Salesforce Administrator Fundamentals : A Complete Guide

Explore Salesforce via Trailhead, learn through guided trail mixes for the administrator path, sign up, track progress with points, and showcase a public Trailhead profile as a digital resume.

Explore a Salesforce org tour to navigate setup, view and edit company and user details, update profile photos, and understand organization ID, instance, and basic admin concepts.

Learn how global value sets centralize country or state lists across objects, with admin-only updates and reusable values, then implement custom labels for static text and multilingual support.

Learn to create Salesforce formula fields, including age, hyperlinks, and discounts, across the same or related objects. Master key limits- 3900 characters, 4000 bytes, and 5000 bytes compile size limit.

Learn to build Salesforce formula fields on the student object, using case, if, text, and image functions for rating and department visuals.

Master Salesforce relationship fields, focusing on lookup relationships that link parent and child objects in one-to-one and one-to-many structures, including master-detail, junction objects, and other lookup types.

Explore master-detail relationships in Salesforce, including tightly coupled parent–child behavior, roll-up summary fields, owner and security inheritance, and rules for deleting, reparenting, and the recycle bin.

Explore key relationship concepts in Salesforce, including account–contact and account–opportunity, master-detail vs lookup, and how to convert between them with cascade delete behavior.

Learn to configure lookup filters in Salesforce to limit parent record search results on lookup fields and master-detail relationships, enforcing active and approved criteria to boost productivity.

Explore how a junction object enables many-to-many relations by using two master-detail relationships, with a primary relationship determining security and cascade delete; see examples like program-error and student-subject.

Learn to create a self lookup relationship within the same object, such as callers. Explore the hierarchical lookup relationship on user object to relate users to managers and team leads.

Understand the data loss risks when changing Salesforce field data types (date, date time, text, number, currency, checkbox) and the recommended practice of creating a new field and migrating data.

Learn how cross object formula fields pull data from a parent object to a related child, create university website and address fields for student records, and implement these formulas.

Explore roll-up summary fields in master-detail relationships to count, sum, and compute min or max values from related records, with practical examples on student reviews and account opportunities.

Explore how field dependency enables dynamic drop-downs in Salesforce by showing country-specific states, and learn to implement this functionality in forms.

Explore Salesforce field dependency by linking a controlling field to a dependent pick list using global value sets, mapping reasons to zones, with an opportunity lost reason assignment.

Learn how the schema builder visualizes object relationships in Salesforce, including master-detail and lookup connections, through drag-and-drop. Create objects and fields, adjust labels and descriptions, and refresh to see updates.

Learn to create validation rules in Salesforce, using formulas that evaluate true or false to prevent dirty data and enforce past dates and minimum 15-year age, with field errors.

Learn how to create and activate compact layouts in Salesforce to display up to ten key fields at the top of a record, with only one active layout per object.

Learn to create and customize Salesforce list views to segment data, filter records, visualize opportunities and accounts with charts, and navigate with kanban, split view, and inline editing.

Learn to pin list views in Salesforce to land on a chosen related list, by selecting the pin icon, setting a default view, and understanding admin limitations.

Learn how to disable the advanced seller home page in Salesforce to embed dashboards on the sales application's home page by adjusting setup and session cache settings.

Build and customize a lightning app page for an education app with launchpad navigation, accounts, cases, and contacts, including list views and quick actions like creating a new case.

Explore object specific actions in Salesforce Lightning, enabling quick creation and updates of related records with prepopulated values and targeted objects.

Global actions let you create records like contacts or events from any page without linking to a parent, unlike object-specific actions that require a related record.

Define the Salesforce sales process from lead to opportunity, navigate qualification, negotiation, and closing across US and international paths, and manage renewals and lost deals.