Salesforce Essentials and Core Concepts
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Salesforce Essentials and Core Concepts
This course is part of The Complete Certified Salesforce Administrator Guide Specialization
Included with
Recommended experience
Recommended experience
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.
Skills you'll gain
Tools you'll learn
Details to know
April 2026
9 assignments
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There are 8 modules in this course
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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 videos•Total 17 minutes
- Introduction to Specialization•2 minutes
- What is Salesforce CRM?•3 minutes
- Set Up a Free Developer Account in Salesforce•5 minutes
- Architecture of Salesforce•6 minutes
2 readings•Total 20 minutes
- Introduction to the Course 'Salesforce Essentials and Core Concepts'•10 minutes
- Full Specialization Resource•10 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 videos•Total 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 Salesforce•8 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 Application•10 minutes
- Create Custom Object in Salesforce: Position Object to Keep Track of Positions•9 minutes
- Adding Custom Fields on an Object via Object Manager•13 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 Object•8 minutes
- Adding Fields to Our Custom Object in Salesforce•6 minutes
1 assignment•Total 15 minutes
- Objects and Fields in Salesforce - Assessment•15 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 video•Total 10 minutes
- What Are Page Layouts in Salesforce? How to Create and Edit Page Layouts?•10 minutes
1 assignment•Total 15 minutes
- Page Layouts in Salesforce - Assessment•15 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 videos•Total 64 minutes
- Validation Rule in Salesforce•9 minutes
- How to Create Validation Rules in Salesforce?•9 minutes
- Validation Rules in Salesforce: Create Validation Rules for Closed Date•12 minutes
- Validation Rules in Salesforce? Difference Between && and AND•6 minutes
- Creating 2nd Validation Rule•6 minutes
- Create 3rd Validation Rule: Close Date Should Be After Open Date•5 minutes
- Create 4th Validation Rule: Max Pay Should Not Be Greater Than 1M•7 minutes
- Create 5th Validation Rule: US Citizen and Visa Required•9 minutes
1 assignment•Total 15 minutes
- Validation Rules in Salesforce - Assessment•15 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 videos•Total 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 Example•5 minutes
- IMAGE and Hyperlink Function in Formula Fields in Salesforce•13 minutes
1 assignment•Total 15 minutes
- Formula Fields in Salesforce - Assessment•15 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 videos•Total 80 minutes
- Object Relationships in Salesforce•11 minutes
- Different Types of Relationships in Salesforce•11 minutes
- One to Many Relationship in Salesforce•7 minutes
- Create 3rd Custom Object for Our Recruiting Application•5 minutes
- Lookup Relationship in Salesforce•13 minutes
- How to Create Lookup Relationship in Salesforce?•4 minutes
- Difference Between Lookup and Master-Detail Relationship in Salesforce•13 minutes
- Create Review Object•10 minutes
- How to Create a Master-Detail Relationship in Salesforce?•7 minutes
1 assignment•Total 15 minutes
- Different Types of Relationships in Salesforce - Assessment•15 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 video•Total 8 minutes
- What is a Roll-Up Summary Field in Salesforce?•8 minutes
1 assignment•Total 15 minutes
- Rollup Summary in Salesforce - Assessment•15 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 videos•Total 25 minutes
- Creating Custom Object in Salesforce•9 minutes
- What is Many-to-Many Relationship in Salesforce?•7 minutes
- Junction Object in Salesforce•9 minutes
1 reading•Total 10 minutes
- Conclusion to the Course 'Salesforce Essentials and Core Concepts'•10 minutes
3 assignments•Total 90 minutes
- Full Course Practice Assessment•15 minutes
- Many-to-Many Relationship in Salesforce: Junction Object - Assessment•15 minutes
- Full Course Assessment•60 minutes
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Instructor
Explore more from Support and Operations
- U
University of California, Irvine
Course
Status: Free TrialCategory: Credit offered Course
Status: Free TrialCategory: Credit offeredCourse
Status: Free TrialCategory: Credit offered- S
Salesforce
Course
Status: Free TrialCategory: Credit offered
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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.
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