
Sign up for a free Salesforce account, verify your email, set a password, and explore the Lightning setup, app launcher, and navigation to manage your org.
Set up the fiscal year in Salesforce to support financial reporting and tax obligations, choosing the start month and whether to use a custom fiscal year, with caution.
Configure language settings and enable users to select their preferred language in Salesforce; the admin can add languages, and the UI, fields, and tabs translate to the chosen language.
Customize the Salesforce navigation bar by adding, removing, and rearranging tabs for leads, accounts, opportunities, reports, dashboards, and records, use the more dropdown menu, and save favorites for faster access.
Explore how to enforce password security in Salesforce with policies for expiration, history, minimum length, and complexity, plus login attempts, forgotten password options, and API user settings.
Profiles grant object-level access based on role, balancing permissions for accounts, opportunities, and cases to prevent data inconsistency and unwanted updates.
Enforce Salesforce access with login IP ranges and trusted IP ranges, link them to user profiles, and restrict logins to hours like 8 am to 6 pm.
Each role in the hierarchy just represents a level of data access that a user or group of users needs.
A manager always has access to the same data as his or her employees, regardless of the org-wide default settings.
Users who tend to need access to the same types of records can be grouped together. We'll use these groups later when we talk about sharing rules.
Implementing a role hierarchy in the platform is easy once you have an idea of what the hierarchy should look like. It’s best to start with your company’s org chart and then consolidate different job titles into single roles wherever possible.
For example, if a software development group has a staff software engineer and a junior software engineer, these positions can be consolidated into a single Software Engineer role in the hierarchy. Once that’s done, you can get started defining the role hierarchy itself.
Create a custom collection object linked to opportunities via a lookup relationship, with an auto id and searchable fields. Manage tab visibility and profile access, noting the API name collections__c.
Create a lookup relationship on payment object to link to an account, while payment remains linked to opportunity via master-detail; configure delete behavior and update page layouts to test lookup.
Dynamic forms convert page layout fields into components in the Lightning App Builder, enabling conditional visibility and cleaner, user-centric page layouts.
Learn to manage leads in Salesforce, including lead fields, lead source, rating, and status, and convert qualified leads into account, contact, and opportunity with new or existing records.
Create and link record types to sales processes on the opportunity object to tailor stages and picklists per profile, including a web sales process with limited stages and page loads.
Learn how products and price books relate to opportunities, manage active products, and use price books to control product sets, prices, and expected revenue in Salesforce.
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