Curriculum
Week 1: Salesforce Fundamentals & Setup
Goal: Understand the Salesforce ecosystem and basic navigation.
Topics:
Introduction to Salesforce & CRM concepts
Understanding Salesforce editions and cloud offerings
Salesforce architecture overview (Org, Objects, Fields, Records)
User setup, profiles, and roles
Org customization: apps, tabs, and page layouts
Week 2: Data Management & Security
Goal: Learn data handling and access control
Topics:
Standard vs Custom Objects
Fields, Relationships (Lookup, Master-Detail, Many-to-Many)
Data import/export (Data Import Wizard & Data Loader)
Validation rules, formulas, and workflow rules
Security & access control: profiles, permission sets, sharing rules
Week 3: Automation & Reporting
Goal: Learn admin-level automation & reporting skills
Topics:
Workflow Rules vs Process Builder vs Flow (basic)
Approval processes
Reports & Dashboards creation
List views, report filters, and summary reports
Week 4: Capstone Project & Review
Goal: Apply all learned skills in a mini-project
