60 Days of Salesforce: A Complete Begineers Guide
Last Updated :
23 Jul, 2025
"How do I get started with Salesforce Development?"
"Do I need any prior experience to become proficient in Salesforce?"
"What are the essential skills needed to work with Salesforce?"
These are common questions that many beginners ask when embarking on their Salesforce journey. These common questions are borne out of beginners either looking to transition into Salesforce development or deepen your existing knowledge. To address these, the 60 Days of Salesforce plan has been thoughtfully designed to provide a clear, structured path with actionable steps to guide your learning. This 60-day journey will guide you through both foundational concepts and advanced techniques, ensuring you gain the expertise required to effectively build, customize, and optimize Salesforce solutions.
The next 60 days will take you through important concepts, hands-on appliance, and their advanced tools, equipping you with all the required skills to understand, build, automate, and optimize solutions in Salesforce. Basics of data modeling and user interface design at one end to implementing complex automation and integrations at the other. Get ready to get the best out of Salesforce. Lets dive into the World of Salesforce!
What is Salesforce?
Salesforce is a Cloud Computing and social enterprise Software-as-a-service(Saas). It is the leading customer relationship management (CRM) platform. It offers a diverse infrastructure of products designed to help businesses and teams in different industries - Marketing, IT, Commerce. By bridging the gaps between different departments, it provides a holistic view of customer interaction with the brand. Salesforce provides a 360-degree view of the customer lifecycle with streamlined workflows, centralized cloud-based data management and real-time tracking of customer analytics, serving more than 150,000 businesses, and is expected to create 9.3 million new jobs in its ecosystem by 2026.
Structure of the 60-DayDay Salesforce Plan
Phase 1: Salesforce Basics (Day 1-15)
Build a solid foundation in Salesforce, focusing on core platform features and navigation. Set up your Salesforce account and get familiar with the Salesforce Ecosystem and different tools and platforms.
Day 1-3: Overview of Salesforce Ecosystem
- Salesforce and its Role in CRM
- Salesforce Clouds
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Experience Cloud
- Analytics Cloud
- Salesforce Platform, AppExchange, and Trailhead
Day 4-6: Salesforce User Interface & Navigation
- Salesforce Lightning Experience
- Salesforce User interface
- Customizing the Homepage and Layouts
- Navigating Between Apps, Tabs, and Records
Day 7-9: Data Model
- Standard and Custom Objects
- Custom Fields and Field Types
- Object Relationships
Day 10-12: Set-up and Configuration
- Salesforce Setup Menu
- Managing Users, Profiles, and Permission Sets
- Configuring Field-Level Security, Record Types, and Page Layouts
Day 13-15: Data Management and Security
- Data Import and Export Tools
- Data Loader
- Dataloader.io
- Data Import Wizard
- Data Security
- Managing Profile and Permission-Based Security
Phase 2: Salesforce Core Concepts (Day 16-30)
Gain a basic understanding of the core concepts of Salesforce: different features, automation tools, Dashboard Overview and more.
- Workflow Rules
- Process Builder
- Flow
- Approval Processes
- Apex
- Einstein Next Best Action
Day 19-21: Dashboard
- Creating Custom Reports
- Report Types
- Tabular
- Summary
- Matrix
- Joined
- Dashboard Creation
- Visualization of Data
Day 22-24: Sales Cloud Features
- Lead Management
- Conversion Process
- Opportunity Management and Stages
- Customizing the Sales Process
Day 25-27: Service Cloud Features
- Case Management
- Workflow Automation
- Customization
- Support Channel
Day 28-30: Lighting App Builder
- Lighting Page
- Home Page
- App Page
- Record Page
- Lighting Components
- Standard Lighting Components - Pre built components provided by Salesforce
- Accordian
- Actions & Recommendations
- Activities
- Chatter
- Chatter Feed
- Custom Lightning Components
- Lightning App Page Components
- Lightning Record Page Components
- Visualforce
Phase 3: Advanced Features and Practical Skills (Day 31-45)
Gain a deeper understanding of advanced Salesforce features and start applying practical knowledge to enhance your skills.
Day 31-33: Advanced Data Management and Automation
- Data Validation Rules
- System Validation Rules
- Custom Validation Rules
- Data Validation Best Practices
- Data Duplication
- Advanced Automation with Flow Builder
Day 34-36: Advanced Reporting and Dashboard
- Advanced Reporting Features
- Custom Report Types
- Cross Filters
- Summary Formulas
- Row-level Formulas
- Reporting Snapshots
- Field-to-Field Filters
- Joined Reports
- Scheduling Reports and Email Notifications
- Customizing Dashboards
- Advanced Visualization Techniques
- Dynamic Dashboards
- Tableaue
- Visualforce Pages
- Salesforce Mobile-Optimized Visualizations
Day 37-39: Salesforce Development and Customization
- Advanced Customization
- Managing AppExchange Apps
- Installing Managed Packages
Day 40-42: Introduction to Apex
- Basics of Apex Programming
- Apex Classes and Triggers
- Governor Limits
- Best Practices in Apex Development
Day 43-45: Introduction to Salesforce API
- REST API
- SOAP API
- Authentication and Making API Calls
Phase 4: Integration and Analytics (Day 46-55)
Learn Salesforce integration capabilities and advanced data analytics features.
Day 46-48: Integration overview
- Integrating with External Applications
- Using Middleware Tools
- Salesforce REST APIs for Integration
Day 49-51: Advanced Analytics in Salesforce
- Einstein Analytics
- Custom Analytics Dashboards and Reports
- Predictive Analytics with Salesforce Einstein
Day 52-55: Integrating External Data
- External Data Sources
- External Objects
- Salesforce Third-Party Integration
- Marketing Platforms: Marketo, HubSpot
- ERP Systems: SAP, Oracle
- Help Desk Software: Zendesk, Freshdesk
- Producitivity Suites: Office 365, G Suite
- Databases: SQL, Mongo DB
Phase 5: Capstone Project and Review (Day 55-60)
Review all the important concepts and develop a Solution to apply all the concepts learned. This project will serve as a showcase of your skills and knowledge.
Day 56-58: Capstone Project
- Develop a Comprehensive Salesforce Solution Incorporating Multiple Features
- Example Project
- Build a Custom Sales Process with Automation
- Custom Service Case Management System
- Custom Employee Onboarding Portal
- Event Management System
- Customer Feedback and Survey System
Day 57-59: Review Core Concepts
- Review Major Topics Covered Throughout the 60 Days
- Deepen Understanding of Complex Areas like Apex, Flows, and Automation
- Engage in Practical Exercises to Reinforce Learning
Day 60: Final thoughts and Next Steps
- Discuss Salesforce Career Paths and Certification Options
- Explore Additional Resources for Continued Learning (Trailhead, Salesforce Developer Community)
- Create a Learning Plan for Future Salesforce Mastery
If you're looking to launch or elevate your career in the Salesforce domain, the Salesforce Certified Administrator Online Course by GeeksforGeeks is an excellent starting point. This course offers in-depth training on the core skills required for a Salesforce Admin role, ensuring you're equipped to handle real-world challenges.
Conclusion: 60 Days of Salesforce
The 60 Days of Salesforce learning path provides a structured and comprehensive approach to mastering Salesforce, equipping you with the essential skills to build, customize, and optimize solutions. By covering foundational concepts and advancing through topics like Apex development, Lightning Web Components (LWC), automation, and integrations, you will gain both theoretical knowledge and hands-on experience to tackle real-world challenges.
The skills and knowledge you gain in these 60 days can serve as a solid foundation for a career in Salesforce development, enabling you to make meaningful contributions to businesses leveraging this world-class platform. But journey doesn’t end here. Salesforce is constantly evolving, and continuous learning through practice, exploration, and engagement with the Salesforce ecosystem will help you stay ahead in this dynamic field. Start building, innovating, and transforming businesses with Salesforce!
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