2023-2024 Course Standards

Legend
Essential standards (highlighted in green below) are big, powerful ideas that are necessary and essential for students to know to be successful in a course. Essential standards identify the appropriate verb and cognitive process intended for the student to accomplish. Essential standards provide value throughout a student's career, in other courses, and translate to the next level of education or world of work.

Objectives/Indicators (rows not highlighted in green below) provide another level of detail for each Essential Standard.

Adapted or Adopted Course includes essential standards and, in many cases, specific objectives/indicators aligned with business and industry standards and/or criteria for credentials or certifications. The course standards are designed using the Revised Bloom's Taxonomy (RBT). If the POL is a CTE State Assessment, the course is written at the level of the ESSENTIAL STANDARD and assesses the intended outcome of the sum of its objectives/indicators.

The six NC Essential Employability Skills are Communication, Ethics, Problem Solving, Professionalism, Resource Management, and Teamwork. These skills are covered among the course essential standards and objectives/indicators as listed beside each. NC CTE curriculum provides and supports career awareness, career exploration, career development, technical skill development, and career readiness where six Essential Employability Skills are included in CTE Curriculum Standards. CTE builds a career and college ready workforce through the K-12 pipeline and provides a consistent and 'common language' for identification of the six Essential Employability Skills.

Career and Technical Education conducts all activities and procedures without regard to race, color, creed, national origin, gender, or disability. The responsibility to adhere to safety standards and best professional practices is the duty of the practitioners, teachers, students, and/or others who apply the contents of this document.

This blueprint has been reviewed by business and industry representatives for technical content and appropriateness for the industry.

Column information
  • Standard/Obj #: The essential standard is denoted by the digits before the dot; objectives/indicators are indicated by the final 2 digits.
  • Standard: Essential standard and specific objective/indicator statements per essential standard. Each essential standard statement or specific objective/indicator begins with an action verb and makes a complete sentence when combined with The learner will be able to... Outcome behavior in each essential standard or objective/indicator statement is denoted by the verb plus its object.
  • Course Weight: Shows the relative importance of each essential standard or objective/indicator. Course weight is used to help determine the percentage of total class time that is spent on each objective/indicator.
  • RBT Designation: Classification of outcome behavior in essential standards and indicator statements in Dimensions according to the Revised Bloom's Taxonomy:
    Cognitive Process Dimension: 1 Remember, 2 Understand, 3 Apply, 4 Analyze, 5 Evaluate, 6 Create.
    Knowledge Dimension: A Factual Knowledge, B Conceptual Knowledge, C Procedural Knowledge.

ML05 Introduction to Salesforce CRM

Course Type:




Standard/Obj #Standard/ObjectiveCourse WeightRBT DesignationEssential Employability Skills
1.00Set up, use, and manage Salesforce for a company, understand the use cases for Salesforce, and the platform's capabilities and functionality.45%B2 Conceptual Knowledge - Understand-
1.01Navigate Salesforce and explain platform basics including use cases and capabilities.5%--
1.02Create custom objects, custom fields, records, object relationships, and data models.10%--
1.03Import and export data and understand the use cases and methods.9%--
1.04Create custom objects, fields, and records in Salesforce Lightning and explain benefits of Lightning apps and compact pages.10%--
1.05Explain the benefits of using the Salesforce mobile app and the reasons to customize the app.3%--
1.06Translate business requirements and needs into Salesforce Report and Dashboard use cases and build reports.8%--
2.00Manage users and security settings for an organization and create picklist and formula fields. Set up and roll out Salesforce Mobile.24%B2 Conceptual Knowledge - Understand-
2.01Create a custom formula field, use the formula editor, create formulas, create roll-up summary fields to calculate values from a set of related records, and create a validation rule.4%--
2.02Create security plans and protocols based on business needs and create, view, and manage users.4%--
2.03Create and manage picklists.3%--
2.04Practice building an application on the Salesforce Platform from start to finish without code.3%--
2.05Use and demonstrate use of Process Builder, Flow Builder, and approval processes.3%--
2.06Learn about and navigate the Salesforce AppExchange.1%--
2.07Understand use cases for, find, and add external services.1%--
2.08Plan and execute Salesforce Mobile app roll outs.1%--
2.09Practice building an application on the Salesforce Platform from start to finish without code.4%--
3.00Manage organizational settings in Salesforce. Use formulas according to best practice for given use cases.21%B2 Conceptual Knowledge - Understand-
3.01Know and create each formula type and know use cases and best practices for each.10%--
3.02Enable transaction security and know the benefits of and use cases for transaction security.1%--
3.03Log in to and navigate to several tools in Workbench, query an EventLogFile object using the SOQL query editor and REST Explorer, compare and contrast the SOAP and REST APIs for querying event log files, download an event log file, and identify an application for downloading event log files without writing code.3%--
3.04Build familiarity with Salesforce Connect and create an external data source in a Salesforce org to specify how to connect to an external system.2%--
3.05Translate a company’s business requirements into company settings and make changes at the org level.5%--
4.00Locally determined content to support CRM10%B2 Conceptual Knowledge - Understand-