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Salesforce CRM & Business Analyst Training

Salesforce is a robust CRM platform that helps Business Analysts solve business problems through data, automation, and smart process design.

Learn how to analyse business needs, streamline processes, and use Salesforce CRM to create automated, scalable solutions that support smarter decision-making, enhance team productivity, and improve overall business performance.

Enroll Now – ₹23999 ($266)*

*Prices may vary based on currency conversion.

Salesforce Marketing Cloud Con

Hands-On Project Based Learning

  • 25+ Hours of Live Instructor Led Training
  • Expert-Led Mentoring Sessions.
  • Instant Doubt Clearing.

Free Salesforce Access

  • 4 Months of Salesforce Enterprise Org Access
  • Industry-Relevant Projects.
  • Realtime Scenarios Explanation.
  • Quizzes & Assignments.

Live Interactive Learning

  • One-On-One Learning Assistance.
  • Real-Time Projects.
  • Lifetime Access to Course Content

    • CRM concepts & business value

    • Salesforce ecosystem overview

    • Sales Cloud, Service Cloud, Marketing Cloud

    • Environments: Production, Sandbox, AppExchange

    • Lightning Experience fundamentals

    • Data Model

    • Standard vs Custom Objects

    • Fields & Field Types

    • Relationships (Lookup, Master-Detail, Junction Objects)

    • Schema Builder & ERD

    User Interface Customization

    • Page Layouts, Record Types

    • List Views, Apps & Tabs

    • Lightning Pages & App Builder

    • Profiles & Permission Sets

    • Roles & Sharing

    • Organization-Wide Defaults (OWD)

    • Teams, Queues & Login Security

    • Requirement Gathering Techniques

    • Workshops

    • Whiteboard sessions

    • Storytelling

    • Interviews & Surveys

    • Shadowing & Document Analysis

    Requirement Grooming & Playback

    • Refining user needs

    • Translating needs into user stories

    • Playback sessions with stakeholders

    Agile Estimation Techniques

    • T-shirt sizing

    • Fibonacci series

    • Planning Poker

    • Planet sizing

    • Business Requirement Document (BRD)

    • Functional Requirement Document (FRD)

    • Functional Specification Document (FSD)

    • Solution Design Document (SDD)

    • Data Migration Plan

    • User Training Manual

    • UAT Test Scripts

    • Project Closure Document

    • Sales Cloud

    • Leads, Accounts, Contacts

    • Opportunities & Sales Processes

    • Products, Price Books, Quotes

    • Pipeline & Forecasting

    Service Cloud

    • Cases, Assignment Rules

    • Knowledge Base

    • SLAs & Entitlements

    • Omni-Channel (Intro)

    • Data Import Wizard & Data Loader

    • Data Quality, Duplication Rules

    • Migration planning & mapping

    • Pre- and post-deployment validation

    • Report types & formats

    • Summary, Matrix, Joined Reports

    • Dashboard components

    • Subscriptions & sharing

    • KPI reporting

  • Workflow Rules (legacy)
  • Process Builder (legacy)
  • Flow Builder:

    • Record-triggered Flows

    • Screen Flows

    • Scheduled Flows

    • Decisions, Loops & Fault Paths

  • Approval Processes

    • Folder structure

    • HTML, JS basics

    • When to choose custom components

    • Jira / Azure DevOps (User Stories, Sprint Planning)

    • Confluence (Documentation)

    • Lucidchart / Miro (Process Mapping)

    • Figma / Adobe XD (Wireframes & Prototypes)

    • Writing UAT scripts

    • Managing UAT cycles

    • Change Sets & Release Management

    • Go-Live readiness checklist

    • Post-implementation support

    • Build Your Career as Salesforce Functional Consultant !

    Step into the #1 In-Demand CRM & Marketing Cloud Ecosystem.
    Master Salesforce — Trusted by Global Brands!
    Certification Prep + Live Projects + Career Support for your Dream Job!
    FAQs

    This program is a job-oriented course designed to teach Salesforce Administration, CRM fundamentals, requirement gathering, business analysis techniques, documentation, process mapping, and real-world project workflows used in modern organizations.

    No. The course is beginner-friendly. You only need basic computer skills and an interest in CRM, business analysis, or Salesforce career paths. All technical and functional concepts are taught from scratch.

    Yes. The program covers the complete syllabus for Salesforce Administrator and Salesforce Business Analyst certification topics, along with hands-on practice, mock tests, and exam guidance.

    You will learn real-world CRM configuration, requirement gathering techniques, documentation (BRD, FRD, UAT scripts), data migration, flow automation, reports & dashboards, agile estimation, lightning component structure awareness, and end-to-end project execution.

    Yes. Every learner receives access to a Salesforce Developer Org to practice live configurations, complete assignments, and build their capstone project.

    You can apply for roles such as:

    • Salesforce Administrator

    • Salesforce Business Analyst

    • CRM Consultant

    • Product Analyst

    • Functional Consultant

    Yes. Peoplewoo Skills offers resume preparation, interview preparation, mock interviews, and job-readiness support. While we cannot guarantee placement, we actively help learners become industry-ready and connect with relevant opportunities.

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