Salesforce implementation key points
The CRM project first aligns Sales Cloud and Platform licensing boundaries; sandbox Dev/Test/Prod and change sets or CI/CD need to be finalized in the first Sprint.Integrate with ERP/marketing stack to prioritize lead/account master data attribution.MiCount provides Lightning delivery lists and governance templates.
Salesforce · Getting Started
Trailhead · Developer Edition · Lightning · Recommended 1–2 weeks
Establish a Salesforce product map: cloud (Sales/Service/Platform), Org, App and object model, and complete the first Lightning application and process closed loop in the free Developer Edition.Can be compared directly Salesforce Help step by step.
learning path
Org and Navigation
Lightning App Launcher, Object/Record/List View, Chatter, and Tasks.
Getting started with configuration
App Builder pages, fields and layouts, Flow simple automation, mobile.
A first introduction to data and permissions
The difference between Profile and Permission Set, role hierarchy, and shared rule concepts.
official document comparison
| theme | Learning points | Link |
|---|---|---|
| Salesforce Basics | Key Terms, Org Limitations, Setup Menu | Basics |
| Trailhead | Modular free courses with Superbadge | Trailhead |
| Lightning App Builder | Pages, components, dynamic forms | App Builder |
| Getting started with Flow | Screen Flow / Record-Triggered Selection | Flow |
Arithmetic · Recommended Trailhead + Practical Combination
Must do Badge (about 6–8h)
- Salesforce Platform Basics、Lightning Experience Customization。
- Flow Builder Basics; Create a Simple App (or equivalent).
- After completing 1 Badges, reproduce 1 equivalent configurations in Org and take screenshots.
Org setup list
- Register for Developer Edition; change company name, time zone, currency.
- Create Custom App: At least 2 custom objects are associated through Lookup.
- Enable My Domain; understand the difference between Sandbox and Production (admin page deepening).
Hands-on Tasks (Acceptance Criteria)
Task: "Leave/Work Order" Lightning Minimal Application
- Custom object Ticket: status, priority, applicant Lookup User.
- List View + Kanban; Record Page uses App Builder to put Highlights and Related.
- Screen Flow to submit a work order + Email Alert to notify the manager; try filling in on the mobile terminal.
- Write the 1 page description: object model diagram + who uses what Profile test (you can use System Admin by yourself).
The permission model must be redone before commercial use, see admin.html; complex logic is left to developer.html.