Lucid Infosystems
Salesforce Training Strategy & Roadmap

Become Industry Ready with Salesforce + AI

Master Salesforce Administration, Agentforce AI, and Development through hands-on projects, mentorship, and real-world training.

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Admin
Agentforce AI
Development

Salesforce + AI Roadmap

Phase 1

5 Weeks

Salesforce Admin

Phase 2

2 Weeks

Agentforce AI

Phase 3

8 Weeks

Salesforce Development

Learn, practice, build, and deploy with mentor-led support at every phase.

Why This Roadmap Matters

A beginner-friendly path into the Salesforce ecosystem.

Salesforce helps organizations manage customers, automate processes, and use data for better decisions. That makes Salesforce skills valuable across sales, service, operations, marketing, and technology teams.

This program starts with administration fundamentals, moves into Agentforce and AI-powered CRM, and then builds development confidence with Apex, Lightning Web Components, APIs, and implementation projects.

Students finish with practical experience, project stories, assignments, mentorship support, and interview preparation that make the learning easier to understand and easier to apply.

Hands-on learning

Practice every topic through guided tasks and Salesforce scenarios.

Real projects

Build admin, AI, development, and integration project stories.

Mock interviews

Prepare to explain concepts, tradeoffs, projects, and problem solving.

Mentorship support

Regular doubt sessions and performance reviews keep students on track.

Training Timeline

Three phases from CRM basics to AI-powered development.

The roadmap moves progressively through administration, Agentforce AI, and Salesforce development so beginners can build skill and confidence in the right order.

5 Weeks

Phase 1

Salesforce Admin

Build the core Salesforce foundation: configuration, data model, security, automation, dashboards, and an admin project.

Admin ConfigurationObjects & FieldsValidation RulesApproval ProcessesReports & DashboardsSecurityFlow AutomationAdmin Project
2 Weeks

Phase 2

Agentforce AI

Learn how AI is changing CRM through prompt engineering, Agentforce setup, data grounding, agent actions, and governance.

AI FundamentalsPrompt EngineeringAgentforce SetupBuilding AI AgentsData GroundingTesting & Optimization
Futuristic AI labs: prompts, grounded answers, agent actions, and governance.
8 Weeks

Phase 3

Salesforce Development

Move from Apex basics to production-style development with triggers, test classes, LWC, integrations, Postman, and deployment.

Apex SyntaxLoopsSOQL & DMLApex TriggersLightning Web ComponentsAPI IntegrationsPostmanReal-world Implementation
Development Track

A developer-style path from Apex basics to real implementation.

The development phase is split into basics and advanced practice, giving students time to understand syntax before moving into triggers, LWC, integrations, and deployment.

Basics - 2 Weeks

Apex foundations

class CRMFoundation {

Apex syntax + structure

Loops, conditions, SOQL, DML

Reusable Apex classes

}

Advanced - 6 Weeks

Production-style build

Apex Triggers
Test Classes
Lightning Web Components
Apex + LWC Integration
REST APIs
Postman Testing
External Integrations
End-to-End Implementation
Weekly Curriculum

Open each week to see topics, tasks, assignments, and doubt sessions.

The curriculum is organized so students always know what they will learn, what they will practice, and what they should be ready to explain.

1

Salesforce Admin / Week 1

Admin Configuration & Data Model

Topics covered

  • Admin configuration and navigation
  • Objects, fields, global picklists, dependent picklists, and formula fields
  • Relationship types, validation rules, and approval processes

Hands-on tasks

  • Configure a sample Salesforce app
  • Create custom objects, fields, and relationships
  • Build validation rules for real business checks

Assignment + doubt session

Design a beginner-friendly CRM data model with approval and validation scenarios.

Includes review, doubt clearing, and mentor guidance.

2

Salesforce Admin / Week 2

Security, Layouts, Reports & Dashboards

Topics covered

  • Record types, page layouts, compact layouts, and dynamic forms
  • Roles, profiles, sharing rules, object security, record security, and field-level security
  • Reports and dashboard fundamentals

Hands-on tasks

  • Create role-based user access
  • Build dashboards for sales and service teams
  • Customize page layouts for different user groups

Assignment + doubt session

Create a secure CRM workspace with reports that help managers make decisions.

Includes review, doubt clearing, and mentor guidance.

3

Salesforce Admin / Week 3

Data Tools & Screen Flows

Topics covered

  • Data Loader and Data Import Wizard
  • Introduction to Flow Builder
  • Screen Flow design and guided user experiences

Hands-on tasks

  • Import sample records using Salesforce data tools
  • Build a guided screen flow for user input
  • Practice debugging and refining flow screens

Assignment + doubt session

Create a screen flow that captures lead or case details and saves them cleanly.

Includes review, doubt clearing, and mentor guidance.

4

Salesforce Admin / Week 4

Record Triggered & Scheduled Automation

Topics covered

  • Record-triggered flows
  • Scheduled flows
  • Automation review, testing, and troubleshooting

Hands-on tasks

  • Automate updates when records change
  • Schedule repeat business actions
  • Review automation with mentor feedback

Assignment + doubt session

Automate a real workflow such as follow-up reminders, status updates, or approvals.

Includes review, doubt clearing, and mentor guidance.

5

Salesforce Admin / Week 5

Advanced Flow Scenarios & Admin Project

Topics covered

  • Advanced flow scenarios
  • Admin project implementation
  • Mentorship, performance review, and interview discussion

Hands-on tasks

  • Combine security, reporting, data modeling, and automation
  • Present the admin project like a real client demo
  • Attend doubt sessions and mock review

Assignment + doubt session

Complete a capstone-style admin project that proves configuration and automation skills.

Includes review, doubt clearing, and mentor guidance.

6

Agentforce AI / Week 6

Agentforce Setup & Prompt Engineering

Topics covered

  • Introduction to Salesforce AI and Agentforce
  • Core Agentforce concepts and setup
  • Building your first agent and writing better prompts

Hands-on tasks

  • Configure an Agentforce learning environment
  • Create a first AI agent workflow
  • Practice prompt patterns for CRM use cases

Assignment + doubt session

Build an AI assistant concept for a sales, support, or student service scenario.

Includes review, doubt clearing, and mentor guidance.

7

Agentforce AI / Week 7

Data Grounding, Actions & Optimization

Topics covered

  • Actions and integrations
  • Data grounding and knowledge management
  • Testing, evaluation, security, governance, deployment, monitoring, and optimization

Hands-on tasks

  • Ground agent responses in trusted CRM knowledge
  • Test AI outputs for accuracy and safety
  • Prepare an agent for monitored deployment

Assignment + doubt session

Create and test an Agentforce solution that responds with grounded CRM context.

Includes review, doubt clearing, and mentor guidance.

8

Development Basics / Week 8

Apex Fundamentals

Topics covered

  • Introduction to Apex
  • Syntax, structure, primitive data types, collections, operators, and expressions
  • Weekly review and doubt session

Hands-on tasks

  • Write simple Apex examples
  • Practice variables, collections, and expressions
  • Read and explain beginner Apex code

Assignment + doubt session

Create small Apex programs that solve everyday CRM logic problems.

Includes review, doubt clearing, and mentor guidance.

9

Development Basics / Week 9

Control Flow, SOQL & DML

Topics covered

  • Conditional statements
  • Loops
  • SOQL and DML basics
  • Introduction to Apex classes

Hands-on tasks

  • Query records using SOQL
  • Create and update records using DML
  • Write reusable Apex class methods

Assignment + doubt session

Build Apex logic that reads records, applies conditions, and performs safe updates.

Includes review, doubt clearing, and mentor guidance.

10

Development Advanced / Week 10

Triggers, Test Classes & Best Practices

Topics covered

  • Apex triggers and trigger context variables
  • Test classes and code coverage
  • Bulkification and best practices

Hands-on tasks

  • Create trigger logic for a business rule
  • Write unit tests for trigger behavior
  • Review code for scalability and bulk safety

Assignment + doubt session

Implement a trigger with strong coverage and clean bulkified logic.

Includes review, doubt clearing, and mentor guidance.

11

Development Advanced / Week 11

LWC Fundamentals

Topics covered

  • Lightning Web Components with HTML, CSS, and JavaScript
  • LWC setup and component structure
  • Weekly review and doubt session

Hands-on tasks

  • Set up LWC development workflow
  • Build a styled component shell
  • Understand component files and project structure

Assignment + doubt session

Create a beginner LWC component that displays Salesforce-style data cards.

Includes review, doubt clearing, and mentor guidance.

12

Development Advanced / Week 12

LWC Data Binding & Apex Integration

Topics covered

  • LWC data binding
  • Events and component communication
  • Calling Apex from LWC

Hands-on tasks

  • Pass data between components
  • Handle user events
  • Connect LWC UI to Apex methods

Assignment + doubt session

Build an interactive LWC feature that reads and displays CRM data through Apex.

Includes review, doubt clearing, and mentor guidance.

13

Development Advanced / Week 13

Advanced LWC Scenarios

Topics covered

  • Reusable component design
  • Error handling
  • Performance best practices

Hands-on tasks

  • Refactor components for reuse
  • Handle loading, empty, and error states
  • Improve component performance and maintainability

Assignment + doubt session

Polish an LWC feature so it feels production-ready and easy to maintain.

Includes review, doubt clearing, and mentor guidance.

14

Development Advanced / Week 14

Integrations, APIs & Postman

Topics covered

  • Integration deep dive
  • REST APIs and callouts
  • External system integration
  • API testing using Postman
  • End-to-end implementation

Hands-on tasks

  • Test APIs in Postman
  • Understand request and response flows
  • Design a Salesforce integration scenario

Assignment + doubt session

Create an end-to-end integration plan and test key API requests.

Includes review, doubt clearing, and mentor guidance.

15

Development Advanced / Week 15

Hands-on Revision & Project Readiness

Topics covered

  • Hands-on exercises
  • Revision sessions
  • Project discussion, mock interviews, and mentorship support

Hands-on tasks

  • Revise Apex, LWC, automation, and integration concepts
  • Resolve doubts with mentor support
  • Prepare project stories for interviews

Assignment + doubt session

Finalize a project walkthrough that shows admin, AI, and development capability.

Includes review, doubt clearing, and mentor guidance.

Hands-on Learning

Learn, practice, build, and deploy like a real Salesforce team.

Assignments, mini projects, mentorship, real-world scenarios, and a capstone-style outcome help students move from theory to confident implementation.

1

Learn

Understand Salesforce, CRM, AI, automation, Apex, LWC, and integration concepts step by step.

2

Practice

Apply each concept through guided exercises, weekly assignments, and doubt-clearing sessions.

3

Build

Create mini projects, admin flows, Agentforce demos, LWC components, and development use cases.

4

Deploy

Prepare real-world implementation stories, project walkthroughs, and interview-ready outcomes.

Student Experience

Why students love this program.

The roadmap is structured, practical, mentor-led, and built for learners who want clarity, confidence, and career direction.

Industry-ready curriculum

A progressive roadmap that starts with fundamentals and builds toward job-ready Salesforce work.

AI + Salesforce combined

Students learn modern CRM with Agentforce, prompt engineering, data grounding, and governance.

Real-world assignments

Every phase includes practical tasks based on scenarios teams actually solve in Salesforce.

Mock interviews

Interview-style reviews help learners explain projects, concepts, and decisions with confidence.

Career guidance

Mentor support, performance reviews, and doubt sessions keep the learning journey guided.

Hands-on projects

Mini projects and a capstone-style experience make the roadmap practical, not just theoretical.

Career Outcomes

Practical proof students can talk about in interviews.

The program emphasizes measurable learning output: assignments, projects, interviews, mentorship, and combined AI + CRM capability.

15+

Hands-on Assignments

5+

Mini Projects

3

Roadmap Phases

1:1

Mentorship Support

AI + CRM

Future-ready Skills

Key Takeaways

What learners carry forward after the roadmap.

The training is designed to produce practical Salesforce capability, AI awareness, and confidence to contribute to real project teams.

Complete Salesforce ecosystem learning

Practical implementation across admin, AI, and development

AI-powered CRM solution building with Agentforce

Real-world Salesforce development experience

Job-ready skills with mentorship and mock interview support

Enrollment Open

Start Your Salesforce Journey Today

Join a modern, mentor-led Salesforce roadmap built for beginners who want to become confident with CRM, AI, automation, and development.

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