sf-agent-framework

# Curriculum Development Task This task guides the systematic creation of comprehensive Salesforce training curricula that align with organizational objectives and user needs. ## Purpose Enable training specialists to: - Design structured learning pathways - Create role-specific training programs - Develop competency-based curricula - Align training with business outcomes - Ensure scalable learning solutions ## Prerequisites - Completed training needs assessment - Defined learning objectives and outcomes - Access to Salesforce features and functionality - Understanding of adult learning principles - Stakeholder alignment on training goals ## Curriculum Development Framework ### 1. Learning Architecture **Competency Model** ```yaml Core Competencies: Platform Basics: - Navigation and UI - Data model understanding - Security concepts - Basic configuration Role-Specific Skills: Sales: - Lead management - Opportunity tracking - Quote generation - Pipeline reporting Service: - Case management - Knowledge base - Omni-channel - SLA monitoring Marketing: - Campaign management - Lead nurturing - Journey builder - Analytics Advanced Capabilities: - Automation tools - Custom development - Integration concepts - Administration ``` **Learning Pathways** ```markdown ## Learning Journey Structure ### Foundation Level (Week 1-2) - Platform orientation - Basic navigation - Core concepts - Initial hands-on ### Intermediate Level (Week 3-6) - Role-specific features - Process workflows - Data management - Basic customization ### Advanced Level (Week 7-12) - Complex scenarios - Integration usage - Performance optimization - Best practices mastery ### Expert Level (Ongoing) - Innovation projects - Mentoring others - Process improvement - Thought leadership ``` ### 2. Curriculum Design Principles **Adult Learning Integration** ```yaml Andragogy Principles: Self-Direction: - Learner-controlled pacing - Optional deep-dives - Choice in learning methods Experience-Based: - Real scenario practice - Case study analysis - Peer sharing sessions Problem-Centered: - Business challenge focus - Immediate applicability - Just-in-time learning Motivation: - Clear value proposition - Career development paths - Recognition programs ``` **Engagement Strategies** ```markdown ## Multi-Modal Learning Design 1. **Visual Learning** - Interactive diagrams - Process flowcharts - Video demonstrations - Infographic summaries 2. **Kinesthetic Learning** - Hands-on exercises - Sandbox practice - Simulation environments - Building activities 3. **Auditory Learning** - Expert interviews - Podcast series - Discussion forums - Verbal explanations 4. **Social Learning** - Peer collaboration - Group projects - Knowledge sharing - Mentorship programs ``` ## Implementation Steps ### Step 1: Content Architecture Design **Learning Module Structure** ```json { "module": { "title": "Lead Management Mastery", "duration": "2 hours", "prerequisites": ["Platform Basics"], "learning_objectives": [ "Create and qualify leads effectively", "Implement lead scoring strategies", "Configure lead assignment rules" ], "content_blocks": [ { "type": "concept_introduction", "duration": "15 minutes", "method": "video + reading" }, { "type": "guided_practice", "duration": "45 minutes", "method": "hands-on exercise" }, { "type": "knowledge_check", "duration": "10 minutes", "method": "quiz + reflection" }, { "type": "real_world_application", "duration": "45 minutes", "method": "scenario practice" }, { "type": "wrap_up", "duration": "5 minutes", "method": "summary + next steps" } ] } } ``` ### Step 2: Content Development Process **Content Creation Workflow** ```markdown 1. **Research Phase** - Feature documentation review - Best practices compilation - Expert interviews - User journey mapping 2. **Design Phase** - Storyboard creation - Interactive element planning - Assessment design - Resource preparation 3. **Development Phase** - Content authoring - Media production - Platform configuration - Quality assurance 4. **Review Phase** - SME validation - Accessibility check - User testing - Stakeholder approval ``` **Content Types and Templates** ```yaml Instructional Content: Videos: - Screen recordings with narration - Expert presentations - User testimonials - Process walkthroughs Documents: - Step-by-step guides - Quick reference cards - Best practices guides - Troubleshooting resources Interactive: - Simulations - Branching scenarios - Virtual labs - Gamified exercises Assessment Content: Formative: - Knowledge checks - Practice exercises - Self-assessments - Peer reviews Summative: - Module exams - Practical demonstrations - Project submissions - Competency evaluations ``` ### Step 3: Technology Integration **Learning Management System Setup** ```xml  <course> <metadata> <title>Salesforce Sales Cloud Fundamentals</title> <duration>40 hours</duration> <difficulty>Beginner</difficulty> <tags>sales, crm, fundamentals</tags> </metadata> <structure> <module id="1" title="Platform Overview"> <lesson id="1.1" title="Navigation Basics" type="interactive"/> <lesson id="1.2" title="Data Model" type="video"/> <assessment id="1.3" title="Module 1 Quiz" type="quiz"/> </module> </structure> <completion_criteria> <min_score>80</min_score> <required_activities>all</required_activities> <time_limit>30_days</time_limit> </completion_criteria> </course> ``` **Salesforce Integration Algorithm** ### Training Progress Tracking Algorithm **Algorithm: Update Learner Progress** ``` INPUT: learnerId, moduleId, completionPercentage PROCESS: 1. CREATE progress record with: - Link to learner ID - Link to module ID - Set completion percentage value - Record current timestamp as last accessed - IF completion percentage >= 100 THEN SET status = "Completed" ELSE SET status = "In Progress" 2. UPSERT progress record using unique key constraint - IF record exists: UPDATE existing - IF new: INSERT new record 3. RETURN success/failure status ``` **Algorithm: Award Certification** ``` INPUT: learnerId, certificationType PROCESS: 1. CREATE certification record with: - Link to learner ID - Set certification type - Set earned date = current date - Set status = "Active" - Calculate expiration = current date + 2 years 2. VALIDATE certification eligibility: - Check prerequisites completed - Verify assessment scores meet threshold - Confirm all required modules completed 3. INSERT certification record 4. TRIGGER notification to learner 5. UPDATE learner profile with new certification 6. RETURN certification ID ``` ## Content Quality Framework ### Learning Design Standards ```markdown ## Content Quality Checklist ### Instructional Design - [ ] Clear learning objectives defined - [ ] Content aligned with objectives - [ ] Appropriate difficulty progression - [ ] Multiple learning modalities used - [ ] Regular knowledge checks included ### Technical Standards - [ ] Mobile-responsive design - [ ] Accessibility compliance (WCAG 2.1) - [ ] Fast loading times (<3 seconds) - [ ] Cross-browser compatibility - [ ] Offline capability where needed ### Content Standards - [ ] Accurate and up-to-date information - [ ] Clear, jargon-free language - [ ] Consistent branding and style - [ ] Appropriate media quality - [ ] Comprehensive coverage of topics ``` ### Assessment Design ```yaml Assessment Strategy: Formative Assessment: - Frequency: Every 10-15 minutes - Purpose: Check understanding - Format: Quick polls, drag-and-drop - Feedback: Immediate, corrective Summative Assessment: - Frequency: End of module/course - Purpose: Measure achievement - Format: Comprehensive scenarios - Feedback: Detailed, developmental Authentic Assessment: - Format: Real-world projects - Evaluation: Performance-based - Timeline: Extended periods - Support: Mentorship available ``` ## Specialized Curriculum Types ### Role-Based Curricula ```markdown ## Sales Representative Curriculum ### Month 1: Foundation - Salesforce basics and navigation - Lead and contact management - Opportunity pipeline basics - Activity tracking and logging ### Month 2: Process Mastery - Lead qualification frameworks - Opportunity stage management - Quote and proposal generation - Forecasting fundamentals ### Month 3: Advanced Skills - Territory and account planning - Advanced reporting and dashboards - Sales process automation - Collaborative selling techniques ### Month 4: Optimization - Performance analytics - Process improvement - Integration with other tools - Leadership and mentoring ``` ### Feature-Specific Training ```yaml Lightning Experience Migration: Pre-Migration: - Current state assessment - Change impact analysis - Stakeholder preparation - Timeline communication During Migration: - Side-by-side comparisons - Feature mapping guides - Quick reference materials - Just-in-time support Post-Migration: - New feature exploration - Productivity optimization - Advanced capabilities - Continuous improvement New Release Training: Preparation: - Feature impact assessment - Priority feature identification - Training material updates - Communication planning Delivery: - "What's New" sessions - Feature deep-dives - Hands-on practice - Q&A sessions Follow-up: - Adoption monitoring - Additional support - Success story sharing - Feedback collection ``` ## Measurement and Iteration ### Curriculum Effectiveness Metrics ```json { "learning_metrics": { "completion_rates": { "target": "85%", "measurement": "learners completing all modules" }, "knowledge_retention": { "target": "80%", "measurement": "post-training assessment scores" }, "skill_application": { "target": "75%", "measurement": "on-the-job performance improvement" }, "learner_satisfaction": { "target": "4.5/5", "measurement": "course evaluation ratings" } }, "business_impact": { "productivity_gain": "25% improvement in task completion time", "error_reduction": "40% decrease in process errors", "adoption_rate": "90% active usage within 30 days", "support_reduction": "50% fewer help desk tickets" } } ``` ### Continuous Improvement Process ```markdown ## Curriculum Review Cycle ### Monthly Reviews - Learner feedback analysis - Completion rate monitoring - Content usage analytics - Quick fix implementations ### Quarterly Updates - Content accuracy verification - New feature integration - Assessment effectiveness review - Stakeholder feedback incorporation ### Annual Overhaul - Complete curriculum audit - Learning outcome reassessment - Technology platform evaluation - Strategic alignment review ### Ongoing Optimization - A/B testing of content approaches - Personalization algorithm improvements - Accessibility enhancement - Mobile experience optimization ``` ## Tools and Resources ### Development Tools - Articulate Storyline 360 - Adobe Captivate - Camtasia for screen recording - Figma for design mockups - LMS integration APIs ### Content Libraries ```yaml Salesforce Resources: - Trailhead content integration - Official documentation - Feature release notes - Best practices guides Industry Resources: - Subject matter expert network - Professional associations - Research organizations - Peer institutions Multimedia Assets: - Stock photo libraries - Icon and graphic sets - Audio/music libraries - Video production tools ``` ### Quality Assurance Framework ```markdown ## Content Review Process ### Phase 1: Technical Review - Accuracy verification - Platform compatibility - Link and media testing - Performance optimization ### Phase 2: Instructional Review - Learning objective alignment - Pedagogical soundness - Assessment effectiveness - Accessibility compliance ### Phase 3: User Testing - Pilot group testing - Usability evaluation - Feedback incorporation - Final adjustments ### Phase 4: Stakeholder Approval - Business alignment confirmation - Budget and timeline review - Legal and compliance check - Final sign-off ``` ## Success Criteria ✅ Comprehensive learning architecture designed ✅ Role-specific curricula developed ✅ Multi-modal content created ✅ Assessment strategy implemented ✅ Technology integration completed ✅ Quality assurance process established ✅ Measurement framework active ✅ Continuous improvement cycle operational