The real graded Salesforce tasks the portal assigns, grouped into three levels.
The portal assigns these Salesforce tasks. Finish Level 1 before Level 2 and Level 2 before Level 3. Your mentor may mark some tasks as required for the certificate.
Level 1: Foundations (12 tasks)
Task
What to do
Salesforce basics
Create a free Developer Edition org and a Trailhead account, and explain CRM, objects, records and fields.
Standard objects
Explore Accounts, Contacts, Leads, Opportunities and Cases, and explain how they relate.
Custom object
Create a custom object for internship applications with fields of different types.
Relationships
Create lookup and master-detail relationships and explain the differences.
Page layouts and record types
Customise a page layout and create two record types with different picklist values.
Validation rules
Write three validation rules, for example phone format and required fields by stage.
Formula fields
Create formula fields for age, days open and a status flag.
Reports and dashboards
Build reports and a dashboard for leads by source and opportunities by stage.
Users, profiles and permission sets
Create users and control access with profiles and permission sets.
Data import
Import 100 records with the Data Import Wizard and explain duplicate rules.
Trailhead badges
Earn at least 10 Trailhead badges on admin basics and list them.
Org documentation
Document your org's objects and fields in a repo named salesforce-internship.
Level 2: Building real features (10 tasks)
Task
What to do
Flows
Build a record-triggered Flow that assigns a task when an opportunity reaches a stage.
Screen flow
Build a screen flow for a simple application form.
Approval process
Create an approval process for discounts above a limit.
Sharing model
Set organisation-wide defaults, role hierarchy and sharing rules, and test access as different users.
Apex basics
Write Apex classes using SOQL, DML and collections.
Apex trigger
Write a bulk-safe trigger with a handler class and explain governor limits.
Apex tests
Write test classes with at least 85% coverage for your trigger and class.
SOQL and SOSL
Write 10 SOQL queries including relationship queries and one SOSL search.
Lightning App Builder
Build a custom Lightning app with a record page using standard components.
Email templates and alerts
Create email templates and send them from a Flow.
Level 3: Professional work and capstone (8 tasks)
Task
What to do
Lightning Web Components
Build an LWC that lists and filters records using Apex or the UI API.
Integration
Call an external REST API from Apex with a named credential and handle errors.
Asynchronous Apex
Use a Queueable or Batch Apex job to process many records.
Security review
Review field-level security, sharing and CRUD checks in your code and fix gaps.
Deployment
Deploy metadata between orgs with Salesforce CLI and a scratch org or sandbox, using Git.
Agentforce / AI concept
Explain Salesforce's AI features and design one use case for a sales team.
Certification practice
Complete a practice test for Salesforce Administrator or Platform Developer I and note every wrong answer.
Capstone: CRM solution
Deliver a complete CRM solution for a coaching centre or clinic: objects, automation, Apex, LWC, reports and a demo video.
Internship