Module 1: Setting Up and Configuring a New Salesforce Organization

Overview of the Module:

• Organisations setup
• User Interface setup
• User management

Module 2: Security & Sharing controls

Overview of the Module:

• User Management Settings & Security Control
• Profiles and Permissions
• Roles
• Sharing Model
• Developing Less Vulnerable Code

Module 3: Object Manager and Lightning Builder

Overview of the module

• Standard Object Architecture and Relationship Model
• Customize fields and page layouts on standards and custom objects
• Record Types and Page Layouts Assignment
• Business Process for Standard and Custom Objects

Module 4: Sales and Marketing Applications

Overview of the module

• Introduction to Sales and Marketing Applications
• Sales Process
• Advanced Sales Cloud Features
• Lead Automation tools
• Campaign Management

Module 5: Productivity and Collaboration

Overview of the module

• Introduction to Salesforce Chatter
• Activity Management
• Salesforce Mobile App
• AppExchange Applications

Module 6: Service and Support Applications

Overview of the module

• Case Management
• Case Management Automation
• Knowledge Management

Module 7: Data and Analytics Management

Overview of the module

• Database Functionality in Salesforce
• Data Import Wizard and Data Loader
• Data Validation
• Data Backup with Export Service
• Reports and Dashboards
• Impact of the Sharing Model on reports

Module 8: Workflow / Process Automation

Overview of the module

• Salesforce Flow
• Flow builder
• Which Automation Tool Do I use?
• Workflow