Salesforce Courses

1. Agentic CRM Course (12 Sessions)

The flagship CRM Administration track — from Salesforce fundamentals to AgentForce. Ideal for aspiring Salesforce Administrators and those moving into AI-powered CRM roles.

• Salesforce Fundamentals: SaaS, PaaS, CRM, Cloud Computing, Platform fundamentals, Salesforce Orgs, Sales & Service Cloud
• Admin Essentials: Standard and Custom objects, Fields, Relationships, Page Layouts, Lightning Pages
• Data Management: Data Validation, SOQL, CRUD operations, Data Migration
• Security: User Management, License Types, OLS, FLS, RLS, Sharing
• Reports & Dashboards: Tabular, Summary, Matrix, and Joined reports; Static and Dynamic Dashboards
• Automation: Screen Flows, Record-Triggered Flows, Scheduled Flows, Approval Process
• AgentForce: Fundamentals, Agent Architecture (topics, actions, tools), Agent Builder & Studio, Prompt and Model Management, Sales/Service use cases, Knowledge & Data Integration, Security, Monitoring & Governance
• Deployment: Sandbox, Production, Change Sets, Metadata Deployment, Version Control, Salesforce DevOps
• Certification Guidance: Trailhead account, certification path

---

2. Agentic Analytics Course (12 Sessions)

Master Tableau, Salesforce Data Cloud, and Tableau Next — the modern analytics stack. Ideal for BI analysts, data professionals, and anyone moving into Agentic Analytics.

• Salesforce/Tableau Fundamentals: Tableau product family (Desktop, Server, Online, Prep, Pulse), Agentic Analytics overview, Tableau Next vs Classic
• Admin Essentials: Sites, Projects, Workbooks, Views, Data Sources, User roles (Creator/Explorer/Viewer), Permissions, Groups, Schedules
• Data Management: Live vs Extract connections, Tableau Prep ETL, Data Validation, SOQL-based Salesforce connector, Hyper API, Published Data Sources
• Security: User Management, License types, Row Level Security (RLS), Site Roles, SSO and SAML setup
• Reports & Dashboards: Chart types, Dashboard layouts, Device Designer, Stories, Filters, Dashboard actions
• Salesforce Data Cloud: Connecting Tableau to Data Cloud, Ingestion & Modeling, Segmentation Analytics, Activation Reporting, Security
• Tableau Next: Data Connections, Visualizations, Calculations (basic, table, LOD), Dashboards, Stories, Filters, Forecasts, Publishing & Permissions
• Deployment: Server vs Cloud, Publishing, REST & Metadata API, Tableau Bridge, DevOps & CI/CD
• Certification Guidance: Desktop Specialist, Certified Data Analyst, Server Associate

---

3. CRM Programming Course (12 Sessions)

The Salesforce Developer track — Apex, LWC, and platform programming. Ideal for developers building custom Salesforce solutions.

• Salesforce Fundamentals: SaaS, PaaS, CRM, Platform fundamentals, Salesforce Orgs, Sales & Service Cloud
• Admin Essentials: Standard and Custom objects, Fields, Relationships, Layout Configuration, Lightning Pages
• Data Management: Data Validation, SOQL, CRUD, Data Migration
• Security: User Management, License Types, OLS, FLS, RLS, Sharing
• Apex Fundamentals: OOPs Concepts in Salesforce, Loops, Try-Catch, SOQL and DML, Test Classes, Batch & Scheduled Classes, Triggers
• LWC Fundamentals: HTML, JavaScript, Component Structure, CSS, Component Lifecycle, Controllers
• Deployment: Sandbox, Production, Change Sets, Metadata Deployment, Version Control, Salesforce DevOps
• Certification Guidance: Platform Developer I & II