Technical Learning Journeys
Technical Learning Journeys
Technical Learning Journeys Overview Internal only version The Partner Success Global organization created Technical Learning Journeys in a centralized place to guide Salesforce partners with recommended courses, curriculum, and credentials to become an expert any domain area. The external version can be found here and shared with partners. 1. Edit the content of the journey directly in slide 2. Tag @Annalee Fanucchi on the slide and Partner Marketing will make updates 2x / month Tips to avoid deck corruption: ● Do not directly link in new slides ● Always create a new slide from the toolbar (➕) to ensure the same template is used ● Importing images: All credential badges are in the appendix of the deck and can be copied and pasted to journey Learning Journeys Overview How to Make Updates
Table of Contents Technical Learning Journeys Platform & Data Platform ● Experience Cloud ● Automation ● Security & Privacy ● Platform Developer ● Heroku ● Mobile ● CRM Analytics - Einstein Discovery, Prediction Builder ● Agentforce ● Data Cloud Marketing Cloud ● Marketing Cloud Administrator ● Marketing Cloud Developer ● Marketing Cloud Architect MuleSoft ● Developer ● Operations ● Automation Applications Commerce Cloud ● B2C Commerce ● Salesforce Commerce for B2B ● Order Management Einstein ● Einstein Next Best Action ● Sales Cloud Einstein ● Service Cloud Einstein ● Commerce Cloud Einstein Sales Cloud ● Sales Cloud Enablement ● Sales Engagement ● Sales Cloud ● Sales Performance Management Service Cloud ● Contact Center ● Core Service ● Field Service Tableau ● Developer: Desktop Specialist ● Developer: Consultant Role ● Administrator: Architect Role C360 Cross Cloud Customer 360 Cross Cloud ● B2C Solution Architect ● B2B Solution Architect ● Enterprise Architect Slack Slack ● Slack Industries & Revenue Industries ● Financial Services ● Insurance ● Health Cloud ● Manufacturing Cloud ● Rebate Management ● Loyalty Management ● Scheduler ● Consumer Goods: REX ● Consumer Goods: TPM ● Communications Cloud ● Public Sector ● Energy & Utilities ● Media Cloud ● Net Zero Cloud ● Education Cloud ● Nonprofit Revenue Cloud ● Revenue Cloud ● Revenue Intelligence
Platform and Data Platform ● Experience Cloud ● Automation ● Security & Privacy ● Platform Developer ● 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
Platform Platform ● Experience Cloud ● Automation ● Security & Privacy ● Platform Developer ● Heroku ● Mobile ● CRM Analytics - Einstein Discovery, Prediction Builder ● AI + Data + CRM ● Data Cloud
Experience Cloud Learning Journey Exp Cloud Fast Path Experience Cloud Basics Sharing, Visibility, and Licensing Branding, Personalization, and Content Templates and Themes User Creation and Authentication Certified Experience Cloud Consultant Certified Administrator Learn Plan Build Manage and Moderate Stay Updated Self Service Partner Relationship Management Channel Management Intro to Sales Cloud PRM Setup Sales Cloud PRM Success with Sales Cloud PRM Salesforce CMS Accredited Professional Content and CMS Exp Cloud Advanced Topics * Experience and Personalization Development and Integrations Sharing and Security Deployment and Scale Lightning Web Runtime START HERE Adoption and Analytics Stay Updated Build Websites and Portals with CMS Review: CMS for B2B Commerce Review: CMS for Marketing Administration, Setup and Configuration Customization Considerations & Limitations Training Time = 27 hrs Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner:
Automation Learning Journey Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning START HERE Process Automation = 15 hrs OmniStudio = 22 hrs Process Automation Process Automation: Get Started Process Automation: Try It Out Process Automation: Build Flows Process Automation: Test and Monitor Flows Process Automation: Orchestrate a Complex Process OmniStudio Developer OmniStudio Consultant Process Automation Accredited Professional Process Automation Specialist SUPERBADGE Join Partner Community START HERE OmniStudio Get to Know OmniStudio OmniStudio Trail Join Partner Community Process Automation: Integration Process Automation: Implementation Scenarios Partner Success Owner:
Security and Privacy Learning Journey General Security: Security Basics General Security: User Authentication and Management General Security: Salesforce Identity Multi-Factor Authentication General Security Multi-Factor Authentication: Safeguarding Account Access Multi-Factor Authentication: Rollout Strategies Multi-Factor Authentication: Non-Core START HERE Training Time = 20 hrs Salesforce Shield Privacy Center Salesforce Shield: Fundamentals Salesforce Shield: Event Monitoring Salesforce Shield: Platform Encryption Data Mask: Fundamentals Data Mask: Core Concepts Security Center: Fundamentals Security Center: Core Concepts Customer 360 Privacy Center: Fundamentals Customer 360 Privacy Center: Privacy Core Topics Data Mask Security Center General Security: Salesforce Security in Action General Security: Advanced Security Salesforce Shield: Field Audit Trail Join Partner Community Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner:
Developer Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Javascript Developer I Prepare for your Salesforce JavaScript Developer I Credential START HERE Javascript Developer = 33 hrs Platform Developer = 56 hrs START HERE Data Integration Specialist SUPERBADGE Prepare for Your Salesforce Platform Developer II Credential Platform Developer I Platform Developer II Study for the Platform Developer I Exam Lightning Web Components Specialist SUPERBADGE Javascript Developer Track Platform Developer Track Prepare for Your Salesforce Platform Developer I Credential Advanced APEX Specialist SUPERBADGE Study for the JavaScript Developer I Exam APEX Specialist SUPERBADGE Partner Success Owner:
Legend Blue Text Coming Soon Grey Text Credentials Currently Available Heroku Developer Accredited Professional Track (~11 hrs) Review the Heroku Developer Accredited Professional Exam Guide Certified Heroku Architect Track (~52 hrs) Partner Learning Camp Content Trailhead Content More Specialty Areas Coming Later This Year! Trailhead Content Partner Learning Camp Content Salesforce Resources Join the Official Heroku Partner Community Group Heroku Learning Journey Continued Learning START HERE Successfully Pass the Exam Successfully Pass the Exam Get Certified Take the Prepare For the Heroku Developer Certification Exam Course Complete the Developing Apps on Heroku Platform Trail Review the Salesforce Certified Heroku Architect Exam Guide Take the Get Started on the Heroku Architecture Designer Fast Path to Certification Course Complete the Prepare for Your Heroku Architecture Credential Trailmix
Mobile Learning Journey Salesforce Mobile: Salesforce Mobile App Salesforce Mobile: Mobile Publisher Mobile START HERE Training Time = 48hrs Salesforce Mobile: Lightning App Builder Salesforce Mobile: Lightning Web Components Salesforce Mobile: Building Apps Using Salesforce Software Salesforce Mobile: Security and Compliance Join Partner Community Mobile Learning Journey *note the mobile architecture exam is no longer offered but the recommended content is still relevant. Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner:
CRM Analytics Plus Learning Journey CRM Analytics Introduction CRM Analytics Fundamentals CRM Analytics Dashboard Basics CRM Analytics: Create Dashboards CRM Analytics: An Introduction CRM Analytics Dashboard Creation I CRM Analytics Dashboard Creation II CRM Analytics Dashboard Creation III START HERE CRM Analytics: Insightful Predictions CRM Analytics: Prepare for the Certification CRM Analytics Data Preparation SUPERBADGE Einstein Discovery Einstein Prediction Builder CRM Analytics & Einstein Discovery Insights SUPERBADGE CRM Analytics & Discovery Certification Preparation Einstein Discovery: Basics Einstein Discovery: Using Predictions Einstein Discovery: Advanced Topics Join Partner Community Training Time = 30 hrs Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner:
Agentforce Learning Journey Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Additional Resources ● Agentforce Pocket Guide: sfdc.co/AIPocketGuide START HERE Level 1: Champion Level 2: Innovator Become an Agentblazer Become an Agentforce Specialist Level 3: Legend (coming soon) Agentforce: Quick Look Agents and Agentforce Basics Cert Prep: Agentforce Specialist Become an Agentforce Implementation Expert Agentforce Implementation Expert Workshops Hands on workshops to get Partners Implementation Ready (This workshop will count towards Partners Navigator Implementation Expert Distinction) launching in April 2025 Partner Success Owner: Arvind Raman
Data Cloud Learning Journey Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Learning Time ~ 25 hrs START HERE Salesforce CRM Get Started with Salesforce CRM Setup: Quick Look Data Cloud Pocket Guide User Management Unlock your Data with Data Cloud Data Cloud: Practical Experience Permission Set Groups Become Data Cloud Certified Consultant Connected App Basics Partner Success Owner: Arvind Raman Data Streams Fundamentals Superbadge Data Cloud Cert Prep Recording (Optional) Data Cloud Implementation Readiness Workshop Recording Data Cloud Implementation Expert Workshops Hands on workshops to get Partners Implementation Ready (This workshop will count towards Partners Navigator Implementation Expert Distinction) launching in April 2025 Become a Data Cloud Implementation Expert
Marketing Cloud Marketing Cloud ● Marketing Cloud Administrator ● Marketing Cloud Developer ● Marketing Cloud Architect
Implementation Practice Personas Marketing Domains Product SMEs, implement technical aspects of the solution and extend platform capabilities via mid- to high-coding experience. DEVELOPER Use case centric experts, align business problems with functional platform capabilities. Responsible for the solution design. ARCHITECT ADMINISTRATOR Responsible for platform configuration and maintenance, running and operating solution with no- to low-coding experience.
Credentials Legend Trailhead Content Data Cloud Admin Tools Courses ~5 hours Salesforce Administrator Certification Marketing Cloud Administrator Learning Journey START HERE MC Administrator Curriculum ~19 hours MC Administrator Certification Personalization Admin Tools Courses ~4 hours Intelligence Admin Tools Courses ~3 hours Salesforce Administrator Curriculum ~56 hours Account Engagement Specialist Curriculum ~15 hours Account Engagement Specialist Certification ADMINISTRATOR Responsible for platform configuration and maintenance, running and operating solution with no- to low-coding experience. Estimated hours to complete all courses: ~90 Partner Success Owner: Andrew Kazmierczak & Stacy Jacobs *Optional learning and certification. *Optional learning and certification. Learning Time MC Administrator ~ 19 hrs Salesforce Administrator ~ 56 hrs Account Engagement (AE) Specialist ~ 15 hrs Partner Learning Camp Content
Marketing Cloud Developer START HERE MC Email Specialist Curriculum ~19 hours MC Email Specialist Certification MC Developer Curriculum ~11 hours MC Developer Certification Personalization Accredited Professional Personalization Curriculum ~20 hours Intelligence Accredited Professional Intelligence Curriculum ~3 hours Data Cloud Curriculum ~11 hours Data Cloud Consultant Certification DEVELOPER Product SMEs, implement technical aspects of the solution and extend platform capabilities via mid- to high-coding experience. Estimated hours to complete: ~85 MC Administrator Certification ~19 hours Partner Success Owner: Andrew Kazmierczak & Stacy Jacobs Learning Time: MC Email Specialist ~ 29 hrs MC Developer ~ 11 hrs Data Cloud Certification ~ 22 hrs Intelligence AP ~3 hrs Personalization AP ~ 20 hrs Einstein for Marketing Cloud Curriculum ~10 hours Data Cloud: Practical Experience ~11 hours *Optional learning and certification. Credentials Legend Trailhead Content Partner Learning Camp Content
Marketing Cloud Architect ARCHITECT Use case centric experts, align business problems with functional platform capabilities. Responsible for the solution design. Estimated hours to complete ~ 101 Partner Success Owner: Andrew Kazmierczak & Stacy Jacobs Learning Time: MC Consultant ~ 38 hrs MC Advanced Cross-Channel AP ~ 18 hrs Data Cloud Certification ~ 22 hrs Personalization AP ~ 20 hrs Intelligence AP ~ 3 hrs START HERE MC Consultant Curriculum ~17 hours Personalization Accredited Professional Personalization Curriculum ~20 hours Intelligence Accredited Professional Intelligence Curriculum ~3 hours Data Cloud Curriculum ~11 hours Data Cloud Consultant Certification MC Administrator Certification ~19 hours Einstein for Marketing Cloud Curriculum ~10 hours Data Cloud: Practical Experience ~11 hours *Optional learning and certification. MC Consultant Certification Marketing Cloud Engagement: Mobile ~11 hours MC Advanced Cross Channel ~18 hours MC Advanced Cross Channel Accredited Professional Credentials Legend Trailhead Content Partner Learning Camp Content
MuleSo MuleSoft ● Developer ● Architect ● Operations ● Automation
You turn business requirements into code, conduct unit testing, as well as deploy, monitor, and troubleshoot integrations and APIs. You write software to solve problems and want to be empowered to go fast and get stuff done easily. DEVELOPER You make project-level design decisions and are the bridge between solutions or enterprise architect managers and developers. You care about architectural repeatability and ensure new projects are delivered according to standards. ARCHITECT You are an IT professional, focusing on deploying, managing, capacity planning, monitoring, and/or troubleshooting integrations, APIs, or both. You care about automating and streamlining the integration and deployment processes. AUTOMATION You are an IT professional focusing on developing hyperautomation solutions across the Salesforce and MuleSoft products OPERATIONS Implementation Practice Personas
MuleSo Developer Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning MuleSoft Partner Pocket Guide START HERE Salesforce Certified MuleSoft Associate - 12 hours Recommended learning and certification. Salesforce Certified MCD L1 Self Learning - 48 hours ILT: DataWeave - 16 hours ILT: PRD - 24 hours Recommended trainings for L2 certification. ILT: PRI - 32 hours MuleSoft Composer - 4 hours Recommended Trailhead Courses MuleSoft RPA - 2.5 hours MuleSoft Catalyst - 1 hour Architect Journey Recommended Technical / Product Courses ILT: UAPIM - 24 hours ILT: RTF - 16 hours ILT: CH2.0- 16 hours Salesforce Certified Catalyst Specialist - 10 Hours MCD Level 1 = 40-60 hrs MCD Level 2 = 72 hrs Other Courses = 70 hrs Partner Success Owner: Mahesh Shenoy Additional Resources ● AI Pocket Guide: sfdc.co/AIPocketGuide
MuleSoft Architect START HERE Salesforce Associate Curriculum - 32 hrs Salesforce MCIA ILT training - 48 hours Salesforce Certified MCPA ILT Sessions (24 hrs) MS Platform Architect = 48 hrs MS Integration Architect = 80 hrs Recommended Certification Salesforce Certified MuleSoft Associate - 12 hours Salesforce Certified MCD L1 Self Learning - 40 hours Salesforce Certified Catalyst Specialist - 10 Hours ILT: PRD - 24 hours ILT: PRI - 32 hours MuleSoft Partner Pocket Guide Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Mahesh Shenoy Additional Resources ● AI Pocket Guide: sfdc.co/AIPocketGuide
MuleSo Operations Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning MuleSoft Associate = 12 hrs Operations ILT = 56 hrs Other Courses = 10 hrs MCD Level1 = 48 hrs PRD / PRI = 56 hrs MuleSoft Partner Pocket Guide ILT: PRI - 32 hours START HERE Salesforce Certified MuleSoft Associate - 12 hours MuleSoft Composer - 4 hours Recommended Trailhead Courses MuleSoft RPA - 2.5 hours MuleSoft Catalyst - 1 hour Mandatory Operations Courses Salesforce Certified MCD L1 Self Learning - 48 hours ILT: UAPIM - 24 hours ILT: RTF - 16 hours ILT: CH2.0- 16 hours ILT: PRD - 24 hours Partner Success Owner: Mahesh Shenoy
MuleSo Automation Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Automation Partner Pocket Guide Hyperautomation Specialist= 90 hrs START HERE Salesforce Certified Hyperautomation Specialist Trailmix - 40 hours Process Automation Curriculum - 9 hours *Recommended learning’s and certifications Hyperautomation Specialist Training - 40 hours Partner Success Owner: Mahesh Shenoy Salesforce Certified MuleSoft Associate - 12 hours OR
Applications Commerce Cloud ● B2C Commerce ● Salesforce Commerce for B2B ● Order Management Einstein ● Einstein Next Best Action ● Sales Cloud Einstein ● Service Cloud Einstein ● Commerce Cloud Einstein Sales Cloud ● Sales Cloud Enablement ● Sales Engagement ● Sales Cloud ● Sales Performance Management Service Cloud ● Contact Center ● Core Service Field ● Field Service Tableau ● Developer: Desktop Specialist ● Developer: Consultant Role ● Administrator: Architect Role
Commerce Cloud Commerce Cloud ● B2C Commerce ● Salesforce B2B Commerce ● Salesforce D2C Commerce ● Order Management
B2C Commerce Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning B2C Developer = 40 hrs Headless Developer = 24 hrs (no credential) B2C Architect = Multiple Project Experience + Weeks of study START HERE Partner Community B2C Commerce Headless API First Path B2C Fast Path** Join the Partner Community B2C Commerce Developer Course Salesforce Commerce APIs Headless Commerce Implementation Considerations B2C Commerce: Environment Setup Headless | API First B2C Commerce: Cartridges B2C Commerce: SFRA Controllers B2C Commerce: SFRA Models B2C Commerce: ISML Usage in SFRA Client-Side JavaScript in SFRA B2C Commerce: Forms Transactions and SFRA Middleware Events B2C Commerce: Job Framework B2C Commerce: Salesforce Commerce API Additional Learning Resources B2C Merchandising Concepts Service Framework Page Designer Site Readiness Assessment B2C Commerce Developer Certification Headless Commerce API PLC Courses Composable Storefront Developer Essentials Composable Storefront Required Prerequisites Skills for Success Guide Modern React with Redux (Udemy course) B2C Commerce Developer Certification Path PWA Web Kit and Managed Runtime: Developer Essentials - Part II & III PWA Web Kit and Managed Runtime: Developer Essentials - Part I PWA Web Kit and Managed Runtime: Setting Up Your Environment Composable Storefront Enablement Workshops Calendar Exam Prep Guide B2C Commerce Architect Certification Path Self- Study Resources B2C Commerce Architect Study Guide B2C Commerce Architect Certification Architect Certification Preparation Architect Certification Exam Guide Partner Success Owner: Jonathan Tucker Developer Essentials - Part IV: Use Cases Composable Storefront Developer Use Cases Composable Storefront Credential | (Coming 2025)
Salesforce B2B Commerce Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Tom Zarr Partner Community Platform Features Data Management Process Automation Salesforce Commerce for B2B Administrator Accredited Professional Get to Know Salesforce Commerce for B2B for Administrators Salesforce Commerce for B2B Developer Accredited Professional Salesforce Commerce for B2B Foundations for Administrators Get to Know Salesforce Commerce for B2B for Developers Salesforce Commerce for B2B Foundations for Developers Setting up Environments Deploying the Storefront Managing the Storefront Platform Overview Developer Essentials Advanced Developer Topics START HERE Administrator = 22 hrs Developer = 32 hrs Commerce, Experiences and Content Apex and Database APIs & Integrations Tooling Visualforce Javascript Lightning Components
Salesforce D2C Commerce Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Tom Zarr Partner Community Platform Features Data Management Process Automation Get to Know Salesforce Commerce D2C for Administrators Implementation Camp: Connected Commerce with Payments and Marketing Cloud Salesforce Commerce D2C Foundations for Administrators Salesforce Commerce D2C Foundations for Developers Configure Your Baseline Environment Create and Publish Your Storefront Managing the Storefront Platform Overview Developer Essentials Advanced Developer Topics START HERE Commerce, Experiences and Content Apex and Database APIs & Integrations Tooling Visualforce Javascript Lightning Components Verify Installation and Extend Configurations Create a Direct to Consumer Store on Salesforce Commerce Get to Know Salesforce Commerce B2B for Administrators Create a D2C Store on Salesforce Commerce B2B Administrator = 22 hrs Developer = 32 hrs (without prior B2B training) Get to Know Salesforce Commerce for B2B for Developers
Order Management Partner Success Owner: Tom Zarr Platform Features Data Management Process Automation App Customization & APIs Order Management Administrator Accredited Professional Get to Know Order Management for Administrators Order Management Developer Accredited Professional Order Management Foundation for Administrators Get to Know Order Management for Developers Order Management Foundation for Developers Setting up Environments Placing Test Orders Data Model & APIs Flows Platform Apex and Database APIs & Integrations Tooling Developer Essentials Advanced Topics Omnichannel Inventory Modifying the UX Visualforce Javascript Lightning Components START HERE Administrator = 27 hrs Developer = 35 hrs Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning
Einstein Einstein ● Einstein Next Best Action ● Sales Cloud Einstein ● Commerce Cloud Einstein
Einstein Next Best Action Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Estimated Time to Complete: 5 hours START HERE Partner Success Owner: Einstein AI Next Best Action: Basics Einstein AI Next Best Action: Advanced Topics Einstein AI Next Best Action Join Partner Community
Agentforce for Sales Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Estimated Time to Complete: 5 hours START HERE Partner Success Owner: Eric Chen - needs update for Agentforce Join Partner Community Einstein AI for Sales Cloud: Features Einstein AI for Sales Cloud: Email Integration Einstein AI for Sales Cloud
Commerce Cloud Einstein Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Einstein AI Commerce Cloud: Basics Einstein AI Commerce Cloud: Product Recommendations Einstein AI for Commerce Cloud START HERE Training Time = 5 hrs Einstein AI Commerce Cloud: Insights & API Einstein AI Commerce Cloud: Search & Sort Join Partner Community
Sales Cloud Sales Cloud ● Sales Cloud Enablement ● Sales Engagement ● Sales Cloud ● Sales Performance Management ● Salesforce Spiff (Incentive Compensation Management)
Sales Cloud Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Eric Chen ([email protected]) Get Started on Sales Cloud Fast Path to Certification Foundation Project Implementation Lead & Campaign Management Account & Campaign Management Opportunity Management Sales Productivity Sales Cloud Consultant Certified Administrator Analytics Integration & Data Management Administrator = 70 hrs SC Consultant = 40 hrs Solution Design
Sales Engagement Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Eric Chen ([email protected]) Empower Inside Sales Teams with Sales Engagement Introduction to Sales Engagement Manager Basics Sales Rep Basics Email Integration Telephony Solutions Certified Sales Cloud Consultant Certified Administrator Best Practices & Selling Analytics & Reporting Creating & Managing Plays Work Management & Channels L2 Curriculum Buyer Signals and Actionable Alerts Seller Goals + Tracking Administrator = 70 hrs SC Consultant = 40 hrs Sales Engagement Curriculum = 15 hrs Sales Engagement Pocket Guide
Sales Performance Management - Current Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Salesforce Maps Quiz Certified Sales Cloud Consultant Certified Administrator Maps Core Territory Planning Live Tracking Maps Advanced Maps & TP Partner Pocket Guide Administrator = 70 hrs SC Consultant = 40 hrs Maps Curriculum = 20 hrs Sales Programs Curriculum = xx hrs Spiff Curriculum/Cert = xx hrs Sales Planning Curriculum = xx hrs Sales Planning Curriculum Sales Planning In the Flow of Work Building Outcome-Based Programs Automated Milestones Outcome Analytics Outcome-Based Sales Programs Enablement - Quiz Get to know Outcome-Based Enablement Admin 101 Spiff Admin L1 Curriculum Designer Overview Rep Management Statement Design Plan Updates Reports & Dashboard Spiff Designer L1 Working w/ Accelerators Spiff Admin L2 Curriculum Plan from Beginning to End Spiff Designer L2 Spiff Consultant Curriculum Crediting Event Inter-relation Role Transition Proration Clawbacks Negative Balance Forward Draw / Guarantee Discovery / Scoping Spiff Consultant Capstone Sales Planning Partner Pocket Guide Sales Programs Partner Pocket Guide Spiff Partner Pocket Guide Partner Success Owner: Eric Chen ([email protected])
Service Cloud Service Cloud ● Contact Center ● Core Service Field ● Field Service ● Service Cloud Einstein
Contact Center Partner Success Owner: Gloria Gutierrez, Natalia Kurtanjek Service Cloud Consultant Recommended Contact Center Consultant AP Self-Paced Learning = 10 hrs Virtual Sessions = TBD CC Pocket Guide Credentials Existing Course or Curriculum Hands-On Learning Tracks Legend Future Content Trailhead Partner Enablement Success Contact Center Trailmix Launching Late FY25 CC Implementation Readiness Level 1 Launching FY26 Launching FY26 CC Implementation Readiness Level 2 CC Implementation Readiness Level 3 - Use Cases Contact Center Prep Sessions
Core Service Partner Success Owner: Gloria Gutierrez, Natalia Kurtanjek Knowledge Pocket Guide Incident Mgmt Pocket Guide Service Automation Pocket Guide Certified Service Cloud Consultant Customer Service Incident Management Service Automation Automation Overview Service Catalog Customer Service Incident Management Overview Customer Service Incident Management Implementation Service Cloud Specialist Superbadge Customer Service Incident Management Quiz Service Cloud for Slack Service Cloud Credential Trailmix Advanced Knowledge Knowledge Centered Service Knowledge, Automation and Intelligence Salesforce Certified Administrator Recommended Partner Learning Camp Curriculum SC Consultant = 35 hrs CSIM = 3 hrs SA = 3 hrs Adv Knowledge - 3hrs Credentials Existing Course or Curriculum Hands-On Learning Tracks Legend Future Content Trailhead Partner Enablement Success
Field Service Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Ruel Garcia Administrator Updated 11142024 RG Service Cloud Consultant Introduction to Consultant Cert Prep Building Blocks of Scheduling & Licensing Global Actions & Contractors SA Lifecycle,, Dispatch & Work Orders Inventory Mgmt and Offline Architecture Sharing Mobile and Service Reports SFS Fast Path (16h20m) Field Service Technical Track Field Service Pocket Guide SFS Optimization Implementation Essentials (1h55m) The Optimization Process Foundations Enhanced Scheduling & Optimization Partner Learning Journey Setup for Advanced Capabilities Resource Avail and Service Territory Mgmt. Resource Mgmt. for Contractors and Crews Complex Work and Optimization Customizing the Dispatch Console SFS Advanced (9h8m) Service Cloud Specialist Superbadge Service Cloud Credential Trailmix Field Service Technology Adjacencies Data Cloud Consultant Field Service Consultant Field Service Accredited Professional AI Specialist AI Associate START HERE
Service Cloud Einstein Partner Success Owner: Gloria Gutierrez, Natalia Kurtanjek Administrator = 68 hrs SC Consultant = 41 hrs SCE Self-Paced Curriculum = 5h 30min Service Cloud Consultant Make Service Cloud Smarter Build an AI Agent with Einstein Copilot and Agentforce Drive Productivity with Einstein AI AI Specialist Certification Preparation Einstein Work Summaries Einstein Intelligent Insights Service and Data Cloud: Quick Look Conversation Mining Reports Service Intelligence Quick Look Certified AI Specialist SCE Implementation Readiness Level 3 - Use Cases SCE Implementation Readiness Level 1 & 2 Launching FY26 Credentials Existing Course or Curriculum Hands-On Learning Tracks Legend Future Content Trailhead Partner Enablement Success
Tableau Tableau ● Developer: Desktop Specialist ● Developer: Consultant Role ● Administrator: Architect Role
Tableau Practice Personas Tableau Roles Product SMEs, implement technical aspects of the solution and extend platform capabilities via mid- to high-coding experience. DEVELOPER Use case centric experts, align business problems with functional platform capabilities. Responsible for the solution design w/ 36+ months of project experience. ARCHITECT ADMINISTRATOR Responsible for platform configuration and maintenance, running and operating solution with no- to low-coding experience.
Start Here Desktop I: Fundamentals 13 hours Instructor led Get Started with Tableau Desktop Get Started with Data Visualization in Tableau Desktop - 3.5 hours Tour the Tableau Environment - 1.5 hours Review the Tableau Desktop Specialist Exam Guide Self led Analyst Learning Path 40 hours Technical Learning Journey Tableau Desktop Specialist = 20-40 hours Partner Success Owner: Roy Wong & Gary McCracken Tableau Developer Role Tableau Desktop Specialist
Partner Success Owner: Roy Wong & Gary McCracken Tableau Developer Role Data Analyst and Tableau Consultant Start Here Prerequisites Tableau Desktop Specialist Review the Tableau Data Analyst Exam Guide Desktop II: Intermediate 13 hours Instructor led Self led Prepare to be a Tableau Consultant Review the Tableau Certified Consultant Exam Guide Visual Analytics 13 hours Analyst Learning Path Tableau Blueprint Basics Review Tableau Blueprint Resources Designer Learning Path Technical Learning Journey Tableau Data Analyst & Tableau Consultant Exams = 30-50 hours
Partner Success Owner: Roy Wong & Gary McCracken Start Here Get Started with Tableau Architect Role Get Started with Tableau Server - 1 hour Tableau Administrator Role Tableau Architect Tableau Certified Architect Exam Guide Tableau Site Admin 20 hours Get Started with Tableau Architect Role Get Started with Tableau Server - 1 hour Tableau Certified Architect Exam Guide Tableau Server Architect 10 hours Tableau Server Admin 12 hours Review Tableau Blueprint Resources Self led Self led Instructor led Tableau Blueprint Basics Technical Learning Journey Tableau Architect = 40-50 hours
Customer 360 Cross Cloud Customer 360 Cross Cloud ● B2C Solution Architect ● B2B Solution Architect ● Enterprise Architect
B2C Solution Architect Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: 55 hours Time Estimate to Complete the Learning Journey Solution Courses Architecting a Single Source of Truth Multi-cloud Web Content Management Multi-cloud Personalization Industry Scenarios START HERE Data & Integration Marketing Journeys B2C Customer Profile Data Strategies B2C Platform Data Flow Seamless Identity API Driver Experiences Governance Executive Alignment Privacy & Consent Digital Maturity Model Customer Experience Journey Mapping Assisted Shopping Order Modification and Management View Order History Service Chat Experiences Buy Online, Pick up in store Retail Scheduling Multi-cloud orchestration Lab Marketing Newsletter Headless API First Accredited Professional * Advanced Cross-channel Accredited Professional Build Loyalty for B2C Retail Study B2C SA Trail Transactional Messaging Case Creation Strategies Marketing Recommendations Shopper Abandonment B2C Experience Performance Integration options Mulesoft Integration Multi-cloud segmentation Service Excellence Register for the B2C Solution Architect Certification
B2B Solution Architect Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: 40-60 hours Time Estimate to Complete the Learning Journey Solution Courses Architect a B2B Customer-Centric Data Strategy Customer-Centric Data Strategy with Your Accounts Customer-Centric Data Strategy with Transactions Application Architect Pre-Req Credential Guiding a B2B Customer Journey Industry Scenarios START HERE Data & Integration Customer-Centric Data Strategy with Your Contacts Data Strategy Lab Journey Mapping Business Process Mapping Product & Pricing Syncing Cart to Quote Customer-Centric Data Strategy with Transactions Cart to Cash Governance ERP in the B2B Customer 360 ERP Integrated Direct Sales Multi-Cloud Culture Change Multi-Cloud Web Content Management ERP Integrated Indirect Sales Multi-Cloud Product Management Customer Experience Partner Relationship Management Proactive Service For Your Agents Customer Field Service Lifecycle Proactive Service For Your Products Going Seamlessly from Configuration to Installation Going Multi-Cloud and Multi-Org Multi-Cloud Asset Lifecycle Management Multi-Cloud B2B Sales Forecasting B2B Marketing Extending Wealth Management to Independent Brokers Retail Consumer Goods - Retail Execution Journey Cart to Agreement Tracking Insurance Claims from Creation to Close Account-Based Selling & Marketing with Lending Build Loyalty for B2B Manufacturing Servicing Assets Lab Commerce + CPQ Lab * Revenue Cloud Consultant Accredited Professional * B2B Commerce Lightning Admin Accredited Professional Exam Prep Trailmix * User Experience Designer Certification Register for the B2B Solution Architect Certification Bookmark Architect Digital Home Resources Study B2B SA Trail
Enterprise Architect Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Business Curriculum Apply Business Process Analysis Customer Journey and Life Cycle Analysis Business Architecture and Strategy Introduction to Enterprise Architecture with Salesforce Apply Design Thinking as a Strategy Salesforce Enterprise Architecture Governance Technical Curriculum START HERE Transformation Curriculum Introduction to Business Process Analysis Salesforce Enterprise Architecture IT Competencies Analysis Information Systems & Technology Architecture Analysis Application Architecture Analysis & Design Information Architecture Analysis & Design Enterprise Business Capability—The Universal Language A guide to establishing Salesforce COE Introduction to Program & Change Management Business Case Development & Value Realization Manage Your Salesforce Org Strategy Business Model Exporation 10 Hours Estimated Time to Complete the Learning Journey
Industries & Revenue Industries ● Financial Services ● Insurance ● Health Cloud ● Manufacturing Cloud ● Rebate Management ● Loyalty Management ● Scheduler ● Consumer Goods: REX ● Consumer Goods: TPM ● Communications Cloud ● Public Sector ● Energy & Utilities ● Media Cloud ● Net Zero Cloud ● Education Cloud ● Nonprofit Revenue Cloud ● Revenue Cloud ● Revenue Intelligence
Industries Industries ● Financial Services ● Insurance ● Health Cloud ● Manufacturing Cloud ● Rebate Management ● Loyalty Management ● Scheduler ● Consumer Goods: REX ● Consumer Goods: TPM ● Communications Cloud ● Public Sector ● Energy & Utilities ● Media Cloud ● Net Zero Cloud ● Education Cloud ● Nonprofit
FSC Implementatio n Readiness (~18 hrs) Build and Manage Trusted Relationships ❏ Certified Administrator ❏ Sales Cloud Consultant ❏ Service Cloud Consultant Interaction Summary & Data Model (TH) Action Plans for Financial Advisors in Financial Services Cloud Branch Management (TH) FSC Accredited Professional Credential FSC Add-On Financial Services Cloud Learning Journey Financial Services Cloud Specialist Superbadge START HERE FSC Solutions Secure Financial Records for Compliance Compliant Data Sharing (TH) Appt Booking with Salesforce Scheduler (TH) OmniStudio Consultant Certification Estimate Time to Complete: 55 hours* *Existing Content Only *Excluding OmniStudio + Experience Cloud Certs FSC: Tag and Target Customers Maximize Orgs With Common Industry Features API Lifecycle Management with Anypoint Platform (TH) FSC Sectors Client Management with Financial Services Cloud (TH) Financial Deal Management & Data Model (TH) Intelligent Document Automation for Consent and Disclosures FSC Multi-Cloud Use Case FSC with Salesforce Shield FSC in Mobile App Banking AP Exam FSC & Experience Cloud Be the Bank Your Customers Love (TH) Commercial & CIB Banking Overview Learn to Work in Financial Services Cloud (TH) Einstein BOTS for FSC FSC Advanced Use Case Document Automation for FSC Interest Tags FSC for Community Banks & Credit Unions FSC Onboarding Experience Cloud Consultant Certification Prerequisites Financial Services Cloud: Overview Data Modeling, Financial Accounts and Rollups FSC: Act on Customer Issues FSC - Personalize Financial Engagement Financial Services Cloud: Automate Complex Regulated Processes FSC Transaction Dispute Digital Lending (NEW) Discovery Framework Basics for Financial Services Cloud Connect with Customers Using Financial Services Cloud (TH) Intelligent Document Automation Financial Goals & Planning Technical/Product Curriculum Credentials Hands-On Learning Track Legend Partner Success Owner: Katrin Burton Latest Trail Mixes: ● Financial Service Cloud Trailmix (Jan 2025) Katrin Burton ● OmniStudio Trail Mix (January 2025) Katrin Burton
Individual Insurance Policy Administration Foundations (TH) Insurance Learning Journey Certified Administrator START HERE Get to Know Insurance Prerequisites OmniStudio Developer FSC Accredited Professional Insurance Platform Quoting Policy Administration Claims Management Advanced Knowledge Insurance Expert Accreditation (FY25) Build OmniScripts for Individual Insurance Policy Administration Advanced Features of OmniStudio Integration Procedures (TH) Design Product Models for Insurance Apps. Discover and Build Quoting Experiences for Insurance Get to Know Insurance Quoting Individual Insurance Policy Administration Foundations Tracking Insurance Claims from Creation to Close Build and Manage Claims for Insurance Billing Specialist & Advanced Billing Specialist (Recommended) Experience Cloud Consultant Sales Cloud Consultant Service Cloud Consultant Estimated Time to Complete: 95 hours* *Existing Content Only *Excluding Billing Superbadges + Experience Cloud + OmniStudio Certs Build Rules for Insurance Digital Insurance Platform Foundations (TH) Group Insurance Contracts and Enrollments Foundations (TH) Insurance Claims Foundations (TH) Insurance Agent Console for Sales and Service (TH) Introduction to Auto Property and Casualty Insurance Introduction to Insurance Vertical Insurance Foundations Insurance Industry (TH) Insurance for Financial Services Cloud Admin Essentials (TH) Insurance for FSC Insurance for Financial Services Cloud Admin Advanced Features (TH) Insurance Data Model (TH) Design Product Models for Insurance Applications B2B Solution Architect: 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 Insurance Capabilities and Data Model Build Individual Insurance Policy Administration Experiences Technical/Product Curriculum Credentials Hands-On Learning Track Legend Partner Success Owner: Katrin Burton Latest Trail Mixes: ● Insurance Trail Mix (January 2025) Katrin Burton ● OmniStudio Trail Mix (January 2025) Katrin Burton
Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Aruna Manohar Certified Administrator Sales Cloud Consultant Service Cloud Consultant Estimate Time to Complete: 39 hours* *Existing Content Only *Excluding OmniStudio Cloud Certs Prerequisites Get to Know Health Cloud Curriculum START HERE HC Introduction Health Cloud Setup Basics Health Cloud for Providers Health Cloud for Payers HC Intermediate Health Cloud Data Models Health Cloud Care Programs Health Cloud Care Plans Health Cloud Patient Data Displays Customize Patient Data Displays Care Coordination Basics Health Cloud Provider Relationships and Search Health Cloud Utilization Management Interoperability and the Clinical Data Model Consent Management for Health Cloud Tableau CRM for Healthcare Administration Tableau CRM for Healthcare Dashboards Health Cloud Specialist Superbadge Standard Product Features Implementation Best Practices Introduction to Healthcare and Health Cloud Health Cloud: Data Models Health Cloud:Provider Configuration Health Cloud: Payer Configuration Health Cloud: Introduction to Integration and AppExchange Offline Accredited Professional Preparatory Materials Health Cloud Developer Documentation Health Cloud Admin Guide Help & Training: Health Cloud Release Notes Health Cloud Accredited Professional Credential Build Guided Experiences with OmniStudio OmniStudio and Custom Lightning Web Components Prepare for Your Salesforce OmniStudio Consultant Credential Prepare for Your Salesforce OmniStudio Developer Credential Health Cloud Release Webinars Health Cloud Experts Group Health Cloud: Prepare for Implementation Health Cloud: Discover Care Orchestration for Patients Health Cloud: Get to Know Health Cloud Health Cloud: Navigate Patient Access to Care s Health Cloud: Protect, Manage, and Migrate Customer Data Health Cloud: Automate Complex Processes and Operations Health Cloud: Aim for Commercial Excellence Health Cloud: Explore the Insurance Solution Health Cloud: Implementation Readiness Curriculum
Manufacturing Cloud Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Estimate Time to Complete: 52 Hours* *Existing Content Only *Excluding Omnistudio Certifications Manufacturing Cloud Pocket Guide Manufacturing Cloud Partner Community Group Omnistudio Trails Build Guided Experiences with OmniStudio OmniStudio and Custom Lightning Web Components Prepare for your Salesforce OmniStudio Consultant Credential Manufacturing Cloud Accredited Professional Sales Agreements Advanced Account Forecasting Overview Manufacturing Cloud Curriculum Prepare for your Salesforce OmniStudio Developer Credential Manufacturing Cloud Admin Essentials Account Manager Targets in Manufacturing Cloud START HERE Advanced Account Forecasting with Manufacturing Cloud Build Definitions and Nodes with Data Processing Engine Data Processing Engine Essentials in Advanced Account Forecasting Program-Based Business with Manufacturing Cloud Omnistudio for Manufacturing Manufacturing Cloud Intelligence Manufacturing Cloud - Service Flows for Industries Expand Manufacturing Cloud Data Processing Engine Customizations in Advanced Account Forecasting Rebate Management Learning Journey Service Console for Manufacturing Cloud Admin Essentials Additional Functionality Partner Visit Management Program-Based Business Certified Administrator Sales Cloud Consultant Prerequisites Connected Assets Asset Service Lifecycle Management (ASLM) Implementation Workshop Enablement Events
Automotive Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Omnistudio & Common Components Build Guided Experiences with OmniStudio OmniStudio and Custom Lightning Web Components Prepare for your Salesforce OmniStudio Consultant Credential Sales Service Overview Get to Know Automotive Cloud Prepare for your Salesforce OmniStudio Developer Credential Actionable Relationship Center Estimate Time to Complete: 23 Hours* *Existing Content Only *Excluding Omnistudio Certifications Program-Based Business with Manufacturing Cloud Analytics, AI & Automation Fleet Management Flow for Industries Knowledge Data Processing Engine Customizations in Advanced Account Forecasting Partner Engagement Captive Finance Screen Flows Automate Your Business Processes with Salesforce Flow Industries Document Generation Foundations Flow for Industries Business Rules Engine START HERE Certified Sales Cloud Consultant Certified Administrator Prerequisites
Rebate Management Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: Rebate Management Basics (Major Revision Q1 FY24) Unified Sales and Rebate Management Processes Manufacturing Cloud Accredited Professional Data Processing Engine in Rebate Management Rebate Management Foundations START HERE Certified Sales Cloud Consultant Rebate Management HOE Rebate Management Learning Map Estimate Time to Complete: 10 Hours* *Existing Content Only Partner Demo Org / Base Trial Org Launch Session 2: Technical Discussion & HOE Review Launch Session 3: Use Cases Launch Session 1: Overview & Demonstration Partner Community Rebate Management Partner Pocket Guide Manufacturing Cloud Learning Journey Certified Administrator Prerequisites
Loyalty Management Loyalty Management Pocket Guide Estimated Time to Complete: 49 hours (existing Loyalty content) Loyalty Introduction Loyalty Management: Introduction Loyalty Management Basics Module Loyalty Programs and Loyalty Management Set Up a Loyalty Program Manage Loyalty Processes Loyalty Marketing Campaigns Promotion Setup Basics Intermediate Material Industry Use Cases Manufacturing Travel, Transportation, and Hospitality Retail and Consumer Goods Loyalty for B2C Loyalty Management Accredited Professional Exam Advanced Loyalty Communications and Media Loyalty Management & Commerce Loyalty Management: Marketing Cloud Integration Rules Designer Data Processing Engine Loyalty Management Developer Guide Loyalty Management Hands-on Configuration Loyalty Management and Data Cloud Integration Configure an Accrual Loyalty Program Process Using Promotion Setup CRM Analytics for Loyalty Administrators Benefits Management in Loyalty Create a Redemption Process Using Promotion Setup CRM Analytics for Loyalty Management START HERE Prerequisites Certified Administrator Partner Success Owner: Raja Kondreddy
Salesforce Scheduler Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning START HERE Estimated Time to Complete: 18 hours Prerequisites Scheduler Customizations & Integrations Salesforce Scheduler Industry Use Cases Certified Service Cloud Consultant B2C Solution Architect: Retail Scheduling Getting Started with Scheduler Salesforce Scheduler Customization Salesforce Scheduler Data Model Scheduler vs. Field Service vs. Inbox Meeting Scheduler Appointment Distribution with Salesforce Scheduler Multi-resource, Inbound, and Concurrent Scheduling Scheduler 2022 Dreamforce Demo Set Up Salesforce Scheduler Scheduler Intermediate Material Scheduler Implementation Guide Shift Management with Salesforce Scheduler Extend Salesforce Scheduler Functionality with Salesforce Products and Features Customize Standard Flow Templates
Consumer Goods Cloud : Retail Execution Partner Success Owner: START HERE Prerequisites Consumer Goods Cloud: Enhanced Retail Execution Enhanced: Foundational Base: Core Functionality Base: Background & Setup Consumer Goods Cloud Trailmix Discover Salesfoce Maps Trail Selling (Pocket Guide) Implementation (Pocket Guide) CRM Analytics for CG Cloud Trailmix Enhanced Customer Data Management Get to Know CG Cloud PLC Estimated Time to Complete: 86 hours (existing content) Enhanced Product Management Enhanced Overview and Benefits Customization Use Cases Retail Execution Analytics Enhanced Data Model Enhanced Org Units Management Order Management for Sales Reps in CG Cloud CG Cloud Accredited Professional Register for CG Cloud AP Exam Multimarket Mgmt. w/ CG Cloud Enhanced Offline Mobile App & Advanced Activities CG Offline Mobile App for Field Reps Penny Perfect Pricing with CG Offline Mobile App CG Offline Mobile App for Admins Advanced Activity Management Basics Advanced Activity Management Setup Advanced Activity Management Offline App Certified Administrator Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Additional Resources ● CG REX Experts Group ● REX Pocket Guide ● REX Video Hub
Consumer Goods Cloud : Trade Promotion Management (TPM) Partner Success Owner: Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Estimated Time to Complete: 23 hours (existing content) START HERE Advanced TPM Curriculum in PLC Functionality Curriculum (cont’d) Background CG Cloud Accredited Professional Measure Performance PLC TPM in CG Cloud Trailhead Module Certified Administrator Reconcile Promotions PLC Analyze Accounts PLC Additional Resources ● TPM Experts Group ● TPM Pocket Guide ● TPM Video Hub Overview PLC Unify Master Data PLC Determine Budgets & Funds PLC Build Account Plans PLC Promotions Setup in TPM TH Deep Dive into Promotions TH Module TPM Accredited Professional Credential Release Webinars, Skill Building and ATE Videos Plan Promotions PLC Promotion Setup In Trade Promotion Management Platform App Builder Funds Administration in TPM Funds Planning in TPM Register for CG: Trade Promotion Management Exam CG: Trade Promotion Management Exam Guide Prerequisites
Communications Cloud Communications Cloud Accredited Professional START HERE Industries CPQ Industries OM CLM DC APIs Product Modeling: Design A Catalog Driven Approach Industries OM Implementation Best Practices CLM:Doc.Gen Certified Industries CPQ Developer Communications Cloud Curriculum Communications Cloud: Introduction Industries CPQ: Introduction Industries CPQ: Pricing Products and Bundles Order Capture Using Industries CPQ Creating Products Using the Shared Catalog (EPC) Industries CPQ: Promotions and Discounts Industries CPQ: Interfaces and Implementations Industries CPQ: Context Rules Industries CPQ: Advanced Rules Industries CPQ: Advanced Pricing Industries CPQ: Guided Selling Design and Build a Working Industries CPQ Solution Solution Industries CPQ Industries OM: Industries OM Overview Industries Order Management: Order Decomposition Industries Order Management: Order Orchestration Industries Order Management: Order Management Plus CLM: Deep Dive CLM: Foundation Document Gen: Foundation Document Gen.: Deep Dive DC : Using the Digital Commerce SDK DC: Solution Overview DC: Exploring DC Web Components DC: Exploring DC Lightning Web Components DC: Working with DC APIs ESM: Create Quotes and Orders Get to know ESM ESM: Complete Administration Tasks ESM Customize ESM Estimated Time to Complete Courses: 130 hrs (approx) Prerequisites Sales Cloud Consultant OmniStudio Consultant OmniStudio Developer Certified Administrator Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Partner Success Owner: https://partnerlearningcamp.salesforce.com/s/ browse-catalog?plc__recordId=BLmySeQSw 2nSZhDCkNRi7%2Bg5CIHT4kIEJxPDLGsLn aKbc8mjt4%2Fnam9%2BWGf95pbl
Public Sector Solutions 50 hours Time Estimate to Complete the Learning Journey PSS AP Credential Advanced Knowledge START HERE PSS Overview PSS Applications PSS Common Components Toolkit Prerequisites Trailhead:: Public Sector Solutions Documentation: Public Sector Solutions Developer Guide Trailhead: Public Sector Solutions Industry Common Features Partner Learning Camp: PSS Implementation Readiness Curriculum Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Certified Service Cloud Certified Administrator Partner Enablement Success Owner: Anne Duperault Trailhead: CRM Analytics for Public Sector Solutions Partner Learning Camp: Public Sector Solutions Industry Common Features Documentation: Public Sector Solutions Data Models Documentation:Public Sector Solutions Admin Guide Website: Salesforce Architect Resources Trailhead: Expand Your Reach with Experience Cloud Documentation :DocuSign E-Signature Integration
Media Cloud Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Approx 132 hours Complete Existing Learning Journey Certified Sales Cloud START HERE Certified Industries CPQ Developer Certified Service Cloud Certified Experience Cloud Certified OmniStudio Consultant Build CPQ Solutions for Industries Introduction Pricing Products and Bundles Order Capture Using Industries CPQ Creating Products Using the Shared Catalog (EPC) Promotions and Discounts Interfaces and Implementations Context Rules Advanced Rules Advanced Pricing Guided Selling Design and Build a Working Industries CPQ Solution Solution Industries CPQ Industries Order Management Overview Order Decomposition Order Orchestration Order Management Plus Transform CLM and Document Generation Processes Working with Contracts Introduction Building Contract Documents Building Document Generation Processes CPQ Integration Capabilities Industries Digital Commerce Using the Digital Commerce SDK Solution Overview Exploring DC Web Components Exploring DC Lightning Web Components Working with DC APIs Get Started with Datorama Certified OmniStudio Developer Prerequisites Certified Administrator Media Cloud Accredited Professional Media Cloud Curriculum Discovery for Media Cloud ASM Design a Media Cloud ASM Solution ASM Implementation Media Cloud Foundational Courses The Media Industry Media Cloud Foundations Media Cloud Applications Partner Success Owner:
Energy & Utilities Cloud Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Energy and Utilities: Sales and Service Introduction Sales Cloud Consultant Energy and Utilities Cloud: Implementation Readiness Curriculum (PLC) START HERE The Energy and Utilities Industries Energy and Utilities: Quoting, Ordering, and Contracting Foundations Energy and Utilities: Licensing Demystified Energy and Utilities: Contact Center Energy and Utilities: Field Service Service Cloud Consultant Industries Product Catalog and CPQ Learning Field Service Consultant Energy and Utilities: Commercial and Industrial B2B Sales and Service Energy and Utilities: Residential B2C Sales and Service Industry Shared Components OmniStudio Consultant Energy & Utilities Foundational Courses Energy and Utilities: Cloud Foundations Optimize Your Business with Industries Contract Lifecycle Management Industries Digital Commerce Energy and Utilities: Console Foundations Energy and Utilities Cloud Accredited Professional Credential Industries CPQ Developer Industries CPQ Foundations Energy and Utilities: Data Model Get Started with Product Designer Industries Order Management: Manage and Fulfill Orders OmniStudio Developer Certified Administrator Prerequisites Build CPQ Solutions for Industries Estimated Time to Complete: 80 hours (existing content) Industries EPC Foundations Manage Quotes, Orders, and Assets with Industries CPQ Experience Cloud Consultant Industries Order Management Foundations Partner Success Owner:
Net Zero Cloud Consultant Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Approx 30 hours to complete existing learning content Certified Administrator Sustainability Industry Concepts Net Zero Cloud Implementation Readiness (PLC) Net Zero Cloud Accredited Professional START HERE Net Zero Cloud Advanced Functionality Net Zero Cloud: Introduction to Sustainability and Net Zero Cloud Net Zero Cloud: Getting Started with Business Requirements, Data and Reporting Net Zero Cloud: Manage Sustainability Data Net Zero Cloud: Configuring the App and Settings Net Zero Cloud: Complete Data Modeling & Configuration Certified Advanced Administrator Tableau CRM & Einstein Discovery Consultant Net Zero Cloud Fundamentals Prerequisites Sustainability Essentials Strategies for Net Zero Now: Quick Look Salesforce Net Zero Cloud: Quick Look Net Zero Basics Strategies for Positive Environmental Impact Sustainability for Salesforce Suppliers Administer Net Zero Cloud Carbon Accounting for Assets Carbon Accounting for Scope 3 Scope 3 Procurement & Supplier Engagement Science Based Target Setting and Emissions Forecasting Net Zero Cloud: Analytics Cloud Setup Sustainable Design Sustainable Development Goals (SDGs): Blueprint for a better Future Create a Sustainable Future Experience Cloud Consultant Platform App Builder Net Zero Cloud: Set ESG Targets Net Zero Marketplace Quick Start: CRM Analytics Discover Net Zero Cloud CRM Analytics Dashboards Trees to Combat Climate Change (TH) Best Practices for Sustainable Design (TH) Behavior Change Design to Address Climate Change (TH) Water & Waste Management Carbon Credit Allocation Advanced Account Forecasting Net Zero Cloud: Setup Emission Forecasting Net Zero Cloud: Configure CRM Analytics Partner Success Owner:
Education Cloud Consultant Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning START HERE Certified Administrator Prerequisites Salesforce for Education Managed Packages (Legacy) Education Cloud & Industry Components Integration, Migration & Data Management AI + Analytics Education Cloud Overview Data Migration Kit Digital Transformation at Education Institutions Constituent-Centric Data Strategies for Education Data Storage for Education Quick Look Large Data Volumes Scalability with Salesforce EDA Basics Education Architecture Setup Student Engagement for Institutions Constituent Management in EDA Student ID Field in EDA EDA Configuration & Data Import EDA Documentation Admissions Connect Documentation Student Success Hub Documentation K-12 Architecture Kit Documentation Administer Salesforce for K-12 Institutions Meet Education Cloud Explore Education Cloud Education Consultant Academy Education Cloud trial org Education Cloud Documentation Education Cloud Developer Guide Education Cloud Datasheet Accounting Subledger Quicklook Business Rules Engine Care Plan Management Get to Know Omnistudio Nonprofit Cloud for Programs Quick Look Salesforce Scheduler Series Interest Tags Documentation Appointments in Education Cloud Quick Look Person Accounts Documentation Data Insights for Recruitment & Admissions CRM Analytics Quicklook Tableau AI and Analytics Quicklook Einstein Discovery Quicklook EDA Reports Get to Know Data Cloud Partner Success Owner:
Nonprofit Cloud Consultant Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning START HERE Salesforce for Nonprofits Managed Packages (Legacy) Nonprofit Cloud Toolkit Data Cloud + AI Nonprofit Cloud Overview Nonprofit Success Pack (NPSP) TDTM with NPSP Grants Management Insights Platform Data Integrity Program Management Module Nonprofit Cloud Case Management Outbound Funds Module Marketing Cloud Engagement for Nonprofits Accounting Subledger Nonprofit Cloud Industry SKU Nonprofit Cloud: Account Model NPC Program Management NPC Case Management NPC Fundraising NPC Outcome Management Nonprofit Cloud for Grantmaking Nonprofit Cloud: Industry Common Components Actionable Segmentation Business Rules Engine Data Processing Engine OmniStudio FlexCards OmniStudio OmniScripts OmniStudio Document Generation Data Cloud + AI for Nonprofits Explore Data Cloud Einstein Generative AI Quicklook Certified Administrator Prerequisites Partner Success Owner:
Revenue Revenue Cloud ● Revenue Cloud ● Revenue Intelligence
Revenue Cloud Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning CPQ Fast Path CPQ Primer Products & Bundles Pricing and Discounting Orders, Contracts, Renewals, & Amendments Quote Templates and Advanced Approvals Certified Sales Cloud Consultant Certified Administrator CPQ Specialist Intro and Overview Order Management & Invoice Relationship Invoice Generation Payments & Adjustments Legal Entity, Taxation Finance Books, Rev Rec, General Ledger Billing Academy Revenue Cloud Curriculum AP Exam Guide Sales Cycle Overview Scoping Implementation Best Practices Revenue Cloud Consultant Accredited Professional Lookup Product Rules CPQ Advanced Topics Amendment Complexity CPQ Deployment Billing Specialist & Advanced Billing Specialist Legacy Data Migration Introduction to Custom Development Multi Currency in CPQ Customer Asset Lifecycle Management (CALM) Multi-Cloud Billing Support Accounting Basics Billing Advanced Topics Intro: Revenue Cloud API START HERE Revenue Cloud Custom Development API Use-Case Scenario Approvals API Doc. Gen. API Contract API Designing for Scale & Performance Finance Logging Revenue Cloud Pocket Guide CPQ Specialist = 37 hrs Billing Specialist = 32 hrs Rev Cloud Consultant = 5 hrs CPQ Admin Fundamentals Billing Admin Fundamentals Subscription Management Setup and Permissions Functionality Product Overview Connecting to CPQ or Billing Partner Success Owner: Kevin Papp
Revenue Intelligence Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Revenue Intelligence Pocket Guide 1. An Introduction 2. Create Dashboards in CRMA CRMA Introduction Fundamentals Dashboard Basics Certified Sales Cloud Consultant Certified Administrator Einstein Discovery Einstein Prediction Builder Data Preparation 3. Build Insightful Predictions 4. Prepare for the CRMA Cert Dashboard Creation I Dashboard Creation II Dashboard Creation III CRMA & Einstein Discovery Insights Certification Preparation Data-Driven Selling with Revenue Intelligence Introduction to Revenue Intelligence Pipeline Management & Deal Intelligence Einstein Activity Capture Forecasting & Forecasting Intelligence Revenue Insights CRMA & Einstein Discovery Accredited Professional Quiz Administrator = 70 hrs SC Consultant = 40 hrs CRMA curricula/cert = 52 Revenue Intelligence Curriculum = 8 hrs Industry RI Curriculum And new features START HERE Partner Success Owner:
Slack Slack ● Slack
Slack Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Slack Basics, Slack Etiquette & Productivity, Asynchronous Work Slack + Salesforce for Future of Wok Slack Connect & Slack Sales Elevate Project Management with Slack Slack for Lines of Business Slack Positioning & Solutions Slack for Sales Slack for Service START HERE Administrator = 40 hrs Developer = 40 hrs Consultant = 40 hrs Slack AI: Quick Look CRM Analytics for Slack: Quick Look Technical Learning Trail Mix Identity Management in Slack Slack Analytics Join Partner Community Administrator Exam Admin Prep Course START HERE Join Partner Community Developer Exam Developer Prep Course Slack Workflow Builder & Audit Log UI Data Protection with Slack Slack Automation with Mulesoft Composer Salesforce Certified Slack Developer Track Salesforce Certified Slack Administrator & Salesforce Certified Consultant Track Consultant Prep Course Consultant Exam Partner Success Owner: Brian Reynolds Swarming on Cases Customer Service Incident Management Basics Slack for Marketing
Thank you
Slack Blue Text Planned Grey Text Credentials Available Course or Curriculum Hands-On Learning Tracks Legend Third Party Learning Slack: Positioning & Messaging Overview Slack: Positioning & Messaging for Sales Slack: Positioning & Messaging for Service Slack: Positioning & Messaging for Marketing Slack Sales & Strategy Positioning & Messaging Slack: Services Strategy Slack: Services Sales START HERE Administrator = 40 hrs Developer = 30 hrs Consultant = 30 hrs Slack: Positioning & Messaging for All Solutions Slack: Positioning & Messaging for Integration and Collaboration Technical Launch Slack: Technical Launch Enterprise Architecture Slack: Enterprise Grid Migrations Join Partner Community Administrator Exam Admin Prep Course START HERE Join Partner Community Developer Exam C Slack: Plan Your App Slack: Developer Fundamentals Slack: Develop Apps Slack Developer Track Slack Administrator & Consultant Track Consultant Prep Course Consultant Exam Partner Success Owner: Deprecate