VOOZH about

URL: https://www.coursera.org/learn/salesforce-admin-and-app-builder-salesforce-fundamentals

⇱ Salesforce Fundamentals and Setup | Coursera

Salesforce Fundamentals and Setup

Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Salesforce Fundamentals and Setup

2,083 already enrolled

Included with

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

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand Salesforce fundamentals and its role in business operations.

  • Learn to set up and configure Salesforce: users, security, and data customization.

  • Manage data effectively with import/export, quality checks, and security best practices.

  • Customize Salesforce to automate workflows and boost productivity.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Admin & App Builder Certification Prep 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 2 modules in this course

Ready to master one of the world's most powerful CRM platforms?

This Salesforce Fundamentals & Setup course is a necessary prerequisite for both the Salesforce Administrator (ADM 201) and Platform App Builder (CRT 403) certification paths. Whether you're an ambitious administrator, business analyst, sales professional, or IT specialist, this course will teach you how to configure, customize, and manage Salesforce. You'll learn about Salesforce's architecture, data model, essential features, as well as how to configure user profiles, roles, permissions, and organization-wide default settings. Get hands-on experience customizing objects, fields, page layouts, and apps. Learn how to handle data using import/export tools, validation criteria, and deduplication procedures. The Salesforce App Builder course also covers process automation and workflow streamlining, as well as how to create sophisticated reports and dashboards for making data-driven choices. With engaging demos, real-world examples, and quizzes, you'll have the confidence to apply what you've learned quickly. In the end, you'll be completely ready to configure Salesforce and support business success. Enroll now to begin your Salesforce certification journey today. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

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.

What's included

14 videos2 readings5 assignments

14 videos•Total 98 minutes
  • Course Introduction•11 minutes
  • Exam Details•7 minutes
  • Cloud Basics•6 minutes
  • Introduction to CRM•5 minutes
  • Salesforce Introduction•3 minutes
  • Salesforce Offerings•14 minutes
  • Creating a Salesforce Account•2 minutes
  • Demo: Creating a SF Account App Setup•12 minutes
  • Org Introduction•10 minutes
  • User Setup•4 minutes
  • Create Users•2 minutes
  • Roles and Profiles•9 minutes
  • Demo: Customizing Profile and Users•5 minutes
  • Demo: Profile and Role Creation•7 minutes
2 readings•Total 5 minutes
  • Specialization Introduction•3 minutes
  • Introduction and Syllabus•2 minutes
5 assignments•Total 42 minutes
  • Cloud Computing and CRM Significance•6 minutes
  • Salesforce Essentials•8 minutes
  • Customizing User Profiles and Roles•6 minutes
  • Salesforce Configuration•4 minutes
  • CRM Fundamentals: Salesforce Setup & Customization•18 minutes

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.

What's included

22 videos1 reading7 assignments

22 videos•Total 127 minutes
  • Standard and Custom Objects•5 minutes
  • Creating Custom Objects•10 minutes
  • Tabs•2 minutes
  • Create Tabs•6 minutes
  • Fields•8 minutes
  • Create Fields•4 minutes
  • API Name•1 minute
  • Global Picklist•2 minutes
  • Use Global Picklist in Objects•1 minute
  • Field Dependencies•4 minutes
  • Data Types•5 minutes
  • Functions•5 minutes
  • Create Formula Fields•1 minute
  • Validation Rules•2 minutes
  • Roll-up Summaries•1 minute
  • Create Roll-up Summary Field•2 minutes
  • Object Relationships•8 minutes
  • Create Master-Detail Relationship•2 minutes
  • Schema Builder•2 minutes
  • Demo: Creating Custom Objects and Fields•16 minutes
  • Demo: Customizing Objects and Fields•25 minutes
  • Demo: Creating Validation Rules and Field Relationships•14 minutes
1 reading•Total 2 minutes
  • Course Synopsis•2 minutes
7 assignments•Total 66 minutes
  • Salesforce Data Management Basics•8 minutes
  • Global Picklists in Salesforce•10 minutes
  • Manage Salesforce Fields and Data Integrity•8 minutes
  • Advanced Data Management•8 minutes
  • Master Salesforce Schema Customization•6 minutes
  • Customizing Salesforce Objects•8 minutes
  • Salesforce Data Management: Fields, Picklists, Relationships•18 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

184 Courses•229,869 learners

Explore more from Software Development

Why people choose Coursera for their career

👁 Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
👁 Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
👁 Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
👁 Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions

Understanding Salesforce fundamentals and setup is valuable for anyone pursuing a career as a Salesforce Administrator, Developer, Consultant, or Business Analyst. It can enhance job prospects and open up opportunities in organizations that use Salesforce.

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Salesforce fundamental and Setup course.

There's no need to have Salesforce or CRM experience before. It's best to start from scratch, but knowing some basic business ideas can help. 

This is the perfect course for people who are just starting out with Salesforce and want to learn how to set it up and manage it. It's great for business analysts, sales or service professionals, aspiring administrators, IT experts, and regular users who aren't tech-savvy.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

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,