Salesforce Course

Lesson 1 • Salesforce Ecosystem Overview

Covers Salesforce's product suite, cloud offerings, and market position. Establishes context for all subsequent platform learning.

Lesson 2 • Salesforce Setup and Administration Basics

Introduces the Setup menu, company settings, and user management fundamentals. Students understand how the platform is configured at an organisational level.

Lesson 3 • Core CRM Objects and Data Model

Explains standard objects—Leads, Contacts, Accounts, Opportunities—and their relationships. Provides the data foundation for all CRM workflows.

Lesson 1 • Custom Objects and Fields

Teaches creation of custom objects and field types to extend the standard data model. Directly enables tailored data capture for unique business needs.

Lesson 2 • Data Quality and Validation Rules

Teaches validation rule syntax and best practices to enforce data integrity at entry. Students write rules that prevent bad data without frustrating users.

Lesson 3 • Data Import and Export Tools

Introduces Data Import Wizard and Data Loader for bulk data operations. Students perform clean imports and exports while avoiding common data quality errors.

Lesson 4 • Object Relationships and Schema Builder

Covers lookup, master-detail, and many-to-many relationships and their behavioural differences. Students visualise and build data models using Schema Builder.

Lesson 1 • Sharing Rules and Manual Sharing

Teaches org-wide defaults, sharing rules, and manual sharing to extend record access beyond ownership. Students balance openness with data security.

Lesson 2 • Login Security and Authentication

Covers password policies, multi-factor authentication, and login IP restrictions. Students configure authentication settings that protect organisational data.

Lesson 3 • Profiles and Permission Sets

Covers profile settings that define baseline user access and permission sets for additive privileges. Students assign the right access without over-permissioning users.

Lesson 1 • Scheduled and Autolaunched Flows

Explains scheduled flows for batch processing and autolaunched flows invoked by other processes. Students automate time-based and system-triggered operations.

Lesson 2 • Email Alerts and Approval Processes

Teaches configuring email alerts and multi-step approval processes for business sign-offs. Students automate review workflows that require human decision points.

Lesson 3 • Building Record-Triggered Flows

Teaches creating flows that fire on record create, update, or delete events. Students automate field updates, record creation, and notifications declaratively.

Lesson 4 • Screen Flows for User Interaction

Covers screen flows that guide users through multi-step processes with custom UI. Students embed screen flows in pages to replace manual data entry steps.

Lesson 1 • Products, Price Books, and Quotes

Explains the product catalogue, price books, and quote generation tied to opportunities. Students configure pricing structures that support complex sales scenarios.

Lesson 2 • Lead Management and Conversion

Covers lead capture, assignment rules, and the lead conversion process to Contacts and Opportunities. Students design lead workflows that minimise data loss.

Lesson 3 • Opportunity Pipeline Management

Teaches opportunity stages, sales processes, and pipeline views for tracking deals. Students configure stages that reflect actual sales methodology.

Lesson 1 • Case Management Fundamentals

Introduces case object configuration, case origins, and status management. Students set up the foundational case workflow for a support organisation.

Lesson 2 • Knowledge Base and Self-Service

Teaches Salesforce Knowledge article creation, publishing workflows, and self-service portal setup. Students reduce case volume through effective knowledge management.

Lesson 3 • Service Metrics and SLA Management

Covers entitlements, milestones, and service-level agreement tracking in Salesforce. Students configure SLA enforcement that meets contractual support commitments.

Lesson 4 • Queues and Omni-Channel Routing

Covers queues for case distribution and Omni-Channel for intelligent routing to agents. Students configure routing that balances workload across support teams.

Lesson 1 • CRM Analytics Introduction

Introduces CRM Analytics (formerly Einstein Analytics) for advanced data exploration. Students understand when to use CRM Analytics beyond standard reports.

Lesson 2 • Advanced Reporting Techniques

Covers cross-filters, joined reports, and historical trending for complex analysis. Students answer multi-dimensional business questions with advanced report structures.

Lesson 3 • Report Builder Fundamentals

Teaches report types, filters, and groupings using the drag-and-drop report builder. Students create tabular, summary, and matrix reports from scratch.

Lesson 1 • Sandbox Environments and Org Strategy

Covers sandbox types, refresh cycles, and environment strategy for development and testing. Students plan a multi-org strategy that supports safe iterative development.

Lesson 2 • Change Sets and Metadata Deployment

Teaches outbound and inbound change sets for moving metadata between orgs. Students deploy configuration changes without disrupting production operations.

Lesson 3 • Salesforce CLI and DevOps Tools

Introduces Salesforce CLI, source-driven development, and DevOps Centre for modern deployments. Students automate deployments using command-line and pipeline tools.

Lesson 4 • AppExchange and Managed Packages

Explains AppExchange evaluation, installation, and managed package governance. Students assess third-party solutions and manage package upgrades responsibly.