01
CRM and Salesforce ecosystem
- CRM concepts and cloud platform model
- Salesforce products, editions and environments
- Navigation, setup and platform terminology
- Admin, developer and BA career paths
All technology programs
Webshala technology program
Salesforce
Build the administration, development and business-analysis skills behind enterprise CRM.
A role-oriented Salesforce program covering platform administration, data, security, automation, reporting, development and business analysis through a realistic CRM implementation.
Learning outcomes
What learners will be able to do.
The program is built around observable capability—not passive content completion.
01
Configure a secure Salesforce organisation
02
Model business data and automate processes
03
Create reports, dashboards and user experiences
04
Understand Apex, Lightning Web Components and integrations
05
Translate business needs into Salesforce requirements
06
Prepare for certification and role-based interviews
Detailed curriculum
From foundations to real implementation.
Modules can be adapted to the learner profile, available hours and institutional or team outcomes.
02
Data modelling and management
- Standard and custom objects
- Fields, relationships and schema design
- Data import, export and quality
- Validation rules and duplicate management
03
Security and access
- Organisation-wide defaults
- Profiles, permission sets and roles
- Sharing rules and record access
- Field-level security and audit controls
04
Process automation
- Flow Builder fundamentals
- Record-triggered and screen flows
- Approvals and notifications
- Debugging and automation design standards
05
Sales, service and analytics
- Lead-to-opportunity process
- Case and service workflows
- Reports and dashboards
- Data-driven performance views
06
Development foundations
- Apex classes and triggers
- SOQL and governor limits
- Lightning Web Components
- Testing and deployment concepts
07
Integration and AI readiness
- REST API and integration patterns
- External systems and data exchange
- Platform events and asynchronous concepts
- AI-assisted CRM use cases and governance
08
Business analysis and capstone
- Discovery and stakeholder interviews
- User stories and acceptance criteria
- Process mapping and solution design
- End-to-end CRM project and presentation
Hands-on work
Projects learners can explain and demonstrate.
Every project includes planning, implementation, testing, documentation and a final walkthrough.
Lead-to-enrolment CRM
Configure a complete enquiry, counselling and enrolment process with automation and reporting.
Customer service workspace
Build case routing, service queues, SLAs and operational dashboards.
Custom Salesforce application
Create a role-based application combining configuration, Flow and development components.
TOOLS & PLATFORMS
Salesforce PlatformFlow BuilderData LoaderApexSOQLLightning Web ComponentsPostmanGit
Who this is for
Built for the right starting point.
- Students and career starters
- Aspiring Salesforce administrators
- Developers moving into CRM
- Business analysts and functional consultants
Included in delivery
Support beyond the syllabus.
- Live sessions with working professionals
- Guided labs, assignments and assessments
- Project reviews and implementation feedback
- Certification exam preparation
- Interview questions and role preparation
- Resume and project-presentation guidance
Build your cohort
Want this program for your students or team?
We'll adapt the curriculum, depth and project context to your goals.