Salesforce CRM Administration & Development with Apex, LWC, Integration & Cloud

This course is designed to help learners build practical and production-oriented Salesforce applications.

Through hands-on exercises and real-world projects, participants learn Salesforce administration and configuration, design Salesforce data models, implement security and automation, develop Apex applications, create Lightning Web Components, integrate Salesforce with external applications, implement testing and deployment, and build complete CRM solutions.

The course provides a structured learning path from Salesforce Administrator fundamentals to Salesforce Developer and Integration Developer skills.

These are the basics learners should be comfortable with:

Programming Fundamentals

• ☑ Basic programming concepts
• ☑ Variables and data types
• ☑ Conditional statements
• ☑ Loops
• ☑ Functions and methods
• ☑ Basic object-oriented programming concepts

Development Fundamentals

• ☑ Basic understanding of web applications
• ☑ Basic HTTP concepts
• ☑ Basic REST API concepts
• ☑ Basic JSON understanding
• ☑ Basic command-line / terminal usage

Version Control

• ☑ Basic Git concepts
• ☑ clone
• ☑ add
• ☑ commit
• ☑ push
• ☑ pull
• ☑ branch

Note: Prior Salesforce experience is helpful but not mandatory. Learners with Java, JavaScript, Python, or other programming experience can transition into Salesforce development effectively.

Learners should have access to a Windows, Linux, or macOS system.

Salesforce Tools

• ☑ Salesforce Developer Edition / Developer Org
• ☑ Salesforce Setup
• ☑ Salesforce Lightning Experience
• ☑ Salesforce Developer Console
• ☑ Workbench
• ☑ Salesforce CLI

Development Tools

• ☑ Visual Studio Code
• ☑ Salesforce Extension Pack
• ☑ Git
• ☑ GitHub account
• ☑ Postman

Web Technologies

• ☑ HTML
• ☑ CSS
• ☑ JavaScript
• ☑ JSON
• ☑ REST APIs

Optional Tools

• ☑ Node.js
• ☑ npm
• ☑ GitHub Actions
• ☑ Jenkins

• ☑ What is Salesforce?
• ☑ What is CRM?
• ☑ Salesforce ecosystem
• ☑ Salesforce architecture
• ☑ Salesforce editions
• ☑ Salesforce Platform
• ☑ Salesforce Clouds
• ☑ Sales Cloud
• ☑ Service Cloud
• ☑ Experience Cloud
• ☑ AppExchange
• ☑ Salesforce Org
• ☑ Production vs Sandbox
• ☑ Salesforce Lightning Experience

Practical

• ☑ Create Salesforce Developer Org
• ☑ Explore Salesforce Lightning UI
• ☑ Navigate Setup
• ☑ Explore App Launcher
• ☑ Explore Object Manager

• ☑ Salesforce Setup
• ☑ Company Information
• ☑ Users
• ☑ User licenses
• ☑ Profiles
• ☑ Permission Sets
• ☑ Permission Set Groups
• ☑ Roles
• ☑ Public Groups
• ☑ Queues
• ☑ Apps
• ☑ Tabs
• ☑ Navigation
• ☑ Page Layouts
• ☑ Record Types
• ☑ Compact Layouts

Practical

• ☑ Create Salesforce users
• ☑ Configure profiles
• ☑ Create permission sets
• ☑ Create roles
• ☑ Create custom applications

Standard Objects

• ☑ Account
• ☑ Contact
• ☑ Lead
• ☑ Opportunity
• ☑ Case
• ☑ Campaign
• ☑ Product
• ☑ Task
• ☑ Event
• ☑ Quote

Custom Objects

• ☑ Create custom objects
• ☑ Custom fields
• ☑ Formula fields
• ☑ Roll-up summary fields
• ☑ Picklists
• ☑ Lookup fields
• ☑ Relationship fields

Relationships

• ☑ Lookup Relationship
• ☑ Master-Detail Relationship
• ☑ Many-to-Many Relationship
• ☑ Junction Objects
• ☑ Hierarchical Relationship

Practical

• ☑ Design a CRM data model
• ☑ Create custom objects
• ☑ Create object relationships

• ☑ Salesforce data model
• ☑ Record creation
• ☑ Record updates
• ☑ Record deletion
• ☑ Undelete
• ☑ Data Import Wizard
• ☑ Data Loader
• ☑ Data Export
• ☑ Data validation
• ☑ Duplicate management
• ☑ Matching Rules
• ☑ Duplicate Rules
• ☑ Data quality

Practical

• ☑ Import customer data
• ☑ Update bulk records
• ☑ Export Salesforce data
• ☑ Identify duplicate records

• ☑ Salesforce Security Model
• ☑ Organization-Wide Defaults
• ☑ Role Hierarchy
• ☑ Sharing Rules
• ☑ Manual Sharing
• ☑ Account Teams
• ☑ Opportunity Teams
• ☑ Case Teams
• ☑ Profiles
• ☑ Permission Sets
• ☑ Field-Level Security
• ☑ Object-Level Security
• ☑ Record-Level Security

Additional Security

• ☑ Login restrictions
• ☑ IP restrictions
• ☑ Session settings
• ☑ Password policies
• ☑ Multi-Factor Authentication concepts

Practical

• ☑ Create role hierarchy
• ☑ Configure sharing rules
• ☑ Restrict sensitive fields
• ☑ Implement role-based access

• ☑ Validation Rules
• ☑ Formula Fields
• ☑ Workflow concepts
• ☑ Process Builder concepts
• ☑ Salesforce Flow
• ☑ Flow architecture
• ☑ Flow variables
• ☑ Flow decisions
• ☑ Flow loops
• ☑ Flow collections
• ☑ Flow actions
• ☑ Flow debugging

Salesforce Flow

• ☑ Screen Flow
• ☑ Record-Triggered Flow
• ☑ Scheduled Flow
• ☑ Autolaunched Flow

Practical

• ☑ Build automated business processes
• ☑ Create record-triggered automation
• ☑ Create approval-related automation
• ☑ Send notifications
• ☑ Create follow-up tasks automatically

Reports

• ☑ Tabular Reports
• ☑ Summary Reports
• ☑ Matrix Reports
• ☑ Joined Reports
• ☑ Filters
• ☑ Grouping
• ☑ Cross Filters
• ☑ Summary Formulas

Dashboards

• ☑ Dashboard components
• ☑ Charts
• ☑ Tables
• ☑ Metrics
• ☑ Dashboard filters
• ☑ Dynamic Dashboards

Practical

Build a Sales Management Dashboard:

• ☑ Total Revenue
• ☑ Sales Pipeline
• ☑ Closed Opportunities
• ☑ Sales by Region
• ☑ Sales by Representative
• ☑ Monthly Revenue

• ☑ Introduction to Apex
• ☑ Apex syntax
• ☑ Variables
• ☑ Data types
• ☑ Operators
• ☑ Conditional statements
• ☑ Loops
• ☑ Methods
• ☑ Classes
• ☑ Objects
• ☑ Constructors
• ☑ Static methods
• ☑ Instance methods

Apex Collections

• ☑ List
• ☑ Set
• ☑ Map

Object-Oriented Programming

• ☑ Encapsulation
• ☑ Inheritance
• ☑ Polymorphism
• ☑ Abstraction
• ☑ Interfaces
• ☑ Composition

Practical

• ☑ Build reusable Apex classes
• ☑ Implement business logic
• ☑ Create service classes

SOQL

• ☑ SELECT
• ☑ WHERE
• ☑ ORDER BY
• ☑ GROUP BY
• ☑ LIMIT
• ☑ OFFSET
• ☑ Aggregate Functions
• ☑ Relationship Queries
• ☑ Parent-to-Child Queries
• ☑ Child-to-Parent Queries

SOSL

• ☑ FIND
• ☑ RETURNING
• ☑ Search across multiple objects

Advanced

• ☑ Dynamic SOQL
• ☑ Dynamic SOSL

Practical

• ☑ Query Accounts
• ☑ Query Contacts
• ☑ Query Opportunities
• ☑ Query Cases
• ☑ Query related records
• ☑ Build reusable query methods

• ☑ INSERT
• ☑ UPDATE
• ☑ UPSERT
• ☑ DELETE
• ☑ UNDELETE
• ☑ MERGE
• ☑ Database Class
• ☑ Database.insert()
• ☑ Database.update()
• ☑ Database.upsert()
• ☑ Database.delete()

Database Concepts

• ☑ Transactions
• ☑ Savepoints
• ☑ Rollback
• ☑ Partial success
• ☑ SaveResult
• ☑ Exception handling

Governor Limits

• ☑ SOQL limits
• ☑ DML limits
• ☑ CPU limits
• ☑ Heap limits
• ☑ Query limits

Best Practices

• ☑ Bulkification
• ☑ Avoid SOQL inside loops
• ☑ Avoid DML inside loops
• ☑ Efficient collections

Practical

• ☑ Build database service classes
• ☑ Implement bulk data processing
• ☑ Handle database exceptions

• ☑ What is an Apex Trigger?
• ☑ Trigger syntax
• ☑ Before Triggers
• ☑ After Triggers
• ☑ Insert
• ☑ Update
• ☑ Delete
• ☑ Undelete

Trigger Context Variables

• ☑ Trigger.new
• ☑ Trigger.old
• ☑ Trigger.newMap
• ☑ Trigger.oldMap
• ☑ Trigger.isInsert
• ☑ Trigger.isUpdate
• ☑ Trigger.isDelete
• ☑ Trigger.isBefore
• ☑ Trigger.isAfter

Trigger Architecture

• ☑ Trigger Handler Pattern
• ☑ One Trigger per Object
• ☑ Bulkification
• ☑ Recursion Control
• ☑ Separation of Business Logic

Practical

• ☑ Build Account Trigger
• ☑ Build Opportunity Trigger
• ☑ Build Contact Trigger
• ☑ Implement Trigger Handler Framework

• ☑ Unit Testing
• ☑ Test Classes
• ☑ Test Methods
• ☑ Test Data
• ☑ Assertions
• ☑ Test.startTest()
• ☑ Test.stopTest()
• ☑ Testing Triggers
• ☑ Testing Apex Classes
• ☑ Negative Testing
• ☑ Exception Testing
• ☑ Bulk Testing

Advanced Testing

• ☑ Test Data Factory
• ☑ Test isolation
• ☑ Code coverage
• ☑ Mocking concepts

Practical

• ☑ Create Apex test classes
• ☑ Test bulk operations
• ☑ Test trigger behavior
• ☑ Validate application behavior

• ☑ Lightning Experience
• ☑ Lightning App Builder
• ☑ Lightning Record Pages
• ☑ Lightning Home Pages
• ☑ Lightning Components
• ☑ Dynamic Forms
• ☑ Dynamic Actions
• ☑ Custom Tabs
• ☑ Navigation

Practical

• ☑ Create Lightning application
• ☑ Customize record pages
• ☑ Configure dynamic forms
• ☑ Build user-friendly CRM interface

• ☑ Introduction to LWC
• ☑ LWC Architecture
• ☑ Component Structure
• ☑ HTML
• ☑ JavaScript
• ☑ CSS
• ☑ Metadata XML

LWC Programming

• ☑ Properties
• ☑ Reactive Properties
• ☑ Decorators
• ☑ Data Binding
• ☑ Conditional Rendering
• ☑ Iteration
• ☑ Events
• ☑ Component Lifecycle

Component Communication

• ☑ Parent-to-Child Communication
• ☑ Child-to-Parent Communication
• ☑ Custom Events

Practical

• ☑ Build custom LWC components
• ☑ Create Salesforce forms
• ☑ Create data tables
• ☑ Build reusable components

• ☑ Wire Service
• ☑ Lightning Data Service
• ☑ Apex Integration
• ☑ Imperative Apex
• ☑ Wire Apex Methods
• ☑ Error Handling
• ☑ Toast Messages
• ☑ Navigation
• ☑ Modals
• ☑ Lightning Datatable
• ☑ Forms
• ☑ Custom Events

Practical Project

Build a Customer Management Application using:

LWC → Apex → SOQL → Salesforce Database

Salesforce APIs

• ☑ REST API
• ☑ SOAP API
• ☑ Bulk API
• ☑ Composite API
• ☑ Metadata API
• ☑ Tooling API

REST Integration

• ☑ GET
• ☑ POST
• ☑ PUT
• ☑ PATCH
• ☑ DELETE
• ☑ JSON Request
• ☑ JSON Response

Authentication

• ☑ OAuth
• ☑ Connected Apps
• ☑ Access Tokens
• ☑ Refresh Tokens
• ☑ Named Credentials

Apex Callouts

• ☑ Http
• ☑ HttpRequest
• ☑ HttpResponse
• ☑ Callout handling
• ☑ Error handling

Practical

• ☑ Integrate Salesforce with external REST API
• ☑ Implement authentication
• ☑ Process JSON responses
• ☑ Handle integration failures

• ☑ Platform Events
• ☑ Event Bus
• ☑ Publish / Subscribe
• ☑ Event-Triggered Flow
• ☑ Apex Event Publishing
• ☑ Change Data Capture
• ☑ Change Events
• ☑ Event Consumers

Practical

Build:

Salesforce → Platform Event → External Application

• ☑ Asynchronous Processing
• ☑ Future Methods
• ☑ Queueable Apex
• ☑ Batch Apex
• ☑ Scheduled Apex

Batch Processing

• ☑ Batch Interface
• ☑ Start
• ☑ Execute
• ☑ Finish
• ☑ Batch Monitoring

Practical

• ☑ Build batch data processing application
• ☑ Create scheduled jobs
• ☑ Implement Queueable processing

Sales Process

Lead → Account → Contact → Opportunity → Quote → Closed Won

• ☑ Lead Management
• ☑ Lead Conversion
• ☑ Account Management
• ☑ Contact Management
• ☑ Opportunity Management
• ☑ Products
• ☑ Price Books
• ☑ Quotes
• ☑ Sales Forecasting
• ☑ Activities
• ☑ Tasks
• ☑ Events

Practical Project

Build a complete Sales CRM Application.

Customer Support

• ☑ Cases
• ☑ Case Assignment
• ☑ Case Queues
• ☑ Case Escalation
• ☑ Case Routing
• ☑ Email-to-Case
• ☑ Web-to-Case
• ☑ Knowledge
• ☑ Service Console

Practical Project

Build a:

Customer Support Management System

Salesforce Environments

• ☑ Developer Org
• ☑ Sandbox
• ☑ Production
• ☑ Developer Sandbox
• ☑ Partial Sandbox
• ☑ Full Sandbox

Deployment

• ☑ Change Sets
• ☑ Metadata Deployment
• ☑ Salesforce CLI
• ☑ Source-Driven Development

Git

• ☑ Git repository
• ☑ Branching
• ☑ Commit
• ☑ Merge
• ☑ Pull Requests
• ☑ Code Review

CI/CD

• ☑ Automated testing
• ☑ Deployment validation
• ☑ Release management
• ☑ CI/CD pipeline

Practical

Build:

Git → CI/CD → Salesforce Sandbox → Production

• ☑ Salesforce Developer Console
• ☑ Visual Studio Code
• ☑ Salesforce Extensions
• ☑ Salesforce CLI
• ☑ Workbench
• ☑ Postman
• ☑ Git
• ☑ GitHub

Development Workflow

Requirement → Development → Testing → Code Review → Deployment → Production

• ☑ Salesforce Application Architecture
• ☑ Layered Architecture
• ☑ Apex Enterprise Patterns
• ☑ Trigger Framework
• ☑ Service Layer
• ☑ Repository Pattern
• ☑ Selector Pattern
• ☑ Domain Layer
• ☑ Integration Layer
• ☑ Governor Limit Optimization
• ☑ Scalability
• ☑ Performance Optimization
• ☑ Error Handling
• ☑ Logging
• ☑ Monitoring

Practical

Design an enterprise Salesforce application architecture.

Enterprise Sales & Customer Support CRM Platform

Learners will design and implement a complete Salesforce CRM application.

Project Components

• ☑ User Management
• ☑ Lead Management
• ☑ Account Management
• ☑ Contact Management
• ☑ Opportunity Management
• ☑ Product Management
• ☑ Case Management
• ☑ Salesforce Flow
• ☑ Apex Classes
• ☑ Apex Triggers
• ☑ SOQL / SOSL
• ☑ LWC
• ☑ REST API Integration
• ☑ Platform Events
• ☑ Reports
• ☑ Dashboards
• ☑ Security
• ☑ Unit Testing
• ☑ Git
• ☑ CI/CD
• ☑ Deployment

Application Architecture

Salesforce Lightning UI

↓

Lightning Web Components

↓

Apex Services

↓

SOQL / Salesforce Database

↓

Integration Layer

↓

External REST API

↓

External Application / Database

Deployment

• ☑ Configure Salesforce environments
• ☑ Build metadata
• ☑ Commit source code to Git
• ☑ Run automated tests
• ☑ Validate deployment
• ☑ Deploy application
• ☑ Monitor application

By the end of this course, learners will be able to:

• ☑ Understand Salesforce CRM architecture
• ☑ Configure Salesforce applications
• ☑ Create objects and relationships
• ☑ Implement Salesforce security
• ☑ Build Salesforce Flow automation
• ☑ Create reports and dashboards
• ☑ Develop Apex applications
• ☑ Write SOQL and SOSL queries
• ☑ Develop Apex Triggers
• ☑ Implement Apex testing
• ☑ Build Lightning Web Components
• ☑ Integrate LWC with Apex
• ☑ Integrate Salesforce with REST APIs
• ☑ Implement Platform Events
• ☑ Develop asynchronous Apex
• ☑ Work with Sales Cloud
• ☑ Work with Service Cloud
• ☑ Use Salesforce CLI
• ☑ Use Git and source control
• ☑ Implement Salesforce CI/CD
• ☑ Deploy Salesforce applications
• ☑ Design enterprise Salesforce solutions
• ☑ Develop and deploy a complete Salesforce CRM application

Salesforce

Salesforce CRM, Sales Cloud, Service Cloud, Lightning Experience, Salesforce Flow, AppExchange

Development

Apex, SOQL, SOSL, Apex Triggers, Lightning Web Components, JavaScript, HTML, CSS

Integration

REST API, SOAP API, Bulk API, Composite API, OAuth, JSON, Platform Events, Change Data Capture

Database

Salesforce Objects, Relationships, SOQL, Data Loader, Data Import Wizard

DevOps

Git, GitHub, Salesforce CLI, VS Code, CI/CD

Testing

Apex Testing, Unit Testing, Integration Testing, Postman

After successful completion, learners will have the practical foundation required to work as a Salesforce Administrator, Salesforce Developer, Salesforce LWC Developer, Salesforce Integration Developer, or Salesforce Technical Consultant.

Learners will be able to configure, develop, integrate, test, deploy, and maintain modern Salesforce CRM applications using industry-relevant Salesforce technologies.

☑ Salesforce Administrator

☑ Salesforce Developer

☑ Salesforce Application Developer

☑ Salesforce CRM Developer

☑ Salesforce Apex Developer

☑ Salesforce LWC Developer

☑ Salesforce Integration Developer

☑ Salesforce Technical Consultant

☑ Salesforce Support Developer

☑ Salesforce QA / Automation Engineer

☑ Salesforce DevOps Engineer

☑ Salesforce Platform Developer

☑ CRM Application Developer

☑ Salesforce Backend Developer

☑ Salesforce Full Stack Developer

Salesforce Administrator

• ☑ Configure Salesforce applications
• ☑ Manage users and permissions
• ☑ Create objects and fields
• ☑ Configure Salesforce Flow
• ☑ Build reports and dashboards
• ☑ Manage data
• ☑ Implement security
• ☑ Support Salesforce users

Salesforce Developer

• ☑ Develop Apex applications
• ☑ Build Apex Triggers
• ☑ Write SOQL/SOSL queries
• ☑ Develop Lightning Web Components
• ☑ Implement business logic
• ☑ Write unit tests
• ☑ Debug and optimize applications
• ☑ Integrate external systems

Salesforce Integration Developer

• ☑ Develop Salesforce integrations
• ☑ Work with REST/SOAP APIs
• ☑ Implement OAuth authentication
• ☑ Develop Apex callouts
• ☑ Work with Platform Events
• ☑ Process JSON data
• ☑ Handle integration failures
• ☑ Implement event-driven integrations

Salesforce Technical Consultant

• ☑ Analyze business requirements
• ☑ Design Salesforce solutions
• ☑ Design data models
• ☑ Configure security
• ☑ Design automation
• ☑ Design integrations
• ☑ Guide development teams
• ☑ Support Salesforce deployments

Salesforce DevOps Engineer

• ☑ Manage Salesforce source code
• ☑ Work with Git
• ☑ Manage Salesforce environments
• ☑ Automate deployments
• ☑ Configure CI/CD pipelines
• ☑ Execute automated tests
• ☑ Manage releases
• ☑ Monitor deployment quality