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 01: Introduction

      01:04:01
      • 1.01 Salesforce Admin and App Builder Certification Course Introduction
        11:16
      • 1.02 Exam Details
        06:58
      • 1.03 Learning Objective
        01:25
      • 1.04 Cloud Basics
        06:08
      • 1.05 Introduction to CRM
        05:17
      • 1.06 Salesforce Introduction
        03:16
      • 1.07 Salesforce Offerings
        13:42
      • 1.08 Creating a Salesforce Account
        01:50
      • 1.09 Summary
        02:00
      • 1.10 Demo - Creating a SF Acct App Setup
        12:09
    • Lesson 02: User Setup

      41:01
      • 2.01 Learning Objectives
        01:50
      • 2.02 Org Introduction
        10:20
      • 2.03 User Setup
        03:53
      • 2.04 Create Users
        02:20
      • 2.05 Roles and Profiles
        08:30
      • 2.06 Summary
        02:04
      • 2.07 Demo - Customizing Profile and Users
        05:08
      • 2.08 Demo - Profile and Role Creation
        06:56
    • Lesson 03: Salesforce Data

      02:10:57
      • 3.01 Learning Objectives
        02:32
      • 3.02 Standard and Custom Objects
        05:20
      • 3.03 Creating Custom Objects
        10:10
      • 3.04 Tabs
        02:10
      • 3.05 Create Tabs
        05:35
      • 3.06 Fields
        07:53
      • 3.07 Create Fields
        04:18
      • 3.08 API Name
        00:59
      • 3.09 Global Picklist
        02:15
      • 3.10 Use Global Picklist in Objects
        01:06
      • 3.11 Field Dependencies
        03:59
      • 3.12 Data Types
        04:48
      • 3.13 Functions
        05:10
      • 3.14 Create Formula Fields
        01:00
      • 3.15 Validation Rules
        01:46
      • 3.16 Roll-up Summaries
        01:25
      • 3.17 Create Roll-up Summary Field
        01:42
      • 3.18 Object Relationships
        08:11
      • 3.19 Create Master Detail Relationship
        01:30
      • 3.20 Schema Builder
        02:08
      • 3.21 Summary
        01:53
      • 3.22 Demo One - Creating Custom Objects and Fields
        16:12
      • 3.23 Demo Two - Customizing Objects and Fields
        25:06
      • 3.24 Demo Three - Creating Validation Rules and Field Relationships
        13:49
    • Lesson 04: Security and Access

      01:11:19
      • 4.01 Learning Objectives
        01:45
      • 4.02 Data Access
        07:08
      • 4.03 Organization Wide Defaults (OWD)
        01:53
      • 4.04 Sharing Settings
        00:40
      • 4.05 Access Levels in OWD
        06:22
      • 4.06 Grant Access Using Hierarchies
        03:50
      • 4.07 Role and Role Hierarchy
        01:51
      • 4.08 Working with Role
        02:55
      • 4.09 Permission Sets
        05:17
      • 4.10 Sharing Rules
        07:49
      • 4.11 Summary
        00:49
      • 4.12 Demo One - Working on OWD
        05:16
      • 4.13 Demo Two - Permission Sets
        06:34
      • 4.14 Demo Three - Security Deep Dive
        19:10
    • Lesson 05: Page Layouts and Tabs

      48:35
      • 5.01 Learning Objectives
        02:10
      • 5.02 Application
        09:04
      • 5.03 Page Layouts
        13:31
      • 5.04 Summary
        01:12
      • 5.05 Demo one - Creating Record Types
        05:44
      • 5.06 Demo Two - Creating Custom Page Layouts
        07:06
      • 5.07 Demo Three - Creating a New Lightning Application
        09:48
    • Lesson 06: Lightning App Builder

      01:26:37
      • 6.01 Learning Objectives
        02:47
      • 6.02 Introduction to Lightning App Builder
        04:09
      • 6.03 Events
        01:48
      • 6.04 Lightning Components and Console
        03:03
      • 6.05 Lightning Page Types
        02:31
      • 6.06 Create Lightning App Page
        02:14
      • 6.07 Create Lightning Home Page
        01:16
      • 6.08 Create Lightning Record Page
        02:12
      • 6.09 Best Practices for Building Lightning Pages
        03:41
      • 6.10 Types of Components
        11:11
      • 6.11 My Domain
        03:20
      • 6.12 Custom Component
        02:06
      • 6.13 Actions in Lightning Experience
        04:18
      • 6.14 Object-Specific Quick Actions
        01:14
      • 6.15 Adding Action to Objects Page Layout
        00:49
      • 6.16 Summary
        00:52
      • 6.17 Demo One - Creating Lightning Apps
        14:17
      • 6.18 Demo Two - Creating Various Lightning Pages
        16:22
      • 6.19 Demo Three - Adding Standard Components to Lightning Pages
        08:27
    • Lesson 07: Work Flow and Process Builder

      01:37:04
      • 7.01 Learning Objective
        03:20
      • 7.02 Process Automation
        02:36
      • 7.03 Workflow
        08:51
      • 7.04 Workflow Rules
        03:08
      • 7.05 Workflow Rules Limitations
        02:34
      • 7.06 Create Workflow rules
        06:27
      • 7.07 Configure Tasks for Workflow Rules
        01:58
      • 7.08 Configuring E-mail Alerts for Workflow Rules
        03:56
      • 7.09 Configuring Field Updates for Workflows
        05:38
      • 7.10 Асtivаting and Monitoring the Wоrkflоw Rule
        01:23
      • 7.11 Understanding Cross-object Field Updates
        02:46
      • 7.12 Email Templates
        05:09
      • 7.13 Creating Text Email Templates
        00:53
      • 7.14 Creating Custom HTML Email Templates
        00:53
      • 7.15 Groups
        00:40
      • 7.16 Public Group
        02:02
      • 7.17 Queues
        03:02
      • 7.18 Approval Process
        02:05
      • 7.19 Approval Process Terminology
        05:04
      • 7.20 Approval Process - Sections
        01:52
      • 7.21 Select Approval Options
        02:34
      • 7.22 Process Builder
        02:56
      • 7.23 Configure Process Builder
        04:06
      • 7.24 Summary
        01:01
      • 7.25 Demo One - Three Process Automation
        22:10
    • Lesson 08: Lightning Flows

      01:12:59
      • 8.01 Learning Objective
        02:45
      • 8.02 Lightning Flow Introduction
        10:19
      • 8.03 Flow - Building Blocks
        03:04
      • 8.04 Five Ways to Implement Flow
        02:21
      • 8.05 Triggers for Autolaunched Flows
        03:40
      • 8.06 Create Sample Flow
        09:11
      • 8.07 Schedule Lightning Flows
        04:02
      • 8.08 Validation using Screen Flow
        03:26
      • 8.09 Summary
        01:17
      • 8.10 Demo One - Creating Lightning Flows
        11:51
      • 8.11 Demo Two - Sending an HTML Email from a Lightning Flow
        11:07
      • 8.12 Demo Three - Deploying Flows
        09:56
    • Lesson 09: Data Management

      01:01:38
      • 9.01 Learning Objective
        01:26
      • 9.02 Salesforce Analytics
        02:34
      • 9.03 Data Loader Overview
        02:58
      • 9.04 Data Loader Installation
        02:27
      • 9.05 Data Loader Configuration
        03:33
      • 9.06 Data Import Wizard
        09:58
      • 9.07 Mass Delete Records
        05:44
      • 9.08 Difference Between Data Loader and Import Wizard
        01:47
      • 9.09 Summary
        01:50
      • 9.10 Demo One - Loading and Using Data Loader
        11:19
      • 9.11 Demo Two - Exporting Data
        06:35
      • 9.12 Demo Three - Importing Data from an External System
        11:27
    • Lesson 10: Lightning Reports and Dashboards

      02:02:52
      • 10.01 Learning Objective
        04:22
      • 10.02 Report Types
        01:57
      • 10.03 Create Custom Report Types
        00:35
      • 10.04 Bucket Fields
        02:19
      • 10.05 Reports
        07:27
      • 10.06 Types of Reports
        06:44
      • 10.07 Lightning Report Builder
        11:59
      • 10.08 Creating Charts
        01:24
      • 10.09 Create Joined Reports
        01:21
      • 10.10 Dashboards
        06:38
      • 10.11 Create Dashboards
        06:25
      • 10.12 Exporting Reports
        05:16
      • 10.13 Summary
        01:36
      • 10.14 Demo one - Creating and Leveraging Lightning Reports
        23:45
      • 10.15 Demo Two - Creating Dashboards
        15:22
      • 10.16 Demo Three - Managing Reports Dashboards
        25:42
    • Lesson 11: Deployments

      41:05
      • 11.01 Learning Objective
        03:23
      • 11.02 Deployment Basics
        04:23
      • 11.03 Change Sets
        03:03
      • 11.04 Create Sandbox
        05:34
      • 11.05 Deploy Change Sets
        09:13
      • 11.06 Summary
        01:58
      • 11.07 Demo - Creating a Sandbox and Change Set for Deployment
        13:31
    • Live Projects

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

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Why you should learn Salesforce Basics

1.5x increase in jobs

with 300,000+ global Salesforce jobs currently available

$160,000 Avg Salary

of Salesforce App developers annually 

Career Opportunities

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.