At ACTE?

  • SalesForce Course in ACTE is designed & conducted by SalesForce experts with 10+ years of experience in the SalesForce domain
  • Only institution in India with the right blend of theory & practical sessions
  • In-depth Course coverage for 60+ Hours
  • More than 50,000+ students trust ACTE
  • Affordable fees keeping students and IT working professionals in mind
  • Course timings designed to suit working professionals and students
  • Interview tips and training
  • Resume building support
  • Real-time projects and case studies
Yes We Provide lifetime Access for Student’s Portal Study Materials, Videos & Top MNC Interview Question.
You will receive ACTE globally recognized course completion certification Along with National Institute of Education (NIE), Singapore.
We have been in the training field for close to a decade now. We set up our operations in the year 2009 by a group of IT veterans to offer world class IT training & we have trained over 50,000+ aspirants to well-employed IT professionals in various IT companies.
We at ACTE believe in giving individual attention to students so that they will be in a position to clarify all the doubts that arise in complex and difficult topics. Therefore, we restrict the size of each SalesForce batch to 5 or 6 members
Our courseware is designed to give a hands-on approach to the students in SalesForce. The course is made up of theoretical classes that teach the basics of each module followed by high-intensity practical sessions reflecting the current challenges and needs of the industry that will demand the students’ time and commitment.
You can contact our support number at +91 93800 99996 / Directly can do by ACTE.in's E-commerce payment system Login or directly walk-in to one of the ACTE branches in India
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