Salesforce Certified Platform Foundations

Overview

The Salesforce Platform Foundations Course is for Trailblazers with 0-6 months of Salesforce experience. This course provides foundational Salesforce knowledge including understanding what a Customer Relationship Management platform is, how its used and what business needs it solves, and how the Salesforce product suite can be used to transform and automate business teams and processes.

The course also prepares students for the Salesforce Certified Platform Foundations exam which validates and empowers those to prove they have the skills to build their Salesforce Career. With hands-on experience , setting up your Trailblazer id, and earning your first Trailhead badges, this course prepares you for building your expertise on the Salesforce platform.

Prerequisites

There are no specific pre-requisites for this course

Outline

Module 1 – Support within the Salesforce Ecosystem

• Describe various resources available to support your learning around Salesforce.
• Identify the Salesforce Customer 360 product offerings, and appropriate times to use them.

Module 2 – Salesforce in Action

• Describe how companies use Salesforce
• Identify the approach to customising Salesforce

Module 3 – Salesforce navigation

• Identify where a user can locate necessary information and how to navigate the platform
• Understand where Salesforce customisation takes place

Module 4 – Object Relationships

• Understand the relationships between Salesforce objects

Module 5 – Data Visibility

• Understand the basic concepts of Object Access
• Identify the methods of controlling Data Visiblity

Module 6 – Data Integrity

• Discover how organizations begin the process of customising Salesforce
• Identify some of the methods of maintaining Data Quality

Module 7 – Reports and Dashboards

• Discover the basic concepts of Salesforce Reporting
• Explore the fundamentals of Dashboards

Module 8 – Roles and Careers within Salesforce

• Identify some of the major project roles in a Salesforce rollout
• Identify some career options using Salesforce skills