Here’s a structured list of Salesforce training modules designed for beginners to intermediate learners, especially those preparing for roles like Salesforce Admin, Developer, or Consultant.
📚 Salesforce Training Modules (Beginner to Intermediate)
🔰 Module 1: Introduction to Salesforce CRM
·
What
is CRM?
·
Overview
of Salesforce Cloud Products (Sales, Service, Marketing, etc.)
·
Salesforce
Editions and Licenses
·
Salesforce
User Interface (Lightning vs Classic)
🧩 Module 2: Salesforce Data Model
·
Objects:
Standard vs Custom
·
Fields
& Field Types
·
Record
Types & Business Processes
·
Relationships:
Lookup, Master-Detail, Junction Object
·
Schema
Builder
🔐 Module 3: Security & Access
·
User
Setup and Profiles
·
Roles
& Role Hierarchy
·
Permission
Sets & Sharing Rules
·
Org-Wide
Defaults (OWD)
·
Field-Level
Security
·
Login
& Session Settings
📊 Module 4: Reports & Dashboards
·
Report
Types and Formats (Tabular, Summary, Matrix, Joined)
·
Custom
Report Types
·
Dashboard
Components
·
Filters
and Dynamic Dashboards
·
Scheduling
and Subscribing to Reports
🔄 Module 5: Automation Tools
·
Workflow
Rules (Legacy)
·
Process
Builder
·
Approval
Processes
·
Flow
Builder (Record-Triggered, Scheduled, Screen Flows)
·
Automation
Best Practices
⚙️ Module 6: App Builder Fundamentals
·
Custom
Apps, Tabs, and Page Layouts
·
Lightning
App Builder
·
Record
Pages and Home Pages
·
Path
and Guidance
🧑💻 Module 7: Salesforce Development Basics (for Developers or Advanced Admins)
·
Introduction
to Apex (Triggers, Classes, SOQL)
·
Visualforce
Basics
·
Lightning
Web Components (LWC) – Introduction
·
Debugging
Tools (Developer Console, Debug Logs)
·
Deployment
(Change Sets, Sandboxes, Packages)
🌐 Module 8: Data Management
·
Data
Import Wizard
·
Data
Loader
·
Data
Validation Rules
·
Duplicate
Rules
·
Backup
& Export Options
🔄 Module 9: Integration Basics
·
Introduction
to APIs: REST & SOAP
·
Named
Credentials & External Services
·
AppExchange
Integration Tools
·
Brief
intro to middleware like MuleSoft (advanced)
📜 Module 10: Certification Preparation
·
Overview
of Salesforce Certifications (Admin, Developer, Consultant, etc.)
·
Admin
Exam Topics & Weightage
·
Sample
Questions & Practice Tests
·
Study
Strategy & Trailhead Tips
🔧 Bonus / Optional Modules
·
Marketing
Cloud Overview
·
Service
Cloud Deep Dive
·
Einstein
AI & Analytics
·
Salesforce
Mobile App Customization
·
Career
Tips (Resume, Interview Prep, LinkedIn Profile for Salesforce)
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