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Salesforce Fundamentals : A Complete Guide for Beginners
Rating: 3.1 out of 5(207 ratings)
27,606 students

Salesforce Fundamentals : A Complete Guide for Beginners

Salesforce Completely Beginners Course. Everything You Need to Know to Start Using Salesforce Today
Created bySara Academy
Last updated 11/2023
English

What you'll learn

  • Cloud Services
  • Developer Account
  • Apps
  • Object & Tabs
  • Fields
  • Formula Fields
  • Page Layouts
  • Custom Page Layouts
  • Record Types
  • Validation Rules
  • Profiles
  • Permission Set
  • Roles
  • Data Management
  • Classic Email Templates
  • Workflows
  • Approval Processes

Course content

1 section19 lectures2h 53m total length
  • Introduction4:18
  • Types of Services4:37

    Explain two Salesforce service types: on premise and cloud-based on demand. On premise offers data control and requires more IT resources; cloud-based scales with internet access and is cost effective.

  • Cloud Services6:23
  • Developer Account7:51
  • Apps9:25
  • Object & Tabs8:24
  • Formula Fields11:36
  • Page Layouts8:14
  • Custom Page Layouts13:35
  • Record Types9:09
  • Validation Rules10:32
  • Profiles15:06

    Learn how Salesforce profiles govern user access, differentiate standard and custom profiles, and configure permissions, objects, and licenses; then create a license list view to filter profiles.

  • Permission Set8:06

    Learn to create and manage permission sets in Salesforce, including standard and custom sets, configure licensing options, and assign permissions to users and objects like accounts.

  • Roles15:18
  • Classic Email Templates10:03
  • Workflows10:17
  • Approval Processes8:05
  • Lookup Relationship Fields6:17

    Create a lookup relationship field between the institute and employee objects in Salesforce, then configure security, field visibility, and page layout to expose the related records.

  • Detail Relationship Fields5:49

    Create and manage master-detail relationships in Salesforce by linking parent and child records, such as employee to account and contact records, and test relationships via record creation.

Requirements

  • No Programming Experience
  • No Salesforce Experience

Description

Learn the basics of Salesforce and start your journey to becoming a Salesforce professional.

Welcome to "Salesforce Fundamentals: A Complete Guide for Beginners," your comprehensive pathway to understanding and mastering the foundational aspects of Salesforce, the world's leading customer relationship management (CRM) platform. This course is designed for beginners who aim to grasp the fundamental concepts and functionalities of Salesforce.


Salesforce is a powerful cloud-based platform that revolutionizes how businesses manage customer relationships, streamline processes, and drive growth. Whether you're an aspiring Salesforce administrator, consultant, or someone eager to understand CRM principles, this course is your gateway to unlocking the potential of Salesforce.


This course include-

  • Types of Services

  • Cloud Services

  • Developer Account

  • Apps

  • Object & Tabs

  • Fields

  • Formula Fields

  • Page Layouts

  • Custom Page Layouts

  • Record Types

  • Validation Rules

  • Profiles

  • Permission Set

  • Roles

  • Data Management

  • Classic Email Templates

  • Workflows

  • Approval Processes


Enroll once and enjoy lifetime access to the course materials, allowing you to learn at your own pace and revisit concepts whenever needed. This course covers the essential aspects of Salesforce, providing a solid foundation for beginners to build upon. Enroll now in "Salesforce Fundamentals: A Complete Guide for Beginners" and embark on your journey to understanding Salesforce's core principles and functionalities.


Don't miss this opportunity to grasp the essentials of Salesforce and lay the groundwork for a rewarding career in the dynamic realm of customer relationship management!

Who this course is for:

  • Salesforce Administrator
  • Salesforce Business Analyst
  • Students who are looking to become Salesforce Developers