Salesforce Training for Beginners Overview

Salesforce Online Training for Beginners

If you are a beginner and wish to build your career in Salesforce then you are at the right corner.  In this Salesforce training for beginners, our expert mentor will provide you in-depth knowledge of the concepts such as introduction to Salesforce, cloud computing, Salesforce components, data types, Objects, Fields & Records, and much more through real-world examples and use cases. During this Salesforce online training, you will also work with real-time projects and prepare for clearing the Salesforce administrator Certification. Learn from the certified trainers by joining Salesforce training for beginners program designed & offered by CourseDrill.

Why should you learn the Salesforce course?

Why CourseDrill?

CourseDrill is a leading online Salesforce training provider with world-class industry experts as it’s trainers. We have been the first choice for many aspirants over the past 8 years and till today we have successfully trained 25000+ aspirants on Salesforce CRM tools across the globe. Our unique features like certified Salesforce trainers, industry-oriented course curriculum design, practical teaching methodology, Salesforce placement assistance, world-class support system, etc, have made us the best Salesforce online training providers in the market. We are happy to share that, through this Salesforce training for beginners program we have successfully helped thousands of students in getting into their dream career.

Salesforce Course Details:

What is Salesforce tool?

Salesforce is a CRM tool that helps businesses to build and manage better relationships with the customers and drives business growth. The core intention behind this software is to improve the business by providing relentless services to the customers. Salesforce acts as a centralized system for managing various business operations which include sales, marketing,  customer service, recruiting, business development, and much more.

About Salesforce training for beginners

This Salesforce training has been designed specially to help the aspirants who are new to Salesforce technology and wish to start their career in this CRM tool. CourseDrill has specially developed this Salesforce training for beginners with an aim to deliver job oriented training to learners by covering all the in-demanded skills. Here in this Salesforce developer beginner training, you will gain in-depth knowledge of concepts such as Sales Cloud, Service Cloud, Marketing Cloud, Health Cloud and Community Cloud. You will also learn concepts like Salesforce Security, Visualforce, Triggers, Integration, Apex, Reports and Dashboards, Process Builder, S-control, RESTful Web Services. Apart from receiving the best Salesforce training for beginners online, you will also work with real-time Salesforce projects, get advanced material for Salesforce interview questions, free recorded Salesforce training videos for beginners 2021, and also access to the valuable salesforce tutorial for beginners.

What are the learning objectives of this Salesforce training for Beginners?

In this salesforce development training for beginners, you will gain knowledge of the below concepts:

    • Introduction to Salesforce
    • Cloud computing overview
    • Products & Services offered by Salesforce
    • Basic knowledge of Salesforce platform
    • Unique features of Salesforce
    • CRM Customization procedures
    • Data modelling and management
    • Salesforce field types, objects, validation rules.
    • Configuration for managing users
    • Workflow Automation
    • Data access and security measures
    • Installation of lightning components
    • Sales and Service cloud configuration
    • Salesforce interface
    • User interface Configuration
    • Application deployment process
    • Different types of cloud integrations
    • Salesforce interview preparation
    • Apex programming language basics
    • VisualForce knowledge
    • Salesforce videos for beginners
    • salesforce guide for beginners
    • Salesforce online certification preparation

What are the prerequisites to learn Salesforce from basics?

There are no prerequisites to learn salesforce online from the beginning. Anyone who is aspiring to build their career in a life rewarding field can join this course. The learning becomes a cakewalk for you if you have prior work experience as a developer or as an administrator.

Who can join this Salesforce course online?

This Salesforce online training for beginners is ideal for below candidates:

    • Freshers and Students
    • Aspirants who wish to start their career in a fastest-growing field.
    • Salesforce professionals
    • App builders
    • Developers
    • Software administrators
    • IT managers
    • Analysts
    • Sales managers & executives, etc.

Is it easy to learn Salesforce?

At the beginning of learning, anything would seem difficult and the same is the case with Salesforce. Whether you are a fresher or an experienced candidate, our Salesforce online course is just designed for you. Our course design and delivery approach is simple and makes your learning hurdles free. All the Salesforce concepts are covered from basics and make your learning process far more simple.

Is it worth learning salesforce in 2021?

Salesforce has been the number one tool in the CRM segment and constantly evolving to new heights with great features and developments. The increased deployment rate of Salesforce software has also created huge employment opportunities. Still, you can start your career in Salesforce in 2021 as it is an evolving and widely adopted tool.

What are the concepts involved in salesforce developer training for beginners?

Following are the concepts covered in the Salesforce development training for beginners:

    • Data Modeling
    • Data Management
    • Data Security
    • Formulas and Validations
    • Lightning Flow
    • Salesforce Mobile App Customization
    • Apex Basics & Database
    • Apex Triggers
    • Apex Testing
    • Visualforce Basics
    • Developer Console Basics
    • Quick Start: Visual Studio Code for Salesforce Development
    • Search Solution Basics

What are the concepts involved in Salesforce Admin training for beginners?

Following are the concepts covered in the Salesforce Admin beginner training for beginners:

    • Data Modeling
    • Data Management
    • Lightning Experience Customization
    • Salesforce Mobile App Customization
    • User Engagement
    • Reports & Dashboards for Lightning Experience

Which Salesforce certification is best for Salesforce beginners?

There are multiple certifications available in the Salesforce platform but the best one to start with is Salesforce Administrator certification. Once you are done with the Salesforce administration certification you will gain foundation knowledge and in future, you can go for other certifications as well.

Does this Salesforce training require coding?

Learning Salesforce does not require any coding knowledge. In general, we use Salesforce for building native apps and to manage platforms. The Salesforce application Framework lets you build or customize applications easily without writing a single line of code.

Does CourseDrill offer self-paced Salesforce training videos?

Yes! We do offer high-quality Salesforce training videos to make your learning time constrain free. This option will help you gain in-demanded Salesforce skills at a convenient time. All these Salesforce training videos are taught by top Salesforce industry experts. If you come across any doubts during your learning process, our expert team will connect with you the appropriate trainer and solve your doubts.

How much does the Salesforce training cost?

Quality never comes cheap! This is a universal fact, but with an aim to deliver high-quality salesforce for beginners training to all, we offer this course at a very affordable cost. You can get quick details by calling at +91-93473 84580 or write to us at

Does CourseDrill offer Salesforce training for beginners free?

Yes! We do offer free training in the salesforce fundamental areas and these areas act as stepping stones for learning advanced modules for the beginners. Our basic salesforce training online free will provide you with a strong foundation for starting your journey on the salesforce platform.

Salesforce Course Content:

With an aim to deliver the best in class and industry-oriented training to the learners, we follow experts designed Salesforce course content. All these Salesforce modules are designed to address the unique industry needs. Following are the Salesforce syllabus modules we are going to come across during this Salesforce online training.

This chapter will give you knowledge of cloud computing, various models available in cloud computing. You will also gain knowledge about Hybrid cloud models. 


    • Introduction to Cloud computing
    • Cloud models
    • Cloud Ownership 
    • Cloud Market trends

Learning outcome: You will understand the cloud models and their importance in the modern IT world.

This module is designed to provide the fundamental knowledge of the Salesforce Platform.


    • Introduction to Salesforce CRM
    • Different Salesforce editions
    • Salesforce customization features
    • App creation
    • User management
    • Capabilities of core CRM objects
    • Programmatic customizations
    • Declarative customizations

Learning outcome: By the end of this module, you will get a complete glance of all essential features of Salesforce.

This chapter covers all the concepts required to build custom applications using platform and various types of licenses available in SFDC.


    • Free environment setup
    • Adding company logo
    • Advantages of the system
    • Key building blocks of Salesforce
    • Student app
    • MVC pattern
    • Editions and various environments of
    • Basic security model
    • Student master reports
    • Scope of student master application

Learning outcome: You will gain hands-on experience in working with various aspects of and experience in using features available on it to build applications.

This module introduces to the standard and custom objects, various fields and data types in custom and standard objects and a lot more other concepts.


    • Use objects definition section to create
    • Field and data types
    • Customization of Standard objects 
    • Field dependencies
    • Custom files prosperities
    • Search layouts
    • Different relationship fields

Learning outcome: By the end of this module you will learn how to use SFDC data model, data types, custom and various data types, standard and custom objects etc.

This module will introduce you to the SFDC security model and process to allot permissions at different user levels.


    • Security model map
    • Organization or system-level Security
    • User Management and Troubleshooting
    • Password policy
    • Profile and permission sets
    • Login Hours
    • IP address security
    • Activations
    • Session settings
    • Tab setting
    • Page layout assignment
    • Field level security

Learning outcome: Upon the completion of this module you will gain hands-on experience in handling tasks of permission sets, security, and profile.

This chapter will teach you the essential SFDC security model concepts such as defaults in an organization, Role and Role hierarchy, Apex sharing and criteria based sharing.


    • Security models
    • Organization-wide defaults 
    • Record level and Object level
    • Role and role hierarchy
    • Ways to gain access to records
    • Criteria based sharing
    • Public group vs que

Learning outcome: You will gain practical experience in handling various types of sharing concepts on salesforce CRM.


  • Bar Charts
  • List Reports
  • Pie Charts
  • Scheduling Reports
  • Pivot Tables
  • Role of Scripting in reporting 
  • Reports Scheduling 
  • Making Gauges

Learning outcome: By the completion of this chapter, you will become an expert in creating reports on ServiceNow platforms that are effective and easy to understand.

This module will introduce you to the concepts such as data quality enrichment, integrity and validation rules.


    • Overview of business logic
    • Various options available for implementing business logic
    • Rollup summary fields
    • Validation Rules 
    • Functions 
    • Roll-up summary fields
    • Page layouts and record types

Learning outcome: You will have gained all the knowledge related to business logic.

This chapter will help you understand the capabilities of the approval process and the lightning process builder.


    • Business process automation
    • WorkFlow rules
    • Workflow – Considerations
    • Workflow – Actions
    • Approvals – Introduction
    • Approvals – Actions
    • What Can Approvers Do?

Learning outcome: You will have gained hands-on experience in handling various tasks associated with business process automation.

This chapter will teach you all the concepts associated with the Sales process in an organization, lead management, price, features, campaign management, etc.


    • Sales Cloud
    • Sales Productivity Features
    • Sales Process
    • Lead assignment
    • Lead auto-response
    • Sales Productivity Features
    • Accounts and Contacts Management
    • Web to lead
    • Campaign Management
    • Opportunities
    • Products, Price Book, and  Price Book Entries.

Learning Outcome: By the completion of this module you will have gained all the knowledge of Salesforce Sales Cloud and learn various features of Salesforce CRM Sales cloud.

This module will help you gain knowledge of the Service cloud concepts such as case management automation, solution management, capabilities of salesforce knowledge, basic knowledge of communities, etc.


    • Introduction to Salesforce Service Cloud
    • Case management
    • Common service and support model
    • Automation – Email2Case
    • Automation – Web2Case and Auto-Response
    • Automation – Assignment Rules
    • Email Templates in Case Management
    • Case Resolution Using Knowledge
    • Case Resolution – Solutions
    • Channels
    • Communities – Ideas and Answers
    • Communities Setup and Administration
    • Communities Basics

Learning outcome: Upon the completion of this module, you will gain hands-on expertise in capturing cases from email and websites, and customization of communities, solutions, case process, etc.

This chapter will teach you the concepts to identify tools for managing data. You will also come across concepts like multiple ways to backup data, and various data validation tools.


    • Introduction to data handling and management
    • Data processing overview
    • Unique fields and external ID
    • Installation of Apex data loader
    • Import
    • Transfer record ownership
    • Features of Data loader and import wizard

Learning outcome: Upon the successful completion of this chapter, you will gain hands-on exposure in data handling and processing, installation of Apex data loader, Regular backup, exporting data, transfer record ownership.

This chapter will introduce you to the concepts such as report customization, essentials of sharing models on reports and the process to create and modify dashboards.


    • Report execution with and without modifications
    • Creation of a tabular report
    • Report builder
    • Standard reports in Salesforce
    • Report and security
    • Highlighting a chart
    • User filters in reports
    • The process to customize a report
    • Dashboard creation
    • User Filters
    • Bucket filed
    • Summary report significance
    • Tabular Report significance
    • Dynamic dashboard
    • Joined report significance
    • Matrix report significance
    • Summary report significance

Learning Outcome: After finishing this chapter you will have learnt all the skills to prepare and work with dashboards in Salesforce. You will be able to build reports that are business effective and easy to understand.

This chapter has been designed to make you learn about the Salesforce 1 concepts, Salesforce installation, and synchronization with Outlook.


    • Making customizations on the SF1 app
    • Customization configurations and security
    • Mobile cards and Compact layouts
    • Navigation Menu
    • Basic Administration tasks on Salesforce
    • SF synch up and Outlook

Learning Outcome:  In this module, you will gain hands-on experience in using the Navigation menu, Customization SF1 parts, basic admin tasks on Salesforce A, etc.

This module will teach you the capabilities of AppExchange, Describe the concept of Salesforce content and folder management.


    • Activity Management
    • Folders and Document templates
    • Tasks creation and tracking
    • AppExchange

Learning Outcome:  By the completion of this chapter you will gain practical experience in activity management, creation of tasks and events, preparation of templates, and AppExchange.

This module is designed to teach you the Global action and publisher layouts and also to cover all the features of Chatter.


    • Chatter feeds, groups, people
    • Groups Topics and Files
    • Follow records, files and people
    • Global action types
    • Custom canvas, Publisher layout
    • Log a call, Custom VF page
    • Global Object-specific actions

Learning Outcome: Upon the successful completion of the above module we will gain the overall knowledge required in all the above concepts.

This module will help you in learning all the applications of Salesforce Mobile Apps.


    • Salesforce 1
    • Mobile app development
    • Application Integration

Learning Outcome: By the end of this module, you will be able to perform all kinds of operations using the Salesforce Mobile Platform. Meanwhile, you will also get hands-on experience in customizing mobile apps as well.

This module is specially designed to help you become an expert in deploying apps in the Salesforce environment.


    • Outbound Change Sets
    • Deployment Settings
    • Inbound Change Sets

Learning outcome: You will gain hands-on experience and overall knowledge of various steps involved in the salesforce environment.

This module has been designed with an intention to teach the application cycle of a Salesforce project.


    • Sandboxes
    • Milestones
    • Packages
    • Change Sets

Learning Outcome: Upon finishing this project you will gain hands-on experience in handling tasks associated with Create changesets and packages.

This module covers all the concepts related to Salesforce lightning.


    • Introduction to Lightning
    • Lightning components and their capabilities
    • Visulaforce vs Lightning components

Learning outcome: Gain overall knowledge of Salesforce lightning.

This chapter will help you learn how to work on buttons and links in Salesforce. 


    • Creation of custom links
    • Creation of custom buttons
    • Global Action
    • Creating Records with Actions
    • Object-specific action

Learning Outcome: You will gain practical experience in creating Salesforce buttons and links.

This module will help you gain knowledge about AppExchange.


    • Introduction to Appexchange
    • Selection of an App
    • App installation
    • Finding a consultant
    • Finding a developer

Learning Outcome: You will gain hands-on exposure working in App Exchange.

Modes of Training

Self-Paced Learning
Online Instructor LED
Corporate Solutions

Salesforce Certification for Beginners

Salesforce certification acts as a benchmark for showcasing your skills and expertise in salesforce. The best certification to opt for as a fresher is Salesforce Administrator certification. Qualifying this certification demonstrates your knowledge and sets you apart from the crowd.

Apart from receiving the expert’s guidance for clearing Salesforce Administrator certification, you will also receive a course completion certificate from CourseDrill at the end of the course. This certification demonstrates you as a well-trained candidate and valid across all the top MNCs.

Salesforce Projects

With an aim to deliver practical Salesforce for beginners training we have included two live projects in this training program. Our expert trainers will help you implement real-time live projects during the training which gives you hands-on exposure.

FAQs On Salesforce Training

With an aim to make the learning process simple and flexible, CourseDrill offers two different modes of training which are Instructor-led training and Self-paced training. Apart from this CourseDrill also offers corporate training to the organizations across the world for updating their workforce on the latest technologies. 

Yes, upon the successful completion of the course you will get all the assistance required to get into your dream job from our placement department. CourseDrill has partnered with 1000+ companies all around the globe and we share your resume with all these companies for exposing you to the right opportunities. Apart from this, you will also receive extra benefits from the expert team which includes interview preparation, resume building, etc.

At CourseDrill we follow a practical approach in designing all the online courses.  Each course consists of two latest and easy to understand projects. Working with projects during the training period will help you apply your theoretical knowledge into real-time applications. This process enhances your knowledge and skill-set to handle real-world projects.

Yes, absolutely. With an aim to provide the financial flexibility to the learners, CourseDrill offers two instalment options. When you sign up for the course you are requested to pay half of the course fee and remaining amount you can pay when half of the course finishes.

Yes, CourseDrill offers you an option to attend the demo. If you are not satisfied with a trainer we will arrange a demo with another Salesforce trainer.

No! Our job assistance program has been designed only to help you with the potential job opportunities that suit your profile. The hiring process completely depends on your performance during the interview and companies requirements.

Yes, each course offered by CourseDrill is associated with some specific discounts. When you make an enquiry for a course our coordinator will explain to you with a complete course fee structure along with discounts.


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