Overview

The Salesforce Associate Foundation Course is for Trailblazers with 0-6 months of Salesforce experience. This course provides foundational Salesforce knowledge including understanding what a Customer Relationship Management platform is, how its used and what business needs it solves, and how the Salesforce product suite can be used to transform and automate business teams and processes.

The course also prepares students for the Salesforce Certified Associate exam which validates and empowers those to prove they have the skills to build their Salesforce Career. With hands-on experience , setting up your Trailblazer id, and earning your first Trailhead badges, this course prepares you for building your expertise on the Salesforce platform.

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Prerequisites

There are no specific pre-requisites for this course

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Outline

Module 1 – Salesforce in Action

  • Describe how companies use Salesforce
  • Identify the approach to customising Salesforce

Module 2 - Salesforce navigation

  • Identify where a user can locate necessary information and how to navigate the platform
  • Understand where Salesforce customisation takes place

Module 3 – Object Relationship

  • The relationships between the core standard Salesforce objects

Module 4 – Navigating the Salesforce Ecosystem

  • Describe various resources available to support your learning around Salesforce.
  • Identify the Salesforce Customer 360 product offerings, and appropriate times to use them.

Module 5 – Data Visibility

  • Object Access
  • Data Visiblity

Module 6 – Data Integrity

  • Customising Salesforce
  • Ensuring Data Quality

Module 7 – Reports and Dashboards

  • Salesforce Reporting
  • Dashboards

Module 8 – Roles and Careers within Salesforce

  • Project Roles
  • Salesforce Careers
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Why choose QA

Need to know

Frequently asked questions

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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