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.
涵盖的内容
15个视频2篇阅读材料3个作业
显示有关单元内容的信息
15个视频•总计114分钟
Course Introduction•6分钟
Exam Details•13分钟
Cloud Basics•6分钟
Introduction to CRM•5分钟
Salesforce Introduction•3分钟
Salesforce Offerings•14分钟
Creating a Salesforce Account•2分钟
Demo: Creating a Salesforce Account & App Setup•12分钟
Org Introduction•2分钟
Salesforce Classic vs. Lightning•7分钟
Lightning Features•5分钟
Creating a Developer Account & Accessing the Lightning Console•2分钟
Demo: Knowing Your Lightning Console•16分钟
Lightning Experience Transition Assistant•6分钟
Demo: Moving from Classic to Lightning•15分钟
2篇阅读材料•总计5分钟
Specialization Introduction•3分钟
Introduction and Syllabus•2分钟
3个作业•总计51分钟
Salesforce and Lightning Basics•18分钟
Salesforce Fundamentals•15分钟
Classic to Lightning Migration•18分钟
Foundations of Data Management and Modeling
第 2 单元•小时 后完成
单元详情
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.
涵盖的内容
22个视频1篇阅读材料5个作业
显示有关单元内容的信息
22个视频•总计124分钟
Standard and Custom Objects•5分钟
Creating Custom Objects•10分钟
Tabs•2分钟
Create Tabs•4分钟
Fields•8分钟
Create Fields•4分钟
Demo: Creating Custom Objects and Fields•16分钟
Demo: Customizing Objects and Fields•25分钟
API Name•1分钟
Global Picklist•2分钟
Using Global Picklist in Objects•1分钟
Field Dependencies•4分钟
Data Types•2分钟
Define Formula Expression•3分钟
Functions•5分钟
Create Formula Fields•1分钟
Roll-Up Summaries•1分钟
Create a Roll-Up Summary Field•2分钟
Object Relationships•8分钟
Create a Master-Detail Relationship•2分钟
Demo: Creating Validation Rules and Field Relationships•14分钟
LearnKartS is a Certification Prep company specializing in Cloud Computing Certifications in AWS, Azure, GCP, Project Management certificates - PMI specific - PMP, PgMP and RMP, and Salesforce certifications. Our state-of-the-art exam simulator engine helps you to identify weak areas along with loads of other analysis to crack the certification in the very first attempt.
No prior knowledge of Salesforce is required. However, a basic understanding of business processes will be helpful.
Is a certificate provided upon completion of the course?
Yes, a course completion certificate is provided upon completing all graded assignments and quizzes present in this Coursera Salesforce Platform App Builder course.
Is this course aligned with any certification exam?
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.
How long do I have access to the course content?
Once you sign up, you have unlimited access to all course materials, such as videos, readings, and assignments, in a self-paced manner.
When will I have access to the lectures and assignments?
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.
What will I get if I subscribe to this Specialization?
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.
Is financial aid 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.