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