Salesforce
Platform App Builder
The Salesforce Platform App Builder course provides a comprehensive introduction to building custom applications on the Salesforce platform. Participants will learn to create and customize applications using Salesforce’s declarative features, including creating objects, fields, and relationships, designing user interfaces with Lightning App Builder, and automating business processes with workflows and approvals. By the end of the course, participants will be proficient in designing, building, and deploying custom applications that meet specific business requirements using Salesforce’s powerful development tools and best practices.
About this Salesforce Platform App Builder Course:
The Salesforce Platform App Builder course is designed to provide participants with comprehensive skills in creating and customizing applications on the Salesforce platform. This course offers a deep dive into Salesforce’s declarative development tools, enabling learners to design robust data models, develop intuitive user interfaces using Lightning App Builder, and implement efficient business processes through workflows and approvals.
By completing this course, participants will not only acquire technical expertise in app development but also understand how to optimize user experience and operational efficiency within their organizations. Whether for Salesforce administrators, developers, or business analysts, this training is essential for anyone looking to harness the full potential of Salesforce for building impactful and adaptable business solutions.
Prerequisites:
Prerequisites for the Salesforce Platform App Builder course typically include a basic understanding of Salesforce fundamentals, such as navigating the Salesforce interface and managing standard objects and fields. Familiarity with CRM concepts and general business processes is also beneficial.
Who should take this course?
Why choose us for Salesforce Training?
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Upcoming Dates
July
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 01.07.2024 | Mon | Online/Classroom | ||
| 08.07.2024 | Mon | Online/Classroom | ||
| 15.07.2024 | Mon | Online/Classroom | ||
| 22.07.2024 | Mon | Online/Classroom | ||
| 29.07.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
August
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 05.08.2024 | Mon | Online/Classroom | ||
| 12.08.2024 | Mon | Online/Classroom | ||
| 19.08.2024 | Mon | Online/Classroom | ||
| 21.08.2024 | Wed | Online/Classroom | ||
| 26.08.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
September
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 02.09.2024 | MOn | Online/Classroom | ||
| 09.09.2024 | Mon | Online/Classroom | ||
| 16.09.2024 | Mon | Online/Classroom | ||
| 23.09.2024 | Mon | Online/Classroom | ||
| 30.09.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
October
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 07.10.2024 | Mon | Online/Classroom | ||
| 14.10.2024 | Mon | Online/Classroom | ||
| 21.10.2024 | Mon | Online/Classroom | ||
| 23.10.2024 | Wed | Online/Classroom | ||
| 28.10.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
November
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 04.11.2024 | Tue | Online/Classroom | ||
| 11.11.2024 | Mon | Online/Classroom | ||
| 18.11.2024 | Mon | Online/Classroom | ||
| 20.11.2024 | Wed | Online/Classroom | ||
| 25.11.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
December
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 02.12.2024 | Mon | Online/Classroom | ||
| 03.12.2024 | Tue | Online/Classroom | ||
| 09.12.2024 | Mon | Online/Classroom | ||
| 10.12.2024 | Tue | Online/Classroom | ||
| 16.12.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
For more date options and to
complete the booking please contact us
Course Outline
1. Introduction to Salesforce Service Cloud
- Overview of Service Cloud
- Key benefits and features
- Understanding the Service Cloud architecture
2. Getting Started with Service Cloud
- Setting up your Service Cloud environment
- Navigating the Service Cloud console
- Understanding and configuring Service Cloud licenses
3. Case Management
- Creating and managing cases
- Case assignment and escalation rules
- Automating case management processes
4. Service Cloud Console
- Introduction to the Service Cloud Console
- Customizing the console layout and components
- Enhancing agent productivity with console features
5. Omni-Channel Routing
- Setting up Omni-Channel in Service Cloud
- Configuring routing rules and queues
- Managing workload and agent presence
6. Knowledge Management
- Introduction to Salesforce Knowledge
- Creating and publishing knowledge articles
- Integrating Knowledge with cases and the Service Cloud console
7. Service Processes and Automation
- Automating service processes with Process Builder and Workflow
- Using macros to streamline repetitive tasks
- Implementing approval processes
8. Entitlements and Milestones
- Setting up entitlements and service contracts
- Defining and tracking milestones
- Using entitlements in case management
9. Field Service
- Overview of Salesforce Field Service
- Managing work orders and service appointments
- Optimizing field operations with Field Service Lightning
10. Service Analytics and Reporting
- Creating and customizing service reports
- Building service dashboards
- Using Einstein Analytics for service insights
11. Customer Communities
- Setting up and customizing Customer Communities
- Enabling self-service with Community Cloud
- Integrating communities with Service Cloud
12. Integrating Service Cloud with Other Systems
- Overview of integration options (APIs, middleware)
- Integrating with third-party systems (e.g., telephony, chat)
- Best practices for Service Cloud integrations
13. Service Cloud for Mobile
- Using the Salesforce mobile app for service
- Mobile customization for service agents
- Offline capabilities and use cases
14. Case Management Best Practices
- Best practices for efficient case management
- Strategies for improving first contact resolution
- Enhancing customer satisfaction through case handling
15. Advanced Service Cloud Features
- Utilizing Salesforce Einstein for service automation and insights
- Advanced automation with Apex and Visualforce
- Customizing Service Cloud with Lightning Components
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