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Apply Salesforce Administration Fundamentals for Beginners

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Apply Salesforce Administration Fundamentals for Beginners

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Configure users, roles, and security settings in Salesforce.

  • Customize objects, fields, layouts, and validation rules.

  • Manage record visibility and enhance productivity with formulas.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

February 2026

Assessments

36 assignments

Taught in English

There are 9 modules in this course

By the end of this course, learners will be able to configure Salesforce organizations, manage users and security, customize objects and fields, design record layouts, and apply validation rules to ensure data quality. Learners will also gain the ability to control record visibility, create relationships between objects, and enhance productivity using list views, formulas, and page actions.

This beginner-friendly course is designed to help learners build a strong foundation in Salesforce Administration through structured modules, hands-on concepts, and real-world configuration examples. Each module progressively develops core administrative skills, starting from Salesforce fundamentals and user setup, and advancing toward security management, object customization, and automation techniques. What makes this course unique is its step-by-step, practical approach that mirrors real Salesforce admin tasks without requiring prior coding experience. The course emphasizes best practices, system understanding, and decision-making skills essential for entry-level Salesforce Administrators. Upon completion, learners will be well-prepared to support business processes, maintain data integrity, and confidently navigate Salesforce administration roles in professional environments.

This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.

What's included

6 videos4 assignments

6 videosβ€’Total 60 minutes
  • Introduction to Salesforce Administrationβ€’8 minutes
  • Features of Salesforceβ€’11 minutes
  • Organization Setupβ€’10 minutes
  • User Set upβ€’10 minutes
  • User Set up Continuesβ€’12 minutes
  • Editing and Setup of My Profileβ€’8 minutes
4 assignmentsβ€’Total 60 minutes
  • Salesforce Overviewβ€’10 minutes
  • Organization Setupβ€’10 minutes
  • User Setup Continuationβ€’10 minutes
  • Graded - Salesforce Fundamentalsβ€’30 minutes

This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.

What's included

6 videos4 assignments

6 videosβ€’Total 56 minutes
  • Changing Display and Layoutβ€’8 minutes
  • About Email Chatter and Desktop Addonsβ€’10 minutes
  • Introduction to Global User Interfaceβ€’9 minutes
  • Home Page Componentsβ€’9 minutes
  • Home Page Layoutβ€’10 minutes
  • Search Settingsβ€’10 minutes
4 assignmentsβ€’Total 60 minutes
  • Display & Layout Customizationβ€’10 minutes
  • Global Interface & Navigationβ€’10 minutes
  • Home Page Designβ€’10 minutes
  • Graded - User Interface & Personalizationβ€’30 minutes

This module covers activity management and data customization, enabling administrators to track tasks and events, create custom fields, configure settings, and apply basic login security controls.

What's included

6 videos4 assignments

6 videosβ€’Total 59 minutes
  • TASKS Activitiesβ€’11 minutes
  • Events Activitiesβ€’9 minutes
  • Custom Fields Activitiesβ€’9 minutes
  • Settings Activitiesβ€’12 minutes
  • SECURITY Login IPβ€’11 minutes
  • SECURITY Level Profileβ€’7 minutes
4 assignmentsβ€’Total 60 minutes
  • Tasks & Eventsβ€’10 minutes
  • Custom Fields & Settingsβ€’10 minutes
  • Login & Profile Security Basicsβ€’10 minutes
  • Graded - Activities & Data Customizationβ€’30 minutes

This module focuses on Salesforce security fundamentals, including profiles, permission sets, field-level security, and permission levels to ensure controlled and secure user access.

What's included

6 videos4 assignments

6 videosβ€’Total 51 minutes
  • SECURITY Level Profile Continueβ€’9 minutes
  • Other Profile Setting in Securityβ€’10 minutes
  • SECURITY Level Permission Setβ€’11 minutes
  • Field Level Profile Securityβ€’7 minutes
  • Permission Level Securityβ€’8 minutes
  • Security Roles Securityβ€’8 minutes
4 assignmentsβ€’Total 60 minutes
  • Profile Security Continuationβ€’10 minutes
  • Permission Sets & Field Securityβ€’10 minutes
  • Permission Levelsβ€’10 minutes
  • Graded - Profile & Permission Securityβ€’30 minutes

This module explains record-level security using roles, role hierarchy, organization-wide defaults, and sharing rules to manage data visibility across the organization.

What's included

6 videos4 assignments

6 videosβ€’Total 60 minutes
  • Introduction to Roles and Subordinateβ€’11 minutes
  • Role Hierarchy and CIO Roleβ€’11 minutes
  • Security OWDβ€’11 minutes
  • Sharing Setting OWDβ€’12 minutes
  • Standard Objectβ€’6 minutes
  • Building Custom Objectβ€’9 minutes
4 assignmentsβ€’Total 60 minutes
  • Roles & Subordinatesβ€’10 minutes
  • Organization-Wide Defaultsβ€’10 minutes
  • Standard & Custom Objectsβ€’10 minutes
  • Graded - Roles, Hierarchy & Sharingβ€’30 minutes

This module provides a system-level understanding of Salesforce architecture and guides learners through creating and managing custom objects and their relationships.

What's included

6 videos4 assignments

6 videosβ€’Total 45 minutes
  • System Overviewβ€’9 minutes
  • System Overview Continuesβ€’10 minutes
  • Creating a Custom Objectβ€’7 minutes
  • Object Classification and Deployment Statusβ€’6 minutes
  • Custom Object Positionβ€’8 minutes
  • New Relationship Custom Objectβ€’5 minutes
4 assignmentsβ€’Total 60 minutes
  • System Architectureβ€’10 minutes
  • Creating Custom Objectsβ€’10 minutes
  • Object Position & Relationshipsβ€’10 minutes
  • Graded - System Overview & Custom Objectsβ€’30 minutes

This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.

What's included

7 videos4 assignments

7 videosβ€’Total 61 minutes
  • Editing the Standard Fieldsβ€’6 minutes
  • Editing the Standard Fields Continuesβ€’8 minutes
  • Custom Fields and Relationshipβ€’11 minutes
  • New Custom Objectβ€’10 minutes
  • More on New Custom Objectβ€’11 minutes
  • Relationship Objects in Salesforceβ€’8 minutes
  • Example of Relationship Objectβ€’7 minutes
4 assignmentsβ€’Total 60 minutes
  • Editing Standard Fieldsβ€’10 minutes
  • Custom Fields & Objectsβ€’10 minutes
  • Relationships & Tabsβ€’10 minutes
  • Graded - Fields, Relationships & Tabsβ€’30 minutes

This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.

What's included

7 videos4 assignments

7 videosβ€’Total 56 minutes
  • Object Tabs in Salesforcesβ€’8 minutes
  • Example of Relationship Salesforceβ€’9 minutes
  • Example of Relationship Salesforce Continuesβ€’4 minutes
  • Field history Tracking in Salesforceβ€’11 minutes
  • Page Layout and Related List Salesforceβ€’10 minutes
  • Salesforce Record Typesβ€’7 minutes
  • Example of Record Typesβ€’7 minutes
4 assignmentsβ€’Total 60 minutes
  • Relationship Examplesβ€’10 minutes
  • Relationship Continuationβ€’10 minutes
  • Page Layouts & Record Typesβ€’10 minutes
  • Graded - Relationship Examples & Record Designβ€’30 minutes

This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.

What's included

13 videos4 assignments

13 videosβ€’Total 110 minutes
  • Listview Salesforceβ€’12 minutes
  • Search Layout in Salesforceβ€’7 minutes
  • More on Search Layoutβ€’9 minutes
  • Standard Validation Rules in SalesForceβ€’7 minutes
  • Example of Standard Validation Rulesβ€’7 minutes
  • Custom Validation Rules in Salesforceβ€’11 minutes
  • Example of Custom Validation Rulesβ€’8 minutes
  • Example of Custom Validation Rules Continuesβ€’5 minutes
  • Formula Field Types in Salesforceβ€’11 minutes
  • Example of Formula Fieldβ€’5 minutes
  • Creating Formula in Salesforceβ€’7 minutes
  • More on Formula Fieldsβ€’10 minutes
  • Detail Page Buttonsβ€’12 minutes
4 assignmentsβ€’Total 60 minutes
  • List Views & Search Layoutβ€’10 minutes
  • Validation Rulesβ€’10 minutes
  • Formulas & Page Actionsβ€’10 minutes
  • Graded - Views, Validation & Advanced Fieldsβ€’30 minutes

Instructor

EDUCBA
1,663 Coursesβ€’338,914 learners

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