Curriculum

Curriculum:

Module 1: Introduction to Salesforce

1.1 Understanding Salesforce

• Introduction to CRM and Salesforce
• The importance of CRM in business

1.2 Salesforce Products

• Overview of Salesforce products and services
• Differentiating between Sales Cloud, Service Cloud, Marketing Cloud, etc.

Module 2: Getting Started with Salesforce

2.1 Creating a Salesforce Account

• Setting up a Salesforce Developer Edition account
• Navigating the Salesforce environment

2.2 Salesforce Basics

• User interface and navigation
• Personalizing your Salesforce workspace

Module 3: Salesforce Data Management

3.1 Data Model in Salesforce

• Understanding objects, fields, and records
• Custom objects and fields

3.2 Data Import and Export

• Importing data into Salesforce
• Data export options

Module 4: Salesforce Automation

4.1 Workflow Rules and Process Builder

• Automating business processes
• Creating workflows and processes

4.2 Approval Processes

• Setting up approval processes
• Managing approval requests

Module 5: Sales Cloud

5.1 Leads and Opportunities

• Managing leads and opportunities
• Sales process customization

5.2 Account and Contact Management

• Tracking accounts and contacts
• Building customer relationships

Module 6: Service Cloud

6.1 Case Management

• Handling customer support cases
• Creating and managing cases

6.2 Knowledge Management

• Building a knowledge base
• Self-service options for customers

Module 7: Reports and Dashboards

7.1 Creating Reports

• Building custom reports
• Filtering and grouping data

7.2 Dashboards

• Building interactive dashboards
• Visualizing data

Module 8: Salesforce Security

8.1 User Management and Permissions

• Managing user accounts
• Setting up security profiles and roles

8.2 Data Security

• Record-level security with profiles and sharing rules
• Object-level security with permission sets

Module 9: Salesforce Lightning Experience

9.1 Introduction to Lightning Experience

• Navigating the Lightning interface
• Benefits of Lightning

9.2 Transitioning to Lightning

• Migrating from Salesforce Classic to Lightning

Module 10: AppExchange and Customization

10.1 AppExchange - Exploring AppExchange apps and integrations - Installing and configuring third-party apps

10.2 Customization - Customizing Salesforce with Lightning App Builder - Building custom apps and components

Module 11: Salesforce Trailhead and Certification

11.1 Salesforce Trailhead - Utilizing Salesforce's free learning platform - Completing modules and trails

11.2 Salesforce Certification - Preparing for Salesforce certification exams - The importance of certifications in the Salesforce ecosystem