Module 1: Introduction to Salesforce Administration

• Overview of Salesforce Platform
• Role and Responsibilities of a Salesforce Administrator
• Navigating Salesforce Interface
• Understanding Salesforce Objects
• Introduction to Salesforce Lightning Experience

Weekend Webinar: By Our Aluminis

WEEK 1 HANDS ON EXERCISE

• Log in to your Salesforce Trailhead Playground (fully functional Salesforce environment for practice).
• Explore the Salesforce Lightning Experience and Classic Interface.
• Practice navigating through different tabs, objects, and applications.
• Create custom objects in Salesforce.
• Add custom fields to standard objects (e.g., add a custom field to the Account object).
• Explore various standard objects like Accounts, Contacts, Opportunities, relationships.
• Switch between Salesforce Lightning and Classic interfaces to understand the differences.
• Create a Lightning App Page and add Lightning components to it.
• Assign and revoke permissions to users based on their roles.
• Use Process Builder to create more complex automation workflows.

After completing Module 1 on Salesforce Administration, learners gain a foundational understanding of the Salesforce platform. They become familiar with the role and responsibilities of a Salesforce Administrator, mastering navigation through the platform's interface. A key takeaway includes a comprehensive knowledge of Salesforce objects and their significance. Furthermore, participants are introduced to the modern user interface, Salesforce Lightning Experience, enhancing their ability to leverage advanced features. These fundamentals set the stage for deeper exploration into Salesforce administration, providing a solid basis for managing and customizing Salesforce instances effectively.

Module 2: User and Access Management

• User Profiles and Roles
• Permission Sets and Public Groups
• Data Security and Sharing Settings
• Managing Record Ownership
• Login and Password Policies

Weekend Webinar: By Professionals

WEEK 2 HANDS ON EXERCISE

• Develop a permission set with specific object and field permissions.
  
  
• Assign the permission set to a user and observe the changes in their access.
• Create a public group and add users to it.
  
  
• Use the public group in sharing settings to extend access to certain records.
• Set different OWD settings for specific objects. Analyze the impact on record access.
• Develop sharing rules to automatically share records with certain criteria. Test the sharing rules by creating records that meet the specified criteria.
• Transfer ownership of records between users. Understand the implications of transferring ownership on related records and sharing.
• Create records and observe how ownership is determined based on role hierarchy.
• Set up password policies for complexity and expiration. Create a new user and test the enforcement of password policies.
• Set up login IP ranges to restrict access to Salesforce from specific locations.Attempt to log in from different IP addresses to observe the impact of IP range restrictions.

In the subsequent module, participants delve into advanced aspects of user and access management in the Salesforce ecosystem. User Profiles and Roles are explored to understand hierarchical structures, defining access levels. Permission Sets and Public Groups are studied for granular control over user permissions, tailoring access to specific functionalities. Data Security and Sharing Settings are emphasized to fortify data integrity and confidentiality. Managing Record Ownership becomes a focal point, detailing strategies for efficient data governance. The module also covers the intricacies of Login and Password Policies, ensuring robust authentication and safeguarding against unauthorized access. This comprehensive learning equips participants with the skills to orchestrate secure and tailored user experiences within Salesforce.

Module 3: Data Management in Salesforce

• Data Modeling and Schema Builder
• Importing and Exporting Data with Data Loader
• Data Validation Rules
• Record Types and Page Layouts
• Field Dependencies and Formula Fields

Weekend Webinar: By Our Aluminis

WEEK 3 HANDS ON EXERCISE

• Exercise: Create a custom object using Schema Builder to model a new business entity relevant to your organization. Define custom fields, relationships, and validation rules.
• Exercise: Use Data Loader to import a set of sample records into Salesforce from a CSV file. Then, export the records back to a CSV file. Ensure that the import and export processes are successful and error-free.
• Exercise: Define data validation rules for a specific object in Salesforce. For example, create a validation rule that ensures a certain field is not left blank or that a date field is always in the future. Test the validation rules with sample data to observe the expected behavior.
• Exercise: Create different record types for a standard object, such as Opportunities. Customize the page layouts for each record type to display relevant fields and related lists. Create sample records for each record type to observe how the page layouts dynamically change.
• Exercise: Set up field dependencies between two custom fields in an object. For example, create a custom object to track projects and establish a field dependency between "Project Type" and "Project Subtype." Additionally, create a formula field that calculates the total project cost based on other fields. Test the dependencies and formula field with sample data.

In the subsequent lessons, participants will delve into advanced Salesforce data management. Data Modeling and Schema Builder empower users to design robust data architectures. Importing and Exporting Data with Data Loader imparts crucial skills for seamless data migration. Data Validation Rules ensure data accuracy, while Record Types and Page Layouts enhance user experience. Exploring Field Dependencies and Formula Fields provides insights into creating dynamic relationships and automating data calculations. Together, these modules equip learners with comprehensive tools to proficiently manage and optimize Salesforce data, ensuring data integrity and enhancing the platform's efficiency.

Module 4: Automation in Salesforce

• Workflow Rules and Process Builder
• Approval Processes
• Validation Rules and Formula Fields
• Scheduled Flows
• Email Templates and Alerts

Weekend Webinar: By Our Salesforce Mentors

WEEK 4 HANDS ON EXERCISE

• Exercise: Create a workflow rule that automatically updates the "Status" field of an Opportunity to "Closed" when the Opportunity reaches the "Closed Won" stage. Additionally, use Process Builder to send an email notification to the account owner when the Opportunity is closed.
• Exercise: Develop an approval process for discount requests. Create criteria for when an approval process should trigger (e.g., discount amount exceeds a certain threshold). Define the approval steps and actions, such as notifying the approver and sending an approval or rejection email to the requester.
• Exercise: Design a validation rule to ensure that the "Close Date" of an Opportunity is always in the future. Additionally, create a formula field that calculates the expected revenue based on the Opportunity's probability and amount.
• Exercise: Implement a scheduled flow that runs every month and identifies all open Cases that haven't been updated in the last 30 days. Update the status of these Cases to "Stale" and send an email notification to the case owner reminding them to review and update the Case.
• Exercise: Develop an email template for notifying customers about upcoming renewals for their subscriptions. Use the template in an email alert triggered by a time-based workflow rule. The alert should be sent to the account owner 30 days before the subscription expiration date.

In Module 4, "Automation in Salesforce," you've gained essential skills in leveraging automation tools. Workflow Rules and Process Builder enable streamlined processes, while Approval Processes enhance governance. Validation Rules and Formula Fields ensure data accuracy. Scheduled Flows provide time-triggered automation, improving efficiency. Email Templates and Alerts facilitate communication. You've acquired a comprehensive understanding of Salesforce automation, empowering you to optimize business processes, maintain data integrity, and enhance user communication within the Salesforce ecosystem.

Module 5: Reports and Dashboards

• Creating Custom Reports
• Report Types and Formats
• Dashboard Creation and Customization
• Dynamic Dashboards
• Report and Dashboard Security

WEEK 5 HANDS ON EXERCISE

• Exercise: Create a custom report that includes data from multiple related objects. Use filters, groupings, and summary fields to organize and present the data effectively. Experiment with different report formats and explore options for customization.
• Exercise: Explore different report types such as Tabular, Summary, Matrix, and Joined Reports. Create reports using each type, and compare how data is presented. Experiment with formatting options, including conditional highlighting and field customization.
• Exercise: Build a simple dashboard by adding components like charts, tables, and metrics. Customize the layout and appearance of the dashboard to make it visually appealing. Use real-time data from reports to populate the dashboard components.
• Exercise: Create a dynamic dashboard that allows users to interact with the data. Include dynamic filters, date ranges, or parameterized components. Test the dynamic nature of the dashboard by changing parameters and observing how the dashboard updates in real-time.
• Exercise: Implement security measures for reports and dashboards. Explore how to control access to specific reports and dashboards based on user roles and permissions. Create a scenario where certain users can view and edit reports, while others have only read-only access.

After completing Module 5 on Reports and Dashboards, learners will have gained proficiency in creating custom reports and understanding various report types and formats. They will have acquired skills in dashboard creation and customization, including dynamic dashboards for real-time data visualization. Additionally, the module covers report and dashboard security, ensuring that users comprehend how to maintain data integrity and protect sensitive information. This knowledge empowers individuals to leverage Salesforce effectively for data analysis, presentation, and secure information sharing, contributing to enhanced decision-making processes within the Salesforce platform.

Module 6: Salesforce Lightning Experience

• Lightning App Builder
• Lightning Record Pages
• Lightning App Builder
• Lightning Components
• Customizing Lightning Experience

WEEK 6 HANDS ON EXERCISE

• Exercise: Perform a Salesforce org transition from Classic to Lightning. Follow the step-by-step process provided in the Salesforce documentation to enable Lightning Experience for your org. Verify the transition by logging in and exploring the Lightning interface.
• Exercise: Create a custom Lightning app using the Lightning App Builder. Add standard and custom components to the app page, rearrange them, and set up dynamic filters or conditions. Test the app to ensure that the components function as expected and provide a more tailored user experience.
• Exercise: Customize a Lightning record page for a specific object (e.g., Opportunity, Account). Use the Lightning App Builder to modify the layout, add relevant components, and configure the page to display key information prominently. Ensure that the page design enhances user productivity.
• Exercise: Develop a simple Lightning component. Use Aura components or Lightning web components based on your preference. Integrate the component into a Lightning page or app, and make sure it interacts with Salesforce data or performs a specific function. Test the component's functionality within the Lightning Experience.
• Exercise: Explore and implement various customization options available in Lightning Experience. This may include customizing the navigation menu, creating custom themes, and adjusting user profiles. Additionally, experiment with personalized settings for individual users and see how these changes impact their Lightning Experience.

In Module 6, focusing on Salesforce Lightning Experience, learners gain a comprehensive understanding of transitioning from Classic to Lightning, mastering the Lightning App Builder for intuitive app creation. The curriculum delves into Lightning Record Pages, empowering users to tailor their workspace efficiently. Participants explore Lightning Components, fostering the ability to develop custom features. The module concludes by delving into the nuances of Customizing Lightning Experience, allowing users to personalize their Salesforce environment for optimal efficiency and user satisfaction. This well-rounded education equips individuals with the skills to navigate the dynamic Salesforce Lightning platform seamlessly, fostering enhanced productivity and user engagement.

Module 7: Integration with External Systems

• Introduction to Salesforce APIs
• Outbound and Inbound Integrations
• Connected Apps and OAuth
• Apex Callouts
• Data Mapping and Transformation

Weekend Webinar: By Our Professionals

WEEK ONE HANDS ON EXERCISE

• Set up a new Connected App in your Salesforce org. Configure OAuth settings for the Connected App. Implement OAuth authentication in a sample web application, allowing it to securely connect to your Salesforce instance.
• Choose an external system (e.g., a third-party service or application). Use Salesforce Outbound Messaging or External Services to integrate with the selected external system. Configure the necessary endpoints, define the outbound message or service, and ensure successful communication between Salesforce and the external system.
• Write an Apex class that makes a callout to an external REST or SOAP API. Handle response data in your Apex code. Implement error handling mechanisms to manage scenarios where the external service is unavailable or returns an error.
• Identify a scenario where data needs to be transformed before being sent to an external system. Create an Apex class or use Salesforce Flow to perform data mapping and transformation. Test the transformation process with sample data and verify that the transformed data aligns with the requirements of the external system.
• Design an Apex REST service or use an existing one.Create a mechanism for an external system to send data to Salesforce using HTTP methods.Implement logic in the Apex REST service to process incoming data, perform any required transformations, and update Salesforce records accordingly.

After completing Module 7 on Integration with External Systems, learners gain a solid understanding of Salesforce APIs, distinguishing between outbound and inbound integrations. They become adept at creating Connected Apps and utilizing OAuth for secure access. The module covers Apex Callouts, empowering users to seamlessly interact with external systems. Additionally, learners acquire skills in data mapping and transformation, crucial for maintaining consistency and coherence in data exchanges between Salesforce and external platforms. This module equips individuals with the knowledge and tools necessary to build robust, interconnected systems, enhancing their proficiency in integrating Salesforce with external applications and services.

Module 8: Advanced Topics and Best Practices

• Advanced Security Features
• Troubleshooting and Debugging
• Salesforce Limits and Considerations
• Performance Optimization
• Best Practices for Salesforce Administration

Weekend Webinar: By Our PLACEMENT OFFICER

WEEK ONE HANDS ON EXERCISE

• Exercise: Configure Field-Level Security. Create a custom object and define various fields. Apply field-level security to restrict access to specific fields based on user profiles. Test the visibility of fields for different users.
• Exercise: Use Debug Logs for Issue ResolutionIdentify a specific issue within your Salesforce instance. Set up and activate debug logs for the user encountering the problem. Replicate the issue and analyze the debug logs to pinpoint the root cause.
• Exercise: Monitor and Manage Data Storage Limits,Review current data storage usage in your Salesforce org. Identify large data sets and evaluate options for data archiving or deletion. Implement a strategy to stay within data storage limits.
• Exercise: Optimize SOQL QueriesIdentify a custom Apex class or trigger with SOQL queries. Review and optimize the queries to reduce the overall execution time. Measure the performance improvement using Salesforce developer tools.
• Exercise: Implement Workflow and Process Builder Best Practices Create a workflow or process builder in your Salesforce org. Apply best practices such as bulk-safe operations, efficient field updates, and proper criteria evaluation. Test and validate the workflow or process builder's functionality.

After covering Module 8 on Advanced Topics and Best Practices, learners gain insights into crucial aspects of Salesforce administration. Advanced Security Features equip them with knowledge to enhance system security. Troubleshooting and Debugging skills are honed, enabling efficient problem resolution. Understanding Salesforce Limits and Considerations ensures optimal system usage. Performance Optimization techniques empower administrators to fine-tune system efficiency. Best Practices for Salesforce Administration provide valuable guidelines for maintaining a streamlined and effective Salesforce environment. This module enhances administrators' expertise, ensuring they can implement advanced features, resolve issues effectively, and adhere to best practices for optimal Salesforce performance.