Salesforce Foundations and Developer Fundamentals

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

18 hours
Sessions

Self-Paced
Level

Intermediate
Subtitles

English

Found in

Part of

Salesforce Certified Apex & LWC Development Bootcamp

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. Unlock your potential by mastering the fundamentals of Salesforce development and administration. This course will guide you through the essential Salesforce tools, from setting up your developer account to writing your first Apex program. You'll learn how to navigate the Salesforce UI, create custom objects, and utilize advanced automation features like workflows, process builders, and flows. As you dive deeper, you'll explore relationships, data import/export, validation rules, and the core principles of Apex programming. Each section is designed to take you step-by-step through the Salesforce ecosystem, equipping you with hands-on experience. You'll begin by understanding the key Salesforce components, creating custom objects, and adding fields. Then, you'll advance to creating relationships, including Lookup, Master-Detail, and Many-to-Many, before mastering automation tools like Workflows and Flows. The course also covers critical topics such as external objects, external IDs, and data integration techniques. The course is ideal for aspiring Salesforce developers or administrators looking to gain a strong foundation in the platform. No prior Salesforce experience is required, but a basic understanding of databases and programming will be beneficial. Whether you're new to Salesforce or looking to deepen your skills, this course offers something for everyone. By the end of the course, you will be able to navigate the Salesforce interface, create custom objects and fields, manage relationships, automate business processes, write Apex code, and optimize your use of Salesforce tools to solve real-world problems.

Syllabus

Introduction to the Course

In this module, we will guide you through the process of creating your Salesforce Developer account, setting you up for practical exercises. You'll gain a clear understanding of Salesforce’s user interface and learn how to leverage essential resources. This foundation will ensure you are ready to dive deeper into Salesforce development.

Navigating Salesforce UI

In this module, we will explore the core elements of Salesforce such as objects, tabs, and profiles, and how they interact within the platform. You'll also learn how to create and customize objects to meet your specific requirements, while mastering tools like Object Manager and Schema Builder for optimal data structuring.

Types of Relationship in Salesforce

In this module, we will dive into Salesforce's various relationship types, covering Lookup, Master-Detail, and Many-to-Many relationships. You'll also learn how to establish complex relationships using junction objects and understand the functionality of Hierarchical relationships to facilitate user interactions within Salesforce.

External Objects in Salesforce and Their Associated Relationships

In this module, we will introduce you to Salesforce’s External Objects, demonstrating how to connect Salesforce to external systems. You'll learn how to manage relationships between Salesforce records and external data, streamlining integration and extending the platform’s capabilities.

External IDs in Salesforce

In this module, we will focus on External IDs, exploring their significance in data integration. You’ll learn which field types can serve as External IDs and how to use them to efficiently link external data with Salesforce records.

Validation Rules in Salesforce

In this module, we will walk you through the process of creating validation rules to ensure your data meets specific business criteria. You'll also learn how to restrict invalid input and utilize advanced functions such as isPickVal() and isBlank() to enhance your rules.

Importing and Exporting Data in Salesforce

In this module, we will guide you through the process of importing and exporting data in Salesforce using tools like the Data Import Wizard and Data Loader. You’ll also learn about key operations such as inserting, updating, and deleting records, while gaining insights into when to use each tool.

Salesforce Automation Tools

In this module, we will introduce you to Salesforce's workflow automation tools, showing how to create and configure workflow rules. You’ll learn how to automate tasks such as sending email alerts and performing field updates to optimize your business processes.

Automate Business Processes Using Approval Process

In this module, we will dive into Salesforce's approval processes, showing how to set up and automate approval workflows. You’ll learn to use the approval process wizard to simplify complex business approval systems and improve organizational efficiency.

Automate Business Processes Using Process Builder

In this module, we will introduce Salesforce’s Process Builder and demonstrate how it can be used to automate complex business workflows. You'll learn to create processes that update records, send notifications, and trigger actions based on predefined conditions.

Flows in Salesforce

In this module, we will explore Salesforce Flows in-depth, covering different types and their practical applications. You’ll gain hands-on experience creating Record Triggered and Screen Flows, and learn how to set up advanced configurations like Scheduled and Platform Event Triggered Flows.

Developer Fundamentals - Basics of Apex

In this module, we will introduce you to Apex programming, covering its core concepts and syntax. You’ll learn how to write your first program in Apex, explore its basic structure, and navigate the Developer Console for testing and debugging your code.

Date, Time, Datetime Data Types in Apex

In this module, we will dive into Apex’s Date, Time, and Datetime data types, providing essential knowledge on how to declare and manipulate them. You’ll also learn how to perform advanced calculations and formatting with date and time data in your programs.

String Data Type

In this module, we will focus on the String data type in Apex, showing how to declare and manipulate String variables. You’ll explore the key methods in the String class and see how they can be applied to solve real-world coding challenges.

Conditional (If-else) Statement in Apex and Switch Statement in Apex

In this module, we will introduce you to conditional statements in Apex, including the If-Else and Switch statements. You’ll learn how to control the flow of your programs based on conditions, allowing you to create flexible and dynamic logic.

Loops in Apex - For Loop, Nested For Loop, and While Loop

In this module, we will guide you through the different types of loops in Apex, including For and While Loops. You'll gain the skills to automate repetitive tasks and enhance the efficiency of your code by mastering loop structures in various real-world scenarios.