Valour Technologies

Course Details

At Valour technologies, we specialise in Salesforce development, providing bespoke solutions to help you leverage the full potential of the Salesforce platform. Our expert team delivers custom development, seamless integration, and efficient implementation, tailored to your unique business needs. We focus on creating scalable, user-friendly applications that enhance customer engagement and streamline operations. With ongoing support and comprehensive training, we ensure your team can fully utilise Salesforce capabilities, driving productivity and business growth. Partner with us to transform your business with innovative Salesforce solutions.

We help businesses elevate their value through custom software development,
product design, QA and consultancy services.
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  1. Introduction to Salesforce:
  • Overview of Salesforce products and editions
  • Understanding the Salesforce ecosystem

2. Salesforce Basics:

  • Navigating Salesforce interface
  • Creating and managing records (leads, contacts, accounts, opportunities, cases, etc.)
  • Using Chatter for collaboration

3. Salesforce Customization:

  • Creating custom fields and objects
  • Building custom page layouts
  • Introduction to Salesforce Lightning Experience

4. Salesforce Automation:

  • Setting up workflows and approvals
  • Introduction to Process Builder
  • Creating and managing email templates

5. Reports and Dashboards:

  • Building and customizing reports
  • Creating dashboards to visualize data
  • Understanding report types and formats

6. Data Management:

  • Importing and exporting data
  • Data deduplication techniques
  • Using Data Loader or Salesforce Inspector

7. Salesforce Security:

  • Overview of Salesforce security model
  • Managing user profiles and permissions
  • Data security best practices

8. Integration:

  • Integrating Salesforce with other applications (using APIs)
  • Understanding Salesforce Connect and External Objects

9. Salesforce AppExchange:

  • Exploring and installing apps from AppExchange
  • Overview of popular Salesforce apps and their use cases

10. Advanced Topics:

  • Advanced report types (matrix, summary, etc.)
  • Advanced dashboard features (dynamic dashboards, dashboard filters)
  • Introduction to Salesforce Einstein AI features

11. Salesforce Lightning Experience:

  • Transitioning from Salesforce Classic to Lightning
  • Using Lightning App Builder
  • Customizing Lightning pages and components

12. Salesforce Mobile App:

  • Overview of Salesforce mobile capabilities
  • Configuring mobile settings and layouts
  • Using Salesforce mobile app effectively