Prepare for Senior / Lead Roles

Follow the topics shown for this track. Full lessons build new foundations; review and checkpoint topics compress material you should already know. Planned topics show the approved sequence while authoring continues.

1. Salesforce & CRM Foundations

   Checkpoint + Design · Optional

   1. Org, app, object, field, recordCHECKPOINT
   2. Field typesCHECKPOINT

2. Data Modeling & Relationships

   Checkpoint + Design · Optional

   1. Objects, fields, and records in practiceCHECKPOINT
   2. Lookup vs master-detailCHECKPOINT
   3. Junction objectsCHECKPOINT

3. UI & Record Experience

   Checkpoint + Design · Optional

   1. Record types and business processes · PlannedCHECKPOINT

4. Security & Sharing

   Checkpoint + Design · Optional

   1. Security layers · PlannedCHECKPOINT
   2. Organization-wide defaults · PlannedCHECKPOINT
   3. Role hierarchy and sharing rules · PlannedCHECKPOINT
   4. Profiles, permission sets, field security · PlannedCHECKPOINT

5. Data Management

   Checkpoint + Design · Optional

   1. External IDs, upsert, duplicate management · PlannedCHECKPOINT
   2. Export and backup awareness · PlannedCHECKPOINT

6. Reports & Dashboards

   Checkpoint + Design · Optional

   1. Filters, grouping, dashboards, visibility · PlannedCHECKPOINT

7. Sales & Service Cloud Basics

   Checkpoint + Design · Optional

   1. Case lifecycle, queues, assignment, escalation, email-to-case · PlannedCHECKPOINT

8. Flow & Automation

   Checkpoint + Design · Optional

   1. Flow types, elements, variables, debug, fault paths · PlannedCHECKPOINT
   2. Order of execution and automation choice · PlannedFULL

9. Apex Coding Foundation

   Checkpoint + Design · Optional

   1. SOQL and DMLCHECKPOINT
   2. Exceptions and trigger basics · PlannedCHECKPOINT
   3. Why async, future, QueueableFULL
   4. REST callout basicsFULL

10. Apex Engineering

    Checkpoint + Design + Troubleshoot · Required

    Six lessons, linked practice and a checkpoint. Your saved progress is preserved.

    Open Apex Engineering