Service Description

Week 1: Introduction & Core Concepts Day 1: Salesforce Overview Introduction to Salesforce and its ecosystem Understanding the Salesforce platform and its editions Salesforce organizational setup and user interface navigation Day 2: Data Model & Data Management Salesforce objects: Standard vs. Custom Fields and relationships (Lookups, Master-Detail, and Hierarchies) Schema Builder and its importance Day 3: User Management Creating and managing users Profiles, and permissions Sharing - Organization-Wide Default, Roles, record level security Login access policies Day 4: Security & Access Organization-wide defaults (OWD) Sharing rules and manual sharing Record-level security and field-level security Day 5: Hands-on Practice Case study: Setting up a small org with basic security configurations Week 2: Advanced Data Handling & Automation Day 6: Data Management Techniques Data import and export tools Duplicate management Data validation rules Day 7: Salesforce Automation Basics Formula fields Flows Approval processes Day 8: Reports & Dashboards Creating custom reports Understanding report types and filters Designing interactive dashboards Day 9: Activity Management & Collaboration Task and event management Chatter: Collaboration in Salesforce Best practices for user adoption Day 10: Hands-on Practice Case study: Automating repetitive tasks with Flows Week 3: Application Customization & Advanced Features Day 11: App Customization Creating and customizing apps Tabs, page layouts, and record types Compact layouts and dynamic forms Day 12: Salesforce Mobile & AppExchange Setting up and customizing Salesforce Mobile AppExchange: Finding and installing apps Governance in third-party apps Day 13: Data Security & Monitoring Field history tracking Login and field audit trail Health check and event monitoring Day 14: Integration Basics Introduction to Salesforce APIs Email-to-Case and Web-to-Case setups Third-party integration overview Day 15: Hands-on Practice Case study: Building a custom app with integrated reports Day 16: Bonus - Mock Interviews Practice scenarios for Salesforce Analyst interviews Commonly asked questions and how to structure answers