📅 Duration: 30 Hours (8 Weeks)
Welcome to SFDC Salesforce Learning Academy, where we provide a comprehensive curriculum designed to equip students with in-depth knowledge of business processes, cloud technology, and automation solutions. Our structured program ensures learners gain hands-on experience and the confidence to excel in their professional careers.
Understanding the core principles of business operations and their reliance on IT is crucial in today’s digital world. This module starts with an introduction to Cloud Computing, explaining its impact on businesses and why it is preferred over traditional on-premise solutions. Learners will explore different cloud service models, including SaaS (Software as a Service), PaaS (Platform as a Service), and IaaS (Infrastructure as a Service), and how Salesforce fits into these models. The module will also introduce Salesforce CRM, explaining how it helps businesses manage their customers, sales, and services efficiently. A deep dive into Salesforce Licenses & Editions will help learners understand different offerings, pricing, and the best editions for various business needs. Additionally, students will learn about Salesforce Clouds, such as Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud, and how they serve different business functions.
Configuring company settings is one of the first steps in setting up a Salesforce organization. This module will guide learners through setting up the Fiscal Year, which is critical for financial reporting and tracking business performance over specific time periods. They will learn how to configure Business Hours, ensuring service-level agreements (SLAs) are properly defined for customer support. The Currency Management section will explain how organizations operating in multiple countries can set up and manage multi-currency transactions. Lastly, learners will understand the significance of Default Settings, such as time zones, locale preferences, and language settings, and how these settings impact user experience across different regions.
Navigating through the Salesforce platform effectively is essential for any administrator. This module introduces the Salesforce user interface, covering Tabs, Settings, and Company Profile to help learners understand where key configurations reside. Students will also explore how to create a Salesforce App, which allows businesses to organize objects, tabs, and processes specific to their needs. This hands-on approach will help learners gain confidence in maneuvering through Salesforce and customizing their environment according to business requirements.
Objects and fields are fundamental to Salesforce’s data model. This module covers Standard Objects, such as Accounts, Contacts, Leads, and Opportunities, explaining how they serve different business processes. Learners will then explore Custom Objects, which allow businesses to store unique data that does not fit within standard objects. Additionally, they will learn about Standard Fields that come predefined with Salesforce and how to create Custom Fields to capture specific business information. By the end of this module, learners will be able to design a structured data model that aligns with their business needs.
Data relationships play a vital role in Salesforce, helping businesses track connections between different records. This module introduces Lookup Relationships, which create loosely connected records, and Master-Detail Relationships, which establish strong dependencies between records. Learners will also explore Junction Objects, which facilitate many-to-many relationships between objects. Additionally, the module covers Roll-up Summary Fields, allowing users to perform aggregate calculations (SUM, COUNT, MIN, MAX) on related records in Master-Detail relationships. Understanding these concepts enables learners to create a well-structured relational database in Salesforce.
Page layouts determine how fields, related lists, and custom buttons are arranged on record pages. In this module, learners will practice creating and configuring page layouts, ensuring that different users see relevant information. They will also learn how to assign page layouts to different profiles, enabling customized experiences based on roles. Additionally, this module covers how optimized page layouts improve user productivity by placing key fields and actions in an intuitive order.
Salesforce provides a variety of Buttons & Actions to enhance user interactions. This module covers the Detail Page Button, which allows users to perform specific actions from a record page, and the Page Link, which directs users to external or internal pages. Learners will also explore Detail Page Actions, enabling quick actions like creating related records or updating fields. By the end of this session, learners will be able to customize Salesforce interfaces to improve productivity.
Record Types allow different business processes to exist within the same object. This module introduces how to create and configure Record Types to tailor forms, picklists, and page layouts based on user roles. Learners will understand when to use Record Types and how they help businesses segment data efficiently.
A Lightning Record Page is a customizable layout that enhances user experience with dynamic components and panels. Learners will explore how to configure the Highlight Panel, manage components, and place custom buttons on record pages. This module focuses on improving navigation and data visualization using the Lightning App Builder.
Sales Cloud is designed to enhance sales productivity. This module covers key features such as Lead Management, Opportunity Management, and Sales Forecasting. Learners will also explore Sales Productivity Tools, such as Einstein AI-driven insights and automation, to improve sales processes.
Salesforce Formulas allow dynamic data calculations. Learners will explore Formula Fields and understand how to use common arithmetic functions and logical operators to automate calculations within records.
Expanding on basic formulas, this module covers advanced functions like Case, If, IsPickval, Date & Time, and Text functions. These allow for more complex conditional logic and formatting in Salesforce fields.
Validation Rules ensure data accuracy by enforcing specific conditions before records are saved. Learners will explore how to create, test, and debug validation rules to maintain clean data entry.
User management is a crucial part of Salesforce administration as it involves defining who has access to what data and functionalities within an organization. In this module, learners will understand the process of creating users by defining their roles, licenses, and access permissions. They will also explore how to set up Profiles, which determine what users can do within the system, including object and field-level permissions. Understanding Roles is essential to establishing a data hierarchy, ensuring users have appropriate visibility to records based on their position in the organization. Additionally, learners will explore Public Groups, which allow administrators to group users together for easier access control, sharing settings, and automation processes. By mastering user management, administrators can ensure a structured, secure, and well-organized Salesforce environment.
User management is a crucial part of Salesforce administration as it involves defining who has access to what data and functionalities within an organization. In this module, learners will understand the process of creating users by defining their roles, licenses, and access permissions. They will also explore how to set up Profiles, which determine what users can do within the system, including object and field-level permissions. Understanding Roles is essential to establishing a data hierarchy, ensuring users have appropriate visibility to records based on their position in the organization. Additionally, learners will explore Public Groups, which allow administrators to group users together for easier access control, sharing settings, and automation processes. By mastering user management, administrators can ensure a structured, secure, and well-organized Salesforce environment.
Record-sharing settings define how data is shared across the organization. This module introduces Organization-Wide Defaults (OWD), which set the baseline level of record access for users. Learners will explore how to configure OWD settings to enforce private, public read-only, or public read/write access to objects. The module also covers Sharing Rules, which allow exceptions to the OWD settings by granting additional access to specific users or groups based on criteria such as role, record ownership, or field values. Understanding these settings helps administrators ensure data security while facilitating seamless collaboration within the organization.
Automation in Salesforce helps streamline business processes and increase efficiency. This module covers Approval Processes, which allow organizations to define structured workflows where records require approval before specific actions can be performed. Learners will explore how to create approval processes, configure Approval Process Actions, and define different approval steps. They will also understand the importance of Field Updates within approval processes and how Outbound Messages can be used to notify external systems. Mastering approval processes ensures that critical business approvals, such as discount approvals, contract sign-offs, or budget approvals, are handled efficiently within Salesforce.
Workflow rules are a powerful feature that automates actions in Salesforce based on predefined criteria. This module introduces the concept of creating workflow rules to automate routine tasks such as updating records, sending email alerts, or creating tasks. Learners will explore Email Alerts, which notify users about important updates, and Field Updates, which automatically modify field values when specific conditions are met. Additionally, they will learn how to set up Tasks and Outbound Messages as part of workflow actions to enhance automation. Understanding workflow automation ensures business processes run smoothly without manual intervention.
Salesforce Flows provide an advanced method for automating business processes using a visual drag-and-drop interface. This module introduces the concept of Screen Flows, which allow administrators to design guided user experiences with interactive screens, inputs, and decision trees. Learners will understand the different types of flows and how Screen Flows can be used to simplify complex processes, such as onboarding new employees or capturing customer feedback. By the end of this session, learners will be able to create and configure Screen Flows to enhance user interactions within Salesforce.
Schedule-Triggered Flows allow administrators to automate processes that need to run at specific time intervals. This module explains how these flows work and guides learners through the process of setting up Schedule-Triggered Flows to perform periodic data updates, send reminders, or trigger automated actions based on predefined schedules. Real-world use cases and examples will be covered to help learners understand when to use this automation method effectively.
Record-Triggered Flows are designed to execute automation processes automatically when a record is created or updated. This module covers how to configure Record-Triggered Flows, set up criteria-based triggers, and define actions to be performed when conditions are met. Learners will explore scenarios and implementation tips, including best practices for optimizing flow performance. By mastering record-triggered flows, administrators can automate tasks such as updating related records, sending email notifications, or enforcing business rules.
Auto-Launched Flows are powerful automation tools that execute background processes without user interaction. This module introduces what Auto-Launched Flows are, their use cases, and best practices for implementation. Learners will explore how to configure and execute auto-launched flows to handle bulk record updates, data processing, and integrations with external systems. Advanced use cases and troubleshooting techniques will also be covered to ensure learners can confidently build efficient and scalable automation solutions.
Email communication is a vital part of customer engagement. This module covers how to configure Email Alerts in Salesforce to send automated notifications based on specific actions or conditions. Learners will also explore how to create Email Templates using Salesforce’s built-in template editor, ensuring consistent and professional email communications. Understanding these tools allows organizations to improve customer interactions and streamline internal communication.
Effective data management ensures data integrity and accessibility. This module introduces Data Loader and Data Import Wizard, tools that allow administrators to import, export, update, and delete records efficiently. Learners will also explore Salesforce Inspector, a browser extension used for quick data analysis and manipulation. Additionally, they will learn about DML (Data Manipulation Language) Operations, including Insert, Update, Delete, and Upsert, to manage records programmatically.
Reports provide valuable insights into business performance. This module covers how to create and customize Reports using the Salesforce report builder. Learners will explore different Report Types, grouping data, applying filters, and using summary formulas to generate meaningful reports. Understanding reporting tools allows users to analyze trends and make data-driven decisions.
Dashboards are visual representations of key metrics and performance indicators. This module covers how to create Dashboards, configure Bucket Fields, and utilize Dynamic Dashboards to display data tailored to different user groups. Learners will understand how to design informative and interactive dashboards to monitor business performance effectively.
Sandboxes are essential for testing and deploying changes in Salesforce. This module covers the different types of Sandboxes (Developer, Full, Partial Copy) and their use cases. Learners will also explore Change Set Deployments, understanding how to migrate configurations between different environments. Mastering these concepts ensures smooth development and deployment processes.
The final session is dedicated to answering students’ questions, discussing real-world scenarios, and addressing any remaining doubts. This open-floor discussion allows learners to gain deeper insights and reinforce their understanding of Salesforce administration.
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