Salesforce Introduction and Setup

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Salesforce Introduction and Setup

This course is part of Salesforce Platform App Builder Specialization

Instructor: LearnKartS

Included with Coursera Plus

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2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

3 weeks at 2 hours a week

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

3 weeks at 2 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Gain a solid understanding of Salesforce's interface, offerings, and account setup process.
Differentiate between Salesforce Classic and Lightning interfaces, and explore Lightning features and customization options.
Learn to create and customize objects, fields, and tabs in Salesforce, and learn to utilize Schema Builder for efficient data management.
Evaluate the role of Salesforce in driving business growth and innovation across various industries.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

8 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

Build your subject-matter expertise

This course is part of the Salesforce Platform App Builder 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

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

There are 2 modules in this course

Welcome to the Salesforce Introduction and Setup course!

The course is designed to provide a comprehensive foundation for new Salesforce users and administrators, focusing on the essential elements needed to effectively use and configure the Salesforce platform. This course aligns with the Salesforce Certified Platform App Builder certification requirements. This course is perfect for individuals who are new to Salesforce, as well as Salesforce app developers, product managers, system administrators, sales representatives, and anyone looking to enhance their knowledge and skills in Salesforce setup and customization. By the end of this course, you will be able to: - Gain a thorough understanding of Salesforce basics and its role in CRM. - Differentiate between Salesforce Classic and Lightning interfaces. - Learn to create and customize objects, fields, and tabs in Salesforce. - Understand data modeling concepts and utilize Schema Builder effectively. -Be able to transition from Salesforce Classic to Lightning seamlessly. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

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 assignments1 discussion prompt

15 videosTotal 114 minutes

Course Introduction5 minutesPreview module
Exam Details12 minutes
Cloud Basics6 minutes
Introduction to CRM5 minutes
Salesforce Introduction3 minutes
Salesforce Offerings13 minutes
Creating a Salesforce Account1 minute
Demo: Creating a Salesforce Account & App Setup12 minutes
Org Introduction2 minutes
Salesforce Classic vs. Lightning6 minutes
Lightning Features5 minutes
Creating a Developer Account & Accessing the Lightning Console1 minute
Demo: Knowing Your Lightning Console15 minutes
Lightning Experience Transition Assistant5 minutes
Demo: Moving from Classic to Lightning15 minutes

2 readingsTotal 5 minutes

Specialization Introduction3 minutes
Introduction and Syllabus2 minutes

3 assignmentsTotal 51 minutes

Salesforce Fundamentals15 minutes
Classic to Lightning Migration18 minutes
Salesforce and Lightning Basics18 minutes

1 discussion promptTotal 10 minutes

Salesforce and CRM Systems10 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 assignments1 discussion prompt

22 videosTotal 123 minutes

Standard and Custom Objects5 minutesPreview module
Creating Custom Objects10 minutes
Tabs2 minutes
Create Tabs4 minutes
Fields7 minutes
Create Fields4 minutes
Demo: Creating Custom Objects and Fields16 minutes
Demo: Customizing Objects and Fields25 minutes
API Name0 minutes
Global Picklist2 minutes
Using Global Picklist in Objects1 minute
Field Dependencies3 minutes
Data Types2 minutes
Define Formula Expression2 minutes
Functions5 minutes
Create Formula Fields1 minute
Roll-Up Summaries1 minute
Create a Roll-Up Summary Field1 minute
Object Relationships8 minutes
Create a Master-Detail Relationship1 minute
Demo: Creating Validation Rules and Field Relationships13 minutes
Schema Builder2 minutes

1 readingTotal 2 minutes

Course Synopsis2 minutes

5 assignmentsTotal 72 minutes

Customizing Objects and Fields12 minutes
Building Blocks of Data Management9 minutes
Data Modeling Analysis12 minutes
Data Modeling Principles15 minutes
Data Management and Modeling24 minutes

1 discussion promptTotal 10 minutes

Foundational Elements of Data Management and Modeling10 minutes

Instructor

LearnKartS

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Offered by

LearnKartS

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Frequently asked questions

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and more. It provides a suite of tools for managing customer data, automating business processes, and analyzing business performance.

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

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

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

The course may not offer an audit option. 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. If you only want to read and view the course content, you can audit the course for free.

Salesforce Introduction and Setup

What you'll learn

Skills you'll gain

Details to know

See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise

Earn a career certificate

There are 2 modules in this course

Salesforce Basics

What's included

15 videosTotal 114 minutes

2 readingsTotal 5 minutes

3 assignmentsTotal 51 minutes

1 discussion promptTotal 10 minutes

Foundations of Data Management and Modeling

What's included

22 videosTotal 123 minutes

1 readingTotal 2 minutes

5 assignmentsTotal 72 minutes

1 discussion promptTotal 10 minutes

Instructor

Offered by

Recommended if you're interested in Software Development

Salesforce Fundamentals and Setup