CRM
Salesforce CRM
Learn Salesforce CRM fundamentals, sales automation, and customer management workflows for modern teams.
Gangadhar
Last Updated: August 27, 2026
Description
Master Salesforce CRM concepts including leads, opportunities, accounts, reports, dashboards, and workflow automation. Build practical skills for managing customer relationships and sales processes in the Salesforce platform.
Course Requirements
- Basic business understanding
- No prior Salesforce experience required
- Willingness to practice CRM workflows
What You Will Learn
- Understand Salesforce CRM navigation and setup
- Manage leads, accounts, contacts, and opportunities
- Create reports and dashboards for sales insights
- Automate business processes with flows and validation rules
Video: Cloud Computing Fundamentals
10:00
Video: IaaS, PaaS & SaaS
10:00
Video: CRM Fundamentals
10:00
Video: Salesforce History & Platform Overview
10:00
Video: Salesforce Environment & Navigation
10:00
Video: Salesforce Database & Setup
10:00
Video: Apps, Objects, Tabs & Fields
10:00
Video: Salesforce Object Relationships
10:00
Video: Salesforce Objects & Records
10:00
Video: Standard & Custom Objects
10:00
Video: Fields & Field Configuration
10:00
Video: Lookup Relationships
10:00
Video: Master-Detail Relationships
10:00
Video: Hierarchical Relationships
10:00
Video: Self Relationships
10:00
Video: Many-to-Many Relationships
10:00
Video: Roll-Up Summary Fields
10:00
Video: User Management
10:00
Video: User Licenses & Feature Licenses
10:00
Video: Profiles & Permission Sets
10:00
Video: Roles & Role Hierarchy
10:00
Video: Organization-Wide Defaults — OWD
10:00
Video: Sharing Rules & Manual Sharing
10:00
Video: Field-Level Security
10:00
Video: Public Groups & Queues
10:00
Video: Login Hours & IP Restrictions
10:00
Video: Session & Password Security
10:00
Video: Audit Trails
10:00
Video: Salesforce Security Model
10:00
Video: Organization-Wide Defaults
10:00
Video: Profiles & Permission Sets
10:00
Video: Role Hierarchy
10:00
Video: Sharing Rules
10:00
Video: Manual Sharing
10:00
Video: Field-Level Permissions
10:00
Video: Public Groups & Queues
10:00
Video: Login & Access Restrictions
10:00
Video: Security & Audit Management
10:00
Video: Approval Process Fundamentals
10:00
Video: Approval Steps & Multi-Step Approvals
10:00
Video: Final Approval & Rejection Actions
10:00
Video: Recall & Delegation
10:00
Video: Single vs Multiple Approvers
10:00
Video: Workflow Rules
10:00
Video: Field / Record Updates
10:00
Video: Task Creation
10:00
Video: Email Alerts & Outbound Messages
10:00
Video: Time-Dependent Workflows
10:00
Video: Evaluation Criteria
10:00
Video: Workflow Limitations
10:00
Video: Process Builder
10:00
Video: Workflow vs Process Builder
10:00
Video: Record Types & Page Layouts
10:00
Video: Programming Fundamentals
10:00
Video: Variables & Data Types
10:00
Video: Operators & Expressions
10:00
Video: Conditional & Looping Statements
10:00
Video: Classes & Objects
10:00
Video: Functions / Methods
10:00
Video: Salesforce Programming Architecture
10:00
Video: Apex / Force.com
10:00
Video: Collections — List, Set & Map
10:00
Video: Debugging & Logic Building
10:00
Video: Apex Classes
10:00
Video: Apex Triggers
10:00
Video: Trigger Events & Context
10:00
Video: Trigger Context Variables
10:00
Video: Trigger.New / Trigger.Old
10:00
Video: Trigger Maps
10:00
Video: Trigger Handlers
10:00
Video: Trigger Best Practices
10:00
Video: Apex Best Practices
10:00
Video: Governor Limits
10:00
Video: Bulkification
10:00
Video: Exception Handling
10:00
Video: With Sharing / Without Sharing
10:00
Video: SOQL Fundamentals
10:00
Video: Query Formation
10:00
Video: SOSL Fundamentals
10:00
Video: Search Query Formation
10:00
Video: DML Operations
10:00
Video: Insert, Update & Delete
10:00
Video: Recycle Bin Data Retrieval
10:00
Video: Aggregate Functions
10:00
Video: Relationship Queries
10:00
Video: Parent-to-Child Queries
10:00
Video: Child-to-Parent Queries
10:00
Video: SOQL vs SOSL
10:00
Video: Salesforce Testing Fundamentals
10:00
Video: Test Classes
10:00
Video: Test Execution
10:00
Video: Code Coverage
10:00
Video: Annotations
10:00
Video: Debugging & Validation
10:00
Video: Governor Limit Awareness
10:00
Video: Apex Testing Best Practices
10:00
Video: Visualforce Fundamentals
10:00
Video: Visualforce Pages
10:00
Video: Page Blocks & Tables
10:00
Video: Forms & Input Components
10:00
Video: InputField, InputText & OutputLabel
10:00
Video: Standard Controllers
10:00
Video: Custom Controllers
10:00
Video: Controller Extensions
10:00
Video: Multiple Extensions
10:00
Video: MVC Pattern
10:00
Video: Visualforce Best Practices
10:00
Video: Batch Apex
10:00
Video: Batchable Interface
10:00
Video: Start, Execute & Finish Methods
10:00
Video: Batchable Context
10:00
Video: Scheduled Apex
10:00
Video: Schedulable Interface
10:00
Video: Batch + Schedule Integration
10:00
Video: CRON-Based Scheduling
10:00
Video: Salesforce Classic vs Lightning
10:00
Video: Classic-to-Lightning Migration
10:00
Video: Lightning Experience Planning
10:00
Video: Pilot & Rollout Strategy
10:00
Video: Profile & Permission-Based Rollout
10:00
Video: Lightning Enablement
10:00
Video: Lightning Experience Navigation
10:00
Video: Lightning Features & User Experience
10:00
Video: Setup Management
10:00
Video: Record Management
10:00
Video: Lightning Home Pages
10:00
Video: Record Page Design
10:00
Video: Page Assignments
10:00
Video: Lead Management
10:00
Video: Chatter Collaboration
10:00
Video: App Launcher
10:00
Video: Object Manager
10:00
Video: Global Search
10:00
Video: Salesforce Mobile / Salesforce1
10:00
Video: Reports & Dashboards
10:00
Video: Interactive Dashboards
10:00
Video: Dashboard Sharing
10:00
Video: Page Layouts
10:00
Video: Compact Layouts
10:00
Video: Lightning Actions
10:00
Video: Lightning Process Builder
10:00
Video: Lightning App Builder
10:00
Video: Lightning Pages
10:00
Video: Custom Page Components
10:00
Video: Lightning App Builder
10:00
Video: Components & Component Placement
10:00
Video: Lightning Page Creation
10:00
Video: Salesforce1 / Mobile Configuration
10:00
Video: Custom Tabs
10:00
Video: Standard Action Overrides
10:00
Video: Custom Domain
10:00
Video: Domain Deployment
10:00
Video: Salesforce Lightning Design System — SLDS
10:00
Video: Lightning Applications
10:00
Video: Lightning Components
10:00
Video: Component Architecture
10:00
Video: Component Markup
10:00
Video: Attributes & Value Providers
10:00
Video: Component Composition
10:00
Video: Component IDs
10:00
Video: Local & Global IDs
10:00
Video: Client-Side Controllers
10:00
Video: Helper Methods
10:00
Video: Server-Side Controllers
10:00
Video: UI Components
10:00
Video: Conditional Rendering
10:00
Video: Aura Framework
10:00
Video: JavaScript Fundamentals
10:00
Video: Variables & Functions
10:00
Video: JavaScript Objects & Properties
10:00
Video: JSON
10:00
Video: JavaScript Event Handling
10:00
Video: DOM Interaction
10:00
Video: console.log & Debugging
10:00
Video: Breakpoints & Debugger
10:00
Video: Lightning JavaScript Controllers
10:00
Video: Client-Side Validation
10:00
Video: UI Interaction & Dynamic Updates
10:00
Video: Client-to-Server Communication
10:00
Video: Server-Side Controller Methods
10:00
Video: Parameter Passing
10:00
Video: Callback Functions
10:00
Video: Response Handling
10:00
Video: Exception Handling
10:00
Video: enqueueAction()
10:00
Video: @AuraEnabled
10:00
Video: DML from Lightning
10:00
Video: With Sharing / Without Sharing
10:00
Video: Initialization Events
10:00
Video: Server Response Processing
10:00
Video: Component Events
10:00
Video: Application Events
10:00
Video: Event-Driven Programming
10:00
Video: Event Handlers & Notifiers
10:00
Video: Event Registration
10:00
Video: Event Attributes
10:00
Video: Event Firing & Handling
10:00
Video: Component-to-Component Communication
10:00
Video: Parent–Child Component Communication
10:00
Video: Event Scope & Best Practices
10:00
Video: Event Parameters & getParam()
10:00
Video: Container Component Pattern
10:00
Video: sObject Collections
10:00
Video: Aura Iteration
10:00
Video: Collection Traversal
10:00
Video: Server-Side Data Retrieval
10:00
Video: Dynamic Tables
10:00
Video: Hyperlinks in Tables
10:00
Video: Response Validation
10:00
Video: Arrays of sObjects
10:00
Video: Component Data Binding
10:00
Video: Lightning Out Fundamentals
10:00
Video: Lightning Out Use Cases
10:00
Video: Lightning Out Application
10:00
Video: Component Embedding
10:00
Video: $Lightning.use
10:00
Video: $Lightning.createComponent
10:00
Video: DOM Locator
10:00
Video: Passing Parameters
10:00
Video: ltng:outApp
10:00
Video: External Component Integration
10:00
Video: Lightning Design System — SLDS
10:00
Video: Lightning Styling & CSS
10:00
Video: UI Components
10:00
Video: Buttons & Input Controls
10:00
Video: Dynamic UI Updates
10:00
Video: Component Styling
10:00
Video: Custom Tabs
10:00
Video: Lightning Page Customization
10:00
Video: Responsive Lightning Interfaces
10:00
Video: Salesforce Admin Configuration
10:00
Video: Automation & Approval Workflows
10:00
Video: Apex Development
10:00
Video: Trigger-Based Automation
10:00
Video: SOQL/SOSL Data Operations
10:00
Video: Visualforce Development
10:00
Video: Lightning Component Development
10:00
Video: Client–Server Integration
10:00
Video: Component Communication
10:00
Video: Real-Time Business Scenarios
10:00
Gangadhar
2 Courses
7 Enrolled
Certified Microsoft Power BI Data Analyst with a background in business intelligence. Helped 3 Fortune 500 companies migrate from Excel reporting to live dashboards. Speaker at DataFest India.
Reviews (5)
Vivek Chaudhary
1 week from nowBest course I have taken online. The depth of content is incredible and the examples are very easy to follow.
Aditya Rao
1 week agoExcellent content and well-structured curriculum. I landed a job within 2 months of completing this course. Worth every rupee!
Suresh Babu
1 week agoGreat value for money. The instructor explains things clearly and the curriculum is logically ordered. Highly satisfied!
Nandita Iyer
1 week agoThe hands-on projects are really practical and relevant to real-world scenarios. The instructor is very responsive to questions.
Pooja Gupta
2 months agoThis course completely transformed my understanding. The instructor breaks down complex concepts into digestible lessons. Highly recommend!
