Salesforce Training in Perungudi

• Understanding Salesforce architecture, org types, and setup menus
• Creating and managing custom objects, fields, and page layouts
• Configuring validation rules, formula fields, and roll-up summaries
• Managing users, public groups, roles, and permission sets
• Building custom reports, dashboards, and list views for business insights
• Performing data management using Data Loader and import wizards

Beginner Build a custom Recruitment CRM with automated status updates and managerial dashboards.

• Managing the Lead-to-Cash lifecycle and opportunity stages
• Configuring Products, Price Books, Quotes, and Orders
• Setting up Case Management, Escalation Rules, and Entitlements
• Implementing Omni-Channel for intelligent routing of work items
• Designing and managing the Salesforce Knowledge base lifecycle
• Utilizing Activity Tracking and Chatter for team collaboration

Beginner Automate an end-to-end customer support pipeline with email-to-case and Omni-Channel routing.

• Designing complex object relationships (Lookup, Master-Detail, Junction)
• Configuring Organization-Wide Defaults (OWD) and Sharing Rules
• Implementing Field-Level Security (FLS) and Restriction Rules
• Managing record types and dynamic business processes
• Understanding the Salesforce sharing calculation and hierarchy
• Auditing system changes with Field History Tracking and Setup Audit Trail

Intermediate Design a secure multi-department financial data model with strict, role-based visibility rules.

• Building Record-Triggered, Screen, and Scheduled Flows
• Managing Flow collections, loops, and fault handling
• Writing efficient Apex Triggers and understanding execution order
• Developing Asynchronous Apex (Future, Queueable, Batch, Schedulable)
• Creating custom REST endpoints and handling callouts
• Debugging code and flows using Developer Console and Flow Debug

Intermediate Build an automated Lead-to-Cash workflow using Flow for UI and Apex for bulkified calculations.

• Understanding REST and SOAP API fundamentals in Salesforce
• Configuring Connected Apps, Named Credentials, and Auth Providers
• Using External Services to invoke APIs declaratively via Flow
• Introduction to MuleSoft Composer for citizen integrators
• Managing API limits, rate limiting, and error handling
• Implementing Platform Events and Change Data Capture (CDC)

Advanced Build a secure, real-time integration with a third-party payment gateway to auto-update invoices.

• Understanding LWC architecture, lifecycle hooks, and decorators
• Writing modern JavaScript (ES6+) for Salesforce development
• Using Lightning Data Service (LDS) for efficient CRUD operations
• Communicating between components using Custom Events and PubSub
• Styling components with Salesforce Lightning Design System (SLDS)
• Writing Jest tests to ensure LWC reliability and quality

Advanced Develop an interactive, drag-and-drop LWC dashboard visualizing real-time sales metrics with inline editing.

• Understanding Data Cloud architecture and Data Spaces
• Configuring Data Streams for batch and real-time data ingestion
• Performing Identity Resolution to unify disparate customer records
• Building Calculated Insights and predictive attributes
• Creating dynamic Segments for targeted marketing and sales
• Activating Data Cloud segments to Sales, Service, and Marketing Clouds

Advanced Build a unified 360-degree customer profile ingesting multi-source data to trigger personalized sales outreach.

• Understanding the Salesforce Einstein Trust Layer and data privacy
• Using Prompt Builder to create grounded, custom AI prompts
• Configuring Einstein Copilot for conversational record updates
• Grounding AI responses using Data Cloud and CRM records
• Creating custom Copilot actions using Apex and Flow
• Monitoring AI usage, user feedback, and continuous prompt tuning

Advanced Build a Generative AI email summarizer generating concise, actionable case summaries for service agents.

• Understanding Agentforce architecture, Topics, and Instructions
• Configuring Agent Actions (Flow, Apex, Prompt Templates)
• Setting up Guardrails and safety protocols for autonomous execution
• Testing and evaluating agent performance and accuracy
• Deploying agents across Slack, Web, and Mobile channels
• Managing agent versions and continuous learning loops

Advanced Develop an autonomous AI agent researching competitor pricing via APIs and updating Opportunity records.

• Understanding RAG architecture and Vector Databases within Data Cloud
• Grounding Generative AI on unstructured data (PDFs, internal wikis)
• Introduction to the Model Context Protocol (MCP) for AI tool calling
• Building an MCP-Powered Business AI Agent to securely query external ERP/SQL databases
• Managing API security, authentication, and data masking for external AI
• Optimizing AI latency, token usage, and cost management

Expert Build a secure Enterprise RAG chatbot answering policy questions by synthesizing uploaded company documents.

• Mastering Salesforce DX (SFDX) and Scratch Org workflows
• Setting up CI/CD pipelines using GitHub Actions or Copado/Gearset
• Implementing Static Code Analysis (PMD, ESLint) for quality control
• Managing metadata, package development, and version control
• Executing sandbox refresh strategies and data seeding
• Understanding release management and Salesforce seasonal updates

Advanced Automate a CI/CD pipeline using GitHub Actions to test and deploy LWC and Apex code.

• Gathering business requirements and designing the solution architecture
• Developing the data model, automations, and AI agent integrations
• Conducting System Integration Testing (SIT) and User Acceptance Testing (UAT)
• Performing data migration and final security reviews
• Creating technical documentation, user guides, and training materials
• Executing the Go-Live strategy and post-deployment hypercare support

Expert Deliver an end-to-end Enterprise CRM and AI deployment combining Sales Cloud, Data Cloud, and Agentforce.