1. Salesforce fundamentals and cloud concepts
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Introduction to Cloud Computing and SaaS (Software as a Service) models.
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Salesforce overview: Products, Editions, and its role as a CRM platform.
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Understanding CRM concepts and benefits.
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Navigating the Salesforce User Interface (Classic and Lightning Experience).
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Setting up and configuring a Salesforce organization (company profile, fiscal year, business hours).
2. User management and security
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User Setup and Maintenance: Creating and managing users, user licenses, passwords, and troubleshooting login issues.
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Organizational Security Controls: Implementing password policies, IP restrictions, login hours, and network settings.
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Salesforce Sharing Model: Understanding the principles of data access control.
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Object-Level Security: Managing access to objects (e.g., Accounts, Contacts) using profiles and permission sets.
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Field-Level Security: Restricting access to specific fields within records using profiles and permission sets.
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Record-Level Security: Controlling access to individual records using Organization-Wide Defaults (OWD), roles, role hierarchy, sharing rules, and manual sharing.
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Security Best Practices: Discussing and implementing best practices for securing Salesforce data and user access.
3. Data management
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Data Migration: Understanding considerations when importing, updating, transferring, and mass deleting data.
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Data Management Tools: Using the Data Import Wizard and Data Loader for bulk data operations.
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Data Quality and Validation: Implementing data validation rules and best practices to maintain data accuracy and consistency.
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Data Backup and Archiving: Understanding different methods for backing up Salesforce data, including the Data Export Service.
4. Customization and application building
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Standard and Custom Objects: Understanding the architecture of standard objects and creating custom objects.
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Fields and Data Types: Creating and customizing fields on standard and custom objects.
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Relationships: Defining relationships between objects (Lookup, Master-Detail, Junction Objects).
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Page Layouts and Record Types: Designing page layouts, creating record types, and assigning them to profiles.
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Business Processes: Implementing business processes using picklists and record types.
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Tabs: Creating custom object tabs, Web Tabs, Visualforce Tabs, and Lightning Page Tabs.
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AppExchange: Identifying use cases for AppExchange applications and understanding how to install and uninstall them.
5. Automation and workflow
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Business Process Automation: Understanding the importance and benefits of automating business processes in Salesforce.
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Workflow Rules: Defining workflow rules to automate tasks, email alerts, field updates, and outbound messages.
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Process Builder (Legacy): Understanding the capabilities and use cases of Process Builder for complex automation.
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Flow Builder: Designing and implementing complex process automation using Flow Builder (record-triggered flows, screen flows, auto-layout).
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Approval Processes: Setting up and managing approval processes for standard and custom objects.
6. Reports and dashboards
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Report Types: Creating and customizing reports using standard and custom report types.
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Building Reports: Creating different types of reports, filtering data, summarizing report data, and creating formulas.
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Creating Dashboards: Designing and customizing dashboards with various components, chart types, and data sources.
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Report and Dashboard Folders: Organizing and securing reports and dashboards.
7. Productivity and collaboration
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Activity Management: Managing tasks, events, and public calendars.
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Chatter: Utilizing Chatter features like feeds, groups, and following.
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Salesforce Mobile App: Understanding the capabilities of the Salesforce Mobile App.