Question 1

What are the requirements to learn the Salesforce basics program?

Accepted Answer

There are no specific prerequisites to take this salesforce fundamentals program. If you have some experience working as an administrator or developer, it will be even easier to grasp the concepts covered.

Question 2

How do beginners learn Salesforce fundamentals?

Accepted Answer

Anyone working in the sales, marketing, customer service, or commerce teams of an organization will have heard about Salesforce. Simplilearn adds more value by offering beginners reliable resources like articles, tutorials, and career guides to get a comfortable start in learning Salesforce.  This Basics of Salesforce Admin and App Builder program builds on that introductory material.

Question 3

How long does it take to learn Salesforce?

Accepted Answer

Salesforce has a wide range of offerings for its clients, and it takes time to get acquainted with the services that you are required to use as a Salesforce Admin and App Builder. Simplilearn has made it easier for you: you can follow the 15 hours of comprehensive video modules in a short amount of time.

Question 4

What should I learn first in the Salesforce basics program?

Accepted Answer

You should first get an overview of Salesforce, including homepage customization, user management, creating an app, and company information page.

Question 5

Is the Salesforce fundamentals program easy to learn?

Accepted Answer

The instructors at Simplilearn know the various learner needs and curate the content so that it is easy to grasp.

Question 6

What are the basics in a Salesforce training program?

Accepted Answer

This Salesforce foundations program gives you a complete overview of Salesforce, home page customization, user management, creating an app, and company information page as the basics. It then moves on to an introduction to the Sales Cloud and how to create list views, email templates, manage price books, products, activities, and so on.

Question 7

What is Salesforce used for?

Accepted Answer

Salesforce is a leading cloud-based CRM platform (Customer Relationship Management) that gives a 360-degree view of the customers to the sales, marketing, customer service, and IT teams of an organization so as to give the best customer support experience and increase brand value.

Question 8

Why is Salesforce so popular?

Accepted Answer

Salesforce is a leader in the CRM space because it helps in engaging customers with relevant marketing campaigns, sell smarter and grow business, go digital fast, and quickly launch and scale ecommerce built around your customer. All these things can be accomplished sitting anywhere, as the platform is cloud-based and all the information can be accessed from any location.

Question 9

Can I complete this Salesforce basics program in 90 days?

Accepted Answer

Yes, this Salesforce fundamentals program can be completed within 90 days.

Question 10

What are my next best learning options after completing this Salesforce Basics program?

Accepted Answer

After completing this Salesforce foundations training program, you can take up other courses like Salesforce Platform Developer I Certification Training to enhance your skills in Salesforce.

Question 11

What are the career opportunities in Salesforce?

Accepted Answer

Using a CRM tool is not merely an added advantage anymore: it has become a necessity for businesses. Therefore opportunities have increased for professionals skilled in using CRM platforms like Salesforce. Some popular job roles include Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Salesforce Architect.

Question 12

Will I get a certificate after completing the Salesforce Administrator & App Builder free course?

Accepted Answer

Yes, You will receive a Course Completion Certificate from SkillUp upon completing the Salesforce Administrator & App Builder free program. You can unlock it by logging in to your SkillUp account. As soon as the certificate is unlocked, you will receive a mail with a link to your SkillUp learning dashboard on your registered mail address. Click the link to view and download your certificate. You can even add the certificate to your resume and share it on social media platforms.

Learn the Basics of Salesforce Admin and App Builder

Salesforce Basic Skills you will learn

Who should learn Salesforce Basics

What you will learn in Salesforce Basics

Salesforce Administrator & App Builder (Developer)

Lesson 01: Introduction

1.01 Salesforce Admin and App Builder Certification Course Introduction

1.02 Exam Details

1.03 Learning Objective

1.04 Cloud Basics

1.05 Introduction to CRM

1.06 Salesforce Introduction

1.07 Salesforce Offerings

1.08 Creating a Salesforce Account

1.09 Summary

1.10 Demo - Creating a SF Acct App Setup

Lesson 02: User Setup

2.01 Learning Objectives

2.02 Org Introduction

2.03 User Setup

2.04 Create Users

2.05 Roles and Profiles

2.06 Summary

2.07 Demo - Customizing Profile and Users

2.08 Demo - Profile and Role Creation

Lesson 03: Salesforce Data

3.01 Learning Objectives

3.02 Standard and Custom Objects

3.03 Creating Custom Objects

3.04 Tabs

3.05 Create Tabs

3.06 Fields

3.07 Create Fields

3.08 API Name

3.09 Global Picklist

3.10 Use Global Picklist in Objects

3.11 Field Dependencies

3.12 Data Types

3.13 Functions

3.14 Create Formula Fields

3.15 Validation Rules

3.16 Roll-up Summaries

3.17 Create Roll-up Summary Field

3.18 Object Relationships

3.19 Create Master Detail Relationship

3.20 Schema Builder

3.21 Summary

3.22 Demo One - Creating Custom Objects and Fields

3.23 Demo Two - Customizing Objects and Fields

3.24 Demo Three - Creating Validation Rules and Field Relationships

Lesson 04: Security and Access

4.01 Learning Objectives

4.02 Data Access

4.03 Organization Wide Defaults (OWD)

4.04 Sharing Settings

4.05 Access Levels in OWD

4.06 Grant Access Using Hierarchies

4.07 Role and Role Hierarchy

4.08 Working with Role

4.09 Permission Sets

4.10 Sharing Rules

4.11 Summary

4.12 Demo One - Working on OWD

4.13 Demo Two - Permission Sets

4.14 Demo Three - Security Deep Dive

Lesson 05: Page Layouts and Tabs

5.01 Learning Objectives

5.02 Application

5.03 Page Layouts

5.04 Summary

5.05 Demo one - Creating Record Types

5.06 Demo Two - Creating Custom Page Layouts

5.07 Demo Three - Creating a New Lightning Application

Lesson 06: Lightning App Builder

6.01 Learning Objectives

6.02 Introduction to Lightning App Builder

6.03 Events

6.04 Lightning Components and Console

6.05 Lightning Page Types

6.06 Create Lightning App Page