Technical Learning Journeys
Technical Learning Journeys
Partner Guide to Credentials Salesforce skills enable Partners to: Why credentials matter Customer demand for Salesforce skills is almost three times compared to other cloud computing platforms. For Salesforce partners who are looking to win business, your credentials matter. Partners need to be able to demonstrate expertise during the sales process in order to win business. Customers want to feel con昀椀dent that their partners are equipped to drive tangible business outcomes, and globally-recognized Salesforce credentials Demonstrate Gain global Drive customer validate that. Certi昀椀ed professionals have greater skills and in昀氀uence and are: expertise recognition success % % 5.5X 90 35 more in昀氀uential more productive more impactful
What’s a Credential Anyway? Superbadges & Super Sets Certi昀椀cations Accredited Professional Credential Skill-based credentials provide hands-on Role-based credentials validate expertise Credentials that cover advanced experience solving real world business and provide a competitive edge in core cloud training and deeper problems, and showcase expertise in a the Salesforce ecosystem. Entry-point product and industry expertise speci昀椀c domain. credentials available for individuals with 0-6 months of Salesforce experience.
Salesforce Certi昀椀cations & Accredited Professional Credentials — You need both! Partners need both Salesforce certi昀椀cations and Accredited Professional credentials to demonstrate expertise to customers. Accredited Professional credentials, along with Salesforce certi昀椀cations help di昀昀erentiate your 昀椀rm based on customer-validated industry expertise, Salesforce product knowledge, and customer success. Salesforce Accredited Certi昀椀cations Professional Credential Available to anyone looking to Available to partner consultants validate expertise in a speci昀椀c and Salesforce employees with Salesforce role a focus on building skills to Covers nearly half of products become implementation ready plus introductory trails/badges Covers advanced core cloud training and deeper product and industry expertise Partner Learner Salesforce 昀椀eld service career path example: Admin Cert Service Cloud Cert Advanced SFS AP
Table of Contents Technical Learning Journeys Platform & Data Applications Platform Commerce Cloud Tableau • Experience Cloud • B2C Commerce • Developer: Desktop Specialist • Scheduler • Automation • Salesforce B2B Commerce • Developer: Consultant Role • Consumer Goods Cloud: REX • Security & Privacy • Salesforce D2C Commerce • Administrator: Architect Role • Consumer Goods Cloud: Trade Promotion Management • Platform Developer • Order Management • Communications Cloud • Heroku Einstein Customer 360 Cross Cloud • Einstein Next Best Action • B2C Solution Architect • Public Sector • Mobile • Energy & Utilities • CRM Analytics - Einstein Dis- • Sales Cloud Einstein • B2B Solution Architect covery, Prediction Builder • Commerce Cloud Einstein • Enterprise Architect • Media Cloud • AI + Data + CRM Sales Cloud Industries & Reve- • Net Zero Cloud • Data Cloud • Sales Enablement Industries • Education Cloud Marketing Cloud • Sales Engagement • Financial Services • Salesforce for Nonpro昀椀ts • Marketing Cloud Administrator • Sales Cloud • Insurance Revenue Cloud • Marketing Cloud Developer • Sales Performance Manage- • Health Cloud • Revenue Cloud • Marketing Cloud Architect Service Cloud • Manufacturing Cloud • Revenue Intelligence MuleSoft • Contact Center • Automotive Cloud Slack • Developer • Core Service Cloud • Rebate Management Slack • Operations • Field Service • Loyalty Management • Slack • Automation • Service Cloud Einstein • Scheduler
Platform • Experience Cloud • Automation • Security & Privacy Platform & Data • Platform Developer Technical Learning Journeys • Heroku • Mobile • CRM Analytics - Einstein Discovery, Prediction Builder • AI + Data + CRM • Data Cloud Marketing Cloud • Marketing Cloud Administrator • Marketing Cloud Developer • Marketing Cloud Architect MuleSoft • Developer • Operations • Automation
Experience Cloud Technical Learning Journey Training Time = 27 hrs Experience Cloud Fast Path Self-Service Partner Relationship Experience Cloud Management Advanced Topics Salesforce CMS Accredited Professional Certi昀椀ed Experience Cloud Consultant Start Here Experience Cloud Basics Learn Channel Management Lightning Web Runtime Build Websites and Portals with CMS Sharing, Visibility, Plan Intro to Sales Cloud PRM Content and CMS Review: CMS for and Licensing B2B Commerce Branding, Personalization, Build Setup Sales Cloud PRM Experience and Review: CMS for Marketing and Content Personalization Templates and Themes Manage and Moderate Success with Sales Development Cloud PRM and Integrations User Creation Stay Updated Stay Updated Sharing and Security and Authentication Adoption and Analytics Deployment and Scale Administration, Setup, and Con昀椀guration Customization Considerations and Limitations Technical/Product Non Technical/Business Curriculum Course Roadmap Learning tracks Credentials Hands-on
Automation Technical Learning Journey Process Automation = 15 hrs OmniStudio = 22 hrs Process Automation Process Automation Specialist Process Automation Join Partner Superbadge Accredited Professional Community Get Started Start Here Try it Out Build Flows Test and Monitor Flows Orchestrate a Complex Process Integration Implementation Scenarios Join Partner OmniStudio OmniStudio Trail OmniStudio Developer OmniStudio Consultant Community Start Here Get to Know OmniStudio Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Security & Privacy Technical Learning Journey Training Time = 20 hrs General Security Salesforce Shield Security Center Join Partner Multi-Factor Authentication Data Mask Privacy Center Community Start Here Security Basics Fundamentals Fundamentals User Authentication Safeguarding Account Access Event Monitoring Fundamentals Core Concepts Fundamentals and Management Salesforce Identity Rollout Strategies Platform Encryption Core Concepts Privacy Core Topics Salesforce Security in Action Non-Core Field Audit Trail Advanced Security Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Developer Technical Learning Journey Javascript Developer = 33 hrs Platform Developer = 56 hrs Javascript Developer Track Prepare for your Salesforce Lightning Web Components Study for the JavaScript JavaScript Developer I Credential Specialist Superbadge Developer I Exam Javascript Developer Start Here Prepare for Your Salesforce Advanced APEX Specialist Data Integration Specialist Platform Developer I Credential Superbadge Superbadge Platform Developer Track APEX Specialist Superbadge Study for the Platform Prepare for Your Salesforce Developer I Exam Platform Developer II Credential Start Here Platform Developer I Platform Developer II Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Heroku Architect Technical Learning Journey Heroku Developer = 15 hrs Heroku Architect = 17 hrs Heroku Architect Heroku Developer Heroku Platform and the Certi昀椀ed Heroku Developer Accredited Professional Twelve Factor App Heroku Architect Methodology Join Partner Community Heroku Flow: Deploying Apps with the Heroku Developer Ex Start Here Heroku Platform and Heroku Platform: Securing the Twelve Factor Your Apps and App Methodology Data on Heroku Heroku Flow: Deploying Apps Heroku Data: Administration with the Heroku Developer Ex and Features Overview Heroku Platform: Securing Heroku Enterprise Your Apps and Administration and Data on Heroku Features Overview Heroku Data: Architecting Heroku Data: Architecting Solutions with Managed Solutions with Managed Data Services Data Services Heroku Platform: Architecting Heroku Platform: Architecting Heroku and Salesforce Heroku and Salesforce Integration Integration Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Mobile Technical Learning Journey Training Time = 48 hrs Mobile Learning Journey *note the mobile architecture exam is no longer o昀昀ered but the recommended content is Mobile still relevant. Join Partner Community Start Here Salesforce Mobile App Mobile Publisher Lightning App Builder Lightning Web Components Building Apps Using Salesforce Software Security and Compliance Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
CRM Analytics Plus Technical Learning Journey Training Time = 30 hrs CRM Analytics: An Introduction Insightful Predictions Join Partner Create Dashboards Prepare for the Certi昀椀cation Community Start Here CRM Analytics Introduction CRM Analytics Einstein Discovery CRM Analytics Data Overview Dashboard Creation I Preparation Superbadge CRM Analytics CRM Analytics Basics CRM Analytics & Einstein Fundamentals Dashboard Creation II Discovery Insights Superbadge CRM Analytics CRM Analytics Using Predictions CRM Analytics & Discovery Dashboard Basics Dashboard Creation II Certi昀椀cation Preparation Advanced Topics Einstein Prediction Builder Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
AI + Data + CRM Technical Learning Journey Training Time = 20 hours Salesforce AI Associate Certi昀椀cation Begin Your Technical AI + Data + Deep Dive with AI + Data + CRM Advanced Capabilities of Scale Now with AI + Data + CRM CRM Learning Journey AI + Data + CRM Start Here Say Hello to Einstein GPT Arti昀椀cial Intelligence Gen AI Use Cases Image Generation and (video) Fundamentals Di昀昀usion Models Get Started with Generative AI Large Language Models Fine-Tuning Models Einstein GPT Basics Scale Service with Generative Natural Language Change Management for AI Understanding Gen AI Credits AI and Einstein GPT Processing Basics Implementation Scale Service with AI and Data Analytics Einstein Trust Layer Cybersecurity and AI Einstein GPT (video) Fundamentals Data Correlation and Data Cloud Powered Datashares in Data Cloud Regression Experiences (BYOL) Responsible Creation Data Cloud Batch Data Einstein Studio of AI Transformations Introduction to Prompt Fundamentals Salesforce Tools Einstein + AI Partner Pocket Guide Technical/Product Non Technical/Business Curriculum Course Roadmap Learning tracks Credentials Hands-on
AI + Data + CRM Data Cloud Technical Learning Journey Training Time = 25 hours Get Started with Begin Your Data Cloud Learning Advance Your Data Cloud Learning Salesforce CRM Journey Journey Salesforce CRM Unlock your Data with Data Advanced Data Cloud Cloud Start Here Setup: Quick Look Data Streams Fundamentals Discovery and Use Cases Superbadge User Management Data Cloud: Practical Implementation Experience Considerations Permission Set Groups Implementation Planning and Estimation Connected App Basics Data Cloud Partner Pocket Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Marketing Cloud Marketing Cloud Technical Learning Journeys • Marketing Cloud Administrator • Marketing Cloud Developer • Marketing Cloud Architect
Marketing Domains
Marketing Cloud Administrator Technical Learning Journey MC Administrator ~ 19 hrs Salesforce Administrator ~ 56 hrs Account Engagement (AE) Specialist ~ 15 hrs Optional learning and certi昀椀cation. Start Here MC Admin Personalization Admin Tools Curriculum - 17 hours Courses - 4 hours MC Adminstrator Certi昀椀cation Intelligence Admin Tools Courses - 3 hours Data Cloud Admin Tools Courses - 5 hours Optional learning and certi昀椀cation. Salesforce Administrator Curriculum - 56 hours Salesforce Administrator Certi昀椀cation Estimated hours to complete - 90 Account Engagement Specialist Curriculum - 15 hours Account Engagement Specialist Certi昀椀cation Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Marketing Cloud Developer Technical Learning Journey MC Email Specialist ~ 29 hrs MC Developer ~ 11 hrs Data Cloud Certi昀椀cation ~ 22 hrs Intelligence AP ~3 hrs Personalization AP ~ 20 hrs Start Here MC Email Specialist Einstein for Marketing Cloud MC Developer Curriculum Curriculum - 19 hours Curriculum - 10 hours - 11 hours Data Cloud Curriculum Data Cloud: Practical Experience - 11 hours - 11 hours Optional learning and certi昀椀cation. Intelligence Curriculum - 3 hours Intelligence Accredited Professional Personalization Curriculum - 20 hours Personalization Accredited Estimated hours to Professional complete - 85 Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Marketing Cloud Architect Technical Learning Journey MC Consultant ~ 38 hrs MC Advanced Cross-Channel AP ~ 18 hrs Data Cloud Certi昀椀cation ~ 22 hrs Personalization AP ~ 20 hrs Intelligence AP ~ 3 hrs Start Here Marketing Cloud Engagement Einstein for Marketing Cloud Marketing Cloud Consultant Advanced Cross Channel Mobile - 11 hours 10 hours 17 hours - 18 hours Data Cloud Curriculum Data Cloud: Practical Experience - 11 hours - 11 hours Optional learning and certi昀椀cation. Intelligence Curriculum - 3 hours Intellience Accredited Professional Estimated hours to complete - 101 Personalization Curriculum - 20 hours Personalization Accredited Professional Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
MuleSoft MuleSoft Technical Learning Journeys • Developer • Operations • Automation
Integration and Automation
MuleSoft Developer Technical Learning Journey MCD Level 1 = 40-60 hrs MCD Level 2 = 72 hrs Other Courses = 70 hrs Salesforce Certi昀椀ed ILT: DataWeave MCD L1 Self Learning 16 hours - 48 hours ILT: PRD 24 hours Start Here ILT: PRI 32 hours *Recommended learning and certi昀椀cation. Salesforce Certi昀椀ed Catalyst Specialist 10 hours Salesforce Certi昀椀ed Mule- Soft Associate - 12 hours Recommended courses MuleSoft Composer MuleSoft RPA MuleSoft Catalyst 4 hours 2.5 hours 1 hour ILT: UAPIM ILT: RF ILT: CH2.0 24 hours 16 hours 16 hours Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
MuleSoft Architect Technical Learning Journey MS Platform Architect = 48 hours MS Integration Architect = 80 hours Salesforce Certi昀椀ed Salesforce MCIA ILT MCD L1 Self Learning training - 48 hours - 40 hours Salesforce Certi昀椀ed Catalyst Specialist Start Here 10 hours Salesforce Certi昀椀ed Mule- ILT: PRD Soft Associate - 12 hours 24 hours ILT: PRI Salesforce Certi昀椀ed 32 hours MCPA ILT Sessions - 24 hours *Recommended learning and certi昀椀cation. Salesforce Associate Curriculum - 32 hours Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on Recommended courses
MuleSoft Operations Technical Learning Journey MuleSoft Associate = 12 hours Operations ILT = 56 hours Other courses = 10 hours MCD Level 1 = 40 hours PRD/PRI = 56 hours Mandatory Operations Courses MuleSoft Associate MCD L1 Self Learning Additional courses Start Here 12 hours 40 hours ILT: UAPIM - 24 hours ILT: PRD - 24 hours ILT: RTF - 16 hours ILT: PRI - 32 hours ILT: CH2.0 - 16 hours Recommended courses MuleSoft Composer MuleSoft RPA MuleSoft Catalyst 4 hours 2.5 hours 1 hour Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
MuleSoft Automation Technical Learning Journey Hyperautomation Specialist = 90 hours MuleSoft Hyperautomation OR Specialist Start Here Hyperautomation Specialist Hyperautomation Specialist Trailmix - 40 hours Training - 40 hours Recommended learning’s and certi昀椀cations Salesforce Certi昀椀ed Mulesoft Associate Process Automation - 9 hours Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Commerce Cloud Service Cloud • B2C Commerce • Contact Center • Salesforce Commerce for B2B • Core Service Cloud Applications • Order Management • Service Cloud Einstein Einstein • Field Service Technical Learning Journeys • Einstein Next Best Action Tableau • Sales Cloud Einstein • Developer: Desktop Specialist • Commerce Cloud Einstein • Developer: Consultant Role • Administrator: Architect Role Sales Cloud • Sales Enablement • Sales Engagement • Sales Cloud • Sales Performance Manage-
Commerce Cloud Commerce Cloud Technical Learning Journeys • B2C Commerce • Salesforce B2B Commerce • Salesforce D2C Commerce • Order Management
B2C Commerce Technical Learning Journey B2C Developer = 40 hrs Headless Developer = 24 hrs (no credential) B2C Architect = Multiple Project Experience B2C Commerce Developer + Weeks of study Certi昀椀cation Path B2C Commerce Architect Certi昀椀cation Path B2C Fast Path** Additional Learning B2C Commerce Resources Developer Course B2C Commerce: Environment Setup Architect Certi昀椀cation B2C Merchandising Concepts Exam Prep Guide Preparation B2C Commerce: Cartridges B2C Commerce: SFRA Controllers Join the Partner B2C Commerce: SFRA Models Service Framework Self-Study Resources Community B2C Commerce: ISML Usage in SFRA Client-Side JavaScript in SFRA B2C Commerce: Forms Page Designer B2C Commerce Start Here Developer Certi昀椀cation Transactions and SFRA Middleware Events Architect Certi昀椀cation Partner Community B2C Commerce: Job Framework Exam Guide B2C Commerce: Salesforce Commerce API Site Readiness Assessment B2C Commerce Architect B2C Commerce Headless | API First Study Guide Composable Storefront Composable Storefront Required Prerequisites Developer Esstentials Composable Storefront Developer Use Cases Headless API First Path Headless Commerce PWA Web Kit and Managed API PLC Courses Skills for Success Guide Runtime: Developer Essentials - Part I Salesforce Commerce APIs PWA Web Kit and Managed Composable Storefront Composable Store- Modern React with Redux Runtime: Developer Enablement Workshops front Credential I (Udemy course) Essentials - Part II & III Calendar (Coming 2025) B2C Commerce Architect Certi昀椀cation Headless Commerce PWA Web Kit and Managed Implementation Runtime: Setting Up Your Developer Essentials - Considerations Environment Part IV: Use Cases Technical/Product Third Party Learning Curriculum Course Roadmap Learning tracks Credentials Hands-on
Salesforce B2B Commerce Technical Learning Journey Administrator = 22 hrs Developer = 32 hrs Salesforce Commerce for B2B Administrator Accredited Professional Salesforce Commerce for B2B Get to Know Salesforce Commerce Salesforce Commerce for B2B Get to Know Salesforce Commerce Salesforce Commerce for B2B Foundations for Administrators for B2B for Administrators Foundations for Developers for B2B for Developers Developer Accredited Professional Start Here Partner Community Setting up Environments Platform Overview Developer Essentials Platform Features Deploying the Storefront Apex and Database Advanced Developer Topics Data Management Managing the Storefront APIs & Integrations Process Automation Tooling Commerce, Experiences, Visualforce and Content Javascript Lightning Components Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Salesforce D2C Commerce Technical Learning Journey Administrator = 22 hrs Developer = 32 hrs (without prior B2B training) Implementation Camp Connected Commerce with Payments and Marketing Cloud Salesforce Commerce for D2C Get to Know Salesforce Commerce Create a Direct to Consumer Store on Salesforce Commerce D2C Get to Know Salesforce Commerce Foundations for Administrators D2C for Administrators Salesforce Commerce Foundations for Developers for B2B for Developers Start Here Partner Community Con昀椀gure Your Baseline Get to Know Salesforce Com- Platform Overview Developer Essentials Environment merce B2B for Administrators Platform Features Create and Publish Your Apex and Database Advanced Developer Topics Storefront Create a D2C Store on Sales- force Commerce B2B Data Management Managing the Storefront APIs & Integrations Process Automation Verify Installation and Extend Tooling Con昀椀gurations Commerce, Experiences, Visualforce and Content Javascript Lightning Components Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Order Management Technical Learning Journey Administrator = 27 hrs Developer = 35 hrs Order Management Administrator Accredited Professional Order Management Foundation Get to Know Order Management Order Management Foundation Get to Know Order Management Order Management Developer for Administrators for Administrators for Developers for Developers Accredited Professional Start Here Platform Features Setting up Environments Platform Developer Essentials Data Management Placing Test Orders Apex and Database Advanced Developer Topics Process Automation Data Model & APIs APIs & Integrations Omni-channel Inventory App Customization & APIs Flows Tooling Modifying the UX Visualforce Javascript Lightning Components Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Einstein Einstein Technical Learning Journeys • Einstein Next Best Action • Sales Cloud Einstein • Commerce Cloud Einstein
Einstein Next Best Action Technical Learning Journey Training Time = 5 hrs Developer = 35 hrs Join Partner Community Einstein AI Next Best Action Start Here Basics Advanced Topics Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Sales Cloud Einstein Technical Learning Journey Training Time = 5 hrs Developer = 35 hrs Join Partner Community Einstein AI for Sales Cloud Start Here Features Email Integration Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Commerce Cloud Einstein Technical Learning Journey Training Time = 5 hrs Developer = 35 hrs Join Partner Community Einstein AI for Commerce Cloud Start Here Basics Product Recommendations Insights & API Search & Sort Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Sales Cloud Sales Cloud • Sales Enablement Technical Learning Journeys • Sales Engagement • Sales Cloud • Sales Performance Management
Sales Enablement Technical Learning Journey Administrator = 70 hrs Sales Cloud Consultant = 40 hrs Sales Enablement Curriculum = 13 hrs Certi昀椀ed Sales Cloud Consultant Discover Outcome-Based Certi昀椀ed Administrator Enablement Start Here Get to Know Outcome-Based Enablement In the Flow of Work Building Outcome-Based Programs Automated Milestones Outcome Analytics Enablement Quiz Partner Pocket Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Sales Engagement (HVS) Technical Learning Journey Administrator = 70 hrs Sales Cloud Consultant = 40 hrs Sales Engagement Curriculum = 15 hrs Certi昀椀ed Sales Cloud Consultant Empower Inside Sales Teams Certi昀椀ed Administrator with Sales Engagement L2 Curriculum Start Here Introduction to Best Practices & Selling Sales Engagement Manager Basics Analytics & Reporting Sales Rep Basics Creating & Managing Plays Email Integration Insights Work Management and Channels Telephony Solutions Buyer Signals and Actionable Alerts Seller Goals and Tracking Sales Engagement Partner Pocket Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Technical Learning Journey Sales Cloud Administrator = 70 hrs Sales Cloud Consultant = 40 hrs Certi昀椀ed Sales Cloud Consultant Get Started on Sales Cloud Fast Certi昀椀ed Administrator Sales Cloud UE Path to Certi昀椀cation Foundation Project Implementation Start Here Lead & Campaign Management Accounts & Campaign Sales Cloud Einstein Management Curriculum Opportunity Management Inbox/EAC Curriculum Einstein Conversation In Sales Productivity - sights (ECI) Curriculum Analytics Einstein Forecasting Curriculum Integration & Data Management Solution Design Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Sales Performance Management (SPM) Technical Learning Journey Administrator = 70 hrs Sales Cloud Consultant = 40 hrs Maps Curriculum/AP = 20 hrs Certi昀椀ed Sales Cloud Consultant Salesforce Maps Certi昀椀ed Administrator Accredited Professional Cross Cloud Sales Planning Setup and Con昀椀guration Start Here Maps Core Maps Advanced & CG Cloud Sales Planning Overview Territory Planning Live Tracking Maps Advanced Quiz Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Service Cloud Service Cloud Technical Learning Journeys • Contact Center • Core Service Cloud • Field Service • Service Cloud Einstein
Contact Center Technical Learning Journey Self-Paced Learning = 10 hours Virtual Sessions = TBD Certi昀椀ed Service Cloud Consultant Recommended Contact Center Prep Contact Center CC Implemenation Contact Center CC Implemenation CC Implemenation Sessions Trailmix Readiness Level 1 Consultant AP Readiness Level 2 Readiness Level 3 - Use Cases Start Here Launching late FY25 Launching FY26 Launching FY26 Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Core Service Technical Learning Journey SC Consultant = 35 hrs CSIM = 3 hrs SA = 3 hrs Adv Knowledge = 3 hrs Service Cloud Customer Service Incident Certi昀椀ed Service Cloud Credential Trailmix Management Service Automation Advanced Knowledge Consultant Start Here Customer Service Incident Automation Overview Knowledge Centered Management Overview Service Customer Service Incident Service Catalog Knowledge, Automation, and Management Implementation Intelligence Customer Service Incident Service Cloud for Slack Management Quiz Knowledge Pocket Guide Incident Mgmt Pocket Guide Recommended Partner Learning Camp Curriculum Service Automation Pocket Guide Technical/Product Non Technical/Business Curriculum Course Roadmap Learning tracks Credentials Hands-on
Field Service Technical Learning Journey Service Cloud Consultant = 41 hrs Field Service Consultant = 16 hrs Advanced Field Service AP = 10 hrs Certi昀椀ed Field Service Consultant Advanced Field Service AP SFS Optimization Certi昀椀ed Service Cloud Consultant Accredited Professional (FY24) Certi昀椀ed Administrator SFS Fast Path SFS Advanced SFS AP Prep Courses SFS Optimization Essentials Start Here Introduction to Consultant Setup for Advanced Resource Management The Optimization Process Field Service Technical Track Cert Prep Capabilities Foundations Building Blocks of Scheduling Resource Availability and Implementation & Design Intro to ES&O & Licensing Service Territory Management Global Actions and Resource Management for Foundation ES&O Deep Dive Contractors Contractors and Crews SA Lifecycle, Dispatch, and Complex Work and Mobile Work Orders Optimization Inventory Management and Customizing the Dispatch Assets O昀툀ine Architecture Console Sharing, Mobile, and Service LWC (Mobile) Optimization Reports Business Value Tool Field Service Excellence Track Value Engagement Proactive Adoption Technical/Product Non Technical/Business Curriculum Course Roadmap Learning tracks Credentials Hands-on
Service Cloud Einstein Technical Learning Journey Administrator = 68 hrs SCE Curriculum = 5.5 hrs SC Consultant = 41 hrs Make Service Cloud SCE Implementation Certi昀椀ed Service Cloud Consultant Einstein Work Einstein Intelligent Service and Data Drive Productivity Smarter Summaries Insights Cloud: Quick Look with Einstein AI Readiness Level 1& 2 Start Here Conversation Mining Reports Launching FY26 Service Intelligence Quick Look Build an AI Agent with AI Specialist Certi昀椀cation AI SCE Implementation Einstein Copilot and Agentforce Certi昀椀cation Preparation Specialist Readiness Level 3 - Use Cases Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Tableau Tableau Technical Learning Journeys • Developer: Desktop Specialist • Developer: Consultant Role • Administrator: Architect Role
Tableau Practice Persona Roles
Tableau Developer Role Technical Learning Journey Tableau Desktop Specialist Tableau Desktop Specialist = 20-40 hours Instructor led Desktop I: Fundamentals Get Started with Tableau 13 hours Desktop Get Started with Data Start Here Visualization in Tableau Desktop - 3.5 hours Tour the Tableau Environment - 1.5 hours Analyst Learning Path Review the Tableau Desktop Self led 40 hours Specialist Exam Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Tableau Developer Role Technical Learning Journey Data Analyst and Tableau Consultant Tableau Data Analyst & Tableau Consultant Exams = 30-50 hours Prerequisites Tableau Desktop Specialist Instructor led Desktop II: Intermediate Visual Analytics 13 hours 11 hours Prepare to be a Tableau Consultant Review the Tableau Data Start Here Review the Tableau Certi昀椀ed Analyst Exam Guide Consultant Exam Guide Designer Learning Path Analyst Learning Path Tableau Blueprint Basics Self led Review Tableau Blueprint Resources Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Tableau Administrator Role Technical Learning Journey Tableau Architect Tableau Administrator = 40 - 50 hours Self led Get Started with Tableau Tableau Site Admin Architect Role 20 hours Instructor led Tableau Blueprint Basics Get Started with Tableau Tableau Server Admin Start Here Server - 1 hour 12 hours Review Tableau Blueprint Self led Resources Tableau Certi昀椀ed Architect Tableau Server Architect Exam Guide 10 hours Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Customer 360 Cross Multi-Cloud Cloud • B2C Solution Architect • B2B Solution Architect Technical Learning Journeys • Enterprise Architect
B2C Solution Architect Technical Learning Journey Time Estimate to Complete the Learning Journey = 55 hrs Developer = 35 hrs Solution Courses Data & Integration Governance Customer Experience Industry Scenarios Architecting a Single B2C Customer Pro昀椀le Journey Mapping Source of Truth Data Strategies Multi-Cloud Web Advanced Cross-Channel B2C Platform Data Flow Executive Alignment Assisted Shopping Retail Scheduling Headless API Content Management Accredited First Accredited Study B2C Professional Professional SA Trail Marketing Journeys API Driver Experiences Privacy & Consent View Order History Start Here Multi-Cloud Personalization Seamless Identity Digital Maturity Model Order Modi昀椀cation Build Loyalty for B2C Retail and Management Transactional Messaging Integration Optimization Buy Online, Pick Up In-Store Marketing Recommendations MuleSoft Integration Service Chat Experiences Register for the B2C Solution Architect Certi昀椀cation Shopper Abandonment Case Creation Strategies Marketing Newsletter Multi-Cloud segmentation B2C Experience Performance Multi-cloud Orchestration Lab Service Excellence Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on Optional
B2B Solution Architect Technical Learning Journey Time Estimate to Complete the Learning Journey = 40-60 hrs Developer = 35 hrs Application Architect Pre-Req Exam Prep Solution Courses Data & Integration Governance Customer Experience Industry Scenarios Credential Trailmix Architect a B2B Customer- Product & Pricing Syncing ERP in the B2B Customer 360 Partner Relationship Multi-Cloud B2B Centric Data Strategy Management Sales Forecasting B2B Revenue Commerce Cloud Customer-Centric Data Lightning Consultant Proactive Service For User Bookmark Admin Cart to Quote Accredited ERP Integrated Direct Sales Your Agents Experience B2B Marketing Strategy with Your Accounts Accredited Professional Study B2B Designer Architect Digital SA Trail Home Resources Professional Certi昀椀cation Customer-Centric Data Cart to Cash ERP Integrated Indirect Sales Proactive Service For Retail Consumer Goods - Strategy with Your Contacts Your Products Retail Execution Journey Start Here Customer-Centric Data Customer-Centric Data Multi-Cloud Culture Change Customer Field Extending Strategy with Transactions Strategy with Transactions Service Lifecycle Wealth Management to Independent Brokers Register for the B2B Data Strategy Lab Going Multi-Cloud Multi-Cloud Asset Tracking Insurance Claims Solution Architect Journey Mapping and Multi-Org Lifecycle Management from Creation to Close Certi昀椀cation Business Process Mapping Commerce + CPQ Lab Multi-Cloud Going Seamlessly from Cart to Agreement Product Management Con昀椀guration to Installation Guiding a B2B Multi-Cloud Web Servicing Assets Lab Account-Based Selling and Customer Journey Content Management Marketing with Lending Build Loyalty for B2B Manufacturing Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on Optional
Enterprise Architect Technical Learning Journey Time Estimate to Complete the Learning Journey = 10 hrs Developer = 35 hrs Business Curriculum Transformation Curriculum Technical Curriculum Start Here Introduction to Enterprise A Guide to Establishing Manage Your Salesforce Architecture with Salesforce Salesforce COE Org Strategy Business Architecture Salesforce Enterprise IT Competencies Analysis and Strategy Architecture Customer Journey and Life Apply Design Thinking Information Systems & Cycle Analysis as a Strategy Technology Architecture Analysis Enterprise Business Capability - Salesforce Enterprise Information Architecture The Universal Language Architecture Governance Analysis and Design Introduction to Business Introduction to Program and Application Architecture Process Analysis Change Management Analysis and Design Apply Business Business Case Development Process Analysis and Value Realization Business Model Exploration Technical/Product Non Technical/Business Curriculum Course Roadmap Learning tracks Credentials Hands-on
Industries • Financial Services Cloud • Insurance Cloud • Health Cloud • Manufacturing Cloud • Automotive Cloud • Rebate Management Industries & Revenue • Loyalty Management • Salesforce Scheduler Technical Learning Journeys • Consumer Goods Cloud: Retail Execution • Consumer Goods: Trade Promotion Management • Communications Cloud • Public Sector • Media Cloud • Energy & Utilities • Net Zero Cloud • Education Cloud • Salesforce for Nonpro昀椀ts Revenue Cloud • Revenue Cloud • Revenue Intelligence
Financial Services Cloud Technical Learning Journey Estimate Time to Complete = 55 hrs* *Existing Content Only *Excluding OmniStudio + Prerequisites Experience Cloud Certs Financial Services OmniStudio Certi昀椀ed Administrator Cloud Specialist Consultant Superbadge Experience Sales Cloud FSC Certi昀椀cation Cloud Consultant Consultant Accredited Banking AP Certi昀椀cation Service Cloud Professional Consultant Credential Exam FSC Implentation Readiness FSC Solutions FSC Add-On (~18 hrs) FSC Sectors FSC Advanced Use Case FSC Multi-Cloud Use Case Start Here Connect with Customers Us- Interaction Summary & Data FSC for Community Banks & Financial Services Cloud: ing Financial Services Cloud Model (TH) Credit Unions Overview (TH) Compliant Data Sharing (TH) FSC - Personalize Financial Appt Booking with Secure Financial Records for Be the Bank Your Customers Engagement Salesforce Scheduler (TH) Compliance Love (TH) Action Plans for Financial Ad- visors in Financial Services FSC Onboarding Data Modeling, Financial Ac- Learn to Work in Financial Cloud Einstein BOTS for FSC FSC with Salesforce Shield counts and Rollups Services Cloud (TH) Branch Management (TH) FSC Transaction Dispute Intelligent Document Auto- Build and Manage Trusted Commercial & CIB Banking mation FSC in Mobile App Relationships Overview Intelligent Document Auto- mation for Consent and Dis- Financial Goals & Planning closures API Lifecycle Management FSC & Experience Cloud FSC: Tag and Target Digital Lending (NEW) with Anypoint Platform (TH) Customers Financial Deal Management & Data Model (TH) Document Automation for Financial Services Cloud: Au- Client Management with FSC tomate Complex Regulated Financial Services cloud (TH) Processes Interest Tags Maximize Orgs with Common Industry Features Discovery Framework Basics for Financial Services Cloud FSC: Act on Customer Issues Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Insurance Learning Journey Technical Learning Journey Estimate Time to Complete = 95 hrs* Prerequisites *Existing Content Only *Excluding OmniStudio + Certi昀椀ed Administrator Experience Cloud Certs OmniStudio Sales Cloud Developer Consultant Service Cloud Consultant FSC Accredited Insurance for Financial Services Professional Get to Know Insurance Policy Administration Cloud Insurance Platform Quoting Continues on Next Page Start Here Digital Insurance Platform Individual Insurance Policy Foundations (TH) Insurance Agent Console for Administration Foundations Insurance Industry (TH) Sales and Service (TH) (TH) Group Insurance Contracts Individual Insurance Policy Insurance Foundations and Enrollments Foundations Insurance for Financial Services Get to Know Insurance Administration Foundations (TH) Cloud Admin Essentials (TH) Quoting Design Product Models for Build Individual Insurance Introduction to Insurance Insurance Applications Insurance for FSC Admin Policy Administration Vertical Advanced Features (TH) Discover and Build Quoting Experiences Experiences for Insurance Build Rules for Insurance Introduction to Auto Property Insurance Data Model (TH) Design Product Models for and Casualty Insurance Insurance Apps Insurance Capibilities and Data Model Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Insurance Technical Learning Journey Estimated Time to Complete: 95 hours* *Excluding Billing Superbadges + Billing Specialist & Experience Advanced Billing Specialist Cloud Consultant (Recommended) Certi昀椀cation Insurance Expert (FY25) Claims Management Advanced Knowledge Advanced Features of Insurance Claims OmniStudio Integration Foundations (TH) Procedures (TH) Build and Manage Claims for Build OmniScripts for Individual Insurance Insurance Policy Administration Tracking Insurance Claims B2B Solution Architect: from Creation to Close Tracking Insurance Claims from Creation to Close Build Property and Casualty Auto Claims Solution Build Claims Management Experiences for Insurance Take a Technical Dive into Property and Casualty Claims Modeling
Health Cloud Technical Learning Journey Estimate Time to Complete = 39 hrs* Prerequisites *Existing Content Only *Excluding OmniStudio Cloud Certs Certi昀椀ed Administrator Sales Cloud HC Intermediate Get to Know Health Consultant Cloud Curriculum Service Cloud Consultant Optional: HC Introduction O昀툀ine Accredited Professional Omnistudio Trails Advanced Implementation Preparatory Materials Readiness Path Health Cloud Introduction to Healthcare, Specialist Health Cloud Accredited Care Coordination Basics Life Sciences, & Health Cloud Superbadge Professional Credential Start Here Health Cloud Care Programs Standard Product Features Health Cloud Setup Basics Health Cloud Care Plans Implementation Help & Training: Health Build Guided Experiences Learn Vlocity Health Best Practices Cloud Release Notes with OmniStudio Cloud Foundations Health Cloud for Providers Health Cloud for Health Cloud: Data Models Health Cloud Developer OmniStudio and Custom Health Insurance Industry Med Tech Sales Documentation Lightning Web Components Solutions on Health Cloud Health Cloud for Payers Health Cloud Provider Health Cloud: Provider Health Cloud Admin Guide Prepare for Your Salesforce Build Quoting Experiences for Relationships and Search OmniStudio Con昀椀guration Consultant Credential Insurance and Health Cloud Health Cloud Patient Health Cloud Utilization Health Cloud: MedTech Prepare for Your Salesforce Data Displays Management OmniStudio Con昀椀guration Developer Credential Customize Patient Consent Management for Health Cloud: Payer Data Displays Health Cloud Con昀椀guration Health Cloud Data Models Tableau CRM for Healthcare Health Cloud: Pharma Administration Con昀椀guration Interoperability and Tableau CRM for Health Cloud: Introduction to the Clinical Data Model Healthcare Dashboards Integration and AppExchange Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on Optional
Manufacturing Cloud Technical Learning Journey Estimate Time to Complete = 46 hrs* *Existing Content Only Manufacturing Cloud *Excluding Omnistudio Certi昀椀cations Accredited Professional Prerequisites Certi昀椀ed Administrator Expand Manufacturing Cloud Manufacturing Cloud: Implementation Readiness Certi昀椀ed Sales Cloud Consultant Manufacturing Cloud OmniStudio Trails Introduction Advanced Account Forecast- Overview ing with Manufacturing Cloud Data Processing Engine Sales Agreements De昀椀nition Modeling Start Here Manufacturing Cloud Build Guided Experiences Data Processing Engine Advanced Account Admin Essentials with OmniStudio Essentials in Advanced Forecasting Account Forecasting Account Manager Targets in OmniStudio and Custom Program-Based Business with Partner Visit Manufacturing Cloud Lightning Web Components Manufacturing Cloud Management CRM Analytics Administration Prepare for Your Salesforce Data Processing Engine Program-Based for Manufacturing Cloud OmniStudio Customizations in Advanced Business Consultant Credential Account Forecasting Sales Agreements and Prepare for Your Salesforce Service Console for Manufacturing Cloud - Forecasting in Manufacturing OmniStudio Manufacturing Cloud Admin Service Developer Credential Essentials CRM Analytics for Sales Rebate Management Omnistudio for Agreements and Forecasting Learning Journey Manufacturing Implementation Connected Manufacturing Cloud Manufacturing Cloud Resources Workshop Assets Intelligence Pocket Guide Asset Service Lifecycle Flows for Industries Partner Community Group Management (ASLM) Additional Functionality Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Automotive Cloud Technical Learning Journey Estimate Time to Complete = 23 hrs* *Existing Content Only *Excluding Omnistudio Certi昀椀cations Prerequisites Certi昀椀ed Administrator Get to Know Automotive Flows for Industries Knowledge Omnistudio and Common Cloud Components Certi昀椀ed Sales Cloud Consultant Flows for Industries Overview Actionable Relationship Build Guided Experiences Center with OmniStudio Start Here Sales Program Based Business with OmniStudio and Custom Manufacturing Cloud Lightning Web Components Data Processing Engine Prepare for Salesforce Service Customizations in Advanced OmniStudio Consultant Cert Account Forecasting Partner Engagement Screen Flows Prepare for Salesforce OmniStudio Developer Cert Captive Finance Automate Your Business Processes with Flows Fleet Management Industries Document Generation Foundations Analytics, AI, and Automation Business Rules Engine Automotive Cloud Resources Pocket Guide Partner Community Group Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Rebate Management Technical Learning Journey Estimate Time to Complete: 10 hrs* *Existing Content Only Developer = 35 hrs Prerequisites Certi昀椀ed Administrator Manufacturing Cloud Accredited Professional Certi昀椀ed Sales Cloud Consultant Partner Community Rebate Management Foundations Start Here Review Manufacturing Cloud Learning Journey Launch Session 1: Overview Rebate Management Basics and Demonstration Launch Session 2: Technical Data Processing Engine Discussion and HOE Review in Rebate Management Launch Session 3: Use Cases Uni昀椀ed Sales and Rebate Management Processes Partner Demo Org Rebate Management Base Trial Org Learning Map Rebate Management HOE Rebate Management Partner Pocket Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Loyalty Management Technical Learning Journey Estimated Time to Complete = 48 hrs Prerequisites Loyalty Management Certi昀椀ed Administrator Accredited Professional Exam Loyalty Introduction Intermediate Material Industry Use Cases Advanced Loyalty Manage Loyalty Processes Loyalty Management: Bene昀椀ts Management in Manufacturing Loyalty Management Introduction Loyalty Developer Guide Start Here Loyalty Management Loyalty Marketing Campaigns Travel, Transportation, Loyalty Management and Basics Module & Hospitality Data Cloud Integration Loyalty Programs and Promotion Setup Basics Retail & Consumer Goods Rules Designer Loyalty Management Set Up a Loyalty Program Create a Redemption Process Loyalty for B2C Loyalty Management and Using Promotion Setup Commerce Con昀椀gure an Accrual Loyalty CRM Analytics for Loyalty Loyalty Management: Program Process Using Management Communications and Media Marketing Cloud Integration Promotion Setup CRM Analytics for Loyalty Administrators Loyalty Management Hands-on Con昀椀guration Data Processing Engine Loyalty Management Pocket Guide Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Salesforce Scheduler Technical Learning Journey Estimated Time to Complete = 18 hrs Prerequisites Scheduler Customizations & Certi昀椀ed Service Getting Started with Scheduler Scheduler Intermediate Material Integrations Cloud Consultant Scheduler 2022 Dreamforce Scheduler Implementation Extend Scheduler Functional- Demo Guide ity with Salesforce Products Salesforce Scheduler Multi-resource, Inbound, and B2C Solution Architect: Retail Industry Use Cases Concurrent Scheduling Scheduling Start Here Set Up Salesforce Scheduler Appointment Distribution Customize Standard Flow with Salesforce Scheduler Templates Salesforce Scheduler Shift Management with Customization Salesforce Scheduler Salesforce Scheduler Data Model Scheduler vs. Field Service vs. Inbox Meeting Scheduler Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Consumer Goods Cloud: Retail Execution (REX) Technical Learning Journey Estimate Time to Complete = 86 hrs* *Existing Content Only Prerequisites CG Cloud Accredited Professional Certi昀椀ed Administrator Register for CG Cloud AP Exam Base: Background & Setup Base: Core Functionality Enhanced: Foundational O昀툀ine Mobile App & Consumer Goods Cloud: Enhanced Advanced Activities Retail Execution Selling (Pocket Guide) Start Here Consumer Goods Cloud Enhanced Customer Data CG O昀툀ine Mobile App for Enhanced Overview and Management Field Reps Trailmix Implementation Bene昀椀ts (Pocket Guide) Discover Salesforce Maps Enhanced Product CG: O昀툀ine Mobile Apps for Trail Management Admins Enhanced Data Model CRM Analytics for CG Cloud Trailmix Enhanced Org Units Penny Perfect Pricing with CG Get to Know CG Cloud PLC Management O昀툀ine Mobile App Customization Use Cases Multimarket Management w/ Advanced Activity CG Cloud Enhanced Management Basics Retail Execution Analytics Order Management for Sales Advanced Activity Reps in CG Cloud Management Setup Advanced Activity Management O昀툀ine App Additional Resources: CG REX Experts Group REX Pocket Guide REX Video Hub Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Consumer Goods Cloud: Trade Promotion Management (TPM) Technical Learning Journey Recommended Prerequisites Estimate Time to Complete = 23 hrs (Existing content only) Certi昀椀ed Administrator Platform App Builder CG Cloud Accredited Professional TPM Accredited Professional Credential Background Advanced TPM Curriculum in PLC Functionality Curriculum (cont’d) Start Here TPM in CG Cloud Trailhead Overview Measure Performance CG: Trade Promotion Man- Module PLC PLC agement Exam Guide Deep Dive into Promotions Unify Master Data Reconcile Promotions Register for CG: Trade Promo- TH Module PLC PLC tion Management Exam Promotion Setup in Trade Determine Budgets & Funds Analyze Accounts Promotion Management PLC PLC Funds Administration in TPM Build Account Plans Release Webinars, Skill PLC Building, and ATE Videos Funds Planning in TPM Promotions Setup in TPM TH Plan Promotions PLC Resources TPM Experts Group TPM Pocket Guide TPM Video Hub Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Communications Cloud Technical Learning Journey Estimated Time to Complete = 130 hrs Prerequisites Industries CPQ OmniStudio Developer OmniStudio Communications Cloud: Consultant Introduction Sales Cloud Consultant Industries CPQ: Introduction Certi昀椀ed Industries Certi昀椀ed CPQ Administrator Order Capture Using Developer Industries CPQ Creating Products Using the Shared Catalog (EPC) Solution Industries CPQ Industries Order Management Contract Lifecycle Management Industries CPQ: Pricing Continues on Products & Bundles Next Page Start Here Industries CPQ: Promotions & Discounts Industries CPQ: Interfaces & Design and Build a Working Industries CLM: Foundation Implementations Industries CPQ Solution OM Overview Industries CPQ: Context Rules Order Decomposition CLM: Deep Dive Industries CPQ: Order Orchestration Document Generation: Advanced Rules Foundation Industries CPQ: Order Management Plus Document Generation: Deep Advanced Pricing Dive Industries CPQ: Guided Selling Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Communications Cloud Technical Learning Journey Estimated Time to Complete = 130 hrs Communications Cloud Accredited Professional Digital Commerce APIs ESM Communications Cloud Curriculum Solution Overview Get to know ESM Product Modeling: Design a Catalog-Driven Approach Using the Create Quotes and Orders Industries OM Digital Commerce SDK Implementation Best Practices Exploring DC Complete CLM: Doc. Gen Web Components Administration Tasks Exploring DC Lightning Customize ESM Web Components Working with DC APIs Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Public Sector Solutions Technical Learning Journey Estimated Time to Complete = 50 hrs Prerequisites Certi昀椀ed Administrator Certi昀椀ed Service Cloud PSS AP Credential PSS Common Components Toolkit PSS Overview PSS Applications Advanced Knowledge Trailhead: Public Sector Solutions Industry Partner Learning Camp: Trailhead: Public Sector Common Features PSS Implementation Documentation: Public Sector Solutions Readiness Curriculum Solutions Developer Guide Start Here Trailhead: CRM Analytics for Partner Learning Camp: Documentation: Public Sector Website: Salesforce Architect Public Sector Solutions Public Sector Solutions Solutions Data Models Resources Industry Common Features Documentation: Public Sector Documentation: DocuSign Solutions Admin Guide E-Signature Integrations Trailhead: Expand Your Reach with Experience Cloud Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Media Cloud Technical Learning Journey Prerequisites Estimated Time to Complete = 132 hrs Sales Cloud Consultant Build CPQ Solutions Certi昀椀ed OmniStudio Consultant for Industries Certi昀椀ed Experience Cloud Introduction Certi昀椀ed Service Cloud Order Capture Using Industries CPQ Certi昀椀ed Administrator Creating Products Using the Shared Catalog (EPC) Transform CLM and Document Media Cloud Foundational Courses Solution Industries CPQ Industries Order Management Generation Processes Pricing, Products & Bundles Continues on Next Page Start Here The Media Industry Promotions Design & Build a Working In- Overview Introduction & Discounts dustries CPQ Solution Media Cloud Foundations Interfaces & Order Decomposition Working with Contracts Implementations Context Rules Order Orchestration Building Media Cloud Applications Contract Documents Advanced Rules Order Management Plus Building Document Generation Processes Advanced Pricing CPQ Integration Capabilities Guided Selling Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Media Cloud Technical Learning Journey Estimated Time to Complete = 132 hrs Media Cloud Accredited Professional Industries Digital Commerce Get Started with Datorama Media Cloud Curriculum Certi昀椀ed OmniStudio Certi昀椀ed Industries Developer CPQ Developer Solution Overview Discovery for Media Cloud ASM Using the Design a Media Cloud ASM Digital Commerce SDK Solution Exploring DC ASM Implementations Web Components Exploring DC Lightning Web Components Working with DC APIs Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Energy and Utilities Cloud Technical Learning Journey Prerequisites Estimated Time to Complete = 80 hrs (Existing content) Certi昀椀ed Administrator Sales Cloud Consultant Service Cloud Consultant Experience Cloud Consultant Field Service Energy and Industries Consultant Utilities Cloud CPQ OmniStudio Consultant Accredited Developer OmniStudio Energy and Utilities Professional Developer Energy & Utilities Industries Product Industry Shared Components Cloud: Implementation Readiness Foundational Courses Catalog and CPQ Learning Curriculum (PLC) The Energy and Industries EPC Industries Order Energy and Utilities: Licensing Utilities Industries Foundations Management Foundations Demysti昀椀ed Optimize Your Business with Energy and Utilities: Cloud Industries CPQ Industries Contract Lifecycle Energy and Utilities: Contact Start Here Foundations Foundations Management Center Energy and Utilities: Get Started with Product Industries Order Management: Energy and Utilities: Field Data Model Designer Service Manage and Ful昀椀ll Orders Energy and Utilities: Console Manage Quotes, Orders, and Energy and Utilities: Sales and Foundations Assets with Industries CPQ Service Introduction Build CPQ Solutions Energy and Utilities: for Industries Commercial and Industrial B2B Sales and Service Industries Digital Energy and Utilities: Commerce Residential B2C Sales and Service Energy and Utilities: Quoting, Ordering, & Contracting Foundations Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Net Zero Cloud Technical Learning Journey Estimated Time to Complete = 30 hrs Prerequisites Certi昀椀ed Administrator Certi昀椀ed Advanced Administrator Net Zero Cloud Net Zero Cloud Tableau CRM & Einstein Advanced Functionality Implementation Readiness Discovery Consultant Sustainability Industry Sustainability Essentials Net Zero Cloud Fundamentals Net Zero Cloud Certi昀椀ed Experience Concepts Net Zero Cloud: Introduction to Accredited Professional Cloud Consultant Administer Net Zero Cloud Sustainability and Net Zero Cloud Platform App Builder Strategies for Net Zero Now: Carbon Accounting Net Zero Cloud: Getting Start- Sustainable Design Net Zero Marketplace Quick Look for Assets ed with Business Requirements, Data, and Reporting SDGs: Trees to Combat Climate Salesforce Net Zero Cloud: Carbon Accounting Net Zero Cloud: Manage Blueprint for a Better Future Change Quick Look for Scope 3 Sustainability Data Start Here Create a Sustainable Future Strategies for Positive Net Zero Basics Scope 3 Procurement & Net Zero Cloud: Con昀椀guring Environmental Impact Supplier Engagement the App and Settings Best Practices for Sustainability for Science Based Target Setting Net Zero Cloud: Complete Sustainable Design Salesforce Suppliers & Emissions Forecasting Data Modeling and Con昀椀guration Behavior Change Design to Carbon Credit Allocation Net Zero Cloud: Analytics Net Zero Cloud: Set ESG Address Climate Change Cloud Set-Up Targets Quick Start: CRM Analytics Net Zero Cloud: Setup Emis- sion Forecasting Discover Net Zero Cloud CRM Net Zero Cloud: Con昀椀gure Analytics Dashboards CRM Analytics Water and Waste Management Advanced Account Forecasting Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Education Cloud Consultant Technical Learning Journey Education Cloud Consultant = 80 hrs Salesforce Administrator = 68 hrs Education Cloud and Industry Salesforce for Education Managed Components Packages (Legacy) Prerequisites Certi昀椀ed Education Cloud Datasheet EDA Basics Administrator Education Cloud Overview Accounting Subledge Education Architecture Setup Integration, Migration, and Data AI and Analytics Quick Look Management Business Rules Engine Constituent Management in Education Cloud EDA Data Insights for Recruitment Consultant Meet Education Cloud Data Migration Kit and Admissions Care Plan Management Student ID Field in EDA Explore Education Cloud Digital Transformation at CRM Analytics Quick Look Education Institutions Interest Tags Documentation EDA Con昀椀guration and Data Education Consultant Import Constituent-Centric Data Tableau AI and Analytics Start Here Academy Strategies for Education Quick Look Get to Know Omnistudio EDA Documentation Education Cloud Trial Org Data Storage for Education Einstein Discovery Quick Look Quick Look Nonpro昀椀t Cloud for Programs Student Engagement for Education Cloud Quick Look Institutions Documentation Large Data Volumes EDA Reports Appointments in Education Student Success Hub Cloud Quick Look Documentation Education Cloud Developer Scalability with Salesforce Get to Know Data Cloud Guide Admissions Connect Salesforce Scheduler Series Documentation Person Accounts Administer Salesforce for Documentation K-12 Institutions K-12 Architecture Kit Documentation Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Nonpro昀椀t Cloud Consultant Technical Learning Journey Nonpro昀椀t Cloud Consultant = 80 hrs Salesforce Administrator = 68 hrs Prerequisites Salesforce for Nonpro昀椀ts Nonpro昀椀t Cloud Toolkit Salesforce for Nonpro昀椀ts Managed Certi昀椀ed Overview Packages (Legacy) Data + AI Administrator Data Cloud + AI for Nonpro昀椀t Cloud: Account Nonpro昀椀t Cloud: Industry Nonpro昀椀t Success Pack Model Common Components (NPSP) Nonpro昀椀ts Nonpro昀椀t Cloud Program Actionable Segmentation TDTM with NPSP Explore Data Cloud Management Start Here Insights Platform Data Nonpro昀椀t Cloud Case Business Rules Engine Einstein Generative AI Management Integrity Quicklook Program Management Nonpro昀椀t Cloud Nonpro昀椀t Cloud Data Processing Engine Fundraising Module Consultant Nonpro昀椀t Cloud Outcome OmniStudio Document Nonpro昀椀t Cloud Case Management Generation Management Nonpro昀椀t Cloud OmniStudio FlexCards Outbound Funds Module for Grantmaking Accounting Subledger (Core) OmniStudio OmniScripts Grants Management Accounting Subledger Marketing Cloud Engagement for Nonpro昀椀ts Nonpro昀椀t Cloud Industry SKU Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Revenue Cloud Technical Learning Journey CPQ Specialist = 37 hrs Billing Specialist & Billing Specialist = 32 hrs Advanced Billing Specialist Rev Cloud Consultant = 5 hrs Prerequisites Certi昀椀ed Administrator Revenue Cloud Consultant CPQ Specialist Accredited Professional Certi昀椀ed Sales Cloud Consultant CPQ Fast Path Revenue Cloud Curriculum Revenue Cloud Custom Development CPQ Admin Billing Admin Fundamentals Fundamentals Billing Academy CPQ Advanced Topics Billing Advanced Topics & Subscription Management Start Here Accounting Basics CPQ Primer Intro & Overview AP Exam Guide Multi Currency in CPQ Introduction to Customer Asset Lifecycle Custom Development Management (CALM) Products & Bundles Order Management & Sales Cycle Overview Lookup Product Rules Intro: Revenue Cloud API Multi-Cloud Billing Support Invoice Relationship Pricing & Discounting Invoice Generation Scoping Amendment Complexity API Use-Case Scenario Finance Logging Orders, Contracts, Renewals Payments & Adjustments Implementation CPD Development Approvals API Product Overview & Amendments Best Practices Quote Templates and Legal Entity & Taxation Designing for Scale Legacy Data Migration Doc. Gen. API Setup and Permissions Advanced Approvals and Performance Finance Books, Rev Rec, Contract API Functionality and General Ledger Connecting to CPQ or Billing Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Revenue Intelligence Technical Learning Journey Administrator = 70 hrs Sales Cloud Consultant = 40 hrs CRMA Curriculum/cert = 52 hrs Revenue Intelligence Curriculum = 8 hrs Certi昀椀ed Sales Cloud Consultant 1. An Introduction 3. Build Insightful Predictions Tableau CRM & Data-Driven Selling with Certi昀椀ed Administrator 2. Create Dashboards in TCRM 4. Prepare for the TCRM Cert Einstein Discovery Consultant Revenue Intelligence (H1FY23) Start Here TCRM Introduction Einstein Discovery Introduction to Revenue Intelligence Fundamentals Einstein Prediction Builder Pipeline Management & Deal Intelligence Dashboard Basics Data Preparation Einstein Activity Capture Dashboard Creation I TCRM & Einstein Discovery Forecasting & Forecasting Intelligence Dashboard Creation II Certi昀椀cation Preparation Revenue Insights Dashboard Creation III Quiz Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
Slack Slack • Slack Technical Learning Journeys
Technical Learning Journey Administrator = 40 hrs Developer = 30 hrs Developer = 35 hrs Positioning & Messaging Partner Academy Enterprise Architecture Slack (Role Based Curriculum) Administrator Track Join Partner Slack Partner Orientation Technical Launch Admin Prep Course Administrator Exam Community Start Here Positioning & Messaging Foundations Enablement Technical Launch Enterprise Grid Migrations Positioning & Messaging Narrative Experience for Sales Positioning & Messaging Use Cases Delivery for Service Developer Prep Course Developer Exam Positioning & Messaging Product Sales Services & Strategy for Marketing Positioning & Messaging for Services Framework Platform All Solutions Positioning & Messaging for Customer Journey Slack Integration and Collaboration Developer Track Join Partner Community Plan Your App Developer Fundamentals Develop Apps Start Here Technical/Product Curriculum Course Roadmap Learning tracks Credentials Hands-on
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