Salesforce Fundamentals : A Complete Guide for Beginners

Discover Salesforce as a cloud-based CRM that unifies marketing, sales, service, partner management, and community management, built on a multi-tenant architecture and offered as software as a service.

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.

Discover how Salesforce cloud services—SaaS, PaaS, and IaaS—support customer relationship management, app development, and scalable editions, from essential to unlimited.

Learn how to create a free Salesforce developer account, verify your email, set up login credentials, and navigate the developer edition with the Object Manager and initial setup tasks.

Learn to create and customize a Salesforce app, including naming, description, color, and app launcher setup, then configure navigation, profiles, and icons for a library management system.

Create custom objects and tabs in Salesforce using the object manager, and launch the new custom tab wizard to organize fields and records as rows and columns.

Learn to create formula fields in Salesforce to auto calculate values, such as the sum of A and B into C and age from date of birth using built-in functions.

Learn how to customize page layouts in Salesforce by dragging and dropping fields, setting required or read-only options, and configuring edit and detail pages for the employee object.

Explore how to create and customize page layouts in Salesforce, using drag-and-drop to tailor teaching and non-teaching employee layouts and assign them by profile.

Create record types in Salesforce to organize data for different business processes. Assign multiple layouts to profiles, activate record types, and configure per-profile layouts in Salesforce Lightning.

Learn how to create and configure a validation rule in Salesforce Lightning to enforce data accuracy, including error formulas and messages for email and phone fields on the Lead object.

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.

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.

Learn how the Salesforce role hierarchy and sharing settings control record-level access, override defaults, and assign roles from CEO to CFO to manage accounts.

Learn to create classic email templates in Salesforce Lightning, attach files, configure template details (name, unique name, encoding, author, description), select recipients, and preview emails.

Create and configure a workflow rule in Salesforce to automate actions, including sending email alerts when criteria are met (created or edited), using contact email fields and templates.

Set up and configure a Salesforce approval process using the standard setup wizard or jump start wizard, defining entry criteria for opportunities, amounts, and the scholarship field.

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.

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.