Here’s an optimized 20-day Salesforce training program, keeping the same core topics but
condensing the content to fit the 20-day schedule while maintaining a focus on both Admin and
Developer concepts.
Salesforce 20-Day Training Program
Duration: 6 hours per day
Topics Covered: Salesforce Admin, Developer, Certification Preparation, and Projects
Week 1: Introduction to Salesforce and Data Management
Day 1: Introduction to Salesforce and Cloud Computing
• Overview of Salesforce Ecosystem, CRM, and Multi-Tenant Architecture
• Cloud Computing Concepts: SaaS, PaaS, IaaS
• Introduction to Salesforce Editions and Licensing
• Hands-On: Set up a Salesforce Developer Edition account
Day 2: Salesforce UI and Data Model Basics
• Navigating the Salesforce User Interface (UI)
• Introduction to Standard vs. Custom Objects
• Exploring Tabs, Apps, and the App Launcher
• Hands-On: Create a custom app and explore the UI
Day 3: Objects, Relationships, and Data Fields
• Deep Dive into Objects: Standard vs. Custom
• Relationships: Lookup, Master-Detail, and Self-Relationships
• Field Types: Text, Number, Picklist, Formula, etc.
• Hands-On: Create a custom object with relationships and fields
Day 4: Data Management Tools and Security Basics
• Introduction to Data Import Wizard and Data Loader
• Profiles, Roles, and Permission Sets
• Introduction to Org-Wide Defaults (OWD) and Role Hierarchy
• Hands-On: Import sample data into Salesforce, set up security for a test org
Day 5: Field-Level Security and Record-Level Security
• Setting up Field-Level Security
• Working with Sharing Rules and Manual Sharing
• Hands-On: Configure record and field-level security for custom objects
Week 2: Automation, Reports, and Developer Basics
Day 6: Workflow Rules and Process Builder
• Introduction to Workflow Rules: Criteria, Actions, and Best Practices
• Overview of Process Builder: Automating Record Updates
• Hands-On: Create a workflow to send email alerts and a process to auto-assign leads
Day 7: Approval Processes and Advanced Automation
• Approval Process Setup: Steps, Criteria, and Actions
• Hands-On: Create a simple approval process for an opportunity approval workflow
Day 8: Reports and Dashboards
• Creating Custom Reports: Filters, Summaries, and Grouping
• Designing Dashboards: Different chart types and data visualization
• Hands-On: Build a Sales Dashboard with metrics for leads and opportunities
Day 9: Introduction to Apex and Developer Console
• Apex Basics: Introduction to Apex classes, syntax, and debugging
• Exploring the Developer Console
• Hands-On: Write a simple Apex class for data validation
Day 10: Apex Triggers
• Introduction to Apex Triggers: Trigger context, Order of Execution
• Writing Triggers for Insert, Update, and Delete events
• Hands-On: Create a trigger to update a related record based on specific conditions
Week 3: Lightning, SOQL, SOSL, and Final Admin Certification Preparation
Day 11: Lightning App Builder and Page Layouts
• Lightning App Builder: Customizing Lightning Pages
• Page Layouts: Design and optimize for different user profiles
• Hands-On: Create a custom Lightning page for a lead and opportunity view
Day 12: SOQL and SOSL for Data Retrieval
• SOQL (Salesforce Object Query Language): Writing queries for data retrieval
• SOSL (Salesforce Object Search Language): Text and object search capabilities
• Hands-On: Write SOQL and SOSL queries to fetch records based on specific criteria
Day 13: Debugging, Error Handling, and Best Practices
• Debugging Tools: Logs, Debug Console
• Best practices for Error Handling in Apex
• Hands-On: Debug an Apex class and fix errors
Day 14: Visualforce and Lightning Components
• Introduction to Visualforce: MVC Architecture and Custom Controllers
• Introduction to Lightning Web Components (LWC)
• Hands-On: Build a Visualforce page and a simple Lightning component
Day 15: Admin Certification Review (Part 1)
• Mock Test: Covering key Admin topics: Data Management, Security, and Automation
• Hands-On: Scenario-based exercises on advanced security settings and automation tasks
Week 4: Projects, Final Prep, and Certification
Day 16-17: Admin Project - Sales Process Setup
• Implement the Lead to Opportunity Sales Process
• Set up Lead Fields, Stages, and Sales Cycle
• Hands-On: Automate the process using Workflow Rules, Process Builder, and
Approval Processes
Day 18: Developer Project - Custom Object and Trigger
• Custom Object Creation with Fields, Validation Rules, and Relationships
• Building a Visualforce Page for custom object data
• Implementing an Apex Trigger for automatic calculations
• Hands-On: Complete the custom object and trigger project
Day 19: Final Admin Certification Preparation
• Mock Exam on all Admin topics
• Review of key concepts: Reports, Dashboards, Automation, Security
• Hands-On: Practice troubleshooting common configuration issues
Day 20: Final Exam, Project Presentation, and Feedback
• Final Mock Exam: Comprehensive exam on both Admin and Developer topics
• Project Presentation: Students present their projects and receive feedback
• Guidance for Certification: Next steps for Admin and Developer certification preparation
Course Outcome for 20-Day Salesforce Training Program
Upon completing the 20-day Salesforce training program, participants will:
1. Understand the Salesforce Ecosystem and Cloud Computing
• Gain an in-depth understanding of Salesforce as a leading CRM platform and its
key features.
• Be familiar with cloud computing concepts like SaaS, PaaS, and IaaS, and how
Salesforce leverages these technologies.
2. Master the Salesforce User Interface (UI) and Data Model
• Navigate and customize the Salesforce UI effectively, utilizing Apps, Tabs, and the
App Launcher.
• Understand Standard and Custom Objects and the relationships between them,
such as Lookup and Master-Detail.
3. Implement Data Management and Security
• Proficiently manage Salesforce data, using tools like Data Import Wizard and
Data Loader.
• Set up and manage Profiles, Permission Sets, Role Hierarchy, and Sharing Rules
to control access and security within Salesforce.
4. Automate Business Processes with Workflow and Process Builder
• Create and manage Workflow Rules, Process Builder, and Approval Processes
to automate business processes.
• Use automation tools to enhance productivity by automatically assigning tasks,
sending email alerts, and approving opportunities.
5. Create Advanced Reports and Dashboards
• Design and customize Reports and Dashboards to visualize data and track key
performance indicators (KPIs).
• Use filters, grouping, and summaries to present data in meaningful ways
for different business needs.
6. Understand Apex and Trigger Development
• Write and debug Apex Classes to perform complex business logic
within Salesforce.
• Develop Apex Triggers to automate record updates and data handling,
and understand the Order of Execution in Salesforce.
7. Implement Lightning Components and Visualforce Pages
• Build Lightning Web Components (LWC) and Visualforce pages to
create interactive and responsive UI elements within Salesforce.
• Integrate Apex with these components for dynamic, data-driven applications.
8. Leverage SOQL and SOSL for Data Retrieval
• Write and execute SOQL (Salesforce Object Query Language) and SOSL
(Salesforce Object Search Language) queries to retrieve data efficiently
from Salesforce.
• Use advanced query techniques like relationships, aggregate functions, and
full- text search.
9. Complete Real-World Projects
• Design and implement a complete Sales Process from Lead to Opportunity,
automating stages using Salesforce tools.
• Create and deploy a custom object with a Visualforce page and Apex
Trigger, integrating multiple Salesforce features into a fully functional
solution.
10. Prepare for Salesforce Admin Certification
• Be well-prepared to take and pass the Salesforce Certified Administrator Exam,
having hands-on experience in all key areas covered in the exam.
• Understand the exam’s structure and content, and have practiced through mock exams
and scenario-based tasks.
11. Problem-Solving and Troubleshooting Skills
• Develop critical thinking and troubleshooting abilities by diagnosing issues in real-time
Salesforce configurations and automations.
• Be able to debug and fix issues in Apex code, process flows, and data
management tasks.
12. Career Readiness
• Gain foundational skills to start a career as a Salesforce Administrator or
Developer, with practical exposure to real-world business processes.
• Be confident in participating in Salesforce-related projects and ready to engage in
job opportunities requiring Salesforce expertise.
Trainer's Payment Calculation (Without TDS):
• Trainer's Commercials per Day: ₹8,000/-
