01
Salesforce & CRM Fundamentals
Understand CRM concepts, Salesforce terminology, the Salesforce ecosystem, platform fundamentals,
business processes, use cases, and core Salesforce functionality.
02
Salesforce Administration
Develop an understanding of organization setup, users, profiles, permission sets, roles,
configuration, objects, fields, layouts, and administration workflows.
03
Salesforce Security
Learn access-control concepts including profiles, permissions, field-level security,
organization-wide defaults, role hierarchy, sharing rules, and record-level access.
04
Salesforce Data Management
Work with Salesforce data concepts including imports, exports, data quality, duplicate management,
bulk operations, external IDs, ownership, migration, and data security.
05
Sales Cloud
Understand sales CRM workflows involving leads, lead conversion, accounts, contacts, opportunities,
products, price books, campaigns, sales activities, and opportunity stages.
06
Service Cloud
Learn customer service workflows involving cases, case lifecycle, queues, assignment rules,
escalation concepts, Service Console, support workflows, and service reporting.
07
Salesforce Reporting
Build knowledge of tabular, summary, matrix, and joined reports, report filters, grouping,
charts, dashboard components, dashboard filters, and business reporting.
08
Salesforce Flow & Automation
Understand Flow Builder, record-triggered flows, screen flows, scheduled flows, decisions,
assignments, loops, actions, debugging, testing, and automation concepts.
09
Validation & Business Rules
Work with validation rules, formula fields, conditional logic, formula functions,
error messages, approval processes, approval criteria, and business process controls.
10
Apex Fundamentals
Build foundational knowledge of Apex syntax, variables, data types, operators, loops,
collections, classes, methods, constructors, exception handling, and governor limits.
11
SOQL & SOSL
Understand Salesforce query and search concepts including SOQL statements, conditions,
ordering, grouping, aggregate functions, relationship queries, and SOSL search queries.
12
Apex Triggers
Learn Apex trigger concepts, trigger events, before and after triggers, trigger context,
bulkification concepts, data access, and trigger development practices.
13
Lightning Platform
Understand Lightning Experience, Lightning App Builder, Lightning pages, components,
navigation, application configuration, dynamic interfaces, and Lightning development concepts.
14
Salesforce APIs & Integration
Learn integration fundamentals, REST and SOAP APIs, Bulk API concepts, requests and responses,
JSON, XML, authentication concepts, external systems, and data exchange.
15
Testing & Debugging
Understand unit testing, Apex test classes, test data, code coverage concepts, debug logs,
error handling, Flow debugging, and Salesforce testing fundamentals.
16
Salesforce Solution Design
Apply Salesforce concepts to business requirements through process mapping, data model design,
security planning, automation, reporting, integration requirements, testing, and documentation.