Salesforce Associate Course and Program

Course Content

Module 1: Salesforce Ecosystem (32%)

  • What is Salesforce? Video Link Theory
  • Key features and benefits
  • Salesforce editions and clouds (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
  • Salesforce AppExchange
  • The Trailblazer Community
  • Careers in the Salesforce ecosystem

Prepare for Your Salesforce Certified Associate Credential

Module 2: Navigation (28%)

  • The Salesforce user interface
  • Home page & navigation bar
  • Object management (creating, editing, deleting records)
  • List views and search
  • Sharing and security
  • Lightning Experience overview

Module 3: Data Model (25%)

  • Core Salesforce objects:
    • Accounts
    • Contacts
    • Leads
    • Opportunities
    • Cases
  • Relationships between objects
  • Standard and custom fields
  • Record types
  • Validation rules and workflows

Module 4: Requirements (Extra for Business Analyst)

Scope, Requirements, and User Stories:

  • Understand the distinctions between scope, requirements, and user stories.
  • Engage stakeholders to identify, validate, and prioritize requirements.

Version Control for Requirements:

Document requirements in a version-controlled repository to manage scope and changes effectively.

Bonus Module: CV Kick-Off / Interview

Module 5: Reports & Dashboards (15%)

  • Report types (tabular, matrix, joined)
  • Report filters and criteria
  • Charting and formatting reports
  • Dashboards creation and customization
  • Using dashboards for data analysis

Module 6: Practical Application and Case Studies

  • Hands-on exercises applying concepts learned.
  • Case studies based on real-world scenarios.
  • Q&A sessions and discussions.

Bonus Module: AppExchange Exploration

Overview of Salesforce AppExchange (Session)

  • Navigate the AppExchange to discover and evaluate potential solutions
  • Identify apps that address specific business needs and challenges
  • Install, configure, and integrate AppExchange solutions with your Salesforce instance

Final Discussions – Q&A

  • Evaluation of understanding through a final assessment.
  • Certification for successful completion.

Additional Considerations

Tips for Success:

  • Start with Trailhead: Trailhead is a free, interactive learning platform from Salesforce. It offers a variety of modules and trails specifically designed for the Associate certification.
  • Practice with mock exams: Take advantage of free and paid practice exams to familiarize yourself with the exam format and identify areas for improvement.
  • Join the Trailblazer Community: Connect with other learners and experts in the Salesforce community for support and guidance.
  • Review the exam guide: Read and understand the official Salesforce Associate Certification exam guide for detailed information on the exam content.
  • Focus on your weak areas: Identify the topics you struggle with and spend more time studying those areas.

Instructor-Led Sessions: Conduct instructor-led sessions for theoretical concepts.
Hands-on Workshops: Include hands-on workshops for practical application.
Group Activities: Foster collaboration through group activities and discussions.
Feedback Sessions: Regular feedback sessions to address participant questions and concerns.
Online Resources: Provide access to online resources for continuous learning.

Disclaimer: This course material is intended for informational purposes only and does not guarantee success on the Salesforce Associate Certification exam. Please refer to the official Salesforce website for the latest exam information and resources.

I hope this course material helps you prepare for your Salesforce Associate exam!