Salesforce Catalyst Specialist

Instructor-led Salesforce-aligned training in Salesforce Catalyst Specialist. Delivered live online by senior practitioners, with hands-on labs and a final assessment. Includes an Skilvi course-completion certificate.

advancedSalesforceExam voucher available
32–40 hours Live online (VILT) advanced
Live online (VILT)
Hands-on labs
Assignments & projects
Completion certificate

Overview

The Salesforce Catalyst Specialist course is designed for experienced Salesforce professionals looking to deepen their expertise in leveraging Salesforce solutions to drive business success. This advanced course covers the essential strategies and tools necessary to implement and optimize Salesforce capabilities effectively.

What you'll learn

  • You will be able to design and implement advanced Salesforce solutions tailored to business needs.
  • You will be able to utilize Salesforce automation tools to streamline processes and enhance productivity.
  • You will be able to analyze data and generate actionable insights using Salesforce reporting features.
  • You will be able to integrate third-party applications with Salesforce for enhanced functionality.
  • You will be able to implement best practices for Salesforce security and data management.
  • You will be able to customize Salesforce features to align with organizational workflows.
  • You will be able to troubleshoot and resolve common issues within Salesforce environments.
  • You will be able to lead Salesforce projects and guide teams in adopting new features.

Curriculum

8 modules · outline is indicative and can be tailored to your team.

1Introduction to Advanced Salesforce Concepts
  • Overview of Salesforce architecture and features
  • Understanding the Salesforce ecosystem
  • Key differences between Salesforce editions
2Salesforce Automation Techniques
  • Workflow rules and process builder
  • Advanced approval processes
  • Utilizing Flow for automation
3Data Management and Reporting
  • Data import and export strategies
  • Creating and customizing reports and dashboards
  • Data quality and governance best practices
4Integration with Third-Party Applications
  • Understanding APIs and integration patterns
  • Connecting Salesforce with external systems
  • Using MuleSoft for advanced integrations
5Security and Compliance in Salesforce
  • User management and role-based access control
  • Implementing data protection measures
  • Compliance considerations for Salesforce usage
6Customization and Configuration
  • Custom objects and fields creation
  • Page layouts and record types
  • Using Lightning components for UI customization
7Troubleshooting and Best Practices
  • Common issues and resolutions in Salesforce
  • Best practices for maintaining a healthy Salesforce instance
  • Leveraging community resources for support
8Leading Salesforce Projects
  • Project management principles in Salesforce
  • Change management strategies
  • Training and support for end-users

Prerequisites

Participants should have a foundational understanding of Salesforce concepts.

Who should attend

This course is ideal for Salesforce administrators, developers, and project managers seeking to enhance their Salesforce skills.

Certification

On completing this course you receive a Skilvi course-completion certificate. Where an official exam exists, an exam voucher can be arranged through authorized channels on request.

Prepares you for the official Salesforce certification exam.

View the official Salesforce certification →

Skilvi is an independent training provider and is not affiliated with, or endorsed by, Salesforce. Trademarks are the property of their respective owners.

Frequently asked questions

What is the format of the course?

The course is delivered as an instructor-led, live-online training session.

How long does the course last?

The course typically spans over several weeks, with multiple sessions each week.

Will I receive a certificate upon completion?

Yes, participants will receive an Skilvi course-completion certificate.

Are exam vouchers included?

Exam vouchers are available through authorized channels on request.

Is any prior experience required?

Participants should have a foundational understanding of Salesforce concepts.

Salesforce Catalyst Specialist

Pricing on request

  • Live online (VILT)
  • 32–40 hours
  • Hands-on labs & assignments
  • Skilvi completion certificate
  • Exam voucher on request