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Creating a comprehensive Salesforce course involves covering various aspects of the platform, including fundamentals, administration, development, and advanced features. Here’s a detailed outline for a Salesforce course:

 

Module 1: Introduction to Salesforce

 

·        What is Salesforce?

  • Overview and history of Salesforce
  • Key features and benefits
  • Salesforce products and editions

·        Salesforce Ecosystem

  • Understanding the Salesforce ecosystem
  • Introduction to Salesforce AppExchange

 

Module 2: Getting Started with Salesforce

 

·        Setting Up Your Salesforce Org

  • Signing up for a Salesforce Developer account
  • Navigating the Salesforce interface

 

·        Salesforce Basics

  • Standard objects and fields
  • Tabs and applications
  • List views and search

 

Module 3: Salesforce Administration

 

·        User Management

  • Creating and managing users
  • Roles and profiles
  • Permission sets and sharing settings

·        Organization Setup

  • Company settings
  • Locale settings and currencies
  • Fiscal year and business hours

·        Data Management

  • Importing and exporting data
  • Data quality and deduplication
  • Data backup and restore

 

Module 4: Customization and Configuration

 

·        Custom Objects and Fields

  • Creating custom objects
  • Field types and custom fields

·        Page Layouts and Record Types

  • Configuring page layouts
  • Creating and managing record types

·        Validation Rules and Formulas

  • Creating validation rules
  • Writing formulas

 

Module 5: Salesforce Automation

 

·        Workflow Rules

  • Creating and managing workflow rules
  • Workflow actions (field updates, tasks, emails)

·        Process Builder

  • Introduction to Process Builder
  • Creating and managing processes

·        Approval Processes

  • Setting up approval processes
  • Approval steps and actions

 

Module 6: Salesforce Development

 

·        Introduction to Apex

  • Basics of Apex programming
  • Writing and executing Apex code

·        Visualforce

  • Introduction to Visualforce pages
  • Creating and customizing Visualforce pages

·        Lightning Components

  • Introduction to Lightning Component Framework
  • Building custom Lightning components

 

Module 7: Salesforce Lightning Experience

 

·        Introduction to Lightning Experience

  • Differences between Classic and Lightning
  • Enabling and customizing Lightning Experience

·        Lightning App Builder

  • Creating and managing Lightning apps
  • Using Lightning components and templates

 

Module 8: Salesforce Integration

 

·        Integration Overview

  • Types of integrations
  • Integration use cases

·        REST and SOAP APIs

  • Using Salesforce REST API
  • Using Salesforce SOAP API

·        Third-Party Integrations

  • Integrating with external systems
  • Using middleware for integrations

 

Module 9: Salesforce Reporting and Analytics

 

·        Reports and Dashboards

  • Creating and managing reports
  • Building dashboards

·        Advanced Reporting

  • Custom report types
  • Joined reports and cross filters

·        Einstein Analytics

  • Introduction to Einstein Analytics
  • Creating datasets and lenses

 

Module 10: Salesforce Security

 

·        Security Model

 

  • Object-level, field-level, and record-level security
  • Organization-wide defaults and sharing rules

·        Access Control

  • Setting up roles and role hierarchy
  • Using profiles and permission sets

·        Auditing and Monitoring

  • Tracking field history
  • Setting up audit trails

 

Module 11: Salesforce Communities and Portals

 

·        Introduction to Communities

  • Types of communities
  • Setting up and configuring communities

·        Community Builder

  • Designing and customizing community pages
  • Managing community users and permissions

 

Module 12: Salesforce Mobile

 

·        Salesforce1 Mobile App

  • Setting up Salesforce1
  • Customizing the mobile experience

·        Mobile Solutions

  • Building mobile-friendly apps
  • Using Salesforce Mobile SDK

 

Module 13: Salesforce DevOps and Deployment

 

·        Change Management

  • Using change sets for deployments
  • Managing sandbox environments

·        Salesforce DX

  • Introduction to Salesforce DX
  • Using Salesforce CLI and Scratch Orgs

·        Continuous Integration/Continuous Deployment (CI/CD)

  • Setting up CI/CD pipelines for Salesforce
  • Tools and best practices

 

Module 14: Advanced Salesforce Topics

 

·        Einstein AI

  • Introduction to Salesforce Einstein
  • Using Einstein Prediction Builder and Bots

·        CPQ (Configure, Price, Quote)

  • Introduction to Salesforce CPQ

 

  • Setting up and managing CPQ

·        Salesforce Field Service

  • Overview of Salesforce Field Service
  • Setting up and using Field Service

 

Module 15: Career Paths and Certification

 

·        Salesforce Certifications

  • Overview of Salesforce certification paths
  • Preparing for certification exams (Administrator, Developer, Architect, )

·        Building a Career in Salesforce

  • Skills and qualifications
  • Job search strategies and resources

 

Module 16: Final Project

 

·        Capstone Project

  • Designing and implementing a comprehensive Salesforce solution
  • Applying all learned concepts
  • Testing and deploying the solution

 

Each module should include theoretical knowledge, practical exercises, and real-world examples to ensure a thorough understanding of Salesforce and its applications.