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Coursera

Design CRM Records and Validate Data

EDUCBA via Coursera

Overview

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By the end of this course, learners will be able to modify standard fields, create custom fields and objects, configure object relationships and tabs, and design records using page layouts and record types. They will also be able to build list views, customize search layouts, implement validation rules, create formula fields, and configure detail page actions. This course helps learners develop advanced beginner-level Salesforce customization skills for improving data organization, accessibility, accuracy, and user productivity. Practical examples demonstrate relationship behavior, field history tracking, record-type configurations, validation scenarios, formula calculations, and page buttons. Completing the course will enable learners to support multiple business processes, reduce data-entry errors, and present relevant information to different users. The course is unique because it brings together data modeling, record design, data quality, and productivity tools in one structured learning path. Learners move from individual fields and relationships to complete record experiences and validation solutions. The practical, no-code approach mirrors real Salesforce Administrator tasks and supports preparation for entry-level administrative responsibilities.

Syllabus

  • Fields, Relationships & Tabs
    • This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.
  • Relationship Examples & Record Design
    • This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.
  • Views, Validation & Advanced Fields
    • This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.

Taught by

EDUCBA

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