Salesforce

Introduction to Salesforce

Gain a foundational understanding of Salesforce, its significance, and its applications across various industries. Learn about the Salesforce ecosystem, including its core products like Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. Explore the history of Salesforce, its evolution, and its impact on customer relationship management (CRM). Understand the various roles within the Salesforce ecosystem, such as administrators, developers, and consultants, and the skills required for each. Discuss the importance of Salesforce certifications and career opportunities available for Salesforce professionals.

Getting Started with Salesforce

Learn the basics of Salesforce, starting with creating and setting up a Salesforce account. This section covers an overview of the Salesforce interface, including navigation, tabs, and key features. Understand the Salesforce data model, including objects, fields, and relationships. Get hands-on experience with Salesforce basics by creating custom objects and fields, and setting up basic security settings. Explore the Salesforce AppExchange, a marketplace for Salesforce apps, to extend the functionality of your Salesforce instance. Discuss the importance of maintaining data integrity and best practices for data management in Salesforce.

Salesforce Administration

Delve into the administrative aspects of Salesforce, including user management, security settings, and data management. Learn how to create and manage users, roles, and profiles, and understand the difference between them. This section covers the setup of organization-wide defaults, sharing rules, and permission sets. Practical exercises will involve configuring security settings, creating data validation rules, and managing data with tools like Data Loader. Discuss the importance of regular audits and monitoring to ensure the security and efficiency of your Salesforce environment. Learn to manage data visibility and access through effective security configurations and the use of sharing settings.

Salesforce Automation

Explore the automation capabilities of Salesforce, including workflow rules, process builder, and Flow. Learn how to create and manage workflows to automate repetitive tasks, set up approval processes, and use process builder to automate complex business processes. This section covers the use of Flow to create dynamic, user-driven automation. Hands-on exercises will involve designing and implementing automated processes to streamline business operations. Discuss best practices for designing scalable and maintainable automation solutions that can adapt to changing business requirements. Gain insights into advanced automation techniques, including conditional logic and integration with external systems.

Customizing Salesforce

Understand how to customize Salesforce to meet specific business needs. This section covers the creation of custom objects, fields, and page layouts. Learn how to use record types, validation rules, and custom apps to enhance the user experience. Practical exercises will involve customizing Salesforce to support unique business processes and improve user productivity. Discuss the use of Lightning App Builder to create custom Lightning pages and components for a more tailored user interface. Explore the benefits of using custom settings and custom metadata types for more flexible and reusable customizations. Learn about the impact of customization on system performance and user adoption.

Salesforce Lightning Experience

Get acquainted with Salesforce Lightning Experience, the modern user interface for Salesforce. Learn the differences between Classic and Lightning Experience, and understand the benefits of transitioning to Lightning. This section covers the use of Lightning components, app builder, and Lightning Flow. Hands-on exercises will involve creating and customizing Lightning pages and components to enhance user experience and productivity. Discuss strategies for transitioning from Classic to Lightning Experience, including best practices for change management and user training. Explore advanced Lightning features, such as Lightning Messaging and Lightning Out, to extend Salesforce beyond traditional boundaries.

Salesforce Reporting and Dashboards

Learn how to create and manage reports and dashboards in Salesforce. This section covers the use of the report builder to create custom reports, and the dashboard builder to create interactive dashboards. Understand the different types of reports and charts available in Salesforce, and how to use filters and formulas to refine report data. Hands-on exercises will involve creating reports and dashboards to provide insights into key business metrics. Discuss best practices for designing effective reports and dashboards that meet the needs of different stakeholders. Learn about advanced reporting techniques, including joined reports and cross-object reporting, to provide comprehensive business insights.

Data Management in Salesforce

Understand the importance of data management in Salesforce. Learn how to import, export, and update data using tools like Data Loader and the Import Wizard. This section covers data quality best practices, including data validation, duplication management, and data cleansing. Hands-on exercises will involve performing data import and export operations, and using Salesforce tools to maintain data quality. Discuss the role of data governance in ensuring data accuracy, consistency, and security in Salesforce. Explore techniques for data archiving and retention to manage large data volumes and ensure compliance with regulatory requirements.

Salesforce Integration

Explore the integration capabilities of Salesforce, including APIs and middleware tools. Learn how to integrate Salesforce with other systems using REST and SOAP APIs, and tools like MuleSoft and Salesforce Connect. This section covers the use of outbound messaging and Apex callouts to enable real-time integration. Hands-on exercises will involve setting up integrations between Salesforce and external systems to automate data exchange and streamline business processes. Discuss best practices for designing secure and reliable integrations, including the use of authentication and error handling mechanisms. Learn about the Salesforce Integration Patterns and Best Practices guide to effectively plan and implement integration projects.

Apex Programming

Gain an understanding of Apex, Salesforce’s proprietary programming language. Learn the basics of Apex syntax, data types, and control structures. This section covers writing and executing Apex classes, triggers, and test classes. Hands-on exercises will involve developing Apex code to implement custom business logic and automate processes. Discuss best practices for writing efficient and maintainable Apex code, including the use of design patterns and code reviews. Explore advanced Apex concepts, such as asynchronous processing, governor limits, and bulkification, to develop robust and scalable applications.

Visualforce Development

Learn how to create custom user interfaces using Visualforce, Salesforce’s framework for building custom pages. This section covers the basics of Visualforce syntax, components, and controllers. Hands-on exercises will involve creating Visualforce pages and integrating them with Apex controllers to provide a customized user experience. Discuss the use of Visualforce for building complex and interactive web applications, and how to transition from Visualforce to Lightning Web Components for modern web development. Explore techniques for optimizing Visualforce performance and ensuring compatibility with various devices and browsers.

Lightning Web Components (LWC)

Understand the fundamentals of Lightning Web Components (LWC), Salesforce’s modern framework for building dynamic web applications. Learn the basics of LWC syntax, components, and the Lightning Data Service. Hands-on exercises will involve developing custom Lightning Web Components and integrating them into Lightning pages. Discuss best practices for developing efficient and reusable LWCs, including the use of modular architecture and state management techniques. Explore the benefits of using LWCs for enhancing user experience and performance in Salesforce applications. Learn about the Salesforce LWC Open Source project to extend your development skills beyond the Salesforce platform.

Salesforce AppExchange

Explore the Salesforce AppExchange, a marketplace for pre-built applications and components. Learn how to find, install, and customize AppExchange solutions to extend the functionality of your Salesforce instance. This section covers evaluating AppExchange apps based on reviews, ratings, and compatibility. Hands-on exercises will involve installing and configuring AppExchange apps to address specific business needs. Discuss the benefits of leveraging AppExchange for rapid solution deployment and the importance of vetting third-party apps for security and compliance. Learn about the Salesforce ISV Partner Program and opportunities for developing and distributing your own AppExchange solutions.

Salesforce Mobile

Learn how to use Salesforce Mobile to access and manage your Salesforce data on the go. This section covers the installation and setup of the Salesforce Mobile app, navigating the interface, and customizing mobile views. Understand the importance of mobile-optimized layouts and how to create responsive designs that work well on different screen sizes. Hands-on exercises will involve creating mobile-friendly pages and applications to ensure accessibility and usability on mobile devices. Discuss strategies for maximizing mobile productivity and the impact of mobile access on business operations and decision-making. Explore advanced mobile features, such as offline access and mobile-specific customizations, to enhance user experience.

Salesforce for Developers

Gain an in-depth understanding of the tools and techniques used by Salesforce developers. Learn about Salesforce Developer Console, Git for version control, and continuous integration/continuous deployment (CI/CD) practices. This section covers developing custom applications using Salesforce DX and managing development environments. Hands-on exercises will involve setting up a development environment, writing and deploying code, and using CI/CD tools to automate deployment processes. Discuss best practices for collaborative development and code management, including the use of branching strategies and code reviews. Explore advanced development topics, such as Salesforce Packaging and the use of Salesforce CLI for automation and scripting.

Salesforce Security and Compliance

Understand the security and compliance aspects of Salesforce, including data protection, user authentication, and regulatory compliance. Learn how to configure security settings, create data protection policies, and perform regular audits. This section covers the use of tools like Salesforce Shield for enhanced security and compliance. Hands-on exercises will involve setting up field-level security, encryption, and monitoring tools to protect sensitive data. Discuss the importance of governance in maintaining a secure and compliant Salesforce environment and the role of administrators in enforcing policies and best practices. Explore strategies for staying updated with evolving security threats and compliance requirements.

Salesforce Certification Preparation

Prepare for Salesforce certification exams, including Salesforce Administrator, Salesforce Developer, and Salesforce Architect. This section covers exam formats, key topics, and study strategies. Gain insights into the types of questions asked and the skills required to pass the exams. Hands-on exercises will involve taking practice exams, reviewing exam guides, and participating in study groups. Discuss the benefits of Salesforce certifications for career advancement and how to leverage certification to demonstrate expertise and credibility in the Salesforce ecosystem. Learn about available resources, such as study guides, online courses, and community support, to aid in your certification journey.

Continuous Learning and Career Development

Understand the importance of continuous learning and staying updated with the latest Salesforce features and updates. Learn how to utilize Salesforce Trailhead, a free learning platform, to enhance your skills and knowledge. This section covers joining Salesforce community groups, attending Salesforce events such as Dreamforce, and participating in online forums and discussions. Hands-on exercises will involve creating a personalized learning plan, setting learning goals, and tracking progress. Discuss strategies for career development, including networking, mentoring, and staying engaged with the Salesforce community to advance your career. Explore opportunities for professional growth through advanced certifications, specialized training, and leadership roles within the Salesforce ecosystem.