Salesforce Fundamentals and Setup
Welcome to the Salesforce Fundamentals and Setup course!
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Welcome to the Salesforce Fundamentals and Setup course!
Welcome to the Salesforce Fundamentals and Setup course!
The course is designed to provide you with a comprehensive understanding of Salesforce's core functionalities and essential setup processes. This course is perfect for individuals looking to kickstart their journey with Salesforce, one of the leading customer relationship management (CRM) platforms.
The course aligns with the structure of Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam,
This course is ideal for beginners with no prior Salesforce experience, as well as business analysts, administrators, sales professionals, and IT specialists who aim to leverage Salesforce to streamline business processes and enhance customer engagement.
By the end of this course you'll be able to:
- Gain a comprehensive understanding of Salesforce and its role in modern business operations.
- Learn how to set up and configure Salesforce to align with your organization's requirements, including user management, security settings, and data customization.
- Explore best practices for managing data in Salesforce, including data import/export, data quality management, and data security.
- Discover how to customize Salesforce to automate business processes, streamline workflows, and enhance productivity.
- Learn how to leverage Salesforce reporting and analytics tools to gain actionable insights into your business performance and make data-driven decisions.
This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
What's inside
Syllabus
Salesforce Administration Fundamentals
This module covers the basics of Salesforce administration, including cloud computing fundamentals, CRM concepts, and an overview of Salesforce offerings. By the end of this module, learners will gain practical skills in creating a Salesforce account, setting up user profiles, roles, and permissions, enabling them to effectively manage Salesforce organizations.
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Syllabus
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Activities
Create a study guide using course materials
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Helps organize and synthesize course materials, enhancing your retention and providing a valuable resource for future reference.
Show steps
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Summarize key concepts and definitions.
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Create flashcards or mind maps for memorization.
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Include practice questions and examples.
Attend a local Salesforce User Group Meetup
Show steps
Provides opportunities to interact with Salesforce professionals, learn from their experiences, and expand your network within the Salesforce ecosystem.
Show steps
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Find a local Salesforce User Group Meetup.
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Attend a Meetup and participate in discussions.
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Connect with other Salesforce professionals.
Design a custom Salesforce data model
Show steps
Reinforces your understanding of data management principles and allows you to apply them to a practical scenario, enhancing your ability to structure and organize data effectively.
Browse courses on
Data Modeling
Show steps
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Identify the business requirements and data entities.
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Create custom objects and fields to represent the data entities.
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Define relationships between objects using lookup fields and master-detail relationships.
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Write validation rules to ensure data integrity.
Three other activities
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Complete Salesforce Trailhead modules on Data Management
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Provides hands-on experience with data import/export, data quality management, and data security, solidifying your understanding and enhancing your practical skills.
Browse courses on
Data Management
Show steps
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Complete the Data Management trailhead module.
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Complete the Data Import and Export trailhead module.
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Complete the Data Quality Management trailhead module.
Follow tutorials on Salesforce Automation and Workflow
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Enhances your understanding of Salesforce customization capabilities, empowering you to streamline business processes and improve productivity.
Browse courses on
Workflow Automation
Show steps
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Follow a tutorial on creating workflow rules.
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Follow a tutorial on creating approval processes.
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Follow a tutorial on using Process Builder.
Build a Salesforce dashboard and report
Show steps
Develops your analytical skills and demonstrates your ability to extract insights from Salesforce data, empowering you to make data-driven decisions and improve business outcomes.
Browse courses on
Data Visualization
Show steps
-
Identify key metrics and dimensions for the dashboard.
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Create a Salesforce dashboard using charts and graphs.
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Create a Salesforce report using filters and grouping.
Create a study guide using course materials
Show steps
Helps organize and synthesize course materials, enhancing your retention and providing a valuable resource for future reference.
Show steps
- Summarize key concepts and definitions.
- Create flashcards or mind maps for memorization.
- Include practice questions and examples.
Attend a local Salesforce User Group Meetup
Show steps
Provides opportunities to interact with Salesforce professionals, learn from their experiences, and expand your network within the Salesforce ecosystem.
Show steps
- Find a local Salesforce User Group Meetup.
- Attend a Meetup and participate in discussions.
- Connect with other Salesforce professionals.
Design a custom Salesforce data model
Show steps
Reinforces your understanding of data management principles and allows you to apply them to a practical scenario, enhancing your ability to structure and organize data effectively.
Browse courses on
Data Modeling
Show steps
- Identify the business requirements and data entities.
- Create custom objects and fields to represent the data entities.
- Define relationships between objects using lookup fields and master-detail relationships.
- Write validation rules to ensure data integrity.
Complete Salesforce Trailhead modules on Data Management
Show steps
Provides hands-on experience with data import/export, data quality management, and data security, solidifying your understanding and enhancing your practical skills.
Browse courses on
Data Management
Show steps
- Complete the Data Management trailhead module.
- Complete the Data Import and Export trailhead module.
- Complete the Data Quality Management trailhead module.
Follow tutorials on Salesforce Automation and Workflow
Show steps
Enhances your understanding of Salesforce customization capabilities, empowering you to streamline business processes and improve productivity.
Browse courses on
Workflow Automation
Show steps
- Follow a tutorial on creating workflow rules.
- Follow a tutorial on creating approval processes.
- Follow a tutorial on using Process Builder.
Build a Salesforce dashboard and report
Show steps
Develops your analytical skills and demonstrates your ability to extract insights from Salesforce data, empowering you to make data-driven decisions and improve business outcomes.
Browse courses on
Data Visualization
Show steps
- Identify key metrics and dimensions for the dashboard.
- Create a Salesforce dashboard using charts and graphs.
- Create a Salesforce report using filters and grouping.
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