Table of Contents

Table of Contents 1
Introduction 2
Suggested Prerequisites 2
Bootcamp 3
Week-1 3
Day – 1 : Live Sessions Content 3
Day – 2, 3 : Self-Paced Learning 3
Day – 4 : Live Sessions Content 4
Day – 5, 6, 7 : Self-Paced Learning 4
Week-2 4
Day – 8 : Live Sessions Content 5
Day – 9, 10 : Self-Paced Learning 5
Day – 11 : Live Sessions Content 5
Day – 12, 13, 14 : Self-Paced Learning 6
Week-3 6
Day – 15 : Live Sessions Content 6
Day – 16, 17 : Self-Paced Learning 6
Day – 18 : Live Sessions Content 7
Day – 19, 20 : Self-Paced Learning 7
Project / SuperBadges 8
Ask a Mentor Sessions 8
Submissions 8
Soft Skills Training 8
Verification 9
Certificate Generation 9
Career Fair 9
FAQs 9

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Introduction

Salesforce is the world’s #1 CRM (Customer Relationship Management) where it unites Marketing, Sales,
Commerce, IT etc teams to their customers to deliver a better service.

We are determined to teach this emerging Technology in a very realistic and fun way. We have organized
the challenges in such a way that the learner will be able to learn salesforce in a very enthusiastic and
fun way with a limited time participation.

This program consists of live sessions, Hands-on practical activities, Mentoring support and working on
super badges on Trailhead platform.

In order to help all beginners understand the salesforce ecosystem and its products, we have curated a
few best modules on the trailhead platform that will help you to get ready for the Bootcamp.

Suggested Prerequisites

This section is to provide the candidates a quick look at the salesforce environment. Though this section
is not mandatory, we highly recommend the candidates to go through the below mentioned modules.
You will be very well acquainted with the platform and also with the usage of Trailhead from the very
beginning. (Recommended for beginners).

● Salesforce user basics

https://trailhead.salesforce.com/content/learn/modules/lex_salesforce_basics?trailmix_creator
_id=vmehta12&trailmix_slug=what-is-salesforce

● Salesforce quick look

https://trailhead.salesforce.com/modules?sort=QUICKEST&levels=beginner&products=general&
products=lightningex&products=appcloud&roles=admin

● Salesforce CRM
ttps://trailhead.salesforce.com/content/learn/modules/lex_implementation_basics?trailmix_cre
ator_id=vmehta12&trailmix_slug=what-is-salesforce

● Salesforce Platform For Business Users

https://trailhead.salesforce.com/content/learn/modules/company_wide_org_settings

● Salesforce User Tour

https://trailhead.salesforce.com/content/learn/modules/lex_salesforce_tour?trailmix_creator_i
d=jgeddes&trailmix_slug=what-is-salesforce

● Salesforce Licensing
https://trailhead.salesforce.com/content/learn/modules/salesforce-licensing?trailmix_creator_i
d=jgeddes&trailmix_slug=what-is-salesforce

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 ● Lightning Experience Basics
https://trailhead.salesforce.com/content/learn/modules/lex_migration_introduction?trailmix_cr
eator_id=jgeddes&trailmix_slug=what-is-salesforce

● Salesforce Customer 360: Quick Look

https://trailhead.salesforce.com/en/content/learn/modules/salesforce-customer-360-quick-look
?trail_id=salesforce_advantage

● The fourth Industrial Revolution: Quick look

https://trailhead.salesforce.com/en/content/learn/modules/the-fourth-industrial-revolution-qui
ck-look?trail_id=salesforce_advantage

● Salesforce Admin career Path

https://trailhead.salesforce.com/career-path/admin

● Trailhead and Trailblazer Community

https://trailhead.salesforce.com/en/content/learn/trails/learn_salesforce_with_trailhead?trailm
ix_creator_id=strailhead&trailmix_slug=get-started-with-trailhead-end-user

Bootcamp (Starts cohort wise)

Bootcamp will be organized for 3 weeks where 2 Live Sessions will be conducted per week with 3 Hours
per session. Learners need to complete the self paced courses on Trailhead platform parallely along with
the bootcamps. The Day wise content and references to complete trailhead modules are given below.

Week-1 (2 days Live Sessions + 5 days self paced learning)

Day – 1 : Live Session 1 Content
● Introduction to Salesforce
● What is Salesforce CRM?
● Setup a free developer account in Salesforce?
● Architecture of Salesforce
● Creating a FREE Salesforce Org
● Navigating the Salesforce User Interface
● Lightning vs Classic Salesforce Interface
● Salesforce Branding and UI Customization
● Density Settings
● User Navigation Bar Customization
● Salesforce Themes and Branding
● Company Profile
● User Management
● Organizational & User Setup

Day – 2 & 3 : Self-Paced Learning to be Completed

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 Complete the given trailhead modules before the next live session.

Module Trailhead module link Duration

https://trailhead.salesforce.com/content/learn 3 Hrs
Salesforce Platform Basics /modules/starting_force_com?trail_id=force_c
om_admin_beginner
https://trailhead.salesforce.com/content/learn 3 Hrs
Organizational Setup /modules/company_wide_org_settings

Day – 4 : Live Session - 2 Content Modules to be completed

● Object Relationships
● Introduction to Sales Cloud
● Sales Cloud
● Leads Home Page
● Creating List Views
● Creating and Converting Leads
● Creating Accounts
● Creating Contacts
● Creating Email Templates
● Sending Individual Emails
● Sending Mass Emails
● Creating and Managing Price Books
● Creating Products
● Creating Opportunities
● Creating Activities
● Creating a Web-to-Lead Form
● Creating a Lead Assignment Rule
● Creating a Lead Queue
● Creating an Auto-Response Rule
● Creating Campaigns
● Record Types

Day – 5, 6 & 7 : Self-Paced Learning Modules to be completed

Module Trailhead module link Duration

https://trailhead.salesforce.com/en/content/learn/m 3 Hrs
Data Modeling odules/data_modeling?trail_id=force_com_admin_be
ginner
https://trailhead.salesforce.com/content/learn/modul 3 Hrs
Sales Cloud Basics es/sales-cloud-platform-quick-look?trail_id=go-digital-
fast-with-the-salesforce-customer-360

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Week-2 (2 days Live Sessions + 5 days self paced learning)
Day – 8 : Live Session - 3 Content
● Introduction to Service Cloud
● Service Cloud
● Creating Cases
● Creating Case Assignment Rules
● Creating Case Escalation Rules
● Enabling Solutions
● Creating Solutions
● Attaching Solutions to Cases
● Enabling Knowledge
● Configuring Knowledge
● Creating a Web-to-Case Form
● Creating an Email-to-Case Address
● Process automation overview
● Workflow Rules & Actions
● Validation Rules
● Approval Processes
● Process Builder Overview
● Creating a Process Builder Process
● Process Builder Actions
● Process Builder in Practice

Day – 9 & 10 : Self-Paced Learning Modules to be completed

Module Learning Link Duration

https://trailhead.salesforce.com/content/learn/modules/ 3 Hrs
Service Cloud Basics service-cloud-platform-quick-look?trail_id=go-digital-fast-
with-the-salesforce-customer-360
https://trailhead.salesforce.com/en/content/learn/modul 3 Hrs
Process Automation es/business_process_automation?trail_id=force_com_ad
min_intermediate

Day – 11 : Live Session - 4 Content

● Introduction To Flow Builder
● Introduction To Flows
● Types Of Flows
a) Screen Flow
b) Auto launched Flow
c) Record Triggered Flow
d) Platform Event -Triggered Flow
e) Schedule-Triggered Flow
● Introduction to Chatter

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 ● Chatter Overview
● Enabling Chatter
● Enabling Chatter Feeds on Records
● Configuring Chatter Groups
● Creating Customer Groups
● Creating a Free Customer Chatter User
● Customizing Chatter Email Notifications

Day – 12, 13 & 14 : Self-Paced Learning Modules to be completed

Module Learning Link Duration

https://trailhead.salesforce.com/en/content/learn/modu 3 Hrs
Flows
les/flow-basics
https://trailhead.salesforce.com/en/content/learn/modu 3 Hrs
Flow Builder
les/flow-builder

Week-3 (2 days Live Sessions + 5 days self paced learning)

Day – 15 : Live Session - 5 Content
● Salesforce Security Overview
● Organizational Security Settings
● Organizational Wide Defaults
● Record Ownership
● Role Hierarchies
● Sharing rules
● Manual Sharing
● Object Permissions and Record Access
● User Profiles & Permissions
● Salesforce Security Section Questions
● Tabular Reports
● Report Automation
● Summary Reports
● Matrix Reports
● Report Charts & Formatting
● Bucket Fields
● Report Types
● Report Type Layouts
● Report Types Lab
● Reports & Page Layouts
● Dashboards
● Report & Dashboard Security
● Chatter & Dashboards

Day – 16, 17 : Self-Paced Learning Module to be completed

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 Module Learning Link Duration
https://trailhead.salesforce.com/en/contenarn/modul 3 Hrs
Data Security es/data_security?trail_id=force_com_admin_intermed
iate
Superbadge Program 2 Hrs
https://trailhead.salesforce.com/en/content/learn/mo
Security: Quick Look
dules/superbadge-cred-security-quick-look

https://trailhead.salesforce.com/en/content/learn/mo 2 Hrs
Credential Security
dules/credential-security

2 Hrs
User Authentication https://trailhead.salesforce.com/en/content/learn/sup
Settings Superbadge erbadges/superbadge-user-authentication-settings
Unit
https://trailhead.salesforce.com/en/content/learn/mo 2 Hrs
User Authentication
dules/identity_login

Multi-Factor 2 Hrs
Authentication and https://trailhead.salesforce.com/en/content/learn/sup
Single Sign-On Settings erbadges/superbadge-mfa-sso-settings
Superbadge Unit
User Authentication https://trailhead.salesforce.com/en/content/learn/sup 2 Hrs
Troubleshooting erbadges/superbadge-user-authentication-troublesho
Superbadge Unit oting
User Authentication https://trailhead.salesforce.com/en/content/learn/sup 2 Hrs
Specialist Superbadge erbadges/superbadge-user-authentication
https://trailhead.salesforce.com/content/learn/modul 2 Hrs
Reports & Dashboards
es/lex_implementation_reports_dashboards

Day – 18 : Live Session 6 Content

● Duplicate Management
● Methods for Importing & Exporting Data
● Salesforce IDs and External IDs
● Data Loader
● Import Wizard
● Considerations when importing data
● Data Management Best Practice
● Backing up Salesforce Data
● Mass Action Functions
● Salesforce Content
● Document Folder & File Uploading Review

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 ● Data Management Section Questions

Day – 19, 20 : Self-Paced Learning Module to be completed

Module Learning Link Duration

https://trailhead.salesforce.com/en/content/learn/ 3 Hrs
Data Management Tools modules/lex_implementation_data_management?t
rail_id=force_com_admin_beginner
https://trailhead.salesforce.com/en/content/learn/ 3 Hrs
Data Loader modules/lex_implementation_data_management?t
rail_id=force_com_admin_beginner

Project / SuperBadges

The learner's journey is structured in such a way that , after completion of the live sessions and all
trailhead courses modules, the SuperBadges are unlocked automatically. The Learner who chooses
admin as his learning path, needs to complete the following SuperBadges.

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 Icon
SuperBadge Name Trailhead Link

Business Administration https://trailhead.salesforce.com/en/content/learn/supe

Specialist rbadges/superbadge_business_specialist

Lightning Experience
https://trailhead.salesforce.com/en/content/learn/supe
Reports and Dashboards
rbadges/superbadge-lex-rd
Specialist

https://trailhead.salesforce.com/en/content/learn/supe
Security Specialist
rbadges/superbadge_security

The learner will be given 20-25 days of time for completion of the above SuperBadges.

Ask a Mentor Sessions

After assigning the projects/Superbadges for the learners, if they face any challenge in completion of the
activities or modules, we organize expert mentoring sessions to address the queries learners have. 2
mentoring sessions will be organized per week.

Submissions
Each learner’s journey and completion status is tracked through SmartInternz platform. learners will be
asked to update the status of their work regularly to track their progress and assist accordingly.

Verification
We will verify the progress of each learner on the SmartInternz platform. It is mandatory for all the
learners to complete the above prescribed course modules and super badges to fulfill.

Soft Skills Training

After the successful submission of the project/super badge, the Learners will be provided with 10 Hrs of
soft skills training sessions to help learners with Interview skills, Profile building and presentation skills
etc. This will benefit them during career fairs.

Certificate Generation

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After successful verification of the project/super badges along with the prescribed completions on
trailhead, Virtual Internship Completion Certificate will be generated on SmartInternz.

Career Fair
After successful completion of the program, the final year learners who will qualify for the eligibility of
career fair will be allowed to join the career fair organized on the regular intervals for career connection
opportunities.

FAQs
1. Do we need any prior coding knowledge?
A. For admin, the Learners don’t need any coding knowledge but for development, the Learner should
have the basic java programming skills.

2. How could this course help us?

A. This course helps in gaining knowledge about salesforce from scratch and the final year Learners
enrolled in this course have an opportunity to participate in a career fair.

3. What is a career fair?

A. career fair is a type of informational or recruitment/outreach event that connects recruiters and
candidates in a virtual space. Attendees can learn about various organizations or sponsors and career
opportunities from the comfort of their own home, with all of the ease afforded by a virtual platform.

4. What is the Course duration?

A. The course duration is for 60 days.

5. What is the minimum educational qualification?

A. All the graduation Learners irrespective of their current year can participate in this event.

6. Is salesforce related to sales or marketing jobs?

A. No, salesforce is a technology driven platform.

7. What are the ways to explore salesforce?

A. The best learning resources present in the market to learn salesforce is “Trailhead”.

8. Do we have access to the recorded sessions?

A. Yes, we provide the access for the recorded sessions.

9. Is it mandatory to maintain attendance?

A. The Learner needs to maintain a 75% attendance.

10. Can the Learner register in two paths(admin, development)?

A. No, the Learner needs to choose only one path for this program.

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