Associate

2023
Bootcamp
2 weeks - 8 days -20 hours

Times:

● Start: 18:00
● Break: 19:00 hour - 10 minutes
● Q&A: 20:15
● End: 20:30
Introductions
Who are you?

What do you do?

How familiar are you with Salesforce?

What is your profile regarding Salesforce?

Why this training is important to you?

Expectations

Tell us something about you

Goals

This course designed for anyone new to the

Salesforce ecosystem interested in learning and
gaining the knowledge and skills to work on the
Salesforce Platform.

The goal of this course is to become familiar with

the Salesforce ecosystem and be able to get the
Associate Certification.

Discover the capabilities of the Salesforce platform

and ecosystem. Learn basics across navigation,
setup, data modeling, data access and analyzing
data.
Salesforce Certified Associates Exam Overview
Quick Facts
Objective Sections
# of Questions 40

Passing Score 62% Salesforce Ecosystem 32%

Time allotted 70 minutes* Navigation 28%

Languages Available English

Data Model 25%
Reports and Dashboards 15%
Registration & $75 registration
Retake Free retake
*Accommodations can be requested by English Language Learners
Results Received Immediately (ELL) and persons with disabilities for additional time or services needed
to complete the exam.

No hard-copy or
online materials may
Restrictions
be referenced during
the exam.
 Module 1:
Introducing The
Environments
● Ecosystem
● Architecture
● Learning more
● Career Paths
● Practice
Customer 360
The Salesforce Customer 360 is an
integrated CRM platform that
provides a complete 360 view of
your customers on a unified
platform
Customers are at the center of
everything a business does
Some Salesforce products are
referred to as “Clouds”
Understanding Salesforce
Salesforce provides the
infrastructure, applications, and
operational services to support your
business. Salesforce allows you to
innovate quickly by adding to the
existing core applications, by
Sales Service Marketing
integrating new applications, or by
building your own custom
applications.
Experience Analytics Industries
Understanding Salesforce
 Salesforce Ecosystem
Partners, Customers and Trailblazers
The ecosystem is a network made of Salesforce partners and customers and the
Trailblazers who work at each

Trailblazers
Provides CRM software to customers to help solve business problems

Customers
Range in type and span across size, end consumer, and industry

Partners
Customize and implement Salesforce CRM for customers
C360 Product Offerings
Get Started with Core offerings and Usage
Sales Cloud
Grow your accounts, find
new customers, track
revenue and close deals
faster — from anywhere
Features include:
Lead conversion
Opportunity tracking
Forecasting
Automation and
approvals
Service Cloud Marketing Cloud
Solve problems fast, and Get to know your customer
give your customers an and optimize your impact
all-digital, end-to-end from anywhere by sending
support experience customized predefined
schedule messages
Features include:
Lightning Console Features include:
Multi-channel support Multi-channel support
(SMS, social media (email, mobile, web, social)
platforms) Personalized one-to-one
Entitlement processes customer journeys
Automated case
management
C360 Product Offerings
Get Started with Core offerings and Usage

Mulesoft Experience Cloud CRM Analytics

Integration platform for Connect partners, Combine large amounts of

customers, employees and data from anywhere to
connecting applications,
information through sites capture actionable insights
data and devices, and experiences to for your business
anywhere increase satisfaction
Features include:
Features include: Features include: Industry specific templates
Mulesoft Composer Self-service tools Prebuilt integrations
Site customization Custom Dashboards
Robotic Process Support integration Mobile
Automation Sales collaboration for Collaboration
partners
C360 Product Offerings
Get Started with Core offerings and Usage

Health Cloud Education Cloud Nonprofit Cloud

For healthcare providers to
manage patients or
members and services
associated with their care
following privacy laws
Features include:
360 patient data view
Person Accounts
Customizable care plans
Patient coordination and
engagement
Capture a complete view of
learners from K-12, to higher
ed to create personalized
learner experiences through
enrollment and connections
Features include:
Alumni Engagement
Program enrollment
Recruitment & Admissions
Student Experience
Connect your nonprofit with
people who care about
your cause and make an
impact
Features include:
Program Management
Fundraising
Grantmaking
Operations
Marketing & Engagement
 Salesforce Nonprofits
● It’s the cloud to manage non-profit organizations
● Nonprofits helps you scale your mission, capture critical data, and decide where to focus your time
and resources.
● The core product in Salesforce for Nonprofits is Nonprofit Cloud, a built-in Salesforce solution with
tools for fundraising, program management, case management, and outcome management.
● Manage relationships that support your mission.
● Gain insights and grow impact through secure and usable data.
● Adapt to change with flexibility.

https://trailhead.salesforce.com/es-MX/content/learn/modules/nonprofit-cloud-basics/relationships-mat
ter-people-and-data?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-certified
-associate-credential
 Module 1:
Introducing The
Environments
● Ecosystem
● Architecture
● Learning more
● Career Paths
● Practice
 Multi-Tenant Cloud

Multi-tenancy means you are sharing resources.

A single application of the software, database,
and supporting infrastructure serves multiple
customers, while each tenant's data is isolated
and remains invisible to other tenants.

Instance is a self contained unit, each customer

is allocated one and where
your data resides
 Salesforce Users
Users are anyone who has access to a Salesforce
organization and can utilize
for different purposes.

There are several roles in the Salesforce ecosystem

where users manage & build on the platform
i.e.: Salesforce Admins, Business Analysts & Developers

Other users utilize Salesforce for their daily activities

required by their job
i.e.: managers, project teams, account executives,
support agents & operations
 Salesforce Usernames
Credentials Used to Login

Company Org Username

Usernames are used to access Salesforce orgs and example@companyname.com
specific to each environment
● Unique to each user and across all Salesforce orgs Sandbox Org Username
including Sandbox orgs example@companyname.com.test
● Must be in the format of an email address, does not
have to be a working email Developer Org Username
example@gmail.com
Salesforce Releases
● The Salesforce platform is constantly evolving, with
regular releases three times a year (Winter, Spring,
Summer) that include many new features. As an admin,
having a release strategy can help you, and your staff,
stay on top of changes so you can take full advantage of
new functionality.
● A great way to learn about seasonal releases and get
started crafting a release strategy is to earn a Seasonal
Release Strategies Trailhead badge. Each seasonal
release also comes with its own Trailhead module to help
you learn what's new.
● Upgrades are automatic. All customers run the same
version of Salesforce, complete with all the latest features
Customizing Salesforce
Ways to Tailor to Unique Processes

Standard Declarative AppExchange Programmatic

Functionality
CONFIGURE: BUY/GET: DEVELOP:
USE: If standard Find solutions If other solutions
Start with standard functionality doesn’t available on the will not work,
functionality or “out work, build it with AppExchange to implement using
of the box” features clicks, not code. add to an org code
that Salesforce Explore first for
provides for you quicker and
simple solutions
 Module 1:
Introducing The
Environments
● Ecosystem
● Architecture
● Learning more
● Career Paths
● Practice
Learn with Trailhead
• Trailhead is Salesforce’s free online learning
platform accessible to everyone around the
world
• Learn salesforce for free with trails and
functionality-specific modules.
• Earn points and badges by completing trails.
• Connect with Trailblazers and get help.

Recommended Trailmix
Learn with Trailhead
• Module: A single learning topic broken into
units
• Projects: Learn interactively through
hands-on steps in a trailhead playground
• Trails: Groups of modules
• Trailmixes: A mixtape to create a
customized learning path of modules,
projects, trails, and superbadges
• Quests: Combine the challenge of learning
new skills with the chance of winning prizes
Trailhead characteristics

Online &
Bite-Sized
Mobile
Learning
Learn from Free!
content
anywhere Learning
accessible for
all

Gamified
Interactive
and
engaging
Hands-On
With business
context
Trailhead
Learn In-Demand Earn Connect to a Global
Skills: Resume-Worthy Community:
Credentials:
Free, gamified Connect with the
learning platform Prove expertise with Trailblazer
that empowers skill-based badges Community who
anyone to skill up for and role-based help each other
the future credentials that lead along the journey of
to learning and
top jobs in the succeeding with
Salesforce Salesforce.
Ecosystem.
Get Started with Trailhead
1. Sign-up for Trailhead -
https://trailhead.com
If you already have an account, please
log in with that.

2. Click ‘Sign Up’ in the

upper right corner.

3. Choose your preferred

sign up method and
follow the prompts.
Trailblazer Community

● Connect with Trailblazers from anywhere

● Learn relevant skills, from Trailblazers around the world,
and give back together.
● Join millions who are blazing trails with Salesforce. Plus,
you'll have fun and make friends along the way.
● Expand your skill set by learning from Trailblazers, asking
questions on key topics, and with integrated Trailhead
modules.
Trailblazer Community
● Have questions? Join the Trailblazer Community and
collaborate with over 50,000 other Trailblazers.
● Go to www.trailhead.com
● Login with your credentials
● Go to the tab: Community
● Select: Groups
● Search for *Salesforce Platform*
● Navigate to the group and click Join
● Search for other interesting groups!
Salesforce Trust Site
Use the Trust Site to check performance and security of
your Salesforce products
The Salesforce Trust site is made up of three sections.
● System Status provides a visual representation of the
health of an instance and upcoming release dates
● Security gives an overview of Salesforce security
practices.
● Compliance shows the standards that Salesforce is in
compliance with.
Salesforce Partner Learning Camp
● Salesforce-Partner Learning Camp is launched exclusively for Salesforce partners to learn new skills and get
solutions to their customer's needs and demands. It provides hands-on training and demos, hundreds of courses
and certification programs for free of cost.
● https://partnerlearningcamp.salesforce.com/s/learner-dashboard
Associate Trailhead

You can follow the Trailhead

modules along the course.

https://trailhead.salesforce.c
om/es/users/strailhead/trail
mixes/prepare-for-your-sale
sforce-certified-associate-cr
edential
Salesforce Environments- Orgs
What are Salesforce Orgs & Environments?
An organization is the virtual space provided to an
individual customer of Salesforce. Your organization
includes all of your data and applications, and is
separate from all other organizations.
Each org can be highly customized to tailor to
business needs

Types of Orgs:
• Production instances
• Development instances
An environment is a Salesforce org that is used for a
specific purpose.
Salesforce Environments- Orgs
Production Org
• Org that stores the live data that is used
to run your business and where users
perform daily activities. Customers have
additional orgs for development,
testing, integration or training purposes.

Trailhead Playground
• Org that is generated in Trailhead to
complete a hands on challenge. Also can
be used to try out new features
Accessing Salesforce
Production Org: Sandboxes:
Org that stores the live An replica environment
data that is used of your production org
to run your business used for testing,
and where users development and
training without risking
perform daily activities
production data

Developer Org: Trailhead Playground:

Free full-featured copy Org that is generated in
of the Salesforce Trailhead to complete a
platform anyone can hands on challenge.
sign up for to test Also
new features, customize can be used to try out Demo Org
& build solutions new features
 Module 1:
Introducing The
Environments
● Ecosystem
● Architecture
● Learning more
● Career Paths
● Practice
Salesforce Career Paths
Salesforce Business Analyst:
Administrator : Identify key insights,
Bridge the gap between produce data-driven
business requirements solutions by examining
and technology by requirements and map
customizing an org to winning business
meet business needs strategies

Marketers:
Increase campaign Salesforce Developer:
effectiveness & target Developers crack the
inactive audiences using
code on tricky problems,
data to personalize
and automate repetitive
experiences to grow
customers tasks through no-code,
Content Marketers, Email low-code and pro-code
Marketers, Demand options
Generation
Salesforce Career Paths
Salesforce Consultant :
Communicate between Salesforce Architect:
information technology Architects are
big-picture thinkers and
and business
an in-depth problem
stakeholders across the solvers designing
Salesforce Platform systems that stand up to
Functional & Technical anything.
Consultants

Salesforce Designer: Sales & Service Careers:

Optimize flows and visual Connect with customers
interfaces and develop
and build relationships
strategic visions on the
Business Dev
Salesforce platform
Account Executive
User Experience Designer Service Agent Field
Strategy Designer Service Leader
Salesforce Pyramid
Globally Recognized Salesforce Credentials
Production Acquire and show your Knowledge

Superbadges
Skills-based credentials
Apply Salesforce skills
to hands-on, real-world
business problems.
Certifications
Role-based credentials
Prove hands-on
experience with
Salesforce to get a
competitive edge
that leads to new
opportunities.
Certification Data
This course provides you with core skills of the
platform and provides the opportunity to
earn credentials and continue learning by
offering:
Voucher Price:
Exam retakes are free

Useful Resources on Trailhead:

• Scheduling a Certification Exam
• Online Proctoring—Complete Your Exam
Remotely
• COVID-19 & the Salesforce Certification
Program FAQ
Salesforce Help
Search Salesforce Help:
● Explore documentation by products to
get answers to specific questions and
configuration needs
● See Q&A, Ideas, from the Trailblazer
Community.
● View suggested content across all new
sources.
Get Support:
● Open a case
● Locate a Salesforce Community
● Open a Chat window https://help.salesforce.com/s/
● View Release Notes:
● Access brief, high-level descriptions of
enhancements and new features
 Module 1:
Introducing The
Environments
● Ecosystem
● Architecture
● Learning more
● Career Paths
● Practice
Lab 1: Hands on Lab
First
access
1. Go to developer.salesforce.com
2. Sign up (right hand side): Enter your data with
to the “Administrator” as your Role and with a
“Company name” which will be the company
applicati to which we will configure Salesforce for their
use.
on 3. A verification email will be sent to your email
address and you can then follow the steps to
access your Salesforce organization.
4. Navigate to your chatter profile and fill fields
with your information.
¡ Gracias !