Salesforce Introduction and Setup

Overview

Step into the world of Salesforce with this beginner-friendly course, Salesforce Introduction and Setup, that will teach you the key skills for platform configuration, customization, and app development. This course, which aligns with the Salesforce Platform App Builder exam, is great for aspiring developers, administrators, Salesforce professionals, and anybody wishing to learn CRM-powered app design. You’ll start with the basics of Salesforce architecture and CRM functionality, then learn to navigate both Classic and Lightning interfaces. Dive into user management, profile, and permission set configuration, and organizational setup. The course also takes you deep into object customization, field creation, tab management, and Lightning App Builder. You’ll work with data modeling tools like Schema Builder and understand relationships using lookup and master-detail fields. Plus, you’ll explore how to transition to Lightning Experience for a modern user interface. By the end, you'll be able to set up, change, and build apps on Salesforce with ease and confidence. Enroll now and start using Salesforce to design your future. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

Syllabus

Salesforce Basics

This module offers an introduction to Salesforce, covering all the basics, from creating a Salesforce account to switching between Salesforce Classic and Lightning interfaces. By the end, learners will be equipped with the foundational knowledge needed to navigate Salesforce efficiently and transition from Classic to Lightning Experience seamlessly.

Foundations of Data Management and Modeling

In this module, learners will delve into the essentials of data management and modeling in Salesforce, like standard and custom objects, tabs and fields, field dependencies, and object relationships, enabling them to design efficient data structures and validation rules in Salesforce.