Salesforce Fundamentals and Setup

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

• Understand Salesforce fundamentals and business role
• Set up users, security, and data customization
• Manage data with import/export and quality controls
• Customize Salesforce to automate workflows and boost productivity

• No deep prior experience required, but basic computer and internet skills are helpful
• Ability to read course instructions in English and complete short practice activities