Salesforce Administration

Create a custom URL field on the account standard object via Object Manager, set the label, and save, noting the field ends with __c and is visible to all profiles.

Create a lookup relationship by adding a custom teacher object and linking it to the student object with a teachers__c lookup field, enabling search and visibility for all profiles.

Create a master-detail relationship by adding a master-detail field on the student object, linking the student to the course as master, and set visibility to all profiles.

Explore object level security in Salesforce administration, detailing permissions such as read, create, edit, delete, view all, modify all, and transfer and approve.

Configure object level security through profiles and permission sets in Salesforce administration, adjusting read, create, edit, and delete permissions, plus view all and modify all for accounts and custom objects.

Set up field level security with profiles and permission sets, adjusting read and edit access for the account object, such as account source and billing address, then save.

Explore how to customize Salesforce UI with App Manager for custom apps and tabs, including web tabs and custom object tabs, and how page layouts govern fields and related lists.

Create custom object tabs for student, teacher, and branch; configure visibility for all profiles; add tabs to all apps; and build a school app in app manager.

Create a custom app named school with tabs for student, teacher, and branches, then build records and view related lists through master-detail and lookup links.

Create record types on Salesforce objects to tailor page layouts, fields, and picklist values for functionality, then select a record type to access the layout and group records by type.

Explore organization wide defaults settings in Salesforce, configuring default internal and external access and sharing rules. See how rule hierarchy and parent objects shape visibility for activities and assets.

Discover sharing settings in Salesforce administration, including organization wide defaults and role hierarchy. Learn to configure owner-based and criteria-based sharing rules, manual sharing, and apex code sharing.

Explore formula fields in Salesforce, learning how they automatically calculate values for aggregation and validation using math, logical, and text operators, with date and time functions.

Master roll-up summary fields in Salesforce calculate count, sum, minimum, and maximum values from related child records on a master-detail relationship, applicable to number, currency, percent, and date/time fields.

Learn how to create a roll up summary field on a master-detail relationship to aggregate the maximum percentage from all related student records, using object manager steps and filters.

Create validation rules to enforce data standards with formulas and error messages, place them at field or page level, and block saving until criteria like a non-blank description are met.

Explore how duplicate rules prevent duplicate records in Salesforce by validating create and view actions on standard and custom objects, and how matching rules work with duplicates.

Learn to create Salesforce reports and dashboards, including tabular, summary, matrix, and joined types, with custom and standard report types, filters, display fields, and charts.

Learn to create and customize Salesforce reports and dashboards, including tabular, summary, and matrix formats with charts. Explore creating custom report types and deploying them in other reports.

Learn to use data loader, a client app for bulk import and export in Salesforce, inserting, updating, deleting, or exporting up to 5 million records on Windows or Mac.

Automates Salesforce approval processes with automated workflow routing, entry criteria, approvers, and initial submission actions, while enforcing compliance, ensuring transparency, auditability, and record locking during approvals.

Audit and troubleshoot with debug logs capturing database operations, system processes, and errors, and use email logs to track delivery status and error codes in Salesforce.

Explore how to use audit trails to view recent changes in your Salesforce org, enable field history tracking for standard and custom objects, and manage login history and IP whitelisting.