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.
Overview
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.
- Foundations of Data Management and Modeling
- In this module, learners will delve into the essentials of data management and modeling in Salesforce, like standard and custom objects, tabs and fields, field dependencies, and object relationships, enabling them to design efficient data structures and validation rules in Salesforce.
Taught by
LearnKartS
