Premier Success Plans
Role-Based Training Paths
SELL. SERVICE. MARKET. SUCCEED.
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Last Updated: July 2015
service cloud
Administrator
​ Beginning Administrator Learning Path
​ Core Courses
​ Elective Courses
Getting Started: Navigating Salesforce
Cross-Cloud Expertise
​ Self study online and classroom
​ Self study online and classroom
Self study online
Self study online
Getting Started: Using the Sales Cloud
D  Analyze Your Data with Reports
D  Configure Salesforce with Custom Fields
Self study online
Getting a Head Start with Chatter
Self study online
Administration Essentials for
new Admins (ADM201)
Classroom (5 days), Virtual Classroom (5 days), or Self study online
w/ labs
Get started as a Salesforce Administrator! Using a
Chatter-driven business scenario, you’ll learn how to set
up, customize, configure, maintain, and customize
Salesforce. The course also covers key features,
including enterprise security, data utilities, and analytics.
D  Creating Formulas to Enhance Your Apps
D  Customizing Profiles to Align with Your Business
Needs
D  Getting Started: Administering Salesforce
D  Getting Started: Administering Salesforce1
D  Getting Started with Managing Data
​ Rufus is the primary Salesforce
administrator and is brand new to
the role and Salesforce. His first
goal is to get comfortable and
confident using Salesforce.
​ Rufus will benefit from an overview
of what an Administrator does day
to day. He should spend some time
exploring the Salesforce model, as
well as learning what is needed to
get up and running.
​ Rufus wants to become a
Salesforce.com Certified
Administrator.
D  Getting Started with Reports and Dashboards
D  Managing Users and Troubleshooting Login Issues
D  Securing Your Salesforce Organization
D  Summarize our Data with Dashboards
Cross-Cloud Expertise
D  Administration Essentials for the Service Cloud
Cross-Cloud Expertise
D  Data.com Administration
D  Getting Started with Data.com
D  Using Data.com to Improve Data Quality
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
Administrator
​ Experienced Administrator Learning Path
​ Core Courses
​ Self study online and classroom
Administration Essentials for
Experienced Admins (ADM201)
service cloud
​ Jessie is the primary administrator
for her company. She spends a lot
of time maintaining data access,
importing data, automating
common tasks, and creating
reports and dashboards.
​ Self study online
​ Jessie knows there are parts of the
application that her company is not
using. She wants to learn how to
automate complex business
processes, improve data quality,
extend Salesforce using custom
objects and apps, and perform
complex analytics on the data. She
would also benefit from hearing
about best practices from other
administrators.
​ Elective courses continued on next page.
​ Jessie is a Salesforce.com
Certified Administrator and she
wants to become a Salesforce.com
Certified Advanced Administrator.
Classroom (4 days) or Self study online w/ labs
Ready to tackle your biggest administration challenges?
Using real-world scenarios, Administration Essentials
for Experienced Admins covers topics such as extending
Salesforce with custom objects and apps, generating
sophisticated reports and dashboards, and automating
complex business processes.
Getting Started: Administering Saleforce1
service cloud
Administrator
​ Experienced Administrator Learning Path
​ Elective Courses
​ Self study online and classroom
Service Cloud
D  Administering Salesforce Knowledge
D  Administering Entitlements
Sales Cloud
D  Administering Site.com
D  Customizable Forecasting for Administrators
D  Configuring Salesforce for Outlook
D  Configuring Campaigns to Maximize Your ROI
D  Measuring Success with Data.com Reports
D  Setting Up Collaborative Forecasts
Cross-Cloud Expertise
D  Administering Site.com
D  Creating Formulas to Enhance Your Apps
D  Increase Productivity with Visual Workflow
D  Introduction to Apex for Non-developers
D  Setting Up and Building Communities
D  Setting Up Salesforce CRM Content
Introduction to Object-Oriented
Programming with Apex (ADM231)
Classroom (5 days)
If you’re new to programming, this course introduces
you to object-oriented programming with Force.com
code. You’ll learn the basics of creating classes and
triggers as well as the best practices and methodology
concepts you’ll need to build Force.com applications.
When you complete this class, you’ll know how to
approach your first programming assignment, write
basic Force.com code to build applications, and work
with the Force.com tool.
Introduction to Object-Oriented
Programming with Apex (ADM231)
Classroom (3 days)
Using real-world business scenarios, the course
provides your with the skills and knowledge you
need to gather analytics requirements, design and
build custom reports and dashboards, and deploy
them to your users.
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
End User
​ Sales Representative/Manager Learning Path
​ Core Courses
​ Elective Courses
Sales Representative/Manager
Sales Representative/Manager
​ Self study online and classroom
Self study online
D  Analyze Your Data with Reports
D  Building Your Sales Pipeline
D  Getting Started: Navigating Salesforce
D  Getting Started: Using the Sales Cloud
D  Getting Started with Reports and Dashboards
D  Getting a Head Start with Chatter
D  Hitting Your Numbers
D  Summarize Your Data with Dashboards
Sales Manager Only
Implementing an Analytics Strategy
for the Sales Cloud (STR301)
Classroom (3 days)
Using real-world business scenarios, the course provides
you with the skills and knowledge you need to gather
analytics requirements, design and build custom reports
and dashboards, and deploy them to your users.
Reporting for Sales Managers
​ Self study online
​ Self study online
D  Customizable Forecasting for Sales Reps and
Managers
D  Data.com Clean
D  Getting Started with Data.com
D  Getting Started with the Marketing Cloud: Radian6
D  Introduction to Quotes for Sales Reps
D  Measure Campaign Results with Reports and
Dashboards
D  Measuring Success with Data.com Reports
D  Prospecting Using Data.com
D  Social Media Goes to Work: Chatter
D  Using Data.com to Improve Data Quality
D  Using Salesforce CRM Content
D  Using Salesforce for Outlook
D  Using Salesforce1
D  What’s Possible with Data.com Matching
​ Madison is web savvy and
quickly adopted Salesforce as
her main sales tool. She is
always looking for ways to
improve efficiency. Madison
tracks all her leads, contacts,
accounts, and opportunities in
Salesforce and her manager is
looking to improve forecasting
and visibility into the business.
She likes Salesforce, but
sometimes wishes she knew the
best ways to get information out
of and into Salesforce.
Renee, Madison’s Sales
Manager, relies heavily on
Salesforce dashboards to watch
her business. Renee does a lot
of reporting and she uses
Salesforce for forecasting and
other data she needs for her
regular updates.
service cloud
End User
​ Sales Representative/Manager Learning Path
​ Core Courses
​ Elective Courses
Sales Representative/Manager
Sales Representative/Manager
​ Self study online
​ Self study online
D  Analyze Your Data with Reports
D  Getting Started: Navigating Salesforce
D  Social Media Goes to Work: Chatter
D  Using Salesforce CRM Content
D  Getting Started with Reports and Dashboards
D  Using Salesforce for Outlook
D  Getting a Head Start with Chatter
D  Salesforce CRM Service and Support
D  Using Salesforce1
D  Publishing Articles and Knowledge
D  Summarize Your Data with Dashboards
D  Using Articles with Knowledge
Sales Manager Only
D  Reporting for Call Center Managers
​ Scott is a an experienced service
rep who handles support requests
that come in via phone, email, or
chat. He is tasked with solving
customer’s most complex
problems, and he often has to
collaborate with people on different
teams to successfully solve
customer issues. He is looking
forward to understanding how the
Service Cloud can help introduce
self service and expand access to
information and knowledge. Scott is
primarily interested in optimizing
the agent console and the benefits
to be gained from Salesforce
Knowledge.
Scott’s manager, Suja is excited
about how her team will become
more effective at resolving issues
by using the Service Cloud, and is
interested in the analytics this will
provide.
End User
​ Marketing Manager Learning Path
​ Core Courses
​ Elective Courses
Marketing Manager
Sales Representative/Manager
​ Self study online
D  Analyze Your Data with Reports
D  Campaign Management
D  Getting Started: Navigating Salesforce
D  Getting Started with the Marketing Cloud:
Buddy Media
​ Self study online
D  Building Websites with Site.com
D  Measure Campaign Results with Reports and
Dashboards
D  Measuring Success with Data.com Reports
D  Getting Started with the Marketing Cloud: Radian 6
D  Prospecting Using Data.com
D  Social Media Goes to Work: Chatter
D  Getting Started with Reports and Dashboards
D  Getting a Head Start with Chatter
D  Using Data.com to Improve Data Quality
D  Using Salesforce CRM Content
D  Summarize Your Data with Dashboards
D  Using Salesforce for Outlook
D  Using Salesforce1
​ Kate is responsible for all Marketing
campaigns at her company. Her
role is a blend of strategic and
tactical, as she divides her time
between planning her company’s
marketing strategy and executing
campaigns.
​ Kate spends a good amount of
time making sure her data sets
are accurate and clean. She has
a number of regular practices she
uses, such as mass emails and
lead tracking. Because the heart
of her business is lead generation,
much of what she does hinges on
tracking all of the metrics related to
marketing. The better she can track
the numbers end to end from each
campaign, the better she can plan,
report the results of campaigns,
and get visibility into what channels
are working. Being able to connect
her efforts directly to ROI is key
to her increasing her impact to
the business.
service cloud
Consultant
​ Business Analyst/Solution Architect Learning Path
​ Core Courses
​ Elective Courses
Service Cloud
Implementing an Analytics Strategy
for the Sales Cloud (STR301)
​ Self study online
D  Implementing Case Management Across Channels
D  Implementing Salesforce Knowledge
Sales Cloud
D  Implementing Sales and Marketing
​ Self study online and classroom
Classroom (3 days)
Using real-world business scenarios, the course provides
you with the skills and knowledge you need to gather
analytics requirements, design and build custom reports
and dashboards, and deploy them to your users.
Additional Electives
Self study online and classroom
D  CTI Troubleshooting for Salesforce CTI Toolkit
D  Customizable End User Training
D  ENGAGE: How to Drive Chatter Adoption
D  Expand Your Practice with ISV Apps from the
Salesforce AppExchange
​ Sadia implements best practices
to quickly design and deploy
solutions that support the customer
organization’s bus-ness strategy,
processes, and technical
requirements. She leads requirements gathering sessions with
subject-matter experts, and she
designs, documents, and obtains
sign-off on a solution that meets
each functional business
requirement and aligns with the
customer’s technical and datarelated business requirements.
​ Sadia is a Salesforce.com Certified
Administrator and she wants to
become a Salesforce.com Certified
Service Cloud Consultant and
Salesforce.com Certified Sales
Cloud Consultant.
D  Force.com Connect for CTI
D  Implementing Change Management with Salesforce
D  Introduction to Center of Excellence
D  Introduction to Governance
D  Introduction to Open CTI
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
Developer
​ Beginning Developer Learning Path
​ Core Courses
​ Elective Courses
Building Applications with
Force.com and Visualforce (DEV401)
Beginning Developer
​ Self study online and/or classroom
Classroom (5 days), Virtual Classroom (5 days)
This hands-on course covers the object model and how
to configure applications with metadata—the
fundamentals of creating Force.com applications. You’ll
learn how to build a sophisticated application from start
to finish, including how to design applications for the
cloud,
create custom objects, use workflow rules to automate
processes, and build the user interface.
Self study online w/ labs
D  Building Applications with Force.com: Part 1
D  Building Applications with Force.comL Part 2
​ Self study online and classroom
D  Getting Started with Force.com Pages (Visualforce)
D  Getting Started Administering Salesforce1
D  Managing Development with Force.com
Introduction to Object-Oriented
Programming with Apex (ADM231)
Classroom (5 days)
If you’re new to programming, this course introduces
you to object-oriented programming with Force.com
code. You’ll learn the basics of creating classes and
triggers as well as the best practices and methodology
concepts you’ll need to build Force.com applications.
When you complete this class, you’ll know how to
approach your first programming assignment, write
basic Force.com code to build applications, and work
with the Force.com tool.
​ Adam is an expert in administering
the capabilities of the CRM clouds.
He has spent a lot of time doing
customizations that involve custom
fields, custom objects, custom page
layouts, formula fields, and workflow
rules. He’s looking to expand his
skill set to take his company to the
next level of productivity and automation. He’s not ready to become
an Apex developer, but he’s ready
to do “extreme” customization.
​ Adam is interested in building
Visualforce pages to further
customize his users’ experiences.
He also wants to learn about Apex
so he can work with his IT team
more efficiently.
​ Adam wants to become a
Salesforce.com Certified Developer.
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
Developer
​ Experienced Developer Learning Path
​ Core Courses
​ Elective Courses
Apex and Visualforce Controllers (DEV501)
Integrating with Force.com (DEV502)
​ Self study online and/or classroom
​ Self study online and classroom
Classroom (5 days)
Classroom (4 days)
Designed for experienced developers, you get a deep
dive into the Force.com programming languages and the
cloud-based development environment. You’ll explore
how to develop custom interfaces and write business
logic and interactions. You’ll find out how to manage and
deploy your projects in the cloud, using team
development and debugging best practices.
This course covers how to design and build all types
of integrations with the Force.com platform. The
course introduces the major integration mechanisms,
such as the APIs and the built-in declarative
functionalities available on the platform.
​ Self study online w/ labs
Self study online w/ labs
D  Integration with… Series (11 separate courses
covering Force.com integration technologies)
D  Apex
Additional Electives
D  Visualforce Controllers
D  Managing Development with Force.com
Self study online
D  Introduction to Heroku
D  Introduction to Force.com Sites
D  Writing Secure Applications on Force.com
​ Deanna is an experienced Java
Developer and is migrating her
skills to Force.com. She is
interested in learning Apex syntax
and design patterns and, although
not a UI developer, how to work
with Visualforce Controllers in her
applications. She first needs to
understand how to work with
declarative features to build up the
data model and basic functionality
of applications. Deanna is
interested in learning basic
integration techniques, particularly
around Web Services, so that she
can integrate Force.com with
existing legacy systems.
​ Deanna is a Salesforce.com
Certified Developer and wants to
become a Salesforce.com Certified
Advanced Developer.
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
Developer
​ Systems Integrator Learning Path
​ Core Courses
​ Classroom
Integration with Force.com (DEV502)
Classroom (4 days)
This course covers how to design and build all types
of integrations with the Force.com platform. The course
introduces the major integration mechanisms, such
as the APIs and the built-in declarative functionalities
available on the platform.
Self study online w/ labs
D  Integration with… (11 separate courses covering
Force.com integration technologies)
​ Elective Courses
​ Self study online and classroom
Building Applications with
Force.com and Visualforce (DEV401)
Self study online w/ labs
D  Building Applications with Force.com: Part 1
D  Building Applications with Force.com: Part 2
Apex and Visualforce Controllers (DEV501)
Classroom (5 days)
Designed for experienced developers, you get a deep
dive into the Force.com programming languages and the
cloud-based development environment. You’ll explore
how to develop custom interfaces and write business
logic and interactions. You’ll find out how to manage and
deploy your projects in the cloud, using team
development and debugging best practices.
Self study online w/ labs
D  Apex
D  Visualforce Controllers
​ Ivan has spent a lot of time
integrating other systems in the
past and has a large toolbox of
methods and techniques. He
wants to expand that toolbox
with multiple solutions for
integrating with Force.com.
​ Ivan would benefit from seeing
the wide range of integration
possibilities available within
Force.com, such as the APIs,
Force.com Canvas, and
AppExchange applications.
Additionally, he may need to
expand his programmatic skills to
include Apex in order to create
new Web Services with Apex
code.
D  Managing Development with Force.com
Classroom (5 days), Virtual Classroom (5 days)
This hands-on course covers the object model and how
to configure applications with metadata. You’ll learn
how to build a sophisticated application from start to
finish, including how to design applications for the cloud,
create custom objects, use workflow rules to automate
processes, and build the user interface.
Release Training: Highly recommended for all certified
Administrators, these courses provide training and
examples of key new features. Primary reference set
for certification maintenance exams.
Administrator, End User, Consultant
​ Analyze Your Data Learning Path
​ Core Courses
​ Elective Courses
Cross Cloud Expertise
Cross Cloud Expertise
​ Self study online and classroom
Self study online
D  Analyze Your Data with Reports
D  Summarize Your Data with Dashboards
Implementing an Analytics Strategy for the
Sales Cloud (STR301)
Classroom (3 days)
Using real-world business scenarios, the course provides
you with the skills and knowledge you need to gather
analytics requirements, design and build custom reports
and dashboards, and deploy them to your users.
​ Self study online
D  Administration Essentials for Experienced Admins:
Extend Analytics Modules
D  Getting Started with Reports and Dashboards
Sales Cloud
D  Reporting for Sales Managers
D  Measuring Success with Data.com Reports
Service Cloud
D  Reporting for Call Center Managers
D  Measuring Success with Data.com Reports
From the basics of reports and
dashboards to building
sophisticated joined reports, the
following courses provide you
with the skills you need to take
full advantage of Salesforce’s
powerful analytics.