Become a SalesForce consultant

Learn to start a Salesforce career by creating a free developer account, exploring apps, standard and custom objects, custom tabs and fields, and validation and workflow rules.

Create a free developer account on developer.salesforce.com, complete the sign-up form with username in email format, verify via email, set password and security questions, and access your development environment.

Learn to create a custom Salesforce app by selecting standard apps, customizing tabs and objects, and naming conventions, exemplified by building a frozen food delivery app.

Change the application logo by uploading a 90-by-68-pixel image, creating a logo document in documents, inserting the image in app settings, and saving to apply.

Define objects as a type of information stored in Salesforce, with accounts as a standard object and custom objects you can create, where records hold field values.

Model a food ordering app in Salesforce by creating a food inventory object, a customer object, and a junction order object with a master-detail relationship that deducts inventory on orders.

Create the food inventory custom object in Salesforce with quantity available and unit price fields, using a text record name. Add a tab and configure the layout to manage inventory.

Create a custom customer object with a text name, add a tab for access, enter sample customers, and introduce a junction order object to track orders against food inventory.

Become a Salesforce consultant by creating the orders object as a junction between inventory and customer, with master-detail relationships and an auto-number field to track orders.

Create a junction order object with master-detail relationships to food inventory and to customer. Show these on the order and customer layouts and prepare for inventory deduction after orders.

Enable quantity on orders by adding a number field, leveraging the master-detail link to customers and food inventory. Auto-populate customer names and validate inventory before calculating totals.

learn to enforce inventory constraints with salesforce validation rules by comparing quantity ordered to quantity available on the order object, preventing overbooking and guiding error messages.

Learn to create and activate a workflow rule on the order object that updates inventory when orders are created or edited, using field update with a formula and if statements.

Create a formula field on the order object to compute order value (unit price × quantity ordered) and display it on the customer page layout.

Set up and create a report type for orders, then build a report with fields like customer name, food inventory item, and order quantity, store in reports folder, and deploy.

Explore how to build a Salesforce app by creating custom objects—food inventory, customer, and orders—defining relationships, validation and workflow rules, and generating a summary report.