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Instructor-Led Live, Online Training
Real-time, interactive classes taught by SME via web conferencing.

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Curriculum Designed by Experts

Multisoft Virtual Academy offers Salesforce Online Corporate Training to help organizations boost their team’s proficiency in Salesforce CRM. This course is specially designed for working professionals and corporate teams looking to gain practical, role-based skills in Salesforce. Delivered by industry-certified trainers, the training includes real-time case studies, live sessions, and hands-on exercises. Whether your team is new to Salesforce or looking to upskill, our flexible online training empowers them to drive better customer relationships, automate sales processes, and maximize ROI. Customized learning paths, progress tracking, and post-training support ensure your corporate team gets real value and immediate workplace application.
Salesforce Training is a specialized program designed to teach individuals how to use, configure, and customize the Salesforce CRM platform. It covers core concepts like administration, development, automation, reporting, and integration. Ideal for aspiring Salesforce professionals, the training prepares learners for certification and equips them with hands-on skills to manage customer relationships and business operations efficiently.
- Define Salesforce and Customer Relationship Management
- Introduction to Force.com
- Why we use Salesforce CRM
- Different Editions of Salesforce
- Salesforce Registration
- Building and Customizing Home page, Apps, and Tabs
- Salesforce Architecture- Multi-tenant and Meta-Data driven.
- CRM Object Capabilities

- Introduction to Customer Relationships
- Introduction to Quote Templates
- Creating a Quote record and its template
- Quote PDF

- Salesforce Sales Cloud Basics
- Creating List views and Email Leads
- Generating and Converting Leads
- Creating Accounts and Contacts
- Sending personal and group Emails
- Creating Campaigns and Activities
- Creating Opportunities and Products
- Creating Web-to-Lead Form and Lead Assignment Rule

- Service Cloud Basics
- Creating Cases and Case Assignment Rules
- Case Escalation Rules
- Creating and Activating Solutions
- Setting and Enabling Knowledge
- Creating web-to-case Form and Email-to-case address

- Creating Objects, Standard Object Components
- Altering and Renaming Standard Objects
- External Objects and Custom Objects
- Field Types, Field Dependencies
- Adding Fields in Objects
- Rollup Summary Field
- Creating Lookup and Master-Detail Fields
- Creating Data and Time Fields
- Creating Email and Phone Fields
- Creating Text and Text area fields
- Creating Currency, Geolocation, and Percent Fields
- Creating encrypted and URL Fields
- Standard and Formula Fields

- Organization level or System-level security
- Profile and Permission Sets
- Administering users
- Troubleshooting
- Security Settings and Tab Settings
- Password Policies and IP Address Security
- Field Level Security and Activations
- Session Settings and Page Layout Assignment
- Role Hierarchy Creation
- Record Level and Object-level security
- Public Group and Queue

- Creating links, buttons, and Actions
- Creating Custom Links and Custom Buttons
- Creating and Updating Records with Actions
- Logging a call through Actions
- Global Action and Object Specific Action

- Hierarchy Relationship
- Many to Many Relationship
- User Management
- Self-Relationship

- Creating tabular, matrix, and summary reports
- Importance of Tabular, Summary, and Matrix reports
- Executing a report, Report Builder, and Report Formula
- Conventional reports available, report and security
- Creating: Leads report, Opportunity report, Scheduling report, Campaign report.
- Using filters in reports
- Access Management in Reports
- Creating Dashboards
- Bucket Field and Dynamic Dashboards
- Dashboards components
- Customizing Dashboards (Modifying components and Refreshing Dashboards)
- Adding reports to the dashboards
- Adding the leads to the campaigns through reports
- Customizing the Interfaces of Dashboards and Reports

- Introduction to Chatter
- Enabling Chatter and Configuring Chatter groups
- Enabling Chatter feeds on the records.
- Email Notification in Chatter
- Creating the free customer chatter user
- Creating customer groups
- Customizing Email Notifications in Chatter
- Customizing and Enabling Libraries and Content
- Enabling Ideas
- Setting Ideas Themes
- Activating Social Accounts
- Setting Salesforce to Salesforce
- Sharing the Account through salesforce to salesforce
- Accepting the Salesforce Connection
- Setting Salesforce1

- Introduction to Salesforce1 and SalesforceA
- Differentiate Salesforce1 and SalesforceA

- AppExchange Basics
- Selecting an App and Custom App Installation
- Searching a Developer and a Consultant

- Workflow Rules basics
- Creating a Workflow rule Email Alert
- Creating a Workflow rule Task Assignment and Field Update
- Field Updation using Workflows
- Workflow Actions
- Introduction to Approval Process
- Approval Process Automation

- Record types
- Formula fields
- Roll-up summary fields
- Validation rules
- Approval processes
- Workflow
- Visual workflow
- Process builder
- Automating business processes
- Ramifications of field updates and potential for recursion

- Lightning Components
- Capabilities of Lightning Components
- VisualForce vs. Lightning Components
- Implementing Lightning Web Components in Salesforce

- User Interface Overview
- User Interface General, Calendar, Sidebar, and Setup options
- User Interface Name Settings
- Dynamically Updating the UI components.

- Introduction to Deployment and Change Sets
- Inbound and Outbound Change Sets
- Deployment Settings and Status

- Application LifeCycle Basics
- Important considerations and Milestones
- Using Sandboxes in the App Development
- Using Change sets
- Packages

- Introduction to web services and integration
- Importance and kinds of web services
- JSON class, Generator class, parser, and serialization
- JSON Deserialization
- XML classes
- Creating APEX WSDL File
- Integration through SOAP and REST API
- Integration using GCP

- Limitations of Workflow rules
- Workflow vs. Process Builder
- Benefits of Process Builder
- Record update ·
- Email alert
- Chatter post
- Visual Workflows AKA Flows
- Screens
- Condition check
- Outcomes
- DML by Flows
- Login flows

- Introducing Reports
- Tabular Reports
- Summary Reports
- Matrix Reports
- Joined Reports
- Report Formats
- Introducing Dashboards
- Adding Dashboard Components
- Dynamic dashboard
- Regular dashboard
- Dashboard security
- Types of report sharing
- Types of Dashboards sharing
- Report security
- Bucket fields
- Custom Reports Types
- Formula fields

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Customized trainings to understand specific project requirements
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Salesforce Online Corporate Training Certification
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