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Salesforce Complete Syllabus

Learn CRM basics, Salesforce admin configuration, automation, reports, security model, and developer foundation.

CategoryCRM LevelBeginner to Intermediate Duration8 to 10 weeks Career PathSalesforce Admin, Salesforce Developer, CRM Consultant

Learning Outcome

After Completion

  • Configure Salesforce objects
  • Build flows and reports
  • Understand security
  • Prepare admin/developer career path

Prerequisites

  • Basic business process understanding
  • Computer skills
  • Programming helpful for developer path

Tools

Salesforce Developer Org Trailhead Data Loader basics VS Code optional

Full Study Plan

A practical learning sequence from setup to project demo, designed for discussion, practice, revision, and job-ready confidence.

Phase 01: Setup and Foundation

  • Understand where Salesforce is used in real projects.
  • Install required tools and prepare a clean practice workspace.
  • Start with CRM and Salesforce Basics and create short notes for every concept.

Phase 02: Core Concepts

  • Complete the main Salesforce building blocks in sequence.
  • Practice examples for every topic before moving to the next module.
  • Maintain a daily doubt list and review it during discussion sessions.

Phase 03: Practical Implementation

  • Convert concepts into mini tasks based on Automation.
  • Use realistic business examples such as website, CRM, enquiry, billing, or reporting flows.
  • Review code/configuration quality, naming, security, and maintainability.

Phase 04: Project and Interview Readiness

  • Build a portfolio-ready project within the 8 to 10 weeks learning plan.
  • Revise Project and Interview with practical explanation and interview questions.
  • Prepare project screenshots, README, demo flow, and next-step career roadmap.

Start To End Syllabus

This roadmap moves from foundation to project-ready skills in a practical learning order.

01

CRM and Salesforce Basics

  • CRM concepts
  • Sales cloud overview
  • Objects
  • Fields
  • Records
02

Admin Foundation

  • Apps
  • Tabs
  • Page layouts
  • Record types
  • Validation rules
03

Security Model

  • Users
  • Profiles
  • Permission sets
  • Roles
  • Sharing basics
04

Automation

  • Flows
  • Approval basics
  • Email alerts
  • Assignment rules
05

Reports and Dashboards

  • Report types
  • Filters
  • Charts
  • Dashboard components
06

Developer Foundation

  • Apex basics
  • SOQL basics
  • Triggers concept
  • Lightning basics
07

Project and Interview

  • Lead management CRM
  • Support case flow
  • Admin questions
  • Certification roadmap

Detailed Module Syllabus

Each module includes topics, guided practice, independent work, and a clear deliverable so learning does not remain only theoretical.

Step 01

CRM and Salesforce Basics

Learn CRM concepts, Sales cloud overview, Objects with guided examples, notes, and practical review.

Topic Index
  • CRM concepts
  • Sales cloud overview
  • Objects
  • Fields
  • Records
Practice Work
  • Create examples for CRM concepts, Sales cloud overview, Objects.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for CRM and Salesforce Basics.

Step 02

Admin Foundation

Learn Apps, Tabs, Page layouts with guided examples, notes, and practical review.

Topic Index
  • Apps
  • Tabs
  • Page layouts
  • Record types
  • Validation rules
Practice Work
  • Create examples for Apps, Tabs, Page layouts.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Admin Foundation.

Step 03

Security Model

Learn Users, Profiles, Permission sets with guided examples, notes, and practical review.

Topic Index
  • Users
  • Profiles
  • Permission sets
  • Roles
  • Sharing basics
Practice Work
  • Create examples for Users, Profiles, Permission sets.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Security Model.

Step 04

Automation

Learn Flows, Approval basics, Email alerts with guided examples, notes, and practical review.

Topic Index
  • Flows
  • Approval basics
  • Email alerts
  • Assignment rules
Practice Work
  • Create examples for Flows, Approval basics, Email alerts.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Automation.

Step 05

Reports and Dashboards

Learn Report types, Filters, Charts with guided examples, notes, and practical review.

Topic Index
  • Report types
  • Filters
  • Charts
  • Dashboard components
Practice Work
  • Create examples for Report types, Filters, Charts.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Reports and Dashboards.

Step 06

Developer Foundation

Learn Apex basics, SOQL basics, Triggers concept with guided examples, notes, and practical review.

Topic Index
  • Apex basics
  • SOQL basics
  • Triggers concept
  • Lightning basics
Practice Work
  • Create examples for Apex basics, SOQL basics, Triggers concept.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Developer Foundation.

Step 07

Project and Interview

Learn Lead management CRM, Support case flow, Admin questions with guided examples, notes, and practical review.

Topic Index
  • Lead management CRM
  • Support case flow
  • Admin questions
  • Certification roadmap
Practice Work
  • Create examples for Lead management CRM, Support case flow, Admin questions.
  • Complete one guided exercise and one independent mini task.
  • Write common mistakes, fixes, and interview explanation notes.

Deliverable: A configured Salesforce business process sample for Project and Interview.

Labs, Assignments, Capstone, And Review

This section fills the complete practical syllabus with classroom-style activities, project work, assessment, and portfolio outputs.

Hands-On Labs

  • Map a business process and configure it inside Salesforce.
  • Create objects, fields, validations, user access, reports, and dashboards.
  • Build automation for lead, customer, support, or approval workflows.
  • Prepare admin/developer notes with testing and deployment considerations.
  • Salesforce project lab: Lead management setup.
  • Salesforce project lab: Case support workflow.
  • Salesforce project lab: Sales dashboard.

Assignments

  • Assignment 01: Complete practical work for CRM and Salesforce Basics, submit notes, screenshots/output, and doubt list.
  • Assignment 02: Complete practical work for Admin Foundation, submit notes, screenshots/output, and doubt list.
  • Assignment 03: Complete practical work for Security Model, submit notes, screenshots/output, and doubt list.
  • Assignment 04: Complete practical work for Automation, submit notes, screenshots/output, and doubt list.
  • Assignment 05: Complete practical work for Reports and Dashboards, submit notes, screenshots/output, and doubt list.
  • Assignment 06: Complete practical work for Developer Foundation, submit notes, screenshots/output, and doubt list.
  • Assignment 07: Complete practical work for Project and Interview, submit notes, screenshots/output, and doubt list.

Capstone Project

Business CRM implementation using Salesforce

Build one complete, review-ready project that proves practical Salesforce understanding from foundation to delivery.

  • Business process mapping
  • Custom objects and fields
  • Security/access setup
  • Automation and reports
  • Admin/developer documentation

Assessment

  • CRM concept quiz
  • Configuration practical
  • Security model review
  • Automation demo
  • Business scenario viva

Portfolio Output

  • CRM process document
  • Configuration screenshots
  • Report/dashboard examples
  • Automation notes
  • Lead management setup
  • Case support workflow
  • Sales dashboard

Discussion Points

  • How CRM projects run
  • Admin vs developer career path
  • Certification roadmap
  • CRM interview scenarios
  • Objects and fields
  • Security model
  • Flows
  • Reports

Projects, Practice, And Interview Focus

Practice Projects

  • Lead management setup
  • Case support workflow
  • Sales dashboard

Interview Preparation

  • Objects and fields
  • Security model
  • Flows
  • Reports

Discuss This Syllabus

Share your current level and goal. We will help you select the right sequence, project practice, and interview preparation path.

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