Camille Gonzalez

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Week 1 Orientation, Salesforce login, intro to managed

Day 1 services and plans, computer setup


Get Started with Trailhead 1.5 hours https://trailhead.salesforce.com/en/users/strailhead/trailmixes/ge

Day 2 Salesforce Platform Basics 50 minutes


Prepare Your Salesforce Org for users 50 minutes
User Management 50 minutes
View and Manage Users 10 minutes
Customize an org to support a new business unit 1.5 hours
Identity Basics 45 minutes
Control Who Sees What 10 minutes
Data Security 1 hour 50 minutes
Permission Set Groups 40 minutes
Protect Your Data in Salesforce 1 hour

Day 3 Security Specialist 6 hours


Demo to Andres, Senior Dev, Deepti 30 minutes
Data Modeling 45 minutes
Object Relationship Overview 10 minutes

Day 4 Lightning Experience Customization 2 hours 50 minutes


Customize a Salesforce Object 1 hour 45 minutes
Notes on Changing Custom Field Types 10 minutes
Lightning App Builder 1 hour 35 minutes
Formulas and Validations 45 minutes

Day 5 Accounts & Contacts for Lightning Experience 30 minutes


Leads & Opportunities for Lightning Experience 1 hour 15 minutes
Products, Quotes & Contacts 35 minutes
Campaign Basics 55 minutes
Customize a Sales Path for your team 30 minutes
Service Cloud for Lightning Experience 1 hour 35 minutes
Set up the Service Console 1 hour
Create a Process for Managing Support Cases 35 minutes
Set up case Escalation and Entitlements 1 hour 50 minutes
Demo to Andres, Senior Dev, Deepti 30 minutes

Week 2 Day 1 Activities: Tasks, Events and Calendars 10 minutes


Chatter Administration for Lightning Experience 1 hour 10 minutes
Salesforce Mobile App Customization 1 hour 35 minutes
AppExchange Basics 1 hour 5 minutes
Data Management 40 minutes
Duplicate Management 45 minutes
Import and Export with Data Management Tools 40 minutes
How to Update Records Using the External ID using Dat5 minutes
Reports & Dashboards for Lightning Experience 1 hour 50 minutes

Day 2 Create Reports and Dashboards for Sales and Marketin 1 hour 30 minutes
Compare Access Levels for Reports and Dashboard Fold10 minutes
Lightning Experience Reports & Dashboards Specialist 6 hours

Day 3 Workflow 10 minutes


Which Automation Tool Do I use? 10 minutes
Salesforce Flow 1 hour 40 minutes
Build a Discount Approval Process 50 minutes
Quick Start: Process Builder 20 minutes
Build a Simple Flow 45 minutes
Order of execution of Processes 10 minutes
Build a Battle Station App 2 hours 10 minutes

Day 4 Business Adminitation Specialist 6 hours


Demo to Andres, Senior Dev, Deepti 45 minutes
Day 5 Administrator Certification Prep Interactive Practice Tes30 minutes
Administrator Practice Test 1 hour 30 minutes
Salesforce Certification Days 5 hours?
Week 3 Day 1 Prepare for your Administrator Certification Exam (CRT101)
8 hours
Day 2 Prep for exam: practice tests
Day 3 Admin 101 Certification
Platform App Builder
Day 4 AppExchange solutions 50 minutes
Picklist Administration 50 minutes
Screenflow Distribution 1 hour 55 minutes
Lightning Experience Productivity 1 hour 15 minutes

Day 5 Process Automation Specialist 8 hours

Week 4 Day 1 App Customization Specialist 6 hours


Application Lifecycle and Development Models 40 minutes
Change Set Development Model 30 minutes
Org Development Model 35 minutes
Package Development Model 50 minutes
Day 2 Study for the Platform App Builder Exam 50 minutes
Prepare for your Platform App Builder Certification Ex 5 hours
Day 3 Demo to Andres, Senior Dev, Deepti
Day 4 Platform App Builder Certification
Day 5
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