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URL: https://www.coursera.org/learn/salesforce-app-builder-salesforce-introduction-and-setup

⇱ Salesforce Introduction and Setup | Coursera

Salesforce Introduction and Setup

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Salesforce Introduction and Setup

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’s interface, products, and account setup process.

  • Compare Salesforce Classic vs. Lightning, and explore Lightning customization.

  • Create and customize objects, fields, and tabs using tools like Schema Builder.

  • Discover how Salesforce drives business growth and innovation across industries.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

8 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Platform 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

Step into the world of Salesforce with this beginner-friendly course, Salesforce Introduction and Setup, that will teach you the key skills for platform configuration, customization, and app development. This course, which aligns with the Salesforce Platform App Builder exam, is great for aspiring developers, administrators, Salesforce professionals, and anybody wishing to learn CRM-powered app design.

You’ll start with the basics of Salesforce architecture and CRM functionality, then learn to navigate both Classic and Lightning interfaces. Dive into user management, profile, and permission set configuration, and organizational setup. The course also takes you deep into object customization, field creation, tab management, and Lightning App Builder. You’ll work with data modeling tools like Schema Builder and understand relationships using lookup and master-detail fields. Plus, you’ll explore how to transition to Lightning Experience for a modern user interface. By the end, you'll be able to set up, change, and build apps on Salesforce with ease and confidence. Enroll now and start using Salesforce to design your future. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

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.

What's included

15 videos2 readings3 assignments

15 videos•Total 114 minutes
  • Course Introduction•6 minutes
  • Exam Details•13 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 Salesforce Account & App Setup•12 minutes
  • Org Introduction•2 minutes
  • Salesforce Classic vs. Lightning•7 minutes
  • Lightning Features•5 minutes
  • Creating a Developer Account & Accessing the Lightning Console•2 minutes
  • Demo: Knowing Your Lightning Console•16 minutes
  • Lightning Experience Transition Assistant•6 minutes
  • Demo: Moving from Classic to Lightning•15 minutes
2 readings•Total 5 minutes
  • Specialization Introduction•3 minutes
  • Introduction and Syllabus•2 minutes
3 assignments•Total 51 minutes
  • Salesforce Fundamentals•15 minutes
  • Classic to Lightning Migration•18 minutes
  • Salesforce and Lightning Basics•18 minutes

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.

What's included

22 videos1 reading5 assignments

22 videos•Total 124 minutes
  • Standard and Custom Objects•5 minutes
  • Creating Custom Objects•10 minutes
  • Tabs•2 minutes
  • Create Tabs•4 minutes
  • Fields•8 minutes
  • Create Fields•4 minutes
  • Demo: Creating Custom Objects and Fields•16 minutes
  • Demo: Customizing Objects and Fields•25 minutes
  • API Name•1 minute
  • Global Picklist•2 minutes
  • Using Global Picklist in Objects•1 minute
  • Field Dependencies•4 minutes
  • Data Types•2 minutes
  • Define Formula Expression•3 minutes
  • Functions•5 minutes
  • Create Formula Fields•1 minute
  • Roll-Up Summaries•1 minute
  • Create a Roll-Up Summary Field•2 minutes
  • Object Relationships•8 minutes
  • Create a Master-Detail Relationship•2 minutes
  • Demo: Creating Validation Rules and Field Relationships•14 minutes
  • Schema Builder•2 minutes
1 reading•Total 2 minutes
  • Course Synopsis•2 minutes
5 assignments•Total 72 minutes
  • Customizing Objects and Fields•12 minutes
  • Building Blocks of Data Management•9 minutes
  • Data Modeling Analysis•12 minutes
  • Data Modeling Principles•15 minutes
  • Data Management and Modeling•24 minutes

Earn a career certificate

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Frequently asked questions

No prior knowledge of Salesforce is required. However, a basic understanding of business processes will be helpful.

Yes, a course completion certificate is provided upon completing all graded assignments and quizzes present in this Coursera Salesforce Platform App Builder course.

Of course. The course is designed to prepare you for the Salesforce Platform App Builder certification exam and is the first course in the official specialization that leads to that certification. 

Once you sign up, you have unlimited access to all course materials, such as videos, readings, and assignments, in a self-paced manner.

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,