Enterprise Platforms · Salesforce · Admin / Sales / Service Cloud

Salesforce Consultant

837 words4 min read

A job-ready Salesforce program built around real implementation and support scenarios. Master the Administrator core, then Sales Cloud and Service Cloud, with a configuration-first approach and scripting only where needed, mapped to the Admin and App Builder certifications and ending in a configured org portfolio project.

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8
Modules
44
Chapters
Admin + Clouds
Tracks
Capstone
Configured org
The journey

Eight modules, one arc

The eight modules build cumulatively toward a real capstone. Watch the work move, and the value compound, at every stage.

M01-02FoundationsOrg & data modelM03-04AutomationFlows & logicM05Sales CloudSelling processM06Service CloudSupport processM07-08DeliverCapstoneNew to CRMCertified-ready admin

Each module builds the capability the next one depends on, ending in a portfolio-ready capstone.

Outcomes

What you'll be able to do

Administer an org

Set up users, security, and the org from scratch.

Model data

Design objects, fields, relationships, and page layouts.

Automate declaratively

Build flows, validation, and automation without code.

Configure Sales Cloud

Model the lead-to-opportunity selling process.

Configure Service Cloud

Model the case-to-resolution support process.

Map to certification

Align your skills to the Admin and App Builder exams.

Curriculum

8 modules, 40 chapters, ending in a capstone

Eight focused modules, sequenced so the material builds cumulatively to a real, portfolio-ready capstone. Expand any module for its focus and lessons.

01 Salesforce and the Org

Understand the platform and set up an org.

  1. What Salesforce is: clouds, editions, and the platform
  2. Org setup, navigation, and Lightning Experience
  3. Company settings and users
  4. The AppExchange and packaging basics
  5. Setting up the training org
02 Data Model and Security

Model data and control who sees what.

  1. Standard and custom objects
  2. Fields, relationships, and schema
  3. Page layouts, record types, and Lightning pages
  4. Profiles, roles, and permission sets
  5. Org-wide defaults and sharing rules
03 Declarative Automation

Automate business logic without code.

  1. Validation rules and formula fields
  2. Flow Builder: screen and record-triggered flows
  3. Approval processes
  4. Notifications and tasks
  5. Building an automated business process
04 Reports, Dashboards and Data

Turn data into insight and manage it well.

  1. Reports and report types
  2. Dashboards and components
  3. Data import, export, and Data Loader
  4. Duplicate and data-quality management
  5. Building a reporting pack
05 Sales Cloud

Model the selling process.

  1. Leads, accounts, and contacts
  2. Opportunities and the sales pipeline
  3. Products, price books, and quotes
  4. Forecasting and sales-path guidance
  5. Configuring a lead-to-cash sales process
06 Service Cloud

Model the customer-support process.

  1. Cases and the case lifecycle
  2. Queues, assignment, and escalation
  3. Knowledge and self-service
  4. Omni-channel and service console
  5. Configuring a case-to-resolution process
07 App Building and Integration Basics

Extend the platform and connect it.

  1. App Builder and custom apps
  2. When to use code: Apex and triggers at a glance
  3. Integration patterns and APIs at a glance
  4. Sandboxes, change sets, and deployment
  5. Planning an extension responsibly
08 Capstone: Configure a Salesforce OrgCapstone

Deliver a configured org for a business scenario.

  1. Choose a business scenario and requirements
  2. Model the data and security
  3. Build automation, reports, and a cloud process
  4. Document configuration and test it
  5. Capstone: present a configured Salesforce org as a portfolio artifact
Who it's for

Built for aspiring Salesforce administrators and consultants

Aspiring Salesforce admins

Professionals targeting a first Salesforce administrator role.

CRM and ops staff

Sales-ops and support professionals moving into Salesforce configuration.

Career-changers

Those entering the Salesforce ecosystem from another field.

Support and AMS staff

Application-support professionals deepening configuration skills.

Program formats

How you learn

Self-paced

Work through the full curriculum, datasets, and lab briefs at your own pace, with lifetime access.

Mentor-led cohort

A guided cohort with live sessions, reviews, and a shared project track.

Corporate / private

Private delivery tailored to your instance, modules, and use cases.

Portfolio-building

Every module produces an artifact; the capstone assembles them into a portfolio deliverable.

For teams

Bring it to your team

Run Salesforce Consultant as a private, closed cohort tailored to your instance, modules, and use cases.

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Related programs

Explore the track

The whole track

Enterprise Platform Training

FAQ

Salesforce Consultant - answered

Who is this for?

Aspiring Salesforce administrators and consultants, CRM and operations staff, and career-changers entering the Salesforce ecosystem.

Which certifications does it map to?

It maps primarily to the Salesforce Administrator and Platform App Builder certifications, with optional Sales and Service Cloud depth.

Is it code-heavy?

No. It is configuration-first; Apex and integration are covered at an awareness level so you know when code is needed.

What is the capstone?

A fully configured Salesforce org for a business scenario, with data model, security, automation, a cloud process, and documentation, as a portfolio artifact.

Do I need experience?

No. It starts from org setup and builds administration and configuration skills from the ground up.

Self-paced or cohort?

Both, plus private corporate cohorts.

Take the next step

Enrol, enquire, or explore the full enterprise-platform track.

Enrol or enquire See all programs