Course delivered in English
Lessons: 2
Level: Beginners
Access: Free Online Course (Audit)

Course info:

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts. This specific module is aimed at introducing you to Sales Cloud.

Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead.

Get started with Trailhead in just a few minutes.

Module 1 - Sales Cloud Basics (+400 points)
Grow your business, boost productivity, and make smart decisions with Sales Cloud.

• Get to Know Sales Cloud - ~Approx 10 mins
• Grow Your Business with Sales Cloud - Approx 10 mins
• Measure Sales Metrics that Matter - approx 10 mins
• Learn About the Salesforce Platform Advantage - Approx 10 mins

Module 2 - Lead to Cash Sales Features (+600 points)
Optimize Salesforce with the right combination of products for your sales teams.

• Move Customers from Lead to Cash on One Platform - Approx 5 mins
• Boost Adoption with Inbox - Approx 10 mins
• Close Deals Faster with Salesforce CPQ - Approx 10 mins
• Use Sales Analytics to Make Smart Moves - Approx 15 mins
• Nurture Prospects with Salesforce Engage - Approx 10 mins
• Increase Productivity with Partner Relationship Management - Approx 10 mins

Course delivered in English
Lessons: 3
Level: Beginner
Access: Free Online Course (Audit)

Course Info:

With Marketing Cloud Basics you can explore our powerful suite of products and start building your digital marketing strategy. This Trail can be completed in just 30 minutes.

Course Info:

What is Marketing Cloud? Salesforce for Marketing is built on the world's #1 CRM platform. It enables you to know your customer, personalize with intelligence, and engage across the entire journey. It’s the only integrated customer engagement platform that enables you to deliver personalized customer engagement at scale on every channel, from email to web, mobile, social, and digital advertising. Marketing Cloud covers it all.

Course Modules:

• Module 1: Get Started with Marketing Cloud - approx 10 mins (+100 points)
• Module 2: Learn About Marketing Cloud and the Customer Success Platform - approx 10 mins (+100 points)
• Module 3: Get the Most Out of Marketing Cloud - approx 10 mins (+100 points)

Course delivered in English
Lessons: 3
Level: Beginners
Access: Free Online Course (Audit)

Course info:

Customer Journey Basics helps you to connect your data, departments, and channels to deliver great 1-to-1 customer experiences. It should take approx 30 minutes to complete this course.

1. Understand the Connected Customer ~10 minutes
2. Get Started with Customer Journeys ~10 minutes
3. Execute Your Journey Strategy ~10 minutes

Course delivered in Italian
Lessons: 5
Level: Intermediate
Access: Free Online Course (Audit)

Esplorare gli strumenti dell'IA generativa è il modulo Trailhead che ti aiuta a scoprire gli strumenti fondamentali per il tuo percorso nell'IA generativa.

Il percorso prepara al ruolo di Utente business, ha una durata complessiva di circa 1 ora 25 minuti e rilascia in Piattaforma Trailhead +1,100 punti al completamento. Corso disponibile anche in lingua inglese.

Content:

Modulo 1: Nozioni di base sull'elaborazione del linguaggio naturale
Scopri come l'IA consente ai computer di interpretare e generare il linguaggio umano naturale. - Approx 20 min totali

• Conoscere l'elaborazione del linguaggio naturale - Approx 10 minuti
• Comprendere il parsing del linguaggio naturale - Approx 10 minuti

Modulo 2: Large Language Model
Scopri i Large Language Model (LLM) e come vengono utilizzati in Salesforce. - Approx 15 minuti

• Nozioni di base sui Large Language Model - Approx 10 minuti
• Utilizzo dei Large Language Model in Salesforce - Approx 5 minuti

Modulo 3: Nozioni fondamentali sui prompt
Scrivi prompt in modo efficace per ottenere il massimo dall'IA generativa. - Approx 25 minuti totali

• Introduzione ai prompt - Approx 10 minuti
• Comprendere i modelli di prompt - Approx 5 minuti
• Progettare un modello di prompt - Approx 10 minuti

Modulo 4: Einstein Pricing: Quick Look
Explore how Einstein offerings are packaged and priced. Approx 10 minuti totali

• Get to Know Einstein Pricing - Approx 10 minuti

Modulo 5: Fine-tuning dei modelli
Scopri i vantaggi e i requisiti per il fine-tuning dei Large Language Model. Approx 15 minuti totali

• Informazioni sul fine-tuning - Approx 5 minuti
• Utilizzare il fine-tuning per migliorare le prestazioni - Approx 5 minuti
• Predisporre il fine-tuning - Approx 5 minuti

Course delivered in English
Lessons: 3
Level: Beginners
Access: Free Online Course (Audit)

Course info:

Salesforce offers an amazing set of sales, marketing, service, collaboration, security, and analytics capabilities, as well as the ability to create your own solutions on the Salesforce Platform. Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead.

Get started with Trailhead in just a few minutes.

Module 1 - Trailhead: Quick Look

• Learn what Trailhead is and how to use it to gain new skills - ~5 mins
• 1 Unit: Get Familiar with Trailhead - ~5 mins (value +100 POINTS)

Module 2 - Trailhead Navigation: Quick Look

• Discover the best way to navigate Trailhead mobile and desktop.- ~5 mins
• 1 Unit: Learn to Navigate Trailhead - ~5 mins (value +100 POINTS)

Module 3 - Trailblazer Community: Quick Look

• Connect with other Trailblazers by exploring the Trailblazer Community. ~5 mins
• 1 Unit: Explore the Trailblazer Community - ~5 mins (value +100 POINTS)

Course delivered in English
Lessons: 6
Level: Beginners
Access: Free Online Course (Audit)

Craft 1-to-1 consumer experiences across email, mobile, social, advertising, and the web with Marketing Cloud Engagement. This course should take approx 2 hours to complete.

• Module 1 - Marketing Cloud Engagement: Quick Look - 5 minutes (+300 POINTS)
  Create customer experiences that strengthen relationships and grow your business and Get to Know Marketing Cloud Engagement
• Module 2 - Marketing Cloud Engagement Basics - 20 minutes (+400 POINTS)
  Explore our powerful suite of products and start building your digital marketing strategy.
• Module 3 - Marketing Cloud Engagement Products - 30 minutes (+300 POINTS)
  Connect with the right person, the right way, at the right time with Marketing Cloud.
• Module 4 - Roles and Responsibilities for Marketing Teams - 25 minutes (+400 POINTS)
  Build an effective digital marketing team with the right mix of skills.
• Module 5 - Marketing Cloud Engagement Resources - 20 minutes (+300 POINTS)
  Discover tools to help you succeed with Marketing Cloud Engagement.
• Module 6 - Marketing Cloud Engagement Release Readiness - 15 minutes (+300 POINTS)
  Review the Marketing Cloud Engagement release schedule and prepare for releases.

Course delivered in English
Lessons: 4
Level: Beginners
Access: Free Online Course (Audit)

Course info:

Marketing Automation Strategies helps you to learn how to scale your marketing efforts using first-party data, templates, and automations.. This course should take approx 55 minutes to complete.

1. Power Your Marketing with Email and First-Party Data - 15 minutes duration
2. Drive Productivity with Scheduled Automations - 15 minuti duration
3. Respond to Customers with Triggered Automations - 10 minuti duration
4. Reach Customers on Every Channel - 15 minuti duration

Course delivered in English
Lessons: 3
Level: Beginners
Access: Free Online Course (Audit)

What is MyTrailhead
MyTrailhead is a customized learning platform that represents a company and its brand. It is similar to Trailhead and is a gamified way to help employees learn and keep them interested by allowing them to earn badges and points.

Modules for MyTrailhead including both setup/admin and how to write for MyTrailhead. This Course can be completed in Approx 3 hrs 45 mins

• Module 1 - Writing Style
  Learn to write conversationally with these style tips. (+300 POINTS)
• Module 2 -Writing for myTrailhead
  Create engaging myTrailhead content for your company. (+300 POINTS)
• Trail 1 - Create New Learning Experiences with myTrailhead
  Foster a culture of learning at your company by building and publishing custom, gamified modules and trails. (+1,800 POINTS)

Course delivered in Italiano
Lessons: 1
Level: Principiante
Access: Free Online Course (Audit)

Con nozioni di base su Salesforce Platform puoi scoprire la piattaforma, esplorare i casi d'uso e sviluppare funzionalità personalizzate.

Modulo 1: Nozioni di base su Salesforce Platform - Approx 45 min

• Liberare il potenziale della propria azienda con la piattaforma dati Salesforce - Approx 20 min
• Scoprire i casi d'uso della piattaforma - Approx 5 minuti
• Comprendere l'architettura di Salesforce - Approx 10 minuti
• Esplorare Imposta - Approx 5 minuti
• Potenziare le attività con AppExchange - Approx 5 minuti

Course delivered in English
Lessons: 13
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

This is a Trailmix created for you in the Trailhead Academy that should help you get ready for the Marketing Cloud Administrator certification exam
and upon completion will also assign you a total of +10.300 points. The Salesforce Certified Marketing Cloud Administrator program is designed for administrators who can configure Marketing Cloud products utilizing industry and product best practices.

Content:

Task: Digital Marketing Proficiency - 13% of Exam

Module 1: Digital Marketing Roadmap Development (+400 points)

• Assess your program and digital maturity as you develop your marketing roadmap. - Approx 25 mins

Module 2: Marketing Cloud Engagement Contact Management (+500 points)

• Use Contact Builder to manage your Marketing Cloud Engagement contacts. - Approx 30 mins

Trail: Learn Privacy and Data Protection Law (+700 points)
Learn about laws and regulations for collecting personal data, using it, and protecting privacy. - Approx 1 hr 5 mins

Module 3: Email Marketing Strategies (+500 points)

• Discover best practices to use when designing and sending an email. - Approx 1 hr 15 mins

Task: Subscriber Data Management - 18% of Exam

Module 4: Marketing Cloud Engagement Security (+400 points)

• Protect your account and data with enhanced security options. - Approx 20 mins

Module 5: Marketing Cloud Engagement Data Management (+500 points)

• Create a data model and organize your data in Marketing Cloud Engagement. - Approx 40 mins

Module 6: Personalized Email Marketing (+500 points)

• Manage preferences, create personalized content, and test your emails. - Approx 40 mins

Task: Setup - 38% of Exam

Module 7: Marketing Cloud Engagement Setup (+500 points)

• Set up your Marketing Cloud Engagement account, add users, send emails, and track results. - Approx 1 hr 35 mins

Module 8: Distributed Marketing Administration (+400 points)

• Discover the power of Distributed Marketing and how to implement it. - Approx 1 hr 5 mins

Module 9: Contact Deletion in Marketing Cloud Engagement (+400 points)

• Learn how and when to delete contacts in Marketing Cloud Engagement. - Approx 30 mins

Trail: Use Marketing Cloud Connect to Integrate with Salesforce CRM (+300 points)
Learn how the powerful features of Marketing Cloud Connect can integrate your sales, marketing, and service data.- Approx 20 mins

Module 10: Marketing Cloud Engagement Basics (+300 points)

• Explore our powerful suite of products and start building your digital marketing strategy.- Approx 20 mins

Task: Channel Management - 16% of Exam

Trail: Create and Send Targeted Emails (+2,100 points)
Learn how to build and deliver personalized emails that create lasting customer relationships. Approx 4 hrs 45 mins

Trail: Manage Campaigns with Journey Builder (+1,200 points)
Use this powerful Marketing Cloud tool to automate and optimize customer interactions.- Approx 1 hr 20 mins

Module 11: Send Management in Marketing Cloud Engagement (+400 points)

• Ensure email delivery using sender authentication, Reply Mail Management, and more.- Approx 25 mins

Module 12: Marketing Cloud Advertising Implementation (+500 points)

• Learn how to set up and start using Marketing Cloud Advertising functionality. - Apprx 35 mins

Task: Maintenance - 15% of Exam

Module 13: Marketing Cloud Engagement Trust Site (+200 points)

• Review the performance of your Marketing Cloud Engagement instance on the Status site. - Approx 10 mins

Trail: Measure Your Marketing Impact (+1,300 points)
Discover how to track end-to-end marketing effectiveness and take action on insights.- 2 hrs 5 mins

Task: Marketing Cloud Administrator Review
Get ready for the Marketing Cloud certification exam with interactive study tools.

Link: Study for the Marketing Cloud Administrator Exam
Get ready for the Marketing Cloud certification exam with interactive study tools.

Course delivered in Italian
Lessons: 21
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

This is a Trailmix created for you in the Trailhead Academy that should help you prepare for Your Salesforce Administrator credential. Check out this trailmix that has been curated to help you get exam ready! upon completion will also assign you a total of +36,700 points. Contents are both in English and Italian. You can easily switch to a number of different languages available on footer.

Content:

Link: Administrator Exam Overview - Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

Attività: Configuration and Setup - Exam Weight 20%

Modulo 1: Nozioni di base su Salesforce Platform (+900 punti)

• Scopri la piattaforma, esplora i casi d'uso e sviluppa funzionalità personalizzate. - Approx 45 minuti

Progetto: Preparare l'organizzazione Salesforce per gli utenti (+500 punti)

• Impostare gli strumenti di cui gli utenti hanno bisogno per le vendite di un'azienda globale - 50 minuti

Modulo 2: Gestire gli utenti (+1.000 punti)

• Configura gli utenti e controlla come possono visualizzare o modificare i dati aziendali.- Approx 45 minuti

Link: View and Manage Users - Trailblazer Community Documentation - Approx 10 minuti

Progetto: Personalizzare un'organizzazione per supportare una nuova unità operativa (+500 punti)

• Gestire gli utenti e ottimizzare il modello di business per aumentarne l'efficienza - Approx 1 ora 30 minuti

Modulo 3: Nozioni di base su Identity (+300 punti)

• Proteggi l'organizzazione in modo che gli utenti possano eseguire la procedura di accesso solo una volta per accedere a una gamma di app, organizzazioni e servizi. - Approx 35 minuti

Link: Control Who Sees What - Trailblazer Community Documentation - Approx 10 minuti

Modulo 4: Sicurezza dei dati (+3.100 punti)

• Controllo dell'accesso ai dati tramite strumenti di sicurezza point-and-click. - Approx 1 ora 50 minuti

Modulo 5: Gruppi di insiemi di autorizzazioni (+1.100 punti)

• Utilizza i gruppi di insiemi di autorizzazioni per raggruppare gli insiemi di autorizzazioni per una funzione.- Approx 40 minuti

Progetto: Proteggere i dati in Salesforce (+500 punti)

• Proteggere l'organizzazione Salesforce controllando l'accesso e i permessi per i dati degli utenti. - Approx 1 ora 5 minuti

Attività: Object Manager and Lightning App Builder - Exam Weight 20%

Modulo 6: Modellazione dei dati (+1.500 punti)

• Organizza i dati in modo strutturato con oggetti, campi e relazioni. - Approx 45 minuti

Link: Object Relationships Overview - Trailblazer Community Documentation - Approx 10 minuti

Modulo 7: Personalizzazione di Lightning Experience (+2.700 punti)

• Personalizza l'interfaccia utente di Lightning Experience senza scrivere codice. - Approx 3 ore

Progetto: Personalizzare oggetti Salesforce (+800 punti)

• Usare elenchi di selezione, formule e altri strumenti per personalizzare gli oggetti dell'organizzazione - Approx 1 ora 45 minuti

Link: Notes on Changing Custom Field Types - Trailblazer Community Documentation - Approx 10 minuti

Modulo 8: Generatore di app Lightning (+3.100 punti)

• Crea rapidamente pagine personalizzate per Lightning Experience con gli strumenti point-and-click.- Approx 2 ore 50 minuti

Modulo 9: Formule e convalide (+1.500 punti)

• Personalizza le app senza scrivere codice, utilizzando la logica point-and-click.- Approx 1 ora

Attività: Sales and Marketing Applications - Exam Weight 12%

Modulo 10: Account e referenti (+600 punti)

• Scopri come gli account e i referenti interagiscono in Salesforce. - Approx 30 minuti

Modulo 11: Lead e opportunità (+1.200 punti)

• Scopri come potenziare il processo di vendita con i lead e le opportunità in Salesforce. - Approx 1 ora 10 minuti

Modulo 12: Prodotti, preventivi e contratti (+1.000 punti)

• Configura listini prezzi, modelli e contratti per aiutare gli agenti di vendita a vendere i prodotti.- Approx 35 minuti

Modulo 13: Nozioni di base sulle campagne (+400 punti)

• Scopri come organizzare e tenere sotto controllo le iniziative di marketing sfruttando al meglio le campagne. - Approx 40 minuti

Progetto: Customize a Sales Path for Your Team (+300 punti)

• Guide your reps during the sales process and make them more productive. - Approx 30 minuti

Attività: Service and Support Applications - Exam Weight 11%

Modulo 14: Service Cloud per Lightning Experience (+800 punti)

• Imposta l'assistenza clienti per la tua azienda. - Approx 1 ora 35 minuti

Progetto: Set Up the Service Console (+400 punti)

• Create a customized app to help support agents efficiently manage cases. - Approx 1 ora

Progetto: Create a Process for Managing Support Cases (+300 punti)

• Streamline workflow and improve productivity with new processes, record types, and rules. - Approx 35 minuti

Progetto: Set Up Case Escalation and Entitlements (+700 punti)

• Create processes to help support teams become more efficient. - Approx 1 ora 50 minuti

Attività: Productivity and Collaboration - Exam Weight 7%

Link: Activities: Tasks, Events, and Calendars - Trailblazer Community Documentation - Approx 10 minuti

Modulo 15: Amministrare Chatter per Lightning Experience (+1.300 punti)

• Introduzione all'amministrazione di Chatter in Lightning Experience. - Approx 1 ora 5 minuti

Modulo 16: Nozioni di base su AppExchange (+900 punti)

• Potenziare Salesforce con le app e i servizi di AppExchange. - Approx 55 minuti

Attività: Data and Analytics Management - Exam Weight 14%

Modulo 17: Gestire i dati (+600 punti)

• Scopri come importare ed esportare i dati in Salesforce. - Approx 35 minuti

Modulo 18: Gestire i duplicati (+600 punti)

• Risolvi e previeni la duplicazione dei record per accrescere la fiducia degli utenti nei tuoi dati. - Approx 50 minuti

Progetto: Import and Export with Data Management Tools (+300 punti)

• Use dataloader.io and the Data Import Wizard to manage data in Salesforce.- Approx 45 minuti

Link: How to Update Records Using the External ID Using Data Loader - Salesforce Support Video Tutorial - Approx 5 minuti

Modulo 19: Rapporti e cruscotti digitali per Lightning Experience (+2.100 punti)

• Visualizza le metriche aziendali chiave in tempo reale con Lightning Experience. - Approx 1 ora 50 minuti

Progetto: Creare rapporti e cruscotti digitali per i responsabili commerciali e del marketing (+700 punti)

• Aiuta gli stakeholder a monitorare informazioni chiave per l'azienda con i rapporti e i cruscotti digitali.- Approx 1 ora 40 minuti

Link: Compare Access Levels for Report and Dashboard Folders - Trailblazer Community Documentation - Approx 10 minuti

Attività: Workflow / Process Automation - Exam Weight 16%

Link: Workflow: Trailblazer Community Documentation - Approx 10 minuti

Link: Which Automation Tool Do I Use? Trailblazer Community Documentation - Approx 10 minuti

Modulo 20: Approvare i record tramite processi di approvazione (+600 punti)

• Assicurati che i record critici vengano visionati dalle persone giuste al momento giusto. - Approx 30 minuti

Progetto: Creare un processo di approvazione per gli sconti (+400 punti)

• Aiuta gli agenti di vendita a ottenere l'approvazione per le loro offerte di sconto. - Approx 1 ora 5 minuti

Progetto: Creare un semplice flusso (+400 punti)

• Utilizza Flow Builder per acquisire e aggiornare informazioni sui referenti con un flusso. - Approx 45 minuti

Modulo 21: Nozioni di base di Flow Builder (+800 punti)

• Esplora Flow Builder e scopri quando usare i flussi per automatizzare i processi aziendali. - Approx 40 minuti

Attività: Additional Preparation
Additional resources to help prepare you for certification.

1. Superbadge - Admin Super Set (+2.000 punti)
   Complete the capstone assessment to earn the Admin Super Set. - Approx 1 ora
2. Superbadge - User Authentication Specialist Superbadge (+2.000 punti)
   Complete the capstone assessment to earn the User Authentication Specialist Superbadge.- Approx 1 ora
3. Module: Study for the Administrator Certification Exam (+800 punti)
   Get ready for the administrator certification exam with interactive study tools. - Approx 1 ora 20 minuti
4. Link: Administrator Certification Prep Interactive Practice Test
   This test gives you the opportunity to experience the format and level of questions you may see on the exam. - Approx 30 minuti
5. Link: Administrator Practice Test
   This test will allow you to experience the environment, format, and level of questions you may see on the exam.- Approx 1 ora 30 minuti
6. Link: Prepare for your Administrator Certification Exam (CRT101)
   (Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam. - Approx 8 ore

Course delivered in English
Lessons: 32
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

This is a Trailmix created for you in the Trailhead Academy that should help you get ready for the Marketing Cloud Consultant credential
and upon completion will also assign you a total of +12.000 points.

The Salesforce Administrator credential program is designed for administrators who possess broad knowledge of customizing Salesforce, but also have the additional Consultancy skills to gather requirements and manage the project life cycle of a Marketing Cloud implementation. . You should expect a total effort of approx 30 hours to complete all Trailmix below liste. Totally worthed!

Content:

• Link: Marketing Cloud Consultant Overview
  Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.
• Link: Prerequisite Marketing Cloud Administrator
  Marketing Cloud Administrator is a prerequisite for Marketing Cloud Consultant.

Module 1: Marketing Cloud Engagement Account Optimization (+200 points)
Review your account setup, risk factors, and data hygiene for peak sending performance. - Approx 20 mins

Module 2: Distributed Marketing Features (+300 points)
Learn to send branded, personalized messages to customers with Distributed Marketing. - Approx 55 mins

Module 3: Send Management in Marketing Cloud Engagement (+400 points)
Ensure email delivery using sender authentication, Reply Mail Management, and more. -Approx 25 mins

Module 4: Email Deliverability Essentials (+400 points)
Improve your email deliverability to generate more email marketing revenue. - Approx 25 mins

Module 5: Marketing Cloud Engagement Developer Basics (+400 points)
Get to know the tools and technologies you use to develop for Marketing Cloud Engagement. - Approx 1 hr

Module 6: Marketing Cloud Engagement Programmatic Languages (+500 points)
Get to know the programmatic languages for Marketing Cloud Engagement. - Approx 30 mins

Module 7: Marketing Cloud Engagement Data Management (+500 points)
Create a data model and organize your data in Marketing Cloud Engagement. - Approx 40 mins

• Link: Configure an External Integration Component - Trailblazer Community Documentation - Approx 20 mins
• Link: Distributed Marketing - Trailblazer Community Documentation - Approx 30 mins
• Link: Intro to Marketing Cloud APIs - Developer Documentation - Approx 15 mins
• Link: Contact Builder in Marketing Cloud - Trailblazer Community Documentation - Approx 30 mins

Task: Integration - Exam Weight 20%

Module 8: Marketing Automation Strategies (+400 points)
Learn to scale your marketing efforts using first-party data, templates, and automations. - Approx 40 mins

Module 9: Ingestion and Modeling in Data Cloud (+500 points)
Connect your data sources and define their relationship in Data Cloud.- Approx 45 mins

Module 10: Personalized Email Marketing (+500 points)
Manage preferences, create personalized content, and test your emails. - Approx 40 mins

Module 11: Marketing Cloud Advertising Implementation (+500 points)
Learn how to set up and start using Marketing Cloud Advertising functionality. - Approx 35 mins

Module 12: Marketing Cloud Personalization Basics (+300 points)
Discover real-time personalization and interaction management and prep for implementation. - Approx 40 mins

• Link: Marketing Cloud Connect - Trailblazer Community Documentation - Approx 1 hr
• Link: Email Sends - Trailblazer Community Documentation - Approx 30 mins
• Link: Advertising Studio - Trailblazer Community Documentation - Approx 20 mins
• Link: Social Studio - Trailblazer Community Documentation - Approx 30 mins

Task: Account Configuration - Exam Weight 12%

Module 13: Marketing Cloud Engagement Setup (+500 points)
Set up your Marketing Cloud Engagement account, add users, send emails, and track results. - Approx 1 hr 35 mins

Module 14: Mobile Messaging Strategies (+400 points)
Maximize your mobile marketing with SMS, app, Facebook, and LINE messages. - Approx 40 mins

Module 15: App Messaging with MobilePush (+400 points)
Send push notifications and location-based messages in Marketing Cloud Engagement. - Approx 35 mins

Module 16: SMS Messaging with MobileConnect (+500 points)
Reach your customers on mobile with targeted text messages. - Approx 1 hr 15 mins

• Link: Marketing Cloud Tenant Types - Salesforce Trailblazer Documentation - Approx 10 mins
• Link: Your Subdomain and Your Tenant's Endpoints - Developer Documentation - Approx 15 mins
• Link: Marketing Cloud Setup - Trailblazer Community Documentatiton - Approx 30 mins
• Link: Reply Mail Management for Marketing Cloud Email - Trailblazer Community Documentation - Approx 30 mins
• Link: Email Deliverability Best Practices for Email Studio - Trailblazer Community Documentation - Approx 20 mins

Task: Automation - Exam Weight 20%

Module 17: Journey Builder Campaigns (+400 points)
Plan, build, and launch a welcome campaign in Journey Builder. - Approx 25 mins

Module 18: Engagement Splits in Journey Builder using AMPscript (+300 points)
Create journeys based on engagement with email links that use AMPscript. - Approx 25 mins

Task: Data Modeling and Management - Exam Weight 21%

Module 19: Marketing Cloud Engagement Contact Management (+500 points)
Use Contact Builder to manage your Marketing Cloud Engagement contacts. - Approx 30 mins

Module 20: Data Cloud Basics for Marketers (+300 points)
Discover the customer data platform for marketers and prepare for implementation. - Approx 20 mins

Module 21: Marketing Cloud Engagement Send Logging (+300 points)
Create send logging data extensions to capture detailed information about your sends.- Approx 20 mins

• Link: Send Logging in Email Studio - Trailblazer Community Documentation - Approx 10 mins
• Link: SQL Query Activity - Trailblazer Community Documentation - Approx 1 hr
• Link: Data Designer in Contact Builder - Trailblazer Community Documentation - Approx 30 mins
• Link: Suppression Lists in Marketing Cloud - Trailblazer Community Documentation - Approx 20 mins
• Link: All Contacts in Contact Builder - Trailblazer Community Documentation - Approx 45 mins
• Link: All Subscribers List in Email Studio - Trailblazer Community Documentation - Approx 15 mins
• Link: Subscriber Key - Trailblazer Community Documentation - Approx 15 mins

Task: Messaging - Exam Weight 11%

Module 22: AMPscript for Marketers (+400 points)
Get to know AMPscript and embrace your inner developer. - Approx 20 mins

Module 23: Interactive Email Forms (+400 points)
Gather customer data directly from your email using Interactive Email Forms. - Approx 50 mins

Module 24: Einstein Content Selection Basics (+200 points)
Use AI to select the best email content for your subscribers. - Approx 20 mins

Module 25: Einstein Content Selection Solutions (+500 points)
Solve common content challenges using Einstein Content Selection. - Approx 1 hr

Module 26: Customer Journey Basics (+300 points)
Connect your data, departments, and channels to deliver great 1-to-1 customer experiences. - Approx 25 mins

Module 27: Journey Builder Basics (+300 points)
Get started with the Journey Builder app. - Approx 20 mins

Module 28: Quick Start: Create and Send a Message in Journey Builder (+200 points)
Create and send a single message using Journey Builder. - Approx 10 mins

Module 30: Path Optimizer in Journey Builder (+200 points)
Identify the most effective journey for your customers with Path Optimizer. - Approx 30 mins

Module: Journey Campaign Analytics and Optimization (+300 points)
Improve your journey campaigns and measure their performance. - Approx 20 mins

Module 31: Advanced Customer Journeys (+400 points)
Build engaging journeys for each stage in the customer lifecycle. - Approx 35 mins

Module 32: Custom Activities in Journey Builder (+300 points)
Explore ready-made Journey Builder activities and build custom activities. - Approx 15 mins

• Link: Marketing Cloud Mobile Studio - Trailblazer Community Documentation - Approx 15 mins
• Link: Triggered Emails in Email Studio - Trailblazer Community Documentation - Approx 1 hr
• Link: Transactional Send Journeys - Trailblazer Community Documentation - Approx 30 mins
• Link: Prepare for Your Salesforce Marketing Cloud Consultant Credential
  (Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam.
• Link: Certification Days
  (Optional) Join a free, half-day webinar to help you prepare for your Salesforce Certification
• Link: Prepare for your Marketing Cloud Consultant Exam (CRT550)
  (Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam.

Course delivered in English
Lessons: 32
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

This is a Trailmix created for you in the Trailhead Academy that should help you prepare for Your Marketing Cloud Administrator Certification Exam Prework. Get ready for the Marketing Cloud Administrator certification exam upon completion will also assign you a total of +10.300 points

Content:

Link: Marketing Cloud Email Specialist Overview - Approx 10 min
At this link you will find all necessary information to start preparing to sit Marketing Cloud Email Specialist Credentials. Exam guide, recommended courses, signing up for your exam, etc.

Link: 7 Key Tips for Acing Your Marketing Cloud Email Specialist Certification - Approx 10 min
Salesforce 360 Blog

Activity: Email Marketing Best Practices - Exam Weight 10%

Module 1: Nozioni di base su Marketing Cloud Engagement (+300 points)

• Esplora la nostra potente suite di prodotti e inizia a creare la tua strategia di marketing digitale - Approx 20 min

Link: Trailblazers of Email Anthology
Downloadable version of the Trailblazers of Email Anthology - Approx 10 min

Module 2: Email Studio Basics (+200 points)

• Tour Email Studio and discover tools to manage subscribers and create personalized emails. - Approx 30 min

Link: CAN-SPAM Compliance
Trailblazer Community Documentation - Approx 10 min

Module 3: Email Marketing Strategies (+500 points)

• Discover best practices to use when designing and sending an email. - Approx 1 hr 15 min

Module 4: European Union Privacy Law Basics (+300 points)

• Learn about the General Data Protection Regulation (GDPR) and how to comply. - Approx 30 min

Modulo 5: California Consumer Privacy Act Basics (+400 points)

• Learn about the California Consumer Privacy Act (CCPA) and how to comply. - Approx 35 min

Link: Email Deliverability Best Practices
Trailblazer Community Documentation - Approx 10 min

Module 6: Marketing Automation Strategies (+400 points)

• Learn to scale your marketing efforts using first-party data, templates, and automations. - Approx 40 min

Link: Easy Ways to Grow Subscriber Acquisition
Easy Ways to Quickly Grow Your Email Subscriber Base - Approx 10 min

Module 7: Marketing Cloud Engagement Einstein Activation: Quick Look (+100 points)

• Activate Einstein features in Marketing Cloud Engagement. - Approx 15 min

Module 8: Einstein Messaging Insights: Quick Look (+100 points)

• Gain insights on how your emails and journeys perform in Marketing Cloud Engagement. - Approx 5 min

Module 8: Einstein Engagement Scoring in Marketing Cloud Engagement (+300 points)

• Automate segmentation for email and mobile campaigns with Einstein Engagement Scoring. - Approx 45 min

Module 9: Einstein Send Time and Frequency Optimization (+300 points)

• Select the best send time and frequency using Einstein in Marketing Cloud Engagement. - Approx 25 min

Activity: Content Creation and Email Delivery - Exam Weight 24%

Link: Email Design Best Practices
The Email Design Best Practices You Need to Know - Approx 10 min

Module 10: Email Creation and Sending (+300 points)

• Learn the three steps to creating effective marketing emails. - Approx 30 min

Module 11: Marketing Content Creation (+300 points)

• Learn the value of successful content and how our tools can help you create it. - Approx 25 min

Module 12: Interactive Email Forms (+400 points)

• Gather customer data directly from your email using Interactive Email Forms. - Approx 50 min

Module 13: Content Builder Features (+500 points)

• Learn how to use Content Builder to create a library of customized, reusable content. - Approx 35 min

Module 14: Quick Start: Create and Send an Email with Marketing Cloud Engagement (+300 points)

• Build and test your marketing email. - Approx 45 min

Module 15: Send Management in Marketing Cloud Engagement (+400 points)

• Ensure email delivery using sender authentication, Reply Mail Management, and more. - Approx 25 min

Module 15: Transactional Messaging (+400 points)

• Learn how and when to communicate with customers through transactional messages. - Approx 40 min

Module 16: Audience Segmentation (+400 points)

• Segment your audience and deliver the right message to the right person at the right time. - Approx 1 hr 5 min

Link: Email Creation Best Practices and Tips
Trailblazer community documentation - Approx 10 min

Module 17: Content Builder Basics (+300 points)

• Learn how Content Builder can help you organize and manage your content. - Approx 30 min

Link: Introduction to Programmatic Marketing Content
Salesforce Developer Documentation - Approx 5 min

Module 18: Einstein Content Selection Basics (+200 points)

• Use AI to select the best email content for your subscribers. - Approx 20 min

Activity: Marketing Automation - Exam Weight 26%

Module 19: Customer Journey Basics (+300 points)

• Connect your data, departments, and channels to deliver great 1-to-1 customer experiences. - Approx 25 min

Link: Email Marketing Automation Tips
Salesforce Best Practices - Approx 15 min

Module 20: Marketing Cloud Engagement APIs (+500 points)

• Create your ideal integration with the Marketing Cloud Engagement REST and SOAP APIs. - Approx 30 min

Module 21: Automation Studio Activities (+400 points)

• Create tasks in Marketing Cloud Engagement with activities, SQL queries, and API requests. - Approx 25 min

Module 22: Journey Builder Basics (+300 points)

• Get started with the Journey Builder app. - Apporx 20 min

Module 23: Quick Start: Create and Send a Message in Journey Builder (+200 points)

• Create and send a single message using Journey Builder. - Approx 10 min

Module 24: Journey Builder Campaigns (+400 points)

• Plan, build, and launch a welcome campaign in Journey Builder. - Approx 25 min

Module 25: Path Optimizer in Journey Builder (+200 points)

• Identify the most effective journey for your customers with Path Optimizer.- Approx 30 min

Module 26: Advanced Customer Journeys (+400 points)

• Build engaging journeys for each stage in the customer lifecycle. - Approx 35 min

Activity: Subscriber and Data Management - Exam Weight 26%

Link: Getting Started with the Marketing Cloud: Adding Subscribers
Salesforce Video - Approx 1 hr

Link: Data Extensions with Enhanced Subscriber Feature
Trailblazer Community Documentation - Approx 30 min

Link: 8 Stories of Email Success
Marketing Cloud Customers Creating Email that Delivers - Approx 20 min

Link: Use the SQL Query Activity
Trailblazer Community Documentation - Approx 15 min

Link: Audience Builder
Trailblazer Community Documentation - Approx 15 min

Link: Autosuppression Lists
Trailblazer Community Documentation - Approx 15 min

Activity: Insights and Analytics Exam Weight 16%

Module 27: Marketing Cloud Engagement Setup (+500 points)

• Set up your Marketing Cloud Engagement account, add users, send emails, and track results.- Approx 1 hr 35 min

Link: Tracking in Email Studio
Trailblazer Community Documentation - Approx 15 min

Module 28: Journey Campaign Analytics and Optimization (+300 points)

• Improve your journey campaigns and measure their performance. - Approx 20 min

Module 29: Intelligence Reports for Engagement (+400 points)

• Generate, view, and share detailed campaign-level data using Intelligence Reports. - Approx 20 min

Activity: Additional Preparation
Official Practice Exam

Link: Certified Marketing Cloud Email Specialist Practice Exam
(Optional) This test will provide you the opportunity to take a practice test of the Marketing Cloud Certified Email Specialist exam. Approx 1 hr

Module 30: Marketing and Consumer Privacy (+200 points)

• Learn about the latest consumer privacy regulations and how to navigate them. - Approx 15 min

Module 31: Marketing Cloud Engagement Data Management (+500 points)

• Create a data model and organize your data in Marketing Cloud Engagement. - Approx 40 min

Modulo 32: Email Deliverability Essentials (+400 points)

• Improve your email deliverability to generate more email marketing revenue. - Approx 25 min

Course delivered in English
Lessons: 34
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

This is a Trailmix created for you in the Trailhead Academy that should help you prepare for Your Marketing Cloud Email Specialist exam. Get ready for the Marketing Cloud Email Specialist exam upon completion will also assign you a total of +11.400 points

Content:

Link: Marketing Cloud Email Specialist Overview - Exam guide, recommended courses, signing up for your exam, etc. Approx 10 mins

Link: 7 Key Tips for Acing Your Marketing Cloud Email Specialist Certification - Salesforce 360 Blog - Approx 10 mins

Task: Email Marketing Best Practices - Exam Weight 10%

Module 1: Marketing Cloud Engagement Basics (+300 points)

• Explore our powerful suite of products and start building your digital marketing strategy. - Approx 20 mins

Link: Trailblazers of Email Anthology - Downloadable version of the Trailblazers of Email Anthology - Approx 10 mins

Module 2: Email Studio Basics (+200 points)

• Tour Email Studio and discover tools to manage subscribers and create personalized emails. - Approx 30 mins

Link: CAN-SPAM Compliance - Trailblazer Community Documentation - Approx 10 mins

Module 3: Email Marketing Strategies (+500 points)

• Discover best practices to use when designing and sending an email.- Approx 1 hr 15 mins

Module 4: European Union Privacy Law Basics (+300 points)

• Learn about the General Data Protection Regulation (GDPR) and how to comply. - Approx 30 mins

Module 5: California Consumer Privacy Act Basics (+400 points)

• Learn about the California Consumer Privacy Act (CCPA) and how to comply. - Approx 35 mins

Link: Email Deliverability Best Practices - Trailblazer Community Documentation - Approx 10 mins

Module 6: Marketing Automation Strategies (+400 points)

• Learn to scale your marketing efforts using first-party data, templates, and automations. - Approx 40 mins

Link: Easy Ways to Grow Subscriber Acquisition - Easy Ways to Quickly Grow Your Email Subscriber Base - Approx 10 mins

Module 7: Marketing Cloud Engagement Einstein Activation: Quick Look (+100 points)

• Activate Einstein features in Marketing Cloud Engagement. - Approx 15 mins

Module 8: Einstein Messaging Insights: Quick Look (+100 points)

• Gain insights on how your emails and journeys perform in Marketing Cloud Engagement. - Approx 5 mins

Module 9: Einstein Engagement Scoring in Marketing Cloud Engagement (+300 points)

• Automate segmentation for email and mobile campaigns with Einstein Engagement Scoring. - Approx 45 mins

Module 10: Einstein Send Time and Frequency Optimization (+300 points)

• Select the best send time and frequency using Einstein in Marketing Cloud Engagement. - Approx 25 mins

Task: Content Creation and Email Delivery - Exam Weight 24%

Link: Email Design Best Practices - The Email Design Best Practices You Need to Know - Approx 10 mins

Module 11: Email Creation and Sending (+300 points)

• Learn the three steps to creating effective marketing emails.- Approx 30 mins

Module 12: Marketing Content Creation (+300 points)

• Learn the value of successful content and how our tools can help you create it. - Approx 25 mins

Module 13: Interactive Email Forms (+400 points)

• Gather customer data directly from your email using Interactive Email Forms.- Approx 50 mins

Module 14: Content Builder Features (+500 points)

• Learn how to use Content Builder to create a library of customized, reusable content. - Approx 35 mins

Module 15: Quick Start: Create and Send an Email with Marketing Cloud Engagement (+300 points)

• Build and test your marketing email. - Approx 45 mins

Module 16: Send Management in Marketing Cloud Engagement (+400 points)

• Ensure email delivery using sender authentication, Reply Mail Management, and more. - Approx 25 mins

Module 17: Transactional Messaging (+400 points)

• Learn how and when to communicate with customers through transactional messages. - Approx 40 mins

Module 18: Audience Segmentation (+400 points)

• Segment your audience and deliver the right message to the right person at the right time. - Approx 1 hr 5 mins

Link: Email Creation Best Practices and Tips - Trailblazer community documentation - Approx 10 mins

Module 19: Content Builder Basics (+300 points)

• Learn how Content Builder can help you organize and manage your content. - Approx 30 mins

Link: Introduction to Programmatic Marketing Content - Salesforce Developer Documentation - Approx 5 mins

Module 20: Einstein Content Selection Basics (+200 points)

• Use AI to select the best email content for your subscribers. - Approx 20 mins

Task: Marketing Automation - Exam Weight 26%

Module 21: Customer Journey Basics (+300 points)

• Connect your data, departments, and channels to deliver great 1-to-1 customer experiences. - Approx 25 mins

Link: Email Marketing Automation Tips - Salesforce Best Practices - Approx 15 mins

Module 22: Marketing Cloud Engagement APIs (+500 points)

• Create your ideal integration with the Marketing Cloud Engagement REST and SOAP APIs. - Approx 30 mins

Module 23: Automation Studio Activities (+400 points)

• Create tasks in Marketing Cloud Engagement with activities, SQL queries, and API requests. - Approx 25 mins

Module 24: Journey Builder Basics (+300 points)

• Get started with the Journey Builder app. - Apporx 20 mins

Module 25: Quick Start: Create and Send a Message in Journey Builder (+200 points)

• Create and send a single message using Journey Builder. - Approx 10 mins

Module 26: Journey Builder Campaigns (+400 points)

• Plan, build, and launch a welcome campaign in Journey Builder. - Approx 25 mins

Module 27: Path Optimizer in Journey Builder (+200 points)

• Identify the most effective journey for your customers with Path Optimizer. - Approx 30 mins

Module 28: Advanced Customer Journeys (+400 points)

• Build engaging journeys for each stage in the customer lifecycle. - Approx 35 mins

Task: Subscriber and Data Management - Exam Weight 26%

Link: Getting Started with the Marketing Cloud: Adding Subscribers - Salesforce Video - Approx 1 hr

Link: Data Extensions with Enhanced Subscriber Feature - Trailblazer Community Documentation - Approx 30 mins

Link: 8 Stories of Email Success - Marketing Cloud Customers Creating Email that Delivers - Approx 20 mins

Link: Use the SQL Query Activity - Trailblazer Community Documentation - Approx 15 mins

Link: Audience Builder - Trailblazer Community Documentation - Approx 15 mins

Link: Autosuppression Lists - Trailblazer Community Documentation - Approx 15 mins

Task:Insights and Analytics - Exam Weight 16%

Module 29: Marketing Cloud Engagement Setup (+500 points)

• Set up your Marketing Cloud Engagement account, add users, send emails, and track results. - Approx 1 hr 35 mins

Link: Tracking in Email Studio - Trailblazer Community Documentation - Approx 15 mins

Module 30: Journey Campaign Analytics and Optimization (+300 points)

• Improve your journey campaigns and measure their performance. - Approx 20 mins

Module 31: Intelligence Reports for Engagement (+400 points)

• Generate, view, and share detailed campaign-level data using Intelligence Reports. - Approx 20 mins

Task: Additional Preparation - Official Practice Exam

1. Link: Certified Marketing Cloud Email Specialist Practice Exam
   (Optional) This test will provide you the opportunity to take a practice test of the Marketing Cloud Certified Email Specialist exam. - Approx 1 hr
2. Module 32: Marketing and Consumer Privacy (+200 points)
   Learn about the latest consumer privacy regulations and how to navigate them. - Approx 15 mins
3. Module 33: Marketing Cloud Engagement Data Management (+500 points)
   Create a data model and organize your data in Marketing Cloud Engagement. - Approx 40 mins
4. Module 34: Email Deliverability Essentials (+400 points)
   Improve your email deliverability to generate more email marketing revenue. - Approx 25 mins

Course delivered in English
Lessons: 6
Level: Beginner
Access: Free Online Course (Audit)

Course info:

Start your #AwesomeAdmin journey by learning the basics of customizing Salesforce. Develop Your Salesforce Admin Skills
Salesforce admins, know how to get the most out of the Salesforce system. These trails will give you everything you need to get started. Salesforce offers an amazing set of sales, marketing, service, collaboration, security, and analytics capabilities, as well as the ability to create your own solutions on the Salesforce Platform. Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead. Modules can be available also in other languages (please refer to Language option on footer Trailhead)

Course Details

Module 1 - Salesforce Platform Basics (+900 POINTS) - Approx 45 mins
Get introduced to the platform, navigate use cases, and build custom functionality.

• Unlock Business Success with Salesforce Data Platform - Approx 20 mins
• Discover Use Cases for the Platform - Approx 5 mins
• Understand the Salesforce Architecture - Approx 10 mins
• Navigate Setup - Approx 5 mins
• Power Up with AppExchange - Approx 5 mins

Module 2 - Data Modeling (+1500 POINTS) - Approx 45 mins
Give your data structure with objects, fields, and relationships.

• Optimize Customer Data with Standard and Custom Objects - Approx 15 mins
• Create Object Relationships - Approx 15 mins
• Work with Schema Builder - Approx 15 mins

Module 3 -Data Management (+600 POINTS) - Approx 35 mins
Learn how to import and export data in Salesforce.

• Import Data - Approx 30 mins
• Export Data - Approx 5 mins

Module 4 - Lightning Experience Customization (+2700 POINTS) - Approx 3 hours
Customize the Lightning Experience user interface without writing any code.

• Set Up Your Org - Approx 30 mins
• Create and Customize Lightning Apps - Approx 20 mins
• Create and Customize List Views - Approx 25 mins
• Customize Record Highlights with Compact Layouts - Approx 25 mins
• Customize Record Page Components and Fields - Approx 30 mins
• Create Custom Buttons and Links - Approx 20 mins
• Empower Your Users with Quick Actions - Approx 30 mins

Module 5 - User Engagement (+900 POINTS) - Approx 1 hours and 25 mins
Create in-app guidance to help users get the most value out of your Salesforce app.

• Get Started with User Engagement - Approx 10 mins
• Promote Feature Adoption and Discovery - Approx 15 mins
• Create Prompts in Lightning Experience - Approx 35 mins
• Enable Users to Learn in the Flow of Work - Approx 15 mins
• Design a User Engagement Journey - Approx 10 mins

Module 6 - Reports & Dashboards for Lightning Experience (+2100 POINTS) - Approx 1 hour and 50 mins
Visualize key business metrics in real-time using Lightning Experience.

• Get to Know Lightning Reports and Dashboards - Approx 10 mins
• Create Reports with the Report Builder - Approx 25 mins
• Filter Your Report - Approx 25 mins
• Format Your Report - Approx 25 mins
• Visualize Your Data with the Lightning Dashboard Builder - Approx 25 mins

Course delivered in Italiano
Lessons: 3
Level: Principiante
Access: Free Online Course (Audit)

Scopri come utilizzare un software CRM (Customer Relationship Management) per sviluppare il tuo business.

Module 1: Salesforce CRM (+700 points)

1. Iniziare a utilizzare Salesforce CRM - Approx 5 minuti
2. Navigare nell'interfaccia - Approx 20 minuti
3. Un giorno in Salesforce CRM - Approx 25 minuti

Course delivered in English
Lessons: 2
Level: Beginners
Access: Free Online Course (Audit)

Slack Analytics
Use metrics and dashboards to gain insight into how your organization uses Slack.

Course Info

This course can be tackled in approx 20 mins (+100 points)

1. Translate Goals into Slack Metrics - Approx 10 mins
2. Measure Adoption and Engagement - Approx 10 mins

Course delivered in English
Lessons: 13
Level: Intermediate
Access: Free Online Course (Audit)

Course info:

Get Started with Service Cloud for Lightning Experience helps you understand how to improve the productivity of your customer service team.
Salesforce offers an amazing set of sales, marketing, service, collaboration, security, and analytics capabilities, as well as the ability to create your own solutions on the Salesforce Platform. Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead.

Course Details

Module 1 - Service Cloud: Quick Look (+100 points)
See how Service Cloud helps you deliver faster, more personalized service.

• Provide Great Service and Inspire Customer Loyalty - Approx 10 mins

Module 2 - Service Setup Assistant: Quick Look (+100 points)
Use Setup Assistant to implement Service Cloud in a few clicks.

• Set Up Your Contact Center - Approx 10 mins

Module 3 - Customer Service Incident Management: Quick Look (+100 points)
Fix service disruptions and communicate resolutions quickly.

• Address Disruptions and Build Customer Trust - Approx 10 mins

Module 4 - Service Cloud for Lightning Experience (+800 points)
Set up customer service for your business.

• Begin Your Customer Service Journey - Approx 15 mins
• Administer Service Cloud - Approx 20 mins
• Automate Case Management - Approx 30 mins
• Create Digital Engagement on Multiple Channels - Approx 30 mins

Module 5 - Service Cloud Agent Experience (+300 points)
Discover how agents use the Service console to close customer cases fast.

• Learn About Service Cloud for Agents - Approx 10 mins
• Explore the Service Console - Approx 10 mins
• Create and Manage Cases - Approx 10 mins

Module 6 - Service Cloud Agent Productivity (+1,600 points)
Help your agents work faster and more efficiently in the Service Console.

• Learn About Service Console Productivity Tools - Approx 10 mins
• Set Up the Productivity Tools - Approx 30 mins
• Create a Macro and Quick Text - Approx 30 mins
• Use All the Tools Together - Approx 30 mins

Module 7 - Salesforce Flow for Service (+700 points)
Simplify onboarding and guide your agents to resolve cases quickly and consistently.

• Learn About Salesforce Flow for Service - Approx 10 mins
• Learn About Process Automation Tools and RecordActions - Approx 10 mins
• Set Up Salesforce Flow for Service - Approx 25 mins

Module 8 - Entitlement Management for Lightning Experience (+800 points)
Use entitlements to ensure your customers receive top-notch service.

• Get Started with Entitlements - Approx 25 mins
• Set Up Milestones - Approx 25 mins
• Use Entitlements in Customer Cases - Approx 20 mins
• Use Entitlements with Work Orders - Approx 20 mins

Module 9 - Omni-Channel for Lightning Experience (+1,700 points)
Route work to the right agent for the job and get a complete view of your contact center.

• Get Started with Omni-Channel - Approx 10 mins
• Understand Queue-Based Routing - Approx 20 mins
• Understand Skills-Based Routing - Approx 25 mins
• Start Routing with Omni-Channel - Approx 25 mins
• Monitor Your Contact Center with Omni-Channel Supervisor - Approx 25 mins

Module 10 - Knowledge Basics for Lightning Experience (+ 300 points)
Use Lightning Knowledge to create a knowledge base for better customer service.

• Get Started with Lightning Knowledge- Approx 10 mins
• Prepare Your Salesforce Knowledge Base - Approx 10 mins
• Set Up a Simple Knowledge Base - Approx 10 mins

Module 11 - Survey Basics (+2,000 points)
Gather insights from customers or employees with surveys.

• Prepare for Your First Survey - Approx 20 mins
• Build Your Survey - Approx 25 mins
• Add Logic to Your Survey - Approx 25 mins
• Send Out and Track Your Survey - Approx 25 mins

Module 12 - Salesforce Surveys for Admins (+1,600 points)
Translate, automate, and evaluate your surveys with Salesforce Surveys.

• Translate Your Survey - Approx 20 mins
• Begin and Close Cases with Survey Invitations - Approx 20 mins
• Automate Your Survey Invitations - Approx 20 mins
• Analyze Your Responses - Approx 20 mins

Module 13 - Service Metrics (+700 points)
Make better business decisions based on customer service data.

• Get Started with Service Metrics - Approx 10 mins
• Create a Service Metrics Strategy - Approx 10 mins
• Analyze Your Service Data in Salesforce - Approx 15 mins

Module 14 - Service Cloud Transition to Lightning Experience (+400 points)
Discover how easy it is to move to Service Cloud Lightning.

• Find Familiar Service Features in Lightning Experience - Approx 20 mins
• Upgrade Your Console - Approx 20 mins
• Upgrade Case Feed - Approx 25 mins
• Upgrade Case Layouts - Approx 25 mins

Course delivered in English
Lessons: 3
Level: Beginners
Access: Free Online Course (Audit)

What Is Slack?
Slack is a messaging app for business, and so much more. It’s your company’s home for everyone and everything—your digital HQ. Discover the basics so you can get the most out of Slack.

Course Info

This course can be tackled in approx 30 mins (+100 points)

1. Start Conversations and Collaborate in Channels- Approx 10 mins
2. Find Information and Keep Work Organized - Approx 10 mins
3. Focus on What Matters to You - Approx 10 mins

Course delivered in English
Lessons: 11
Level: Beginner
Access: Free Online Course (Audit)

Course info:

Master the fundamentals of administering a Salesforce org. These trails will give you everything you need to get started. Salesforce offers an amazing set of sales, marketing, service, collaboration, security, and analytics capabilities, as well as the ability to create your own solutions on the Salesforce Platform. Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead. Modules can be available also in other languages (please refer to Language option on footer Trailhead). It is estimated a duration of approx 11 hour and 5 mins in order to complete the entire Learning path. You will also receive a total of +5200 points at completion onto you Trailhead dashboard.

Course Details

Project 1 - Prepare Your Salesforce Org for Users (+500 POINTS) - Approx 50 mins
Set up the tools your users need to sell in a global business.

• Set Up the Exchange Rate - Approx 10 mins
• Update the Exchange Rate with ACM - Approx 10 mins
• Customize the Home Page - Approx 10 mins
• Create a Unique Account List View - Approx 10 mins
• Create Chatter Groups - Approx 10 mins

Project 2 - Customize an Org to Support a New Business Unit (+500 POINTS) - Approx 1 hour and 30 mins
Manage users and optimize your business model for efficiency.

• Manage User Access - Approx 15 mins
• Manage Chatter - Approx 15 mins
• Modify Your Data Model - Approx 30 mins
• Configure an Email Letterhead and Template - Approx 15 mins
• Automate Your Business Process - Approx 15 mins

Project 3 - Protect Your Data in Salesforce (+500 POINTS) - Approx 1 hour and 5 mins
Secure your Salesforce org by controlling login and data access for users.

• Restrict Login Hours and IP Ranges - Approx 10 mins
• Create New Users and Allow a User to Delete Accounts - Approx 15 mins
• Set Organization-Wide Defaults and Create a Role Hierarchy - Approx 15 mins
• Create Sharing Rules - Approx 15 mins
• Set Up Account Teams - Approx 10 mins

Project 4 - Customize a Sales Path for Your Team (+300 POINTS) - Approx 30 mins
Guide your reps during the sales process and make them more productive.

• Customize a Sales Path - Approx 10 mins
• Customize Opportunity Stages - Approx 10 mins
• Work with Opportunities in the Kanban View - Approx 10 mins

Project 5 - Customize a Salesforce Object (+800 POINTS) - Approx 1 hour and 45 mins
Use picklists, filters, formulas, and other tools to customize an object in your org.

• Work with Standard and Custom Fields - Approx 15 mins
• Create Picklists and Field Dependencies - Approx 15 mins
• Create Lookup Filters - Approx 10 mins
• Create Formula Fields - Approx 15 mins
• Create Record Types - Approx 15 mins
• Customize Record Pages - Approx 15 mins
• Enable Account Field History Tracking - Approx 10 mins
• Create Validation Rules - Approx 10 mins

Project 6 - Import and Export with Data Management Tools (+300 POINTS) - Approx 45 mins
Use dataloader.io and the Data Import Wizard to manage data in Salesforce.

• Use the Data Import Wizard - Approx 15 mins
• Use Dataloader.io to Export Data - Approx 15 mins
• Use Dataloader.io to Update Data - Approx 15 mins

Project 7 - Create Reports and Dashboards for Sales and Marketing Managers (+700 POINTS) - Approx 1 hour and 40 mins
Track key business information for your stakeholders with reports and dashboards.

• Create Report and Dashboard Folders - Approx 15 mins
• Create a Simple Custom Report - Approx 15 mins
• Filter Your Reports - Approx 15 mins
• Group and Categorize Your Data - Approx 15 mins
• Use Summary Formulas in Your Reports - Approx 15 mins
• Manage Reported Data - Approx 10 mins
• Visualize Your Data - Approx 15 mins

Project 8 - Improve Data Quality for Your Sales and Support Teams (+400 POINTS) - Approx 1 hour
Clean up data with validation rules, formula fields, lookup filters, and automation.

• Create a Validation Rule - Approx 15 mins
• Create a Formula Field - Approx 15 mins
• Create a Lookup Filter - Approx 15 mins
• Create an Automation with Flow - Approx 15 mins

Project 9 - Create a Process for Managing Support Cases (+300 POINTS) - Approx 35 mins
Streamline workflow and improve productivity with new processes, record types, and rules.

• Create Support Processes - Approx 10 mins
• Create Record Types - Approx 10 mins
• Create an Escalation Rule - Approx 15 mins

Module 10 - User Engagement (+900 POINTS) - Approx 1 hour and 25 mins
Create in-app guidance to help users get the most value out of your Salesforce app.

• Get Started with User Engagement - Approx 10 mins
• Promote Feature Adoption and Discovery - Approx 15 mins
• Create Prompts in Lightning Experience - Approx 35 mins
• Enable Users to Learn in the Flow of Work - Approx 15 mins
• Design a User Engagement Journey - Approx 10 mins