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Salesforce Introduction and Setup

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Welcome to the Salesforce Introduction and Setup course!

The course is designed to provide a comprehensive foundation for new Salesforce users and administrators, focusing on the essential elements needed to effectively use and configure the Salesforce platform. This course aligns with the Salesforce Certified Platform App Builder certification requirements.

Welcome to the Salesforce Introduction and Setup course!

This course is perfect for individuals who are new to Salesforce, as well as Salesforce app developers, product managers, system administrators, sales representatives, and anyone looking to enhance their knowledge and skills in Salesforce setup and customization.

By the end of this course, you will be able to:

- Gain a thorough understanding of Salesforce basics and its role in CRM.

- Differentiate between Salesforce Classic and Lightning interfaces.

- Learn to create and customize objects, fields, and tabs in Salesforce.

- Understand data modeling concepts and utilize Schema Builder effectively.

-Be able to transition from Salesforce Classic to Lightning seamlessly.

This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

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What's inside

Syllabus

Salesforce Basics

This module offers an introduction to Salesforce, covering all the basics, from creating a Salesforce account to switching between Salesforce Classic and Lightning interfaces. By the end, learners will be equipped with the foundational knowledge needed to navigate Salesforce efficiently and transition from Classic to Lightning Experience seamlessly.

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Read about what's good

what should give you pause

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Provides a foundation for Salesforce beginners

Covers essential elements for effective Salesforce use and configuration

Alligns with Salesforce Certified Platform App Builder certification requirements

Suitable for Salesforce app developers, product managers, system administrators, sales representatives, and anyone looking to enhance their Salesforce skills

Includes videos, practical demos, readings, and quizzes for a high-quality learning experience

Focuses on teaching foundational Salesforce concepts, making it suitable for beginners

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Reviews summary

Solid salesforce foundation for beginners

According to students, this course provides a largely positive foundation for new Salesforce users and administrators. Learners consistently praise its well-structured content and how easy it is to follow for beginners, highlighting the instructor's clear explanations. The practical demos and hands-on activities are frequently noted as highly beneficial for solidifying understanding. While most recent reviews are overwhelmingly positive, a few earlier comments mention concerns about potentially outdated content, particularly regarding the Salesforce Classic interface. Overall, it successfully delivers a comprehensive introductory experience, preparing learners for further study.

Provides a good introduction, but not advanced mastery.

"The course is okay. It introduces Salesforce, but I found some explanations lacking depth."

"It's a starting point, but don't expect to be an expert after this course."

"I would have liked more advanced topics, but it clearly states 'introduction' so I can't complain much."

Quizzes effectively reinforce learning material.

"The quizzes helped reinforce my learning and understanding."

"The explanations were mostly clear, and the quizzes were useful for practice."

Concepts are explained simply and at a good pace.

"The instructor explains complex concepts clearly and concisely."

"The instructor's pacing was perfect, allowing me to absorb the information."

"The material is presented in a very digestible way, making it easy to learn."

Practical demonstrations and exercises enhance learning.

"I particularly liked the hands-on demos which really helped solidify my understanding of Salesforce setup."

"The practical exercises were spot on, providing valuable experience."

"The demos are super helpful and I appreciate the focus on practical application."

Establishes a robust understanding for new Salesforce users.

"This course is incredibly well-structured and easy to follow for beginners."

"I had no prior Salesforce experience, and now I feel confident navigating the platform."

"As a complete beginner, this course was a lifesaver. I found the instructor broke down complex topics into easy-to-understand segments."

Some find the emphasis on Classic interface outdated.

"Outdated content in some sections, particularly regarding the Classic interface, which isn't used much anymore."

"This course is completely outdated! Too much focus on Salesforce Classic."

"While it teaches you to switch, focusing so much on Classic feels unnecessary for a modern intro course."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Introduction and Setup with these activities:

Study Group: Salesforce Lightning

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Join a study group to discuss and collaborate on topics related to the Salesforce Lightning interface.

Browse courses on Salesforce Lightning

Show steps

Find a study group or create your own
Meet regularly to discuss course material
Share knowledge and resources

Create and Customize Objects

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Practice creating and customizing objects to enhance your understanding of data management in Salesforce.

Browse courses on Data Modeling

Show steps

Create a custom object
Add fields to the object
Create relationships between objects

Create a Salesforce Lightning Tutorial

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Develop and share a tutorial on the Salesforce Lightning interface to reinforce your understanding and benefit others.

Browse courses on Salesforce Lightning

Show steps

Choose a specific topic within Salesforce Lightning
Gather resources and plan your tutorial
Create the tutorial in a written or video format

Four other activities

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Salesforce Data Loader Tutorial

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Follow this tutorial to learn how to use the Salesforce Data Loader for importing and exporting data.

Browse courses on Data Import and Export

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Download and install the Salesforce Data Loader
Create a data export job
Create a data import job

Volunteer at a Nonprofit using Salesforce

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Volunteer at a nonprofit organization to gain practical experience using Salesforce in a real-world setting.

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Find a volunteer opportunity
Contact the organization and inquire about volunteering
Assist with Salesforce implementation or support

Salesforce App Development Project

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Undertake a project to build a Salesforce app, applying your skills and knowledge from the course.

Browse courses on Salesforce Development

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Define the purpose and scope of your project
Design and develop the app
Test and deploy the app

Hackathon: Salesforce App Development

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Participate in a hackathon to showcase your skills in Salesforce app development.

Browse courses on Salesforce Development

Show steps

Find a hackathon
Form a team or work individually
Develop a Salesforce app

Career center

Learners who complete Salesforce Introduction and Setup will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected 33 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Introduction and Setup.

Data Modeling, A Beginner's Guide

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Provides a beginner-friendly introduction to data modeling, covering fundamental concepts, techniques, and diagramming. It includes hands-on exercises and self-tests to reinforce learning, making it suitable for high school and undergraduate students, as well as those new to the field.

Salesforce Introduction and Setup

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What's inside

Syllabus

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Reviews summary

Solid salesforce foundation for beginners

Activities

Career center

Reading list

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