Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships, automate workflows, and analyze data in real time.
Key Capabilities:
- Customer data management
- Workflow automation
- Reporting and analytics
- Cross-department integration
“How do I get started with Salesforce Development?”
“Do I need prior experience?”
“What skills are required?”
These are common questions for anyone entering the Salesforce ecosystem. This 60-day roadmap provides a structured, step-by-step path to help you build, automate and optimize solutions on Salesforce, from basics to advanced concepts.
60-Day Salesforce Learning Plan
Phase 1: Foundations (Day 1–15)
Day 1–3: Salesforce Ecosystem
Understand the platform and its offerings:
- CRM fundamentals
- Salesforce Clouds: Sales, Service, Marketing, Experience, Analytics
- Platform tools: AppExchange, Trailhead
Day 4–6: User Interface & Navigation
Learn how to use Salesforce efficiently:
- Lightning Experience overview
- Navigation (apps, tabs, records)
- Customizing layouts and homepage
Day 7–9: Data Modeling
Build foundational data knowledge:
- Standard vs Custom Objects
- Field types and configurations
- Object relationships
Day 10–12: Setup & Configuration
Work with system settings:
- Setup menu
- Users, Profiles, Permission Sets
- Record types and page layouts
Day 13–15: Data Management & Security
Understand data handling:
- Data import/export tools
- Data Loader and Import Wizard
- Role-based security and permissions
Phase 2: Core Concepts (Day 16–30)
Day 16–18: Automation Tools
Explore process automation:
- Workflow Rules
- Process Builder
- Flow Builder
- Approval Processes
- Introduction to Apex
Day 19–21: Reports & Dashboards
Learn data visualization:
- Report types: Tabular, Summary, Matrix, Joined
- Creating reports
- Building dashboards
Day 22–24: Sales Cloud
Understand sales processes:
- Lead management
- Lead conversion
- Opportunity stages
- Sales pipeline customization
Day 25–27: Service Cloud
Work with customer support:
- Case management
- Workflow automation
- Multi-channel support
Day 28–30: Lightning App Builder
Customize UI components:
- Home, App, and Record Pages
- Standard components (Activities, Chatter)
- Introduction to Visualforce
Phase 3: Advanced Development (Day 31–45)
Day 31–33: Data & Automation
Enhance data quality and logic:
- Validation rules
- Duplicate management
- Advanced Flow Builder
Day 34–36: Advanced Reporting
Deep dive into analytics:
- Custom report types
- Cross filters
- Row-level and summary formulas
- Dynamic dashboards
Day 37–39: Customization
Extend platform functionality:
- AppExchange apps
- Managed packages
- Platform customization
Day 40–42: Apex Programming
Learn backend logic:
- Apex basics
- Classes and triggers
- Governor limits
Day 43–45: APIs
Work with integrations:
- REST API
- SOAP API
- Authentication and API calls
Phase 4: Integration & Analytics (Day 46–55)
Day 46–48: Integration Basics
Connect Salesforce externally:
- External applications
- Middleware tools
- API integrations
Day 49–51: Advanced Analytics
Leverage intelligent insights:
- Einstein Analytics
- Predictive analytics
- Custom dashboards
Day 52–55: External Data Integration
Work with third-party systems:
- External objects
- Marketing tools (Marketo, HubSpot)
- ERP systems (SAP, Oracle)
- Databases (SQL, MongoDB)
Phase 5: Capstone & Career Path (Day 56–60)
Day 56–58: Capstone Project
Build a real-world solution:
- Sales automation system
- Case management system
- Employee onboarding portal
- Feedback or survey system
Day 57–59: Review
Reinforce knowledge:
- Revise key concepts
- Practice automation and Apex
- Solve real-world scenarios
Day 60: Next Steps
Plan your career:
- Roles: Administrator, Developer, Consultant
- Certifications
- Continued learning (Trailhead, community resources)
Recommended Learning Resource:
- If you're looking to launch or elevate your career in the Salesforce domain, the Salesforce Certified Administrator Online Course by GeeksforGeeks is an excellent starting point.
- This course offers in-depth training on the core skills required for a Salesforce Admin role, ensuring you're equipped to handle real-world challenges.
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