Salesforce Introduction and Setup
Welcome to the Salesforce Introduction and Setup course!
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Welcome to the Salesforce Introduction and Setup course!
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.
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.
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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Syllabus
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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.
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Salesforce Lightning
Show steps
-
Find a study group or create your own
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Meet regularly to discuss course material
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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.
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Data Modeling
Show steps
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Create a custom object
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Add fields to the object
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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.
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Salesforce Lightning
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Choose a specific topic within Salesforce Lightning
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Gather resources and plan your tutorial
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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.
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Data Import and Export
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Download and install the Salesforce Data Loader
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Create a data export job
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Create a data import job
Volunteer at a Nonprofit using Salesforce
Show steps
Volunteer at a nonprofit organization to gain practical experience using Salesforce in a real-world setting.
Show steps
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Find a volunteer opportunity
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Contact the organization and inquire about volunteering
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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.
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Salesforce Development
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Define the purpose and scope of your project
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Design and develop the app
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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.
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Salesforce Development
Show steps
-
Find a hackathon
-
Form a team or work individually
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Develop a Salesforce app
Study Group: Salesforce Lightning
Show steps
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
Show steps
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
Show steps
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
Salesforce Data Loader Tutorial
Show steps
Follow this tutorial to learn how to use the Salesforce Data Loader for importing and exporting data.
Browse courses on
Data Import and Export
Show steps
- Download and install the Salesforce Data Loader
- Create a data export job
- Create a data import job
Volunteer at a Nonprofit using Salesforce
Show steps
Volunteer at a nonprofit organization to gain practical experience using Salesforce in a real-world setting.
Show steps
- Find a volunteer opportunity
- Contact the organization and inquire about volunteering
- Assist with Salesforce implementation or support
Salesforce App Development Project
Show steps
Undertake a project to build a Salesforce app, applying your skills and knowledge from the course.
Browse courses on
Salesforce Development
Show steps
- Define the purpose and scope of your project
- Design and develop the app
- Test and deploy the app
Hackathon: Salesforce App Development
Show steps
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
Reading list
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