Module 1: Introduction to Salesforce
- Overview of Salesforce
- What is Salesforce?
- Salesforce Ecosystem: Sales, Service, Marketing, Commerce Clouds
- Salesforce Editions
- Key Features and Capabilities of Different Editions
- Understanding Salesforce Architecture
- Multitenant Architecture
- Metadata-Driven Model
- Setting up Salesforce Environment
- Signing Up for a Free Developer Account
- Salesforce Lightning vs. Classic Interface
Module 2: Salesforce Fundamentals
- Organization Setup
- Company Information
- Business Hours and Holidays
- Fiscal Year Configuration
- User Management
- Creating and Managing Users
- Login Access and Session Settings
- Profiles and Permission Sets
- Data Model Basics
- Standard vs. Custom Objects
- Fields: Standard, Custom, and Formula Fields
Module 3: Security and Access
- Data Security Model
- Object-Level Security
- Field-Level Security
- Record-Level Security
- Sharing Rules and Roles
- Role Hierarchies
- Sharing Settings and Manual Sharing
- Login and Identity Management
- Single Sign-On (SSO)
- Multi-Factor Authentication (MFA)
Module 4: Data Management
- Data Import and Export
- Import Wizard
- Data Loader
- Exporting Data
- Data Quality
- Managing Duplicates
- Data Validation Rules
- Backup and Recovery
- Data Backup Strategies
- Tools for Backup and Restore
Module 5: Salesforce Automation
- Workflow Rules
- Creating and Managing Workflow Rules
- Email Alerts and Task Assignments
- Process Builder
- Building Automated Processes
- Advanced Use Cases
- Approval Processes
- Creating Approval Workflows
- Delegating Approvals
- Flow Builder
- Creating Screen and Auto-Launched Flows
- Integrating Flows with Processes
Module 6: Salesforce Reports and Dashboards
- Reports
- Standard vs. Custom Reports
- Report Types and Filters
- Conditional Highlighting and Summary Fields
- Dashboards
- Components and Layouts
- Dynamic Dashboards
- Data Visualization Best Practices
- Effective Use of Charts and Graphs
Module 7: AppExchange and Customization
- AppExchange Overview
- Finding and Installing Apps
- Best Practices for App Usage
- Customizing Salesforce
- Custom Objects and Tabs
- Page Layouts and Record Types
- Custom Applications
Module 8: Salesforce Mobile App
- Introduction to Salesforce Mobile App
- Setting Up and Customizing Mobile Access
- Offline Data Access
- Mobile Navigation
- Quick Actions for Mobile
- Optimizing Mobile Layouts
Module 9: Advanced Salesforce Administration
- Advanced Security Settings
- Shield Encryption
- Audit Trails and Monitoring
- Change Management
- Sandboxes: Types and Usage
- Deployment Tools: Change Sets and ANT Migration Tool
- Event Monitoring
- Tracking User Activity and Performance
Module 10: Integration Basics
- Introduction to Integrations
- Salesforce APIs: REST and SOAP
- Connecting Salesforce with External Systems
- Data Integration Tools
- Using MuleSoft and External Services
- Understanding Data Sync Strategies
Module 11: Governance and Best Practices
- Governance Basics
- Data Governance and Compliance
- Setting Standards for Org Customizations
- Best Practices
- Documentation and Version Control
- Monitoring and Optimizing Performance
Capstone Projects
- Project 1: Build and Automate Sales Processes
- Configure Lead Management
- Automate Lead Conversion Using Process Builder
- Project 2: Create a Service Cloud Environment
- Set Up Cases, Queues, and Assignment Rules
- Project 3: Custom App Development
- Design a Custom App for Business Needs
- Include Custom Objects, Flows, and Reports
Salesforce Admin Certification Preparation
- Certification Focus
- Salesforce Certified Administrator Exam Guide
- Key Topics
- User Management, Security, and Automation
- Practice Exams
- Realistic Simulations of Certification Tests
- Exam Strategies
- Time Management and Question Interpretation
This curriculum provides a comprehensive roadmap for individuals aiming to manage and customize Salesforce environments effectively. Let me know if you need additional resources or detailed explanations!