Table of contents

Introduction.................................................................................................................................. 3
Suggested Prerequisites..........................................................................................................3
Bootcamp..................................................................................................................................... 5
week-1........................................................................................................................................... 5
live session -1.......................................................................................................................... 5
MVP - 1.................................................................................................................................... 5
Self-placed Learning................................................................................................................... 5
week-2........................................................................................................................................... 6
live session -2.......................................................................................................................... 6
Self-placed Learning................................................................................................................ 6
Mentoring -1.............................................................................................................................7
live session -3.......................................................................................................................... 7
Self-placed Learning................................................................................................................ 7
Mentoring -2.............................................................................................................................7
MVP - 2.................................................................................................................................... 8
week-3........................................................................................................................................... 8
live session -4.......................................................................................................................... 8
Self-placed Learning................................................................................................................ 8
Mentoring -3.............................................................................................................................8
Live session-5.......................................................................................................................... 9
Self-placed Learning................................................................................................................ 9
Mentoring -4.............................................................................................................................9
MVP - 3.................................................................................................................................... 9
week-4......................................................................................................................................... 10
live session-6......................................................................................................................... 10
Self-placed Learning.............................................................................................................. 10
Mentoring -5...........................................................................................................................10
Project / SuperBadges.............................................................................................................. 11
Ask a Mentor Sessions............................................................................................................. 11
Submissions.............................................................................................................................. 12
Verification................................................................................................................................. 12
Soft Skills Training.................................................................................................................... 12
Verification................................................................................................................................. 12
Certificate Generation............................................................................................................... 12
Networking Opportunities.........................................................................................................12
FAQs........................................................................................................................................... 13

SmartBridge Educa onal Services Pvt. Ltd.

Introduc on

Salesforce is the world’s #1 CRM (Customer Rela onship Management) where it unites Marke ng, Sales,
Commerce, IT etc teams to their customers to deliver a be er service.
We are determined to teach this emerging Technology in a very realis c and fun way. We have organized
the challenges in such a way that the learner will be able to learn salesforce in a very enthusias c and
fun way with limited me par cipa on.

This program consists of live sessions, Hands-on prac cal ac vi es, Mentoring support and working on
super badges on the Trailhead pla orm.

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

Suggested Prerequisites

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

● Salesforce user basics

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

● Salesforce quick look

h ps://trailhead.salesforce.com/content/learn/modules/salesforce-quick-look-1

● Salesforce CRM
h ps://trailhead.salesforce.com/content/learn/modules/lex_implementa on_basics?trailmix_cr
e ator_id=vmehta12&trailmix_slug=what-is-salesforce

● Salesforce Pla orm For Business Users

h ps://trailhead.salesforce.com/content/learn/modules/star ng_force_com

● Salesforce User Tour

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

● Salesforce Licensing
h ps://trailhead.salesforce.com/content/learn/modules/salesforce-licensing?trailmix_creator_i
d=jgeddes&trailmix_slug=what-is-salesforce
● Lightning Experience Basics
h ps://trailhead.salesforce.com/content/learn/modules/lex_migra on_introduc on?trailmix_cr
eator_id=jgeddes&trailmix_slug=what-is-salesforce

● Salesforce Customer 360: Quick Look

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 h ps://trailhead.salesforce.com/content/learn/modules/salesforce-customer-360

● The fourth Industrial Revolu on: Quick look

h ps://trailhead.salesforce.com/en/content/learn/modules/the-fourth-industrial-revolu on-qui
ck-look?trail_id=salesforce_advantage

● Salesforce Developer career Path

h ps://trailhead.salesforce.com/en/career-path/developer/

● Trailhead and Trailblazer Community

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

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Bootcamp

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 the Trailhead pla orm parallelly along with
the boot camps. The Day wise content and references to complete trailhead modules are given below.

week-1 Date/ me Session type Content Hrs

/zoom link

● Introduc on to Salesforce
● What is Salesforce CRM?
● Setup a free developer account in
Salesforce?
● Architecture of Salesforce
● Crea ng a FREE Salesforce Org
● Naviga ng the Salesforce User Interface
05th April 2023 ● Lightning vs Classic Salesforce Interface 3
live session -1 ● Salesforce Branding and UI Customiza on
(6 PM-9 PM)
● Density Se ngs
● User Naviga on Bar Customiza on
● Salesforce Themes and Branding
● Company Profile
● User Management
● Organiza onal & User Setup

07th April 2023 MVP is an acronym for “Most Valuable 1

(6 PM-7 PM) MVP - 1
Professional” in this context. The Salesforce
MVP program was introduced to thank
individuals who demonstrate excep onal
leadership quali es and share their
exper se over trailblazer community and
community events.

Self-placed Learning
Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Salesforce Pla orm Basics h ps://trailhead.salesforce.com/content/lear

n/modules/star ng_force_com?trailmix_crea
tor_id=trailblazerconnect&trailmix_sl

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 ug=salesforce-developer-catalyst

week-2
Date/ me Session type Content Hrs

● Object Rela onships

● Introduc on to Sales Cloud
● Sales Cloud
● Leads Home Page
● Crea ng List Views
● Crea ng and Conver ng Leads
● Crea ng Accounts
● Crea ng Contacts
● Crea ng Email Templates
● Sending Individual Emails
● Sending Mass Emails 3
10th April 2023 ● Crea ng and Managing Price Books
live session -2
(6 PM-9 PM) ● Crea ng Products
● Crea ng Opportuni es
● Crea ng Ac vi es
● Crea ng a Web-to-Lead Form
● Crea ng a Lead Assignment Rule
● Crea ng a Lead Queue
● Crea ng an Auto-Response Rule
● Crea ng Campaigns
● Record Types

Self-placed Learning

Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Relationships https://trailhead.salesforce.com/content/learn/modules/da
ta_modeling?trail_id=force_com_admin_beginner

Sales Cloud https://trailhead.salesforce.com/content/learn/modules/sa

les-cloud-platform-quick-look

11th April 2023 Mentoring -1 Learner can join the mentor session to

SmartBridge Educa onal Services Pvt. Ltd.

 (6 PM-8 PM) addres there query related to 2
trailhead,salesforce , smar nternz
pla orm.

● Introduc on to Service Cloud

● Service Cloud
● Crea ng Cases
● Crea ng Case Assignment Rules
● Crea ng Case Escala on Rules
● Enabling Solu ons
● Crea ng Solu ons
● A aching Solu ons to Cases
12th April 2023
live session -3 ● Enabling Knowledge
(6 PM-9 PM)
● Configuring Knowledge 3
● Crea ng a Web-to-Case Form
● Crea ng an Email-to-Case Address
● Process automa on overview
● Workflow Rules & Ac ons
● Valida on Rules
● Approval Processes
● Process Builder Overview
● Crea ng a Process Builder Process
● Process Builder Ac ons
● Process Builder in Prac ce

Self-placed Learning

Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Service Cloud https://trailhead.salesforce.com/content/learn/modules/service-cl

oud-platform-quick-look

https://trailhead.salesforce.com/content/learn/modules/service_l
ex

Automation https://trailhead.salesforce.com/content/learn/modules/business_
process_automation?trail_id=force_com_admin_intermediate

Learners can join the mentor session to

13th April 2023 Mentoring -2 address there query related to the 2
(6 PM-8 PM) trailhead, salesforce, smar nternz
pla orm.

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 MVP is an acronym for “Most Valuable
14th April 2023 Professional” in this context. The
Salesforce MVP program was introduced to
(6 PM-7 PM) MVP - 2 1
thank individuals who demonstrate
exceptional leadership qualities and share
their expertise over trailblazer community
and community events.

week-3 Date/ me Session type Content Hrs

● Introduc on To Flow Builder

● Introduc on To Flows
● Types Of Flows
a) Screen Flow
b) Auto launched Flow
c) Record Triggered Flow
d) Pla orm Event -Triggered Flow
17th April 2023
live session -4 e) Schedule-Triggered Flow 3
(6 PM-9 PM)
● Introduc on to Cha er
● Cha er Overview
● Enabling Cha er
● Enabling Cha er Feeds on Records
● Configuring Cha er Groups
● Crea ng Customer Groups
● Crea ng a Free Customer Cha er User
● Customizing Cha er Email No fica ons

Self-placed Learning

Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Flow Builder https://trailhead.salesforce.com/content/learn/modules/flow-basic

s

18th April 2023 Learner can join the mentor session to

(6 PM-8 PM) Mentoring -3 address there query related to the 2
trailhead,salesforce, smar nternz pla orm.

● Salesforce Security Overview

● Organiza onal Security Se ngs
● Organiza onal Wide Defaults

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 ● Record Ownership
● Role Hierarchies
● Sharing rules
● Manual Sharing
19th April 2023 ● Object Permissions and Record Access
(6 PM-9 PM) Live session-5 ● User Profiles & Permissions 3
● Salesforce Security Sec on Ques ons
● Tabular Reports
● Report Automa on
● Summary Reports
● Matrix Reports
● Report Charts & Forma ng
● Reports & Page Layouts
● Dashboards
● Report & Dashboard Security
● Cha er & Dashboards

Self-placed Learning

Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Security https://trailhead.salesforce.com/content/learn/modules/data_
security

Reports and Dashboards https://trailhead.salesforce.com/content/learn/modules/lex_i

mplementation_reports_dashboards

20th April 2023 Learner can join the mentor session to

(6 PM-8PM) Mentoring -4 addres there query related to 2
trailhead,salesforce , smar nternz pla orm.

21th April 2023 MVP is an acronym for “Most Valuable

(6 PM-7 PM) Professional” in this context. The Salesforce 1
MVP program was introduced to thank
MVP - 3
individuals who demonstrate exceptional
leadership qualities and share their
expertise over Trailblazer community and
community events.

week-4 Date/ me Session type Content Hrs

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 ● Duplicate Management
● Methods for Impor ng & Expor ng Data
● Salesforce IDs and External IDs
● Data Loader
24th April 2023 ● Import Wizard
(6 PM-9 PM) live session-6 ● Considera ons when impor ng data 3
● Data Management Best Prac ce
● Backing up Salesforce Data
● Mass Ac on Func ons
● Salesforce Content
● Document Folder & File Uploading Review
● Data Management Sec on Ques ons

Self-placed Learning

Complete the given trailhead modules before the next live session

Module Name Trailhead Module Link

Data Management Tools https://trailhead.salesforce.com/content/learn/modules/lex_imple

mentation_data_management

Learner can join the mentor session to

25th April 2023 Mentoring -5 address there query related to the 2
(6 PM-8 PM) trailhead, salesforce, smar nternz
pla orm.

Note: End of the live sessions and the mentoring sessions, The chat
communica on channel “Rocket chat” will be ac ve ll the end of
the Program.

Date Session Type Hrs

26th Apr – 5th May 2023 Superbadge Comple on/Mentoring 27

8th – 13th May 2023 Industry Use Case Development (Optional) 18

12th – 13th May 2023 So skills Training sessions 5

15th – 27th May 2023 Badge Verifica on and Cer ficate Genera on

31st May 2023 Cohort 1 Closure

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Project / SuperBadges

The learner's journey is structured in such a way that, a er comple on of the live sessions and all
trailhead courses modules, the SuperBadges are unlocked automa cally. The Learner who chooses
developer as his/her learning path needs to complete the following SuperBadges.

Note:
Trailmix Link:- h ps://trailhead.salesforce.com/users/smartbridgesupport/trailmixes/smar nternz-admin

Logo SuperBrade Name Link

h ps://trailhead.salesforce.com/en/cont
Business Administra on Specialist ent/lear
n/superbadges/superbadge_business_sp
ecialist

h ps://trailhead.salesforce.com/en/cont
Lightning Experience Reports
ent/lear
and Dashboards Specialist
n/superbadges/superbadge-lex-rd

h ps://trailhead.salesforce.com/content
/learn/superbadges/superbadge_securit
Security Specialist
y_specialist

h ps://trailhead.salesforce.com/content/le
arn/superbadges/superbadge_admin_supe
Admin super set rset

The learner should complete the developer super set in order to get the cer ficate.

Ask a Mentor Sessions

A er assigning the projects/Superbadges for the learners, if they face any challenge in the comple on of
the ac vi es or modules, we organize expert mentoring sessions to address the queries. learners have a
total of 5 mentoring sessions that will be organized en re program.

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Submissions

Each learner’s journey and comple on status is tracked through the SmartInternz pla orm. learners will
be asked to update the status of their work regularly to track their progress and assist accordingly.

Verifica on

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

So Skills Training

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

Verifica on

Here the team will verify the projects/superbadges, which have been assigned to the Learners. This
process will start a er learning to move the ac vity cards in the Kanban board to the review sec on on
the Smar nters pla orm.

Cer ficate Genera on

A er successful verifica on of your project/superbadges by our team, the team will generate the event
par cipa on cer ficate.

Networking Opportuni es

A er successful comple on of the program, the final-year learners who will qualify for the eligibility
criteria of the career connec on/networking event will be allowed to a end such events subject to the
availability of such opportuni es.

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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 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 par cipate in a career fair.

3. What is a career fair?

A. career fair is a type of informa onal or recruitment/outreach event that connects recruiters and
candidates in a virtual space. A endees can learn about various organiza ons or sponsors and career
opportuni es from the comfort of their own homes, with all of the ease afforded by a virtual pla orm.

4. What is the Course dura on?

A. The course dura on is for 60 days.

5. What is the minimum educa onal qualifica on?

A. All the gradua on Learners irrespec ve of their current year can par cipate in this event.

6. Is salesforce related to sales or marke ng jobs?

A. No, salesforce is a technology-driven pla orm.

7. What are the ways to explore salesforce?

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

8. Do we have access to the recorded sessions?

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

9. Is it mandatory to maintain a endance?

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

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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