Eight modules, built for someone with no workforce experience yet, or no exposure to any of this. The kind of person who is comfortable with technology and wants to be useful inside a consulting firm. Plain language throughout, and every term gets defined the first time it shows up.
Start here even if you have never heard the term. A CRM (customer relationship management system) is the shared, organized memory a business keeps about the people and companies it sells to and serves. Before software, that memory lived in someone's head, a spreadsheet, and a drawer of business cards. This module explains the problem a CRM solves, so the rest of the course has somewhere to stand.
[Placeholder copy, to be written: Walk through a small business that outgrows its spreadsheet: leads get dropped, two reps call the same customer, nobody knows what was promised. Show how a single shared record fixes each. Keep it concrete and story-led; no acronyms beyond CRM.]
Estimated time: 15 min · No prerequisites
People say "Salesforce" to mean one screen a salesperson logs into. It is much larger than that. Salesforce is a platform, a foundation that companies build many different tools on top of. Get that distinction and most of what a consultant does all day starts to make sense.
[Placeholder copy, to be written: Use the analogy of a kitchen the company is given empty, versus a meal handed over ready. Introduce the word "org" gently (one company's Salesforce). Avoid clouds, editions, and licensing here; that comes later.]
Estimated time: 15 min · Prerequisite: Module 01
You joined a consulting firm, not Salesforce the vendor. The two make money in different ways, and understanding the difference tells you what your job really is. A consulting firm is hired to make a company's Salesforce do what that company needs: set it up, fix it, extend it, and teach people to use it.
[Placeholder copy, to be written: Describe a simple engagement from the firm's side: a client asks for help, the firm scopes the work, agrees a price, does it, hands it over. Define billable vs. non-billable kindly. This is also where firm-specific values and voice should land.]
Estimated time: 20 min · Prerequisite: Module 02
A project is a small team of specialists. Knowing who does what, and who to ask which kind of question, makes you useful far faster than knowing any single tool. This module is a roster, not a technical lesson.
[Placeholder copy, to be written: One short paragraph per role: what they own, what a day looks like, and the one-line "ask them when…" rule. End with an honest note on where a brand-new hire plugs in and which role they might grow toward.]
Estimated time: 20 min · Prerequisite: Module 03
Roughly ten words let you follow almost any project conversation. This module teaches them in the order they make sense, using a single running example so nothing is abstract. Learn these and your first meeting stops being a wall of unfamiliar terms.
[Placeholder copy, to be written: Use a spreadsheet as the bridge: a tab is an object, a row is a record, a column is a field. Then show the same idea inside Salesforce with one screenshot-style walkthrough. Introduce only the five everyday objects; save the rest.]
Estimated time: 25 min · Prerequisite: Module 02
Every engagement moves through the same broad stages. See the whole arc once, and when you get dropped into the middle of a live one, you'll know where you are and what comes next. No deep methodology here, just the shape of it.
[Placeholder copy, to be written: Follow one fictional client straight through the stages. Keep each stage to a short paragraph with a "what you'd see / hear" cue. Name go-live and UAT (user acceptance testing) plainly. This frames Module 07.]
Estimated time: 25 min · Prerequisite: Module 04
You do not need to know the platform to be worth having on the team right away. A careful beginner can own real work from day one, and senior people are happy to hand it off. This is the most practical module in the course.
[Placeholder copy, to be written: Cover note-taking, testing against a script, documentation, chasing follow-ups, and organizing the shared space. For each, show a quick "good vs. weak" example. Tone: encouraging, specific, anti-impostor-syndrome.]
Estimated time: 25 min · Prerequisite: Module 06
A concrete ramp so you are never wondering what to learn next. What to study, in what order, which free resources to use, the first certification worth aiming at, and how to shadow senior people without getting in the way.
[Placeholder copy, to be written: Lay out a 30/60/90 plan. Point to Trailhead (Salesforce's free training) and the Salesforce Certified Administrator as the first cert goal. Add a short "how to shadow well" checklist. Close with where to go after this course.]
Estimated time: 20 min · Prerequisite: all prior modules