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Coursera

Salesforce Basics and Core Concepts

Packt via Coursera

Overview

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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Master the fundamentals of Salesforce with this comprehensive course designed for beginners. You’ll start by creating your Salesforce Developer account and gradually explore core components like objects, fields, page layouts, and validation rules, building a strong foundation for practical application. Through hands-on exercises, you’ll learn to create custom apps, fields, and objects, explore different types of relationships including one-to-many, many-to-many, and roll-up summaries, and understand formula fields and their use cases. The structured flow ensures you gain both conceptual clarity and actionable skills. The course also guides you through advanced data modeling concepts such as junction objects and master-detail relationships, preparing you to tackle real-world Salesforce scenarios with confidence. Each section builds on the last, reinforcing your learning and enabling you to implement solutions independently. This course is ideal for aspiring Salesforce administrators, developers, and business professionals looking to automate processes and manage data efficiently. No prior Salesforce experience is required, making it accessible to beginners while still valuable for those looking to refresh their core knowledge. By the end of the course, you will be able to create and manage Salesforce objects and fields, design page layouts, implement validation rules, set up various relationships, use formula fields for automation, and prepare for the Salesforce Platform App Builder exam with practical confidence.

Syllabus

  • Introduction
    • In this module, we will introduce Salesforce and guide you through creating your Salesforce Developer account. You will gain access to a personal environment to practice configurations and customizations. This foundation prepares you for exploring objects, fields, and other core Salesforce concepts.
  • Object and Fields in Salesforce
    • In this module, we will explore Salesforce objects and fields, the building blocks of data organization. You will learn to create custom objects and fields and understand the difference between standard and custom elements. Practical exercises will include building a Recruiting Application with multiple objects and fields.
  • Page Layouts in Salesforce
    • In this module, we will focus on page layouts in Salesforce and their role in presenting data effectively. You will learn how to create and edit layouts to match organizational requirements. This ensures data is displayed logically and efficiently for users.
  • Validation Rules In Salesforce
    • In this module, we will cover validation rules in Salesforce to maintain accurate and consistent data. You will learn to create rules for different scenarios, such as date checks and business-specific conditions. Real-world examples will strengthen your practical understanding.
  • Formula fields in Salesforce
    • In this module, we will explore formula fields, enabling automated calculations and dynamic data presentation. You will learn to create formulas for scenarios such as calculating days open or displaying images. This enhances reporting and user experience in Salesforce.
  • Different types of Relationship in Salesforce
    • In this module, we will delve into Salesforce object relationships, including one-to-many, lookup, and master-detail types. You will learn to build data models using custom objects and relationships. Hands-on exercises will include creating a recruiting application with interconnected objects.
  • Rollup Summary in Salesforce
    • In this module, we will introduce roll-up summary fields in Salesforce. You will learn how to aggregate data from related objects and display summaries automatically. This helps in generating insights without manual calculations.
  • Many to Many relationship in Salesforce: Junction Object
    • In this module, we will explore many-to-many relationships in Salesforce using junction objects. You will learn to model complex relationships and apply them in real-world scenarios. Hands-on creation of junction objects reinforces the concept.
  • Sample Exam Question for the Platform App Builder Exam
    • In this module, we will review a sample exam question for the Salesforce Platform App Builder certification. You will practice problem-solving strategies and assess your readiness for the exam. This helps reinforce concepts learned throughout the course.

Taught by

Packt - Course Instructors

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