This topic covers the fundamentals of configuring and setting up Salesforce according to business requirements. Students learn about user management, security settings, data customization, and system preferences to ensure a tailored Salesforce environment.

Students explore the Object Manager, which allows them to create and customize objects, fields, and relationships in Salesforce. They also learn to leverage the Lightning App Builder to design and build custom applications and user interfaces.

This module focuses on Salesforce’s Sales and Marketing Clouds. Students gain an understanding of lead management, opportunity tracking, campaign management, and other features that facilitate effective sales and marketing processes.

This topic delves into Salesforce’s Service and Support Clouds, providing insights into case management, knowledge bases, service console customization, and tools for delivering exceptional customer support.

Students learn about tools and features within Salesforce that enhance productivity and collaboration. This includes exploring Chatter, Salesforce Files, and task management to improve teamwork and streamline communication.

This module covers data management techniques, including data import, export, and cleansing. Students also gain insights into Salesforce’s reporting capabilities and how to create custom reports and dashboards to analyze key business metrics.

Students discover how to automate business processes using Salesforce’s workflow and process automation tools. This includes creating workflow rules, approval processes, and utilizing the Process Builder to automate repetitive tasks and improve efficiency.