This document provides a training plan covering various Salesforce topics. It includes modules on Salesforce basics like leads, opportunities, accounts, contacts and reports. Additional modules cover sales, service, and marketing clouds, the app exchange, cases, knowledge articles and dashboards. Administration topics include security, data access, customizing standard and custom objects, organizational setup, and user management. Modules on chatter, contracts, products, quotes, pricing, workflows and approval processes are also included. The status and resource for each module is tracked.
This document provides a training plan covering various Salesforce topics. It includes modules on Salesforce basics like leads, opportunities, accounts, contacts and reports. Additional modules cover sales, service, and marketing clouds, the app exchange, cases, knowledge articles and dashboards. Administration topics include security, data access, customizing standard and custom objects, organizational setup, and user management. Modules on chatter, contracts, products, quotes, pricing, workflows and approval processes are also included. The status and resource for each module is tracked.
This document provides a training plan covering various Salesforce topics. It includes modules on Salesforce basics like leads, opportunities, accounts, contacts and reports. Additional modules cover sales, service, and marketing clouds, the app exchange, cases, knowledge articles and dashboards. Administration topics include security, data access, customizing standard and custom objects, organizational setup, and user management. Modules on chatter, contracts, products, quotes, pricing, workflows and approval processes are also included. The status and resource for each module is tracked.
Sales Cloud Service Cloud Marketing Cloud App Exchange
Accounts and Contacts
Leads and Opportunities
Reports and Dashboards
Cases and KBAs
Chats, Emails, Reports and Dashboards user
configuration
a. Security and Data Access
b. Object Customizations (Standard and Custome Objects) c. Getting Your Organization Ready for Users / Organizational Setup (Global UI) d. Setting Up and Managing Users / Salesforce User Setup
a. Chatter and Contracts
b. Products, Quotes and Pricebooks. c. Workflows and Approval Process Admin Configurations Modules to be Covered in Trailblazer Status Resource Salesforce user basics Salesforce user tour Trailhead basics Leads and Opportunities for lightning experience
Sales cloud basics
Get started with sales cloud Discover sales cloud Service cloud basics Service cloud quick look Get started with servicecloud for lightning experience Get to know marketing cloud Marketing cloud basics Marketing cloud setup
Get Started with Accounts and Contacts
Understand Account and Contact Relationships Accounts & Contacts for Salesforce Classic Leads and Opportunities for lightning experience
Create a report and dashboard
Create Reports and Dashboards for Sales and Marketing Managers
Create a Process for Managing Support Cases
Knowledge Basics for Lightning Experience Manage Cases Using Articles
Web Chat Basics
Einstein Bots Basics Build an Einstein Bot Email Creation and Sending Reports and Dashboards for Lightning Experience
Admin Beginner
Chatter for Lightning Experience
Products, Quotes and Contracts Manage Products, Prices, Quotes and Orders Build a Approval Process Security Basics Data Security User Authentication Identity Basics Prepare Your Salesforce Org for Users Customize a Salesforce Object User Management Data Modeling Custom Objects: Quick Look