Module 1 : Introduction to cloud computing
- Understand what
cloud computing is and why modern businesses rely on it.
- Learn how cloud platforms reduce
costs, improve performance, and offer scalability.
- Explore IaaS, PaaS, and SaaS
cloud models.
- See how companies run apps, store
data, and operate without physical hardware.
- Identify real-time cloud service
use cases and major cloud providers.
Module 2 : Introduction to salesforce
- Learn what CRM is
and how it helps manage customers, sales, and support.
- Understand how CRM improves
customer service and business growth.
- Get introduced to salesforce as
the world’s No.1 CRM platform.
- Explore salesforce editions,
features, and industry use cases and how it works fully on the cloud.
Module 3: Trailhead & salesforce community
- Learn how salesforce
Support helps troubleshoot issues and provide resources.
- Explore salesforce knowledge
articles, guides, and solutions.
- Understand ideas and answers for
community-driven feature suggestions and problem-solving.
- Connect with learners and experts
in the trailblazer community.
- Discover how collaboration helps
build real-world salesforce skills.
Module 4: Organisation setup
- Configure company
settings such as business hours, currency, and locale.
- Understand the
importance of accurate organisation setup for smooth operations.
- View and update
organisation details like fiscal year, language, and limits.
- Learn how setup
impacts platform behaviour and user experience.
Module 5: Standard business processes
- Understand the
complete Sales Process from Lead → Opportunity → Closure.
- Learn how stages support tracking
and forecasting.
- Explore Service Process,
including case creation and customer support workflows.
- Understand how Salesforce
enhances service operations.
Module 6: Data modelling
- Understand how
Salesforce stores data using objects, fields, and relationships.
- Learn the difference between
standard and custom objects.
- Explore standard and custom field
types and how records store information.
- Learn lookup, master-detail, and
many-to-many relationships.
- Use Schema Builder to visually
design your data model.
Module 7: User management
- Create, activate,
and manage Salesforce user accounts.
- Assign licenses and manage login
access for users.
- Understand how profiles control
permissions and object access.
- Learn how roles manage data
visibility through hierarchy.
Module 8: Security model
- Configure org-level
security such as login policies, IP ranges, and session settings.
- Control object and field
visibility using profiles and permission sets.
- Understand record-level security:
OWD, sharing rules, role hierarchy, manual sharing.
- Use tracking tools such as field
history and audit logs.
Module 9: Lightning customization
- Customize page
layouts to improve user interface and workflow.
- Create record types for different
processes or user groups.
- Build custom buttons, links, and
actions to simplify tasks.
- Use list views to create filtered
data sets for quick access.
tools
Module 10: Lightning apps & app Manager
- Navigate Salesforce
using App Launcher efficiently.
- Manage and customize standard and
custom apps through App Manager.
- Build custom Lightning pages
using App Builder.
- Update UI settings to improve
navigation and user experience.
Module 11: Data import & export
- Learn different ways
to move data in and out of Salesforce.
- Use Import Wizard, Data Loader,
and Data Export tools.
- Export data for backup and
reporting.
- Recover deleted records using
Recycle Bin.
Module 12: Data analytics
- Learn report types,
filters, grouping, and formulas.
- Generate meaningful insights with
custom reports.
- Build dashboards to visualize
data trends and KPIs.
- Use dynamic dashboards for
personalized insights.
Module 13: Email management
- Create standard and
reusable email templates.
- Automate notifications using
email alerts.
- Understand when to use email
alerts in workflows or flows.
- Maintain consistent communication
through pre-defined templates.
Module 14: Automation basics
- Understand formulas
for calculations and logic building.
- Learn basic automation tools used
to reduce manual tasks.
- Set up simple
automation rules for repetitive processes.
- Build a foundation for advanced
automation tools.
Module 15: Workflow
- Learn what workflow
rules are and how they function.
- Configure field updates, tasks,
email alerts, and outbound messages.
- Understand workflow evaluation
criteria and rule actions.
- Know limitations of workflows
compared to modern automation tools.
Module 16: process builder
- Learn how Process
Builder automates multi-step business processes.
- Create records, update records,
and trigger flows.
- Automate notifications and
related record updates.
- Understand when to move processes
from Workflow to Process Builder.
Module 17: Flows
- Learn what flows are
and why they are the most powerful automation tool in Salesforce.
- Explore screen flows,
record-triggered flows, and schedule-triggered flows.
- Debug flows to identify and fix
issues.
- Test and validate flow behaviour
before deployment.
- Learn how to migrate flows
between orgs using deployment tools.
Module 18: Approval process
- Understand how
multi-step approval processes work.
- Configure approval steps,
criteria, and assigned approvers.
- Set approval and rejection
actions.
- Automate notifications and final
actions after approval.
Module 19: Activity management
- Track tasks, events,
calls, and emails related to customers.
- Assign tasks and schedule
follow-ups.
- Log calls and record key customer
interactions.
- Manage emails directly within
Salesforce.
- Improve productivity with
activity tracking.
Module 20: Salesforce mobile
- Understand features
and capabilities of the Salesforce mobile app.
- Customize navigation and actions
for mobile users.
- Configure compact layouts for
better mobile usability.
- Learn mobile-specific settings
for improved performance.
Module 21: Chatter
- Use Chatter to
collaborate within the organization.
- Post updates, share files, and
join groups.
- Improve teamwork with real-time
communication.
- Control user access and
permissions for Chatter.
Module 22: AppExchange
- Explore the
Salesforce marketplace for third-party apps and solutions.
- Understand managed, unmanaged,
and unlocked packages.
- Learn when to use each package
type.
- Evaluate apps to extend
Salesforce functionality.