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⇱ Salesforce Essentials and Core Concepts | Coursera


Salesforce Essentials and Core Concepts

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

Recommended experience

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

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

Recommended experience

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

What you'll learn

  • Learn to set up and navigate Salesforce, understanding its architecture and key features.

  • Create and manage custom objects and fields to tailor Salesforce to business needs.

  • Master the use of validation rules and formula fields to ensure data integrity.

  • Build complex relationships between objects, including one-to-many and many-to-many relationships.

Details to know

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Recently updated!

April 2026

Assessments

9 assignments

Taught in English

Build your subject-matter expertise

This course is part of the The Complete Certified Salesforce Administrator Guide Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 8 modules in this course

This course features Coursera Coach!

A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will gain a thorough understanding of Salesforce, a leading platform for customer relationship management (CRM). You will explore the architecture, objects, and fields that drive Salesforce’s functionality, learning how to set up a free developer account and work directly with Salesforce to solidify your knowledge. By diving into the platform's tools, you will get hands-on experience that allows you to customize Salesforce to suit your needs. As you progress, you will become proficient in creating custom applications, fields, and objects, enhancing your ability to tailor Salesforce to various business processes. You will learn how to handle data integrity with validation rules and formula fields, ensuring your Salesforce environment runs smoothly and efficiently. Throughout the course, you’ll work on practical projects, like creating custom apps and building relationships between objects, which are essential for managing complex datasets. The course is designed for individuals who are looking to enhance their CRM skills, particularly those who want to implement and manage Salesforce in real-world scenarios. Whether you're an aspiring Salesforce administrator or someone eager to understand the core concepts of the platform, this course will guide you through the essential tools and practices. No prior experience with Salesforce is required, though familiarity with CRM systems is a plus. By the end of the course, you will be able to create custom applications and fields in Salesforce, establish different types of relationships between objects, implement data validation and integrity measures, and design an effective Salesforce environment tailored to business needs.

In this module, we will introduce you to the basics of Salesforce, including its features and use cases. You'll also learn how to set up a free Salesforce developer account to start practicing. Finally, we will dive into Salesforce's cloud-based architecture, helping you understand its infrastructure and components.

What's included

4 videos2 readings

4 videosTotal 17 minutes
  • Introduction to Specialization2 minutes
  • What is Salesforce CRM?3 minutes
  • Set Up a Free Developer Account in Salesforce5 minutes
  • Architecture of Salesforce6 minutes
2 readingsTotal 20 minutes
  • Introduction to the Course 'Salesforce Essentials and Core Concepts'10 minutes
  • Full Specialization Resource10 minutes

In this module, we will explore Salesforce’s objects and fields, understanding how they help organize and store data. You will also learn the differences between standard and custom objects, as well as how to create custom fields and applications using Salesforce Lightning and other tools.

What's included

15 videos1 assignment

15 videosTotal 135 minutes
  • Overview of the Salesforce UI: What is Object, Tab, Profiles & Users?10 minutes
  • What is Object, Tab, Profiles & Users? (Part 2)10 minutes
  • What are Objects and Fields in Salesforce?12 minutes
  • What is the Difference Between Standard and Custom Objects in Salesforce?10 minutes
  • Different Types of Objects in Salesforce8 minutes
  • What are Standard and Custom Fields in Salesforce?6 minutes
  • How Do I Create a Field in Salesforce Lightning?10 minutes
  • How to Create Your Own Custom App in Salesforce?3 minutes
  • Create Custom App in Salesforce: Recruiting Application10 minutes
  • Create Custom Object in Salesforce: Position Object to Keep Track of Positions9 minutes
  • Adding Custom Fields on an Object via Object Manager13 minutes
  • How to Add Custom Fields on an Object via Schema Builder?11 minutes
  • What are the Different Field Types in Salesforce?9 minutes
  • Create 2nd Object for Our Recruiting Application: Candidate Object8 minutes
  • Adding Fields to Our Custom Object in Salesforce6 minutes
1 assignmentTotal 15 minutes
  • Objects and Fields in Salesforce - Assessment15 minutes

In this module, we will introduce page layouts in Salesforce, showing you how to create and customize layouts to display relevant data. You'll also learn how to tailor these layouts to fit your organizational needs.

What's included

1 video1 assignment

1 videoTotal 10 minutes
  • What Are Page Layouts in Salesforce? How to Create and Edit Page Layouts?10 minutes
1 assignmentTotal 15 minutes
  • Page Layouts in Salesforce - Assessment15 minutes

In this module, we will dive into Salesforce validation rules, which help ensure data accuracy and consistency. You’ll learn how to create, modify, and troubleshoot validation rules, as well as how they can be applied to real-world scenarios.

What's included

8 videos1 assignment

8 videosTotal 64 minutes
  • Validation Rule in Salesforce9 minutes
  • How to Create Validation Rules in Salesforce?9 minutes
  • Validation Rules in Salesforce: Create Validation Rules for Closed Date12 minutes
  • Validation Rules in Salesforce? Difference Between && and AND6 minutes
  • Creating 2nd Validation Rule6 minutes
  • Create 3rd Validation Rule: Close Date Should Be After Open Date5 minutes
  • Create 4th Validation Rule: Max Pay Should Not Be Greater Than 1M7 minutes
  • Create 5th Validation Rule: US Citizen and Visa Required9 minutes
1 assignmentTotal 15 minutes
  • Validation Rules in Salesforce - Assessment15 minutes

In this module, we will show you how to create and use formula fields to automate calculations and display dynamic data in Salesforce. We’ll cover advanced formula functions, such as adding images and hyperlinks, to enhance your data presentation.

What's included

5 videos1 assignment

5 videosTotal 58 minutes
  • Formula Fields in Salesforce: How Do I Create a Formula Field in Salesforce?5 minutes
  • Formula Fields in Salesforce: Create Formula Fields (Days Open)16 minutes
  • How Do I Use an Image from Static Resources in a Formula Field?19 minutes
  • Formula Fields in Salesforce with Example5 minutes
  • IMAGE and Hyperlink Function in Formula Fields in Salesforce13 minutes
1 assignmentTotal 15 minutes
  • Formula Fields in Salesforce - Assessment15 minutes

In this module, we will guide you through the various relationship types in Salesforce, including one-to-many and many-to-many relationships. You’ll learn how to implement lookup and master-detail relationships, as well as how to use junction objects to connect multiple records.

What's included

9 videos1 assignment

9 videosTotal 80 minutes
  • Object Relationships in Salesforce11 minutes
  • Different Types of Relationships in Salesforce11 minutes
  • One to Many Relationship in Salesforce7 minutes
  • Create 3rd Custom Object for Our Recruiting Application5 minutes
  • Lookup Relationship in Salesforce13 minutes
  • How to Create Lookup Relationship in Salesforce?4 minutes
  • Difference Between Lookup and Master-Detail Relationship in Salesforce13 minutes
  • Create Review Object10 minutes
  • How to Create a Master-Detail Relationship in Salesforce?7 minutes
1 assignmentTotal 15 minutes
  • Different Types of Relationships in Salesforce - Assessment15 minutes

In this module, we will explain roll-up summary fields in Salesforce and how they allow for efficient data aggregation. You’ll learn how to create and use these fields to summarize data from related records.

What's included

1 video1 assignment

1 videoTotal 8 minutes
  • What is a Roll-Up Summary Field in Salesforce?8 minutes
1 assignmentTotal 15 minutes
  • Rollup Summary in Salesforce - Assessment15 minutes

In this module, we will cover the concept of many-to-many relationships in Salesforce. You’ll learn how to create custom objects and junction objects to link records and manage these complex relationships within your system.

What's included

3 videos1 reading3 assignments

3 videosTotal 25 minutes
  • Creating Custom Object in Salesforce9 minutes
  • What is Many-to-Many Relationship in Salesforce?7 minutes
  • Junction Object in Salesforce9 minutes
1 readingTotal 10 minutes
  • Conclusion to the Course 'Salesforce Essentials and Core Concepts'10 minutes
3 assignmentsTotal 90 minutes
  • Full Course Practice Assessment15 minutes
  • Many-to-Many Relationship in Salesforce: Junction Object - Assessment15 minutes
  • Full Course Assessment60 minutes

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Frequently asked questions

Salesforce Administration involves managing and customizing the Salesforce platform to fit specific business needs. This includes tasks like user management, security settings, automating business processes, and ensuring data integrity. Salesforce is widely used across industries, making its administration crucial for businesses that want to optimize their customer relationship management (CRM) and improve operational efficiency.

This course covers the foundational aspects of Salesforce, introducing you to its key features and essential components. You will learn how to set up Salesforce, manage objects and fields, implement data validation, and automate business processes. The course is designed to help you understand how to customize Salesforce to meet business requirements and prepare you for hands-on work with the platform.

After completing this course, you will have the skills to effectively manage and customize Salesforce environments. You will be able to configure objects, create custom fields, implement validation rules, and automate business processes. You will also learn how to establish relationships between data sets and ensure the platform is working efficiently to support business goals.

This course is suitable for beginners, so no prior Salesforce experience is needed. Basic knowledge of business processes and general technology concepts is helpful, but the course is designed to guide you step-by-step through all essential aspects of Salesforce administration.

This course is ideal for anyone interested in becoming a Salesforce Administrator or those who want to develop a foundational understanding of the platform. It is also perfect for professionals looking to enhance their Salesforce skills for career advancement or certification purposes.

The course takes approximately 12 hours to complete. This includes all video lessons and practical exercises. You can take the course at your own pace, making it flexible enough to fit into your schedule.

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,