Salesforce Basic Skills you will learn

  • Salesforce overview
  • Sales and service cloud
  • Quote templates
  • Salesforce objects
  • Field types
  • Validation and workflow rules
  • Lightning components
  • Security controls
  • Profiles Chatter reports and dashboards
  • Data management
  • User interface
  • Application lifecycles

Who should learn Salesforce Basics

  • App Builders
  • System Administrators
  • Developers
  • Sales Representatives
  • IT Managers
  • Product Managers

What you will learn in Salesforce Basics

  • Salesforce Administrator & App Builder (Developer)

    • Lesson 00 - Introduction to Salesforce

      09:56
      • 0.1 Introduction to Salesforce
        09:56
    • Lesson 01 - Salesforce Overview

      33:24
      • 1.1 Salesforce
        01:02
      • 1.2 Salesforce Overview
        00:24
      • 1.3 Introduction to Salesforce
        01:19
      • 1.4 Salesforce Editions
        02:15
      • 1.5 Home Page Customization
        03:08
      • 1.6 User Management
        05:51
      • 1.7 Creating and Customizing Tabs
        02:50
      • 1.8 Creating an App
        03:33
      • 1.9 Uploading a Company Logo
        02:21
      • 1.10 Company Information Page
        02:28
      • 1.11 System Overview Page
        01:56
      • 1.12 Updating the Fiscal Year
        02:38
      • 1.13 Quiz
      • 1.14 Case Study
      • 1.15 Case study Demo
        02:52
      • 1.16 Key Takeaways
        00:22
      • 1.17 Conclusion
        00:25
    • Lesson 02 - Sales Cloud

      01:42:29
      • 2.1 Introduction to Sales Cloud
        01:06
      • 2.2 Sales Cloud
        00:25
      • 2.3 Leads Home Page
        03:18
      • 2.4 Creating List Views
        09:06
      • 2.5 Creating and Converting Leads
        08:12
      • 2.6 Creating Accounts
        03:30
      • 2.7 Creating Contacts
        01:38
      • 2.8 Creating Email Templates
        05:59
      • 2.9 Sending Individual Emails
        05:02
      • 2.10 Sending Mass Emails
        04:57
      • 2.11 Creating and Managing Price Books
        04:08
      • 2.12 Creating Products
        04:55
      • 2.13 Creating Opportunities
        07:10
      • 2.14 Creating Activities
        06:11
      • 2.15 Creating a Web-to-Lead Form
        05:04
      • 2.16 Creating a Lead Assignment Rule
        05:05
      • 2.17 Creating a Lead Queue
        05:33
      • 2.18 Creating an Auto-Response Rule
        03:05
      • 2.19 Creating Campaigns
        05:53
      • 2.20 Record Types
        08:00
      • 2.21 Quiz
      • 2.22 Case Study 1
      • 2.23 Case Study Demo 1
        01:47
      • 2.24 Case Study 2
      • 2.25 Case Study Demo 2
        01:36
      • 2.26 Key Takeaways
        00:19
      • 2.27 Conclusion
        00:30
    • Lesson 03 - Quote Templates

      21:58
      • 3.1 Introduction to Quote Templates
        01:32
      • 3.2 Quote Templates
        00:16
      • 3.3 Creating a Quote Record
        04:56
      • 3.4 Creating a Quote Template
        03:12
      • 3.5 Generating a Quote PDF
        02:09
      • 3.6 Emailing a Quote PDF
        01:23
      • 3.7 Modifying Quote Templates
        06:21
      • 3.8 Quiz
      • 3.9 Case Study
      • 3.10 Case Study Demo
        01:24
      • 3.11 Key Takeaways
        00:15
      • 3.12 Conclusion
        00:30
    • Lesson 04 - Service Cloud

      55:27
      • 4.1 Introduction to Service Cloud
        01:18
      • 4.2 Service Cloud
        00:24
      • 4.3 Creating Cases
        04:24
      • 4.4 Creating Case Assignment Rules
        07:34
      • 4.5 Creating Case Escalation Rules
        05:58
      • 4.6 Enabling Solutions
        03:08
      • 4.7 Creating Solutions
        01:58
      • 4.8 Attaching Solutions to Cases
        02:31
      • 4.9 Enabling Knowledge
        03:33
      • 4.10 Configuring Knowledge
        06:58
      • 4.11 Creating a Web-to-Case Form
        06:28
      • 4.12 Creating an Email-to-Case Address
        08:10
      • 4.13 Quiz
      • 4.14 Case Study 1
      • 4.15 Case Study 1 Demo
        01:03
      • 4.16 Case Study 2
      • 4.17 Case Study 2 Demo
        01:13
      • 4.18 Key take aways
        00:16
      • 4.19 Conclusion
        00:31
    • Lesson 05 - Field Types

      01:06:09
      • 5.1 Introduction to Field Types
        01:14
      • 5.2 Field Types
        00:19
      • 5.3 Modifying Standard Fields
        15:36
      • 5.4 Creating Auto-number Fields
        06:00
      • 5.5 Creating Formula Fields
        09:36
      • 5.6 Creating Roll-Up Summary Fields
        04:15
      • 5.7 Creating Lookup and Master Detail Fields
        04:25
      • 5.8 Creating Checkbox Fields
        01:10
      • 5.9 Creating Currency, Number, and Percent Fields
        02:48
      • 5.10 Creating Date Field and Date and Time Fields
        02:09
      • 5.11 Creating Phone and Email Fields
        02:33
      • 5.12 Creating Geolocation Fields
        01:04
      • 5.13 Creating Picklist and Multi-Select Picklist Fields
        03:19
      • 5.14 Creating Text and Text Area Fields
        03:06
      • 5.15 Creating Text Area Long and Text Area Rich Fields
        02:26
      • 5.16 Creating Encrypted Fields
        02:08
      • 5.17 Creating URL Fields
        01:00
      • 5.18 Quiz
      • 5.19 Case Study
      • 5.20 Case Study Demo
        02:13
      • 5.21 Key Takeaways
        00:19
      • 5.22 Conclusion
        00:29
    • Lesson 06 - Salesforce Objects

      14:25
      • 6.1 Introduction to Salesforce Objects
        00:49
      • 6.2 Salesforce Objects
        00:17
      • 6.3 Standard Object Components
        04:43
      • 6.4 Renaming Standard Objects
        01:39
      • 6.5 Modifying Standard Objects
        01:31
      • 6.6 Understanding External Objects
        01:51
      • 6.7 Creating Custom Objects
        01:18
      • 6.8 Quiz
      • 6.9 Case Study
      • 6.10 Case Study Demo
        01:35
      • 6.11 Key Takeaways
        00:16
      • 6.12 Conclusion
        00:26
    • Lesson 07 - Creating Buttons, Links, and Actions

      12:10
      • 7.1 Introduction to Creating Buttons, Links, and Actions
        00:57
      • 7.2 Creating Buttons, Links, and Actions
        00:13
      • 7.3 Creating New Records with Actions
        02:12
      • 7.4 Logging a Call with Actions
        01:24
      • 7.5 Updating a Record with Actions
        01:24
      • 7.6 Creating Custom Buttons
        02:14
      • 7.7 Creating Custom Links
        02:42
      • 7.8 Quiz
      • 7.9 Case Study
      • 7.10 Case Study Demo
        00:18
      • 7.11 Key Takeaways
        00:12
      • 7.12 Conclusion
        00:34
    • Lesson 08 - Visual Workflow, Process Builder, and Schema Builder

      30:01
      • 8.1 Introduction to Visual Workflow, Process Builder, and Schema Builder
        01:07
      • 8.2 Visual Workflow, Process Builder, and Schema Builder
        00:18
      • 8.3 Creating a Visual Flow
        18:03
      • 8.4 Modifying Existing Flows
        02:32
      • 8.5 Creating a Process in the Process Builder
        04:11
      • 8.6 Creating Fields in the Schema Builder
        02:42
      • 8.7 Quiz
      • 8.8 Case Study
      • 8.9 Case Study Demo
        00:26
      • 8.10 Key Takeaways
        00:14
      • 8.11 Conclusion
        00:28
    • Lesson 09 - Validation Rules

      18:21
      • 9.1 Introduction to Validation Rules
        00:44
      • 9.2 Validation Rules
        00:15
      • 9.3 Creating Validation Rules
        05:04
      • 9.4 Creating Formulas
        08:01
      • 9.5 Creating Error Messages
        03:00
      • 9.6 Quiz
      • 9.7 Case Study
      • 9.8 Case Study Demo
        00:38
      • 9.9 Key Takeaways
        00:16
      • 9.10 Conclusion
        00:23
    • Lesson 10 - Workflow Rules

      16:01
      • 10.1 Introduction to Workflow Rules
        01:26
      • 10.2 Workflow Rules
        00:15
      • 10.3 Creating a Workflow Rule
        03:36
      • 10.4 Creating a Workflow Rule Field Update
        02:32
      • 10.5 Creating a Workflow Rule Task Assignment
        02:19
      • 10.6 Creating a Workflow Rule Email Alert
        03:26
      • 10.7 Quiz
      • 10.8 Case Study 1
      • 10.9 Case Study Demo 1
        00:47
      • 10.10 Case Study 2
      • 10.11 Case Study Demo 2
        00:59
      • 10.12 Key Takeaways
        00:14
      • 10.13 Conclusion
        00:27
    • Lesson 11 - Lightning Components

      11:27
      • 11.1 Introduction to Lightning Components
        00:38
      • 11.2 Lightning Components
        00:14
      • 11.3 Installing Lightning Components
        04:17
      • 11.4 Lightning Component Capabilities
        01:39
      • 11.5 Lightning Components vs. Visualforce
        03:10
      • 11.6 Quiz
      • 11.7 Case Study
      • 11.8 Case Study Demo
        00:45
      • 11.9 Key Takeaways
        00:16
      • 11.10 Conclusion
        00:28
    • Lesson 12 - Role Hierarchy

      18:01
      • 12.1 Introduction to Role Hierarchy
        01:32
      • 12.2 Role Hierarchy
        00:18
      • 12.3 Viewing Role Hierarchy
        02:50
      • 12.4 Creating Roles
        03:05
      • 12.5 Enabling Field History
        02:16
      • 12.6 Creating Groups
        02:28
      • 12.7 Creating Permission Sets
        02:44
      • 12.8 Assigning Roles to Users
        01:26
      • 12.9 Quiz
      • 12.10 Case Study
      • 12.11 Case Study Demo
        00:30
      • 12.12 Key Takeaways
        00:17
      • 12.13 Conclusion
        00:35
    • Lesson 13 - Security Controls

      01:07:33
      • 13.1 Introduction to Security Controls
        01:27
      • 13.2 Security Controls
        00:22
      • 13.3 Viewing Object Security
        07:15
      • 13.4 Changing Default Record Access
        02:35
      • 13.5 Sharing Settings
        07:03
      • 13.6 Field Accessibility
        04:30
      • 13.7 Password Policies
        06:12
      • 13.8 Session Settings
        09:12
      • 13.9 Login Flows
        01:55
      • 13.10 Network Access
        02:32
      • 13.11 Activations
        02:35
      • 13.12 Session Management
        01:51
      • 13.13 Login Access Policies
        01:48
      • 13.14 Certificate and Key Management
        01:46
      • 13.15 Viewing Setup Audit Trail
        02:04
      • 13.16 Executing Expire All Passwords
        01:48
      • 13.17 Delegated Administration
        03:39
      • 13.18 Remote Site Settings
        02:43
      • 13.19 Named Credentials
        01:56
      • 13.20 File Upload and Download Security
        02:12
      • 13.21 Quiz
      • 13.22 Case Study
      • 13.23 Case Study Demo
        01:15
      • 13.24 Key Takeaways
        00:18
      • 13.25 Conclusion
        00:35
    • Lesson 14 - Profiles

      43:47
      • 14.1 Introduction to Profiles
        01:22
      • 14.2 Profiles
        00:26
      • 14.3 Standard Profiles Overview
        05:12
      • 14.4 Assigning Page Layouts
        04:09
      • 14.5 Field-Level Security
        04:31
      • 14.6 Custom App Settings and Access
        01:21
      • 14.7 Tab Settings
        02:52
      • 14.8 Record Type Settings
        05:31
      • 14.9 Administrative Permissions
        02:47
      • 14.10 General User Permissions
        01:45
      • 14.11 Standard Object Permissions
        02:39
      • 14.12 Custom Object Permissions
        01:11
      • 14.13 Password Policies and Session Timeout
        01:39
      • 14.14 Login Hours and IP Ranges
        03:34
      • 14.15 Enabling Apex and Visualforce Access
        02:36
      • 14.16 Quiz
      • 14.17 Case Study
      • 14.18 Case Study Demo
        01:14
      • 14.19 Key Takeaways
        00:24
      • 14.20 Conclusion
        00:34
    • Lesson 15 - Chatter

      45:47
      • 15.1 Introduction to Chatter
        01:25
      • 15.2 Chatter
        00:22
      • 15.3 Chatter Overview
        03:19
      • 15.4 Enabling Chatter
        02:10
      • 15.5 Enabling Chatter Feeds on Records
        04:08
      • 15.6 Configuring Chatter Groups
        02:44
      • 15.7 Creating Customer Groups
        03:01
      • 15.8 Creating a Free Customer Chatter User
        01:41
      • 15.9 Customizing Chatter Email Notifications
        03:48
      • 15.10 Configuring Salesforce to Salesforce
        02:31
      • 15.11 Accepting a Salesforce Connection
        02:11
      • 15.12 Sharing an Account via Salesforce to Salesforce
        01:08
      • 15.13 Enabling Ideas
        03:20
      • 15.14 Configuring Ideas Themes
        01:46
      • 15.15 Enabling Social Accounts
        02:10
      • 15.16 Enabling Libraries and Content
        01:05
      • 15.17 Customizing Libraries and Content
        01:47
      • 15.18 Uploading Documents to Libraries and Content
        02:40
      • 15.19 Configuring Salesforce1
        02:39
      • 15.20 Quiz
      • 15.21 Case Study
      • 15.22 Case Study Demo
        01:02
      • 15.23 Key Takeaways
        00:16
      • 15.24 Conclusion
        00:34
    • Lesson 16 - Reports

      46:11
      • 16.1 Introduction to Reports
        01:35
      • 16.2 Reports
        00:31
      • 16.3 Understanding Report Formats
        05:51
      • 16.4 Creating a Leads Report
        05:22
      • 16.5 Creating Contacts and Accounts Report
        03:06
      • 16.6 Creating an Opportunity Report
        06:04
      • 16.7 Adding Leads to a Campaign from a Report
        01:51
      • 16.8 Creating a Report Chart
        04:22
      • 16.9 Scheduling Reports
        03:34
      • 16.10 Creating a Campaign Report
        02:45
      • 16.11 Summarizing Report Data
        02:45
      • 16.12 Creating a Report Formula
        03:14
      • 16.13 Exporting Reports to Excel
        01:29
      • 16.14 Quiz
      • 16.15 Case Study 1
      • 16.16 Case Study 1 Demo
        01:18
      • 16.17 Case Study 2
      • 16.18 Case Study 2 Demo
        01:41
      • 16.19 Key Takeaways
        00:12
      • 16.20 Conclusion
        00:31
    • Lesson 17 - Dashboards

      45:33
      • 17.1 Introduction to Dashboards
        01:18
      • 17.2 Dashboards
        00:19
      • 17.3 Understanding Dashboard Components
        06:11
      • 17.4 Creating a Dashboard
        02:31
      • 17.5 Refreshing a Dashboard
        02:40
      • 17.6 Modifying Columns on Dashboards
        02:49
      • 17.7 Adding Filter to Dashboard
        04:14
      • 17.8 Managing Access to Reports
        05:47
      • 17.9 Adding a Report as a Dashboard Component
        09:25
      • 17.10 Setting Up Dynamic Dashboards
        02:43
      • 17.11 Enabling Dashboards for iPad
        01:01
      • 17.12 Modifying Report and Dashboard Interfaces
        03:06
      • 17.13 Activating the Report Builder on Profiles
        01:58
      • 17.14 Quiz
      • 17.15 Case Study
      • 17.16 Case Study Demo
        00:42
      • 17.17 Key Takeaways
        00:15
      • 17.18 Conclusion
        00:34
    • Lesson 18 - Data Management

      46:14
      • 18.1 Introduction to Data Management
        01:22
      • 18.2 Data Management
        00:16
      • 18.3 Importing Leads
        05:31
      • 18.4 Importing Contacts and Accounts
        02:06
      • 18.5 Using Mass Delete
        03:02
      • 18.6 Installing Data Loader
        01:55
      • 18.7 Importing Records with Data Loader
        03:04
      • 18.8 Updating Records with Data Loader
        02:32
      • 18.9 Deleting Records with Data Loader
        02:02
      • 18.10 Exporting Records with Data Loader
        02:04
      • 18.11 Adding a Field in the Schema Builder
        03:14
      • 18.12 Scheduling a Data Export
        04:47
      • 18.13 Creating and Using Sandbox
        03:38
      • 18.14 Mass Transferring Records
        02:23
      • 18.15 Reporting Snapshots
        04:16
      • 18.16 Working with Tags
        01:55
      • 18.17 Quiz
      • 18.18 Case Study
      • 18.19 Case Study Demo
        01:23
      • 18.20 Key Takeaways
        00:15
      • 18.21 Conclusion
        00:29
    • Lesson 19 - AppExchange

      19:47
      • 19.1 Introduction to AppExchange
        01:03
      • 19.2 AppExchange
        00:14
      • 19.3 AppExchange Overview
        03:37
      • 19.4 Finding and Selecting an App
        07:09
      • 19.5 Finding a Developer
        02:23
      • 19.6 Finding a Consultant
        03:52
      • 19.7 Quiz
      • 19.8 Case Study
      • 19.9 Case Study Demo
        00:52
      • 19.10 Key take aways
        00:12
      • 19.11 Conclusion
        00:25
    • Lesson 20 - Communities

      18:46
      • 20.1 Introduction to Communities
        01:45
      • 20.2 Communities
        00:21
      • 20.3 Creating a New Community
        01:46
      • 20.4 Topic Management
        01:31
      • 20.5 Recommendations Management
        01:50
      • 20.6 Reputation Management
        02:04
      • 20.7 Adding Members
        02:16
      • 20.8 Managing Tabs and Branding
        02:14
      • 20.9 Login and Registration
        01:47
      • 20.10 Community Preferences
        02:08
      • 20.11 Quiz
      • 20.12 Case Study
      • 20.13 Case Study Demo
        00:30
      • 20.14 Key Takeaways
        00:13
      • 20.15 Conclusion
        00:21
    • Lesson 21 - Change Sets and Deployment

      13:11
      • 21.1 Introduction to Change Sets and Deployment
        01:17
      • 21.2 Change Sets and Deployment
        00:16
      • 21.3 Outbound Change Sets
        03:04
      • 21.4 Inbound Change Sets
        03:17
      • 21.5 Deployment Settings
        01:00
      • 21.6 Deployment Status
        01:07
      • 21.7 Eclipse IDE
        01:26
      • 21.8 Quiz
      • 21.9 Case Study
      • 21.10 Case Study Demo
        01:08
      • 21.11 Key Takeaways
        00:13
      • 21.12 Conclusion
        00:23
    • Lesson 22 - User Interface

      17:57
      • 22.1 Introduction to User Interface
        00:44
      • 22.2 User Interface
        00:15
      • 22.3 User Interface General Options
        07:22
      • 22.4 User Interface Sidebar Options
        01:36
      • 22.5 User Interface Calendar Options
        03:07
      • 22.6 User Interface Name Settings
        01:12
      • 22.7 User Interface Setup Options
        02:41
      • 22.8 Quiz
      • 22.9 Case Study
      • 22.10 Case Study Demo
        00:19
      • 22.11 Key Takeaways
        00:20
      • 22.12 Conclusion
        00:21
    • Lesson 23 - Application Lifecycles

      23:12
      • 23.1 Introduction to Application Lifecycles
        00:59
      • 23.2 Application Lifecycles
        00:19
      • 23.3 Key Milestones and Considerations
        01:45
      • 23.4 Using Sandboxes for Development
        04:36
      • 23.5 Using Change Sets
        05:14
      • 23.6 Using Unmanaged Packages
        08:36
      • 23.7 Quiz
      • 23.8 Case Study
      • 23.9 Case Study Demo
        00:56
      • 23.10 Key Takeaways
        00:14
      • 23.11 Conclusion
        00:33
    • Lesson 24 - Help and Training

      16:48
      • 24.1 Introduction to Help and Training
        01:10
      • 24.2 Help and Training
        00:18
      • 24.3 Using Answers
        01:59
      • 24.4 Using Ideas
        02:17
      • 24.5 Searching for a Help Topic
        02:01
      • 24.6 Contacting Support
        01:38
      • 24.7 Trust Site
        03:05
      • 24.8 Known Issues
        01:59
      • 24.9 Quiz
      • 24.10 Case Study
      • 24.11 Case Study Demo
        01:20
      • 24.12 Key Takeaways
        00:17
      • 24.13 Conclusion
        00:44
    • Live Projects

      01:17:54
      • Project Management App by Ben McCarthy
        01:17:54

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FAQs

  • What are the requirements to learn the Salesforce basics program?

    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. 

  • How do beginners learn Salesforce fundamentals?

    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.

  • How long does it take to learn Salesforce?

    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.

  • What should I learn first in the Salesforce basics program?

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

  • Is the Salesforce fundamentals program easy to learn?

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

  • What are the basics in a Salesforce training program?

    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.

  • What is Salesforce used for?

    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.

  • Can I complete this Salesforce basics program in 90 days?

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

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

    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. 

  • What are the career opportunities in Salesforce?

    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.

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

    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.

  • Disclaimer
  • PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.