Module 1: Introduction to Salesforce Platform

• Overview of Salesforce Platform

  • What is Salesforce?
  • Salesforce Cloud offerings: Sales Cloud, Service Cloud, Marketing Cloud, etc.
  • Benefits of using Salesforce: Scalability, automation, customization
  • Key Concepts: Objects, Records, Fields, Users, and Profiles

• Navigating the Salesforce Interface

  • Salesforce Lightning vs. Classic Interface
  • Navigation Menu, App Launcher, and Salesforce UI
  • Customizing Page Layouts and Record Types
  • Global Search and Quick Actions

Module 2: Salesforce Data Model and Architecture

• Salesforce Data Model Overview

  • Objects, Fields, Records, and Relationships
  • Standard vs. Custom Objects
  • Lookup Relationships, Master-Detail Relationships, Junction Objects

• Understanding Schema Builder

  • Using Schema Builder to visualize and manage relationships between objects
  • Data Types and Field Properties

• Working with Records

  • Creating and managing records, record types, and business rules
  • Validations and Field Dependencies

Module 3: Salesforce User Management and Security

• User Management

  • Creating and managing Users
  • Profiles, Roles, Permission Sets, and Public Groups
  • Password policies and security settings

• Sharing and Visibility

  • Organization-Wide Defaults (OWD)
  • Sharing Rules: Criteria-based vs. Owner-based
  • Role Hierarchy and Manual Sharing

• Security Best Practices

  • Field-Level Security, Object-Level Security
  • Login History and Session Management
  • Two-Factor Authentication

Module 4: Automation Tools

• Workflow Rules

  • Understanding Workflow Rules, Actions, and Evaluation Criteria
  • Email Alerts, Field Updates, Tasks, and Outbound Messages

• Process Builder

  • Creating and Managing Processes
  • Using Processes to automate complex business processes
  • Calls to Apex classes, Flow, or other actions

• Salesforce Flow

  • Introduction to Flow Builder
  • Building Screen Flows and Auto-launched Flows
  • Flow Elements: Screens, Decisions, Assignments, and Loops
  • Using Flow for complex logic and automation

Module 5: Reports and Dashboards

• Creating and Customizing Reports

  • Standard Reports vs. Custom Reports
  • Using Filters, Grouping, and Summaries
  • Report Types and Custom Report Formats

• Creating Dashboards

  • Building Dashboards to visualize key data
  • Understanding Components (Charts, Tables, Gauges, etc.)
  • Dashboard Filters and Sharing Options

• Data Analysis and Insights

  • Working with Data Pipelines, Analytics, and Lightning Data Services
  • Using Report Builder for advanced analytics
  • Scheduled Reports and Dashboards

Module 6: Salesforce Development and Customization

• Apex Programming Basics

  • Introduction to Apex: Syntax, Data Types, and Control Statements
  • Writing and Deploying Triggers (before/after triggers)
  • Writing Apex Classes and Methods

• Visualforce Basics

  • Introduction to Visualforce Pages and Controllers
  • Understanding Visualforce Markup and Apex Integration
  • Customizing the Salesforce UI with Visualforce

• Lightning Web Components (LWC)

  • Introduction to LWC framework
  • Building Custom Components using JavaScript, HTML, and CSS
  • Integrating LWC with Salesforce Data

Module 7: Salesforce App Development

• Using Salesforce Lightning App Builder

  • Creating and Managing Lightning Pages
  • Customizing Page Layouts with Lightning App Builder
  • Building App Experiences for Web and Mobile

• Salesforce Mobile App Development

  • Optimizing apps for Salesforce Mobile App
  • Customizing mobile user interfaces and functionalities
  • Mobile Publisher and Lightning Components for Mobile

• Salesforce DX and DevOps

  • Introduction to Salesforce DX (Developer Experience)
  • Setting up Salesforce DX environments and tools
  • Version control and deployment processes

Module 8: Integrating Salesforce with External Systems

• Salesforce APIs Overview

  • REST API, SOAP API, and Bulk API
  • Using API for data integration
  • Working with External Objects and Data Connectors

• Third-Party Integrations

  • Integration with external services like Google, Slack, and Microsoft
  • Using AppExchange for pre-built integrations
  • Web Services and Data Integration tools

Module 9: Testing and Deployment

• Testing in Salesforce

  • Writing Unit Tests in Apex
  • Running Test Classes and Understanding Code Coverage
  • Using Salesforce’s Testing Framework

• Change Sets and Metadata Deployment

  • Deploying changes between environments using Change Sets
  • Understanding the Salesforce deployment process
  • Managing environments using Sandboxes (Developer, Partial Copy, Full Copy)

Module 10: Best Practices and Performance Optimization

• Salesforce Best Practices

  • Writing efficient code (Apex, Lightning, and SOQL)
  • Efficient data modeling and management
  • Optimizing page performance and UI components

• Salesforce Performance Tuning

  • Query Optimization and Indexing
  • Using Governor Limits and Best Practices in Code
  • Troubleshooting common performance issues