Salesforce Fundamentals and Setup

Overview

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.

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.

Salesforce Data Management and Customization Essentials

This module covers the topics such as creating custom objects and fields, managing field dependencies, and mastering object relationships. By the end of this module, learners will gain proficiency in customizing Salesforce objects, implementing validation rules, and utilizing Schema Builder.