Salesforce Fundamentals and Setup

Overview

Ready to master one of the world's most powerful CRM platforms? This Salesforce Fundamentals & Setup course is a necessary prerequisite for both the Salesforce Administrator (ADM 201) and Platform App Builder (CRT 403) certification paths. Whether you're an ambitious administrator, business analyst, sales professional, or IT specialist, this course will teach you how to configure, customize, and manage Salesforce. You'll learn about Salesforce's architecture, data model, essential features, as well as how to configure user profiles, roles, permissions, and organization-wide default settings. Get hands-on experience customizing objects, fields, page layouts, and apps. Learn how to handle data using import/export tools, validation criteria, and deduplication procedures. The Salesforce App Builder course also covers process automation and workflow streamlining, as well as how to create sophisticated reports and dashboards for making data-driven choices. With engaging demos, real-world examples, and quizzes, you'll have the confidence to apply what you've learned quickly. In the end, you'll be completely ready to configure Salesforce and support business success. Enroll now to begin your Salesforce certification journey today. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

Syllabus

Salesforce Administration Fundamentals

This module covers the basics of Salesforce administration, including cloud computing fundamentals, CRM concepts, and an overview of Salesforce offerings. By the end of this module, learners will gain practical skills in creating a Salesforce account, setting up user profiles, roles, and permissions, enabling them to effectively manage Salesforce organizations.

Salesforce Data Management and Customization Essentials

This module covers the topics such as creating custom objects and fields, managing field dependencies, and mastering object relationships. By the end of this module, learners will gain proficiency in customizing Salesforce objects, implementing validation rules, and utilizing Schema Builder.