Forward Deployed Engineer (FDE) Salesforce – Live Training
Pay via Google Pay or Phonepe using : +91 9133190573 (For Indian accounts only)
Pay via Razorpay (For Indian accounts only)
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The trainer explains every concept in a very simple and clear way. Even complex topics were easy to understand – Harry I really enjoyed the training sessions. The trainer explained each topic clearly and patiently. The practical examples helped me understand how things work in real projects. Overall, it was a great learning experience. – Swati The training was very informative and practical. The trainer explained both basic and advanced concepts clearly. Real-time examples made the sessions more interesting. All our questions were answered patiently. The hands-on practice helped me understand the concepts better. I would definitely recommend this training to other professionals. – Vijay The trainer has excellent practical knowledge. Every concept was explained in a simple and structured way. I especially liked the real-time project examples. The trainer was always available to clarify our doubts. This training significantly improved my technical confidence. – Sara The training was very practical and easy to follow. The trainer explained complex topics step by step with real-time examples. I gained a lot of confidence from the sessions. – Matthew |
Who can enroll for this course:
Module 1 — FDE & SALESFORCE FOUNDATION
Day 1: Introduction to FDE & Forward-Deployed Engineering Mindset
- FDE role
- Customer-centric engineering
- Ambiguity
- Problem ownership
- FDE vs developer/consultant/architect
- Salesforce-only scope
Hands-on: Run a discovery interview in pairs and write 5–7 discovery questions before recommending a Salesforce feature.
Student Outcome: Explain FDE and distinguish discovery from product selection.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 2: FDE Lifecycle: Discover ® Design ® Build ® Deploy ® Measure
- Discovery
- Requirements
- Acceptance criteria
- Architecture
- PoC
- Build
- Test
- Deployment
- Observability and iteration
Hands-on: Create a one-page FDE solution brief with problem, users, current state, target state and KPIs.
Student Outcome: Turn a vague request into an actionable FDE engagement.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 3: Salesforce Platform & Enterprise Architecture Overview
- Salesforce org
- Metadata
- Lightning
- App Builder
- CRM
- Automation
- Data
- AI and experience
- Layers
Hands-on: Explore a Salesforce org and create a simple architecture diagram.
Student Outcome: Understand where major Salesforce capabilities fit.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 4: Salesforce Data Model & Relationship Architecture
- Objects
- Fields
- Records
- Lookup
- Master-detail
- Junction objects
- Record types
- Formulas
- Roll-ups
- External IDs and data quality
Hands-on: Create/inspect a data model and build the required relationships.
Student Outcome: Design a Salesforce data model from requirements.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 5: Salesforce Security & Access Architecture
- OWD
- Roles
- Sharing rules
- Profiles
- Permission sets
- Permission set groups
- Object permissions
- FLS and record access
Hands-on: Configure a small security model and test access with different users/permission sets.
Student Outcome: Include security in solution design.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Module 2 — SALESFORCE ENGINEERING FOUNDATION
Day 6: Salesforce Automation: Flow & Business Process Automation
- Record-triggered
- Screen
- Scheduled and autolaunched
- Flow: decisions, records, subflows and fault handling
Hands-on: Build a record-triggered Flow and test normal and failure paths.
Student Outcome: Select and build appropriate Flow automation.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 7: Apex & When Custom Development Is Required
- Apex classes
- Methods
- Triggers
- SOQL
- DML
- Governor limits
- Invocable Apex and Apex with Flow
Hands-on: Build/inspect a small invocable Apex action and invoke it from Flow.
Student Outcome: Know when Apex is justified.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 8: Salesforce APIs & Platform Capabilities
- REST API concepts
- Salesforce APIs
- Authentication concepts
- Named Credentials
- Apex
- Callouts and platform capabilities
Hands-on: Use a Salesforce API/Workbench or available Salesforce-native API scenario to retrieve/update records.
Student Outcome: Understand Salesforce API fundamentals.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 9: Salesforce Events, Platform Events & Change Data Capture
- Event-driven thinking
- Platform Events
- CDC
- Publish/subscribe and asynchronous processing
Hands-on: Create/inspect a Platform Event flow and demonstrate an event-triggered Salesforce process.
Student Outcome: Understand event-driven architecture.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 10: Salesforce Architecture & Solution Design Fundamentals
- Scalability
- Maintainability
- Modularity
- Performance
- Security
- Limits and choosing
- Flow vs Apex vs data/AI
Hands-on: Produce a high-level architecture and defend each component choice.
Student Outcome: Explain why a solution is designed that way.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Module 3 — DATA 360
Day 11: Data 360 Fundamentals & Architecture
- Data 360 purpose
- Unified data foundation
- Ingestion
- Harmonization
- Identity
- Insights,
- Segmentation and activation
Hands-on: Explore Data 360 and identify which requirements genuinely need unified data.
Student Outcome: Understand Data 360’s role and appropriate use.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 12: Data 360 Data Ingestion, Data Streams & Data Sources
- Data sources
- Streams
- Ingestion
- Source mapping
- Refresh and data quality
Hands-on: Create/inspect a Data 360 data stream or supported source configuration.
Student Outcome: Understand how data enters Data 360.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 13: Data Model Objects, Mapping & Transformations
- Data Model Objects
- Mapping
- Transformations
- Relationships
- Semantic alignment and preparation
Hands-on: Map source data to a target Data 360 model and perform a simple transformation.
Student Outcome: Turn source information into usable unified data.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 14: Identity Resolution & Unified Customer Profiles
- Matching rules
- Reconciliation rules
- Identity resolution
- Unified individuals and profile
- Construction
Hands-on: Configure/simulate identity resolution and inspect a unified profile.
Student Outcome: Understand trusted unified customer views.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 15: Calculated Insights, Segmentation, Activation & Data 360 Hands-on
- Calculated Insights
- Metrics
- Segments
- Activation and business use of unified data
Hands-on: Build a calculated insight/segment where supported and demonstrate activation/downstream use.
Student Outcome: Turn unified data into an actionable outcome.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Module 4 — AI & AGENTFORCE
Day 16: AI Fundamentals for Salesforce FDEs
- AI vs generative AI
- LLMs
- Context
- Hallucination
- Grounding
- RAG
- Evaluation and human oversight
Hands-on: Compare deterministic Flow output with an AI-generated response and identify risks.
Student Outcome: Understand AI vs deterministic automation.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 17: Generative AI, LLMs, Prompting & Grounding
- Prompt structure
- Instructions
- Context
- Grounding
- Output constraints
- Examples and hallucination reduction
Hands-on: Write, test and refine prompts against normal, ambiguous and unsupported questions.
Student Outcome: Create clearer AI instructions and explain grounding.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 18: Agentforce Fundamentals & Agentic Architecture
- Agent concepts
- Agentforce
- Agent vs chatbot vs automation
- Topics
- Instructions
- Reasoning
- Actions
- Context and guardrails
Hands-on: Create/configure a basic Agentforce agent, define a topic and test conversations.
Student Outcome: Understand Agentforce architecture.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 19: Agentforce Topics, Instructions & Agent Configuration
- Topic design
- Scope
- Instructions
- Boundaries
- Variables/context
- Behavior and escalation
Hands-on: Create/refine topics and instructions; test in-scope and out-of-scope questions.
Student Outcome: Control agent behavior through configuration.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 20: Agentforce Actions: Flow, Apex & Salesforce Capabilities
- Actions
- Flow actions
- Apex actions
- Inputs/outputs
- Permissions and action design
Hands-on: Create an Agentforce action backed by Flow or Apex and invoke it in conversation.
Student Outcome: Connect agent intent to Salesforce business action.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Module 5 — ADVANCED AGENTFORCE & FDE ENGINEERING
Day 21: Agentforce + Data 360: Grounded AI & Customer Context
- Unified customer context
- Data 360 grounding
- Profiles
- Insights and context patterns
Hands-on: Connect appropriate Data 360 context to an agent scenario and test customer-specific responses.
Student Outcome: Understand how Data 360 strengthens agent context.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 22: Salesforce Knowledge, Grounding & AI Context
- Knowledge articles
- Data categories
- Search
- Trusted content
- Grounding and customer-specific vs general knowledge
Hands-on: Create/inspect Knowledge content and test an agent against policy and customer-specific questions.
Student Outcome: Distinguish Knowledge grounding from record context.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 23: Prompt Engineering, Guardrails & Responsible AI
- Prompt refinement
- Boundaries
- Safe responses
- Sensitive data
- Refusal behavior
- Escalation and guardrails
Hands-on: Create adversarial/negative prompts and improve agent instructions and guardrails.
Student Outcome: Design safer, more reliable agent behavior.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 24: Agent Testing, Evaluation & Failure Handling
- Test plans
- Functional/AI evaluation
- Negative testing
- Permissions
- Action failures
- Fallback and escalation
Hands-on: Build a test matrix; run positive/negative scenarios; document failures and fixes.
Student Outcome: Understand production-readiness testing.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 25: Agentic Architecture: Single vs Specialized/Multi-Agent
- Single-agent design
- Specialized agents
- Orchestration
- Delegation
- Boundaries
- Modularity and maintainability
Hands-on: Create an architecture decision record and prototype the selected approach.
Student Outcome: Justify agent decomposition.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Module 6 — FDE SOLUTION DELIVERY & CAPSTONE
Day 26: Salesforce Integration & Event-Driven Architecture
- Salesforce-native APIs
- Events
- Flow/Apex integration
- Synchronous vs asynchronous concepts
- Transaction boundaries
Hands-on: Build/inspect a Salesforce-native event/API pattern and document the flow.
Student Outcome: Choose a suitable Salesforce-native integration pattern.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 27: Deployment, DevOps, Observability & Production Readiness
- Sandbox strategy
- Metadata
- Deployment concepts
- Salesforce CLI awareness
- Version control
- Monitoring
- Logs
- KPIs and readiness
Hands-on: Create a production-readiness checklist and deployment plan; inspect available logs/metrics.
Student Outcome: Understand pre- and post-production responsibilities.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 28: FDE Solution Design: Business Problem ® Salesforce Architecture
- Discovery
- Requirements
- Architecture
- Component selection
- Security
- Data
- AI
- Automation
- Testing and KPIs
Hands-on: Complete an FDE solution-design workshop and present the architecture in 5–7 minutes.
Student Outcome: Demonstrate independent FDE decision-making.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 29: FDE Capstone: Design & Build an End-to-End Salesforce Solution
- Capstone planning
- Build execution
- Data setup
- Flow/Agentforce
- Data 360 where justified
- Testing and documentation
Hands-on: Build a working PoC in the Salesforce org and prepare an architecture/demo presentation.
Student Outcome: Demonstrate an end-to-end Salesforce FDE PoC.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
Day 30: Capstone Presentation, Architecture Review & FDE Assessment
- Solution demo
- Architecture defense
- Technical Q&A
- Failure scenarios
- KPI discussion and assessment
Hands-on: Live demo + architecture review + Q&A; + individual reflection/assessment.
Student Outcome: Explain and defend engineering decisions.
For Reference: Relevant Salesforce Trailhead modules and learning resources will be shared with participants after the session.
FAQ’s for Forward Deployed Engineer (FDE) Salesforce Course:
How can I enroll for this course?
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For any other details, Call me or Whatsapp me on +91-9133190573
Live Sessions Price:
For LIVE sessions – Offer price after discount is 200 USD 159 119 USD Or USD15000 INR 13000 INR 9900 Rupees.
Sample Course Completion Certificate:
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Note:
To maintain the quality of our training and ensure a smooth learning experience for all participants, we do not allow batch repetition or switching between courses.
To reiterate, moving from one course to another or shifting from one trainer to another (even if it is the same course) is not possible. Changing batches or trainers in any form is strictly not permitted.
We request all learners to attend the scheduled sessions regularly and make the most of their learning journey. Thank you for your understanding and continued support.
Course Features
- Lectures 30
- Quiz 0
- Duration 30 hours
- Skill level All levels
- Language English
- Students 0
- Assessments Yes
- 6 Sections
- 30 Lessons
- 30 Hours
- Module 1 — FDE & SALESFORCE FOUNDATION5
- 1.1Day 1: Introduction to FDE & Forward-Deployed Engineering Mindset
- 1.2Day 2: FDE Lifecycle: Discover ® Design ® Build ® Deploy ® Measure
- 1.3Day 3: Salesforce Platform & Enterprise Architecture Overview
- 1.4Day 4: Salesforce Data Model & Relationship Architecture
- 1.5Day 5: Salesforce Security & Access Architecture
- Module 2 — SALESFORCE ENGINEERING FOUNDATION5
- Module 3 — DATA 3605
- 3.1Day 11: Data 360 Fundamentals & Architecture
- 3.2Day 12: Data 360 Data Ingestion, Data Streams & Data Sources
- 3.3Day 13: Data Model Objects, Mapping & Transformations
- 3.4Day 14: Identity Resolution & Unified Customer Profiles
- 3.5Day 15: Calculated Insights, Segmentation, Activation & Data 360 Hands-on
- Module 4 — AI & AGENTFORCE5
- Module 5 — ADVANCED AGENTFORCE & FDE ENGINEERING5
- Module 6 — FDE SOLUTION DELIVERY & CAPSTONE5
- 6.1Day 26: Salesforce Integration & Event-Driven Architecture
- 6.2Day 27: Deployment, DevOps, Observability & Production Readiness
- 6.3Day 28: FDE Solution Design: Business Problem ® Salesforce Architecture
- 6.4Day 29: FDE Capstone: Design & Build an End-to-End Salesforce Solution
- 6.5Day 30: Capstone Presentation, Architecture Review & FDE Assessment
