Salesforce Administration and Development: Basics to Expert

Explore what CRM means and how Salesforce automation, marketing automation, and contact center automation streamline marketing campaigns, lead conversion to accounts, and service delivery in a SaaS CRM.

Explore the four main CRM features—marketing automation, Salesforce automation, contact center automation, and service automation—and learn how data analysis and centralized tasks, alerts, and emails boost collaboration and efficiency.

Discover how sales cloud, service cloud, marketing cloud, and analytics unify customer data in salesforce, a leading saas crm, enabling apps and IoT integrations for real-time actions.

Drive higher lead conversion by nurturing leads to sales readiness and leveraging Salesforce Sales Cloud for contact and lead management, opportunities, dashboards, and mobile insights.

Explore Salesforce pricing structure while surveying cloud-based features—sales, service, marketing, commerce, analytics, and IoT with Einstein AI and Thunder, plus partner networks and certifications.

Learn to become a Salesforce certified professional by studying, taking the exam, and collaborating with partners, developers, and App Exchange to implement Salesforce across sales, service, and marketing clouds.

Explore the Salesforce lightning interface and its main modules: leads, accounts, contacts, campaigns, dashboards, tasks, notes, calendar, reports, and chatter, and learn to switch to classic and customize settings.

Configure a Salesforce home page by adding performance, events, top deals, and chatter feeds, then publish it as the default home page. Bookmark feeds and polls to tailor the feed.

Explore how to customize Salesforce administration and development tasks by changing home page layouts, navigating setup, and configuring sales, marketing, and service modules within the lightning interface.

Understand system status and Salesforce basics, including setup assistant, data import wizard, standard objects, and defining sales stages with probabilities to drive reports and user adoption.

Explore how to set up and customize the Salesforce software as a service platform, including mobile app setup, navigation menu customization, compact layouts, and permission and profile management.

Explore object manager to tailor user access with profiles, field level security, app and tab settings, and login hours. Configure security with IP ranges, password policies, and administrative permissions.

Set up public groups and queues to distribute workload and notify members when records arrive. Build and manage a role hierarchy to control data access and reporting in Salesforce.

Create and organize a company hierarchy by defining roles from CEO to admin and assistant admin, assign users, and configure permission sets and profiles to control access.

Learn Salesforce data management, including export and import, encoding options, and the data import wizard to map accounts, contacts, and leads from CSV or Excel with clean, duplicate-free data.

Configure states and countries, set the default country, and manage storage, email, and app integrations including Outlook sync and AppExchange.

learn how to configure the Salesforce user interface, manage settings, calendars, and app navigation, and prepare deployments using sandboxes and production environments.

Explore configuring company information in Salesforce administration, including user licenses, permission sets, updates, fiscal year, language, maps and location settings, domain, identity, single sign-on, security options, and lighting experience.

Renaming tabs from products to services and building a catalog of service offerings demonstrates how to set up products, product families, codes, and related lists in Salesforce CRM.

Explore how to manage leads and convert them into accounts and contacts in Salesforce, including lead sources, campaigns, and the import and mapping of new records.

Learn to capture lead sources and nurture warm leads, manage lead statuses from new to nurturing, convert leads into accounts and contacts, and track related tasks and events.

Explore how to work with leads in a cloud-based Salesforce CRM, convert them to accounts, and create related contacts and opportunities to drive sales workflows.

Convert leads into accounts, contacts, and opportunities in Salesforce CRM, track new lead assignments, emails, and calls, and manage conversions with automatic account creation and linked opportunities.

Create and map contacts to accounts in Salesforce, assign roles such as purchase manager and head, and update reporting relationships to reflect company structure.

Create leads, convert them to accounts and contacts, and manage opportunities in Salesforce, including partners like Yahoo CRM, competitors, and demo opportunities.

Explore how to create and manage a sales pipeline in Salesforce, progressing opportunities from prospect to closed, and add calls, tasks, and meetings to prepare demos and schedule next steps.

Explore how to work with Salesforce CRM, manage opportunities, leads, accounts, and contacts, and create price books to attach services and products to opportunities.

Learn how to manage Salesforce orders by configuring price books and standard pricing, resolve product and service naming conflicts, and link price books to opportunities.

Explore how Salesforce price books work, including standard and service-specific price books, customer-specific pricing, and attaching rates for monthly and yearly CRM support to opportunities.

Link contract items to the price book and to the opportunity, then draft and manage contracts through stages, with tasks and events guiding contract review and signing.

Explore Salesforce assets and how an asset links a customer to a product or service, differentiating assets from accounts, contacts, and services with contract details and pricing.

Create and manage assets (deals) for clients by detailing services, pricing, purchase dates, and contract terms like monthly crm support and multi-year agreements.

Learn to create and manage Salesforce marketing campaigns, including social media promotions for crm training, importing leads and contacts, and budgeting for revenue.

Set up and clone CRM training campaigns under a parent campaign, including Facebook and Twitter promos, with budgeted costs, expected revenue, and planning a trade fair event.

Explore how to use Salesforce tasks, notes, and cases to manage customer relationships, assign tasks and events, and coordinate internal team collaboration in the lighting interface.

Explore the lightning interface to manage tasks and notes linked to cases, create tasks with due dates and high priority, share notes with teammates, and preview upcoming dashboards and reports.

Explore how to view and customize sales, marketing, and adoption dashboards by creating reports, adding modules, and analyzing data to track performance.

Explore how to access, create, and save reports and dashboards in Salesforce, including accounts and contacts, forecasts, and switching between lightning and classic interfaces for day-to-day business insights.

Explore cloud computing fundamentals, including on-demand, internet-based access to shared computing resources, service models (IaaS, PaaS, SaaS), and the cost and maintenance benefits and drawbacks.

Explore cloud computing characteristics such as on-demand self-service, broad network access, resource pooling, rapid elasticity, and measured services, and examine public, private, community, and hybrid cloud architectures.

Explore cloud computing basics, including public, private, community, and hybrid clouds. Learn cloud services saas, paas, and iaas and how they deliver apps via web browsing with pay-per-use models.

Explore how Salesforce delivers on-demand crm on the force.com cloud platform, enabling rapid app development and access to apps from Appexchange with three yearly releases.

Learn to configure and customize Salesforce apps via the user interface, extend with Visualforce and Apex, and understand developer edition setup, objects, fields, licenses, and cloud deployment.

Navigate to developers.force.com to sign up, verify your email, and set a password for your Salesforce developer edition; explore app launcher, app exchange, and developer communities.

Create and customize a Salesforce application by grouping tabs and objects into a unit, choosing between custom and Service Cloud Console apps, and configuring a landing page and logo.

Create a merchandise Salesforce app in setup, add a logo and predefined tabs, set the default landing page, and build custom objects and tabs with visibility controls.

Create a warehouse app in Salesforce by configuring custom objects, tabs, and a merchandise data model with name, description, and price, then build and use a cloud app from Force.com.

Learn to build a warehouse app in Salesforce by creating a merchandise object, adding price and quantity fields, and enabling a merchandise tab to enter items like laptop and tablet.

Create a new custom object invoice in Salesforce with auto number record name and format 0000, add the invoices tab, and configure a status picklist with open, close, negotiating, pending.

Create an invoice and its line items in Salesforce by adding a status picklist, a line-item quantity field, and linking to invoices and merchandise via master-detail and lookup.

Explore how to build a warehouse app in Salesforce by creating merchandise, invoice, and line item objects, establishing a merchandise lookup relationship, and visualizing the schema with schema builder.

Learn to load data into a Salesforce custom object using the import wizard, creating a csv file, mapping fields, and verifying records in the warehouse app.

Learn to customize the user interface by creating data views for invoices, applying filters by status, adjusting visible fields, and navigating the list with picklists.

Master how to customize the Salesforce user interface by modifying page layouts: open the page layout editor, rearrange fields, add related lists, and validate edits.

Learn to customize Salesforce page layouts by editing sections, rearranging fields, adding related list fields like merchandise and quantity, and configuring mini page layouts to preview invoice details.

Learn to tailor Salesforce mobile interfaces by creating mobile-specific page layouts, selecting key fields in compact layouts, and adding mobile cards and related lists to optimize data viewing on phones.

Learn to build mobile-friendly layouts in Salesforce by creating compact layouts, selecting key fields, and adding mobile cards to related records on the merchandise object.

Learn to customize the Salesforce user interface by enabling social collaboration through feed tracking, chatter on records, and mobile push notifications for invoices and merchandise.

Enable social collaboration on your custom objects, including invoices, by using the charter feed, following updates, posting files and comments, and receiving mobile push notifications to stay updated.

Explore how to automate a line item field update in Salesforce using workflow, without code, by creating a unit price field on the line item and auto-populating it.

Automate the line item unit price by creating a workflow rule to populate unit price field from the merchandise object price field when quantity is greater or equal to one.

Learn to automate unit price updates with a workflow rule using a field update and formula editor, then update line item inventory by converting merchandise from lookup to master detail.

Set up a workflow rule for line items, define criteria invoice status equals open, create a field update to subtract line item quantity, activate rules, and test by editing invoices.

Learn how to create a Salesforce formula field in the line item object that calculates line item totals by multiplying unit price by quantity, all without code.

Learn how to add a roll up summary field in Salesforce to sum line item totals into an invoice total, using master-detail relationships and the roll up summary setup steps.

Learn to enforce a business rule in Salesforce by creating and testing a validation rule without any coding, preventing bad data like zero or negative quantities in the warehouse app.

Enforce business rules by validating line item quantities in a warehouse app, triggering errors for invalid data like minus one, and refining validation rules to ensure stock limits.

Modify and test a validation rule for invoices, validating line item quantities and merchandise selections; verify that negative or invalid quantities trigger errors and adjust the rule accordingly.

Learn to create and configure a Salesforce approval process using the Jump Start Wizard, including step setup, activation, testing, and formula-based criteria like unit price changes.

Assign approvals to approvers via queue or admin user, then save and view the approval process detail page; explore entry criteria, clone, delete, activate, view diagram, and final rejection actions.

Modify and activate a Salesforce approval process, configure final rejection actions with a price reset using a formula, and enable submit for approval on the line item layout.

Create and configure an approval process in Salesforce, simulate submitter and approver workflows, and enable approvals and Chatter posts for Charter and Salesforce.

Learn to create a Salesforce flow and add variables to store data, using the drag‑and‑drop cloud flow designer, configuring number and text variables for invoice and stock.

Add a form screen to a flow in Salesforce. Configure text boxes and a dynamic merchandise dropdown to capture quantity ordered and unit price, then save and enable auto launch.

Learn to add a record create element in a Salesforce flow, map fields from screen values to invoice id, merchandise, quantity on the line item, connect elements, and save.

Add a confirmation screen to a Salesforce flow, configure a thank you message, connect screen and record elements, and launch flow from a custom button on the invoice detail page.

Add a custom button to the invoice page layout by editing the line item related list, then test the app by setting quantity to 1000 and updating stock.

Add a fault screen to a Salesforce flow to display a meaningful error message and connect it to create and update elements for testing a validation error.

Analyze data with Salesforce one reporting by creating reports and dashboards to track warehouse merchandise stock and quantity, and visualize data with charts and embedded charts on record pages.

Learn to extract deeper insights from Salesforce reports by converting tabular to summary formats, applying averages and sums, grouping by merchandise, and creating bucket ranges to slice data.

Learn to convert Salesforce reports into visual charts by configuring y axis, x axis, buckets, and values, then embed the chart on a merchandise record page for the warehouse app.

Create a Salesforce dashboard using merchandise in stock report, add a vertical bar chart and a pie chart in warehouse app, and access it on mobile with a running user.

Run a Salesforce one reporting rest api report synchronously using a gate command, the report id, and an authorization token to trigger results in your app.

Run reports asynchronously by posting to the analytics reports endpoint, then poll for results using instance IDs, with a 24-hour cached result and a higher throughput compared to synchronous runs.

Learn to find, show, and remotely refresh dashboards using the Salesforce one reporting API, retrieving recently used dashboards and dashboard results via GET and PUT requests.

Define an object specific action to create related records, using account and case as the example; choose fields, predefine values, and add the action to the page layout.

Learn to enhance the mobile experience in Salesforce using global actions and object-specific actions, enabling quick record creation and related records, and configure global publisher layouts.

Learn to customize an object specific layout in Salesforce, override the global publisher layout, and configure a create case action with predefined status values for mobile and full site use.

Explore Visualforce, the markup-based framework for building pages and components within Salesforce, using the MVC architecture, auto-generated controllers, and Ajax for data binding and rich interfaces.

Explore the model view controller architecture in Visualforce and Apex, detailing how the model, view, and controller layers map to database objects via ORM.

Explore Visualforce components by learning how markup tags map to user interface elements and how standard and custom controllers, via Apex, power data interactions on the Force.com platform.

Explore Visualforce controllers and pages, including custom controllers and controller extensions, and learn how to override standard buttons, tabs, and layouts, embed components, and build dashboards and console components.

Configure visual force permissions, including enable visual force development mode and author apex, and outline developer and non-developer architectures for visual force pages on force.com.

Discover the benefits of visualforce: user-friendly markup, instant previews, autocompletion, and syntax highlighting. See how it integrates with HTML and supports model-view-controller development for concise, data-driven apps.

Know the Salesforce platform components, enable developer mode and developer edition, learn SOQL, Visualforce, and Apex basics, and plan with MVC for your first Visualforce page.

Enable Visualforce development mode in Salesforce, set up the environment, and create your first Visualforce page, then access, view, and edit or customize the page with code.

Create, edit, and customize code for Visualforce pages via setup and develop, label and save new pages, access via Apex URLs, and preview changes.

Navigate, edit, and preview Visualforce pages in Salesforce, update the h1 tag content, and save changes while accessing pages via the URL, mastering Visualforce components.

Learn to add an autosuggest attribute to a Visualforce page, exploring the sidebar and show header attributes and how they affect page rendering.

Learn to add an apex page block and an apex page block section to a Visualforce page, configure title and section title attributes, and nest components up to three levels.

Explore how to add nested components in Visualforce pages by using page block and page block section, with Autosuggest attributes, new section titles, and proper nesting under Apex page block.

Explore Visualforce components for page building, including Apex page block button, page block section item, panel grid, and tab panel. Learn to apply CSS and events and reference component docs.

Learn to construct a Visualforce page using autosuggest and progressively add page block components: panel bar, panel grid, tab panel, and toolbar, then apply and preview changes in the app.

Explore the view state tab to understand the request flow and how folder nodes, component tree, and apex objects affect Visualforce page performance within the 135 kb limit.

Explore the concept of standard controllers in Visualforce, learn how Apex classes interact with the view and model, and understand record identifiers that enable data access across pages.

Learn to use Visualforce with the standard controller to retrieve and display account data by identifier, accessing account.name and user.firstName, and passing the id in the url.

Learn how to create and run a Salesforce page with a standard controller for the account object. Troubleshoot record identifiers and access account data via the URL.

Learn to display data from a record in Visualforce using the standard controller, and add account fields such as ticker symbol via the account object.

Display a field from a related record, such as the account owner's name, using dot notation to traverse relationships.

Explore how variables and built-in formulas make Salesforce Visualforce pages dynamic, using the user object and expression language to tailor content per login.

Explore how global variables in Visualforce use the expression language to compute runtime values and concatenate first and last names with the and operator.

Explore basic formula in Visualforce, using variables, global variables, and function-based expressions to concatenate strings, display today's date, and compute date values with nested functions and parameters.

Explore functions with multiple parameters and nested functions, including calculating tomorrow's day, finding a maximum, computing the square root, and using contains to return booleans.

Explore conditionals in visualforce formulas, learning the if function with three parameters (boolean condition, true value, false value), including ternary-like behavior and contains examples.

Master conditionals and app logic formulas with the expression language, global variables, and date tools, and explore a formula cheat sheet covering operators, strings, and the summary function.

Learn to access a Visualforce standard user interface component using related lists, display specific account fields with output fields and Apex page blocks, and navigate with a standard controller.

Learn how Visualforce view state preserves page state using hidden fields, controller data, and component trees, with postback behavior and pdf rendering examples.

Learn to use the action function tag in Visualforce to call a controller method via Ajax, display opportunities in columns, and update data with action poller and action status tags.