Salesforce
Administer and customise the Salesforce CRM used across sales teams.
- Self-paced
- 8–10 weeks
- 25+ hrs
- Credential included
Curriculum
6 subjects · 13 chapters · 52 topics
- 01
Salesforce Fundamentals
1.1 The platform
- Cloud CRM and the Salesforce ecosystem
- Editions and licences
- Salesforce clouds overview
- Trailhead and the developer org
1.2 Navigating
- Lightning Experience
- Objects, records and tabs
- App Launcher and setup
- Search and list views
- 02
Data Model and Configuration
2.1 Standard objects
- Leads, Accounts and Contacts
- Opportunities and Products
- Cases and Solutions
- Campaigns
2.2 Custom objects and fields
- Creating custom objects
- Field types and formulas
- Relationships: lookup and master-detail
- Record types and page layouts
2.3 Data management
- Import wizard and Data Loader
- Duplicate management
- Data quality and validation rules
- Backup and export
- 03
Security and Access
3.1 Access model
- Org-wide defaults
- Profiles and permission sets
- Roles and the role hierarchy
- Sharing rules and manual sharing
3.2 Field and record security
- Field-level security
- Login policies and MFA
- Audit trail
- Data privacy considerations
- 04
Automation
4.1 Declarative automation
- Validation rules
- Flow Builder: screen and record-triggered
- Approval processes
- Choosing the right tool
4.2 Notifications and email
- Email templates
- Alerts and tasks
- Scheduled actions
- Debugging automation
- 05
Reporting and Analytics
5.1 Reports
- Report types and formats
- Filters, groupings and formulas
- Joined and matrix reports
- Exporting and subscriptions
5.2 Dashboards
- Building a dashboard
- Components and filters
- Dynamic dashboards
- Sharing with teams
- 06
Extending and Project
6.1 Beyond clicks
- AppExchange
- Introduction to Apex
- Lightning Web Components at a glance
- Sandboxes and deployment
6.2 Project
- Configuring an org for a real business
- Building objects, automation and reports
- Testing the configuration
- Handover documentation
