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Salesforce
Salesforce Fundamentals
Salesforce is the most widely used CRM platform, and Salesforce administrators and developers are in demand across India and worldwide. This path explains what a CRM is, how a Salesforce org stores data in objects and fields, how security decides who sees which records, how Flow automates business processes without code, and how Apex and SOQL extend the platform when clicks are not enough. Everything can be practised for free in a Salesforce Developer Edition org.
- Free
- Beginner
- 5 lessons
- About 1 hr 16 min
- Final assessment
Lessons in this path
What is CRM and how Salesforce works
Understand what a CRM does, how Salesforce organises customers in an org, and how to get a free practice org.
12 min Knowledge check Exercise
Objects, fields and relationships
Model business data in Salesforce with standard and custom objects, choose field types, and connect objects with lookup and master-detail relationships.
15 min Knowledge check Exercise
Users, security and sharing
Control who can log in, which objects and fields they can use, and which records they can see, using profiles, permission sets, roles and sharing rules.
15 min Knowledge check Exercise
Automating work with Flow
Keep data clean with validation rules and formula fields, then automate business processes with record-triggered, screen and scheduled flows.
16 min Knowledge check Exercise
Apex and SOQL basics
Extend Salesforce with code. Query data with SOQL, write a simple Apex trigger, respect governor limits and write a test.
18 min Knowledge check Exercise
Salesforce Fundamentals assessment
9 questions covering the whole path
Optional next step: DevCrest Academy
Salesforce Administration & Platform Development
Ready for the full journey? The academy's Salesforce course takes you from these fundamentals to data modelling, security design, advanced Flow, Apex triggers and tests, Lightning Web Components and integrations, with a capstone CRM project and live mentoring.
- Beginner to Intermediate
- 12 weeks • 90 hours
- Online Live
- From ₹7,500 per student
What you'll learn
- Explain the Salesforce data model and choose between standard and custom objects.
- Design objects, fields and relationships for a real business process.
- Secure data with profiles, permission sets, roles and sharing rules.
- Automate business processes with validation rules, Flow and approvals.
Syllabus preview
- 01Salesforce Platform & CRM Foundations
- 02Data Modelling & Security
- 03Automation with Flow
- 04Apex Programming
+ 2 more modules
Prerequisites
- Computer basics
- Programming basics (helpful)
Upcoming batches
No batch is open right now. Ask us about the next one.
Hands-on project
A complete CRM for a training institute: a secure data model, lead-to-enrolment automation with Flow, Apex triggers with tests, a Lightning Web Component dashboard and a REST integration, deployed with the Salesforce CLI.
Fees and batch dates are sample data pending confirmation
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