Salesforce

Phase 1: Salesforce Admin (Week 1-2)

  • Org Setup, Users & Security
  • Objects: Standard & Custom
  • Fields, Record Types, Page Layouts
  • Validation Rules, Formula Fields
  • Reports & Dashboards
  • Profiles, Permission Sets, OWD, Sharing Rules

Phase 2: Automation with Flows (Week 3-4)

  • Introduction to Flow Types
  • Screen Flows
  • Record-Triggered Flows
  • Scheduled Flows
  • Flow Best Practices
  • Hands-on Flow Use Cases

Phase 3: Sales Cloud (Week 5-6)

  • Lead Management & Conversion
  • Opportunity Stages, Products, Price Books
  • Sales Processes & Forecasting
  • Campaigns
  • Activities: Tasks, Events, Emails

Phase 4: Service Cloud (Week 7-8)

  • Case Lifecycle
  • Email-to-Case, Web-to-Case
  • Assignment Rules, Escalation Rules
  • Entitlements & Milestones (High-level)
  • Knowledge Management (Intro)
  • Omnichannel Basics