Salesforce Development & Administration for Beginners

Explore the Salesforce data model, including standard and custom objects, their fields, and how relationships connect accounts, cases, and other records in schema builder.

Learn how to create a custom application in Salesforce using the app manager, selecting tabs such as campaigns and opportunities, and configuring profile access for sys admin and sales reps.

Create a custom object in Salesforce using object manager, understand the __c suffix and API name when adding label and plural value, and configure deployment and display options.

Create a new tab and object in a custom app, add custom fields (number and picklist) via object manager, and enable inline editing with required field validation.

Master and lookup relationships explained in Salesforce, showing how deletion affects child records, and how to convert lookup to master-detail; also introduce many-to-many via a junction object.

Create a roll-up summary on the master training object to count related training members, selecting the roll-up type as count, and explore sum, minimum, and maximum options.

Learn to create field dependencies in a client contacts object by linking a country controlling field to a state dependent field, showcasing dynamic dropdown filtering for UK, USA, and Australia.

Explore declarative development in Salesforce by comparing workflow rules and process builder, highlighting no-code automation and the differences in tasks and capabilities.

Learn how to create and activate Salesforce workflow rules to automate actions without coding, updating the account rating to hot when revenue is at least 300 thousand.

Explore Salesforce Lightning process builder, a point-and-click, no-code workflow 2.0 for creating and updating records, launching flows, and automating actions, with a case-to-account example.

Explore how validation rules enforce data integrity in Salesforce by requiring a delivery date when stage is negotiation review or close one, with custom fields and error messages.

Learn how to enforce incremental changes in Salesforce by building a validation rule that blocks reductions in the opportunity amount, using prior value to compare and display an error.

Explore how to set up a Salesforce approval process on a leave request, routing from the submitter to the manager and automatically updating statuses from submitted to approved.

Master Apex basics by creating and running your first Apex code and an Apex class, using the Developer Console to print Hello world with System.debug.

Explore variables and data types in Apex, including integer, string, boolean, decimal, and date, and learn how to declare, assign, and debug values and objects representing Salesforce records.

Learn how to add comments to your code with single-line comments using two slashes. Use multi-line comments with /* and */, and boolean examples, ensuring only the commented sections are not executed.

Learn how to use the list data type in Apex to store integers, access values by index, and perform add, get, remove, set, and clear operations with practical system.debug examples.

Explore Apex set collections in Salesforce, learning how sets guarantee unique elements without order, compare to lists, and use size, contains, remove, and clear to manage data.

Explore Apex map collections by building and manipulating key value pairs with integer keys and string values, using put, get, remove, key set, and contains key.

Learn how constant variables work in Apex by using the final keyword, see that they can't be updated after initialization, and compare with regular variables through debug examples.

Enable development mode and create your first visualforce page, then use the code editor to enter apex tags and save for preview.

Learn to design a Visualforce page with apex:page, fixed page tag, page blocks, and page block sections; customize layout by toggling header and sidebar and arranging input/output fields.

Learn to view account object records on a Visualforce page in read-only mode using a standard controller, page blocks, and output fields with field API names.

Learn how to display and input account records on a Visualforce page using a standard controller, page blocks, and input fields for account name, account number, phone, and industry.

Create save and cancel command buttons on a Salesforce page, linked to the standard controller to save or cancel records, displayed at the top and bottom with fixed page block.

Display accounts with the Apex standard list controller on a Visualforce page. Define a recordset variable accounts and render a list using a PageBlockTable with account name and number.

turn the account name into a hyperlink using apex:commandLink to open the corresponding account details page by passing the account id, with troubleshooting for quotes and a preview of pagination.

Learn how to apply pagination to the Salesforce standard list controller by adding previous and next links to display 20 items per page, handling multiple records and navigating between pages.

Enhance a Visualforce list page by adding a text output panel and using Apex reRender to display account details within the page on account click.

Add a custom Apex extension to set the standard list page size to 10 records in Salesforce, enabling on-page details and next/previous pagination without full refresh.

Learn to display an enhanced list on a Visualforce page using apex, configuring accounts and leads lists, setting height and rows per page, and showing multiple lists on one page.

Learn how to write a Salesforce trigger on the user object to automatically set the forecasting checkbox before insert, and understand trigger structure, deployment, and test class basics.

Create an apex test class to boost trigger code coverage, define a static test method inserting a user with mandatory fields and profile, run tests, and verify deployment readiness.

Learn how to work with Salesforce reports and dashboards, using standard and custom report types, and creating tabular, summary, matrix, and join reports.

Build a joined report that combines accounts, opportunities, and cases across multiple blocks, link blocks by account name, and customize display options before saving to a folder.

Learn to add charts to Salesforce reports, choose chart types, show values, use reference lines to monitor targets, and save charts with reports such as summary, matrix, and joint reports.

Explore standard versus custom Salesforce report types, use cross filters, and build a custom report type for accounts with or without related contacts and cases.

Learn how to create and manage Salesforce report folders, save reports in them, and move reports between folders. Share reports with others with view or edit permissions.