Salesforce Fundamentals and Setup
About 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.
75/100
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- What the provider tells you
- 39/45
- Who stands behind it
- 20/35
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- 16/20
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What you'll learn
- Configure Salesforce user profiles, roles, permissions, and organization-wide default settings
- Customize Salesforce objects, fields, page layouts, and apps
- Import, export, validate, and deduplicate data using Salesforce tools
- Automate business processes and workflows within Salesforce
- Create reports and dashboards for data-driven decision making
Course objectives
- Understand Salesforce architecture and data model
- Gain hands-on experience configuring Salesforce for business needs
- Prepare for Salesforce Administrator (ADM 201) and Platform App Builder (CRT 403) certifications
- Apply Salesforce configuration skills to support business success
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