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Salesforce, End to End

The whole platform in one sitting: what Salesforce is for, how a record moves through it, and where the work actually happens.

  • Beginner
  • 19 lessons
  • 6 modules
  • English

Designed and created by Salesforce Expert

Free
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What you'll learn

  • Explain what Salesforce is for, and to whom, without reaching for jargon
  • Read a record, an object and a field, and say how the three relate
  • Follow a piece of work through the platform from creation to close
  • Change what an ordinary user sees, without code
  • Choose the course you should take next, for the job you actually want

Course content

6 sections · 19 lectures · 8 hands-on labs

What this is even for 3 lectures
  1. 1.1 The Spreadsheet That Ran A Company
  2. 1.2 What A CRM Actually Is, And The One Idea Underneath All Of Salesforce
  3. 1.3H Hands-On: Get Your Org And Look Around It Hands-on
Objects, records and fields 5 lectures
  1. 2.1 Objects Are The Nouns, Records Are The Rows, Fields Are The Columns
  2. 2.2 The Five That Run A Business: Lead, Account, Contact, Opportunity, Case
  3. 2.3 Relationships: How One Record Knows About Another, And What A Related List Really Is
  4. 2.4aH Hands-On: Blue Kettle's First Café, And Its Buyer (Part 1 of 2) Hands-on
  5. 2.4bH Hands-On: The Deal, And The Screen This Section Was For (Part 2 of 2) Hands-on
Doing the actual work 4 lectures
  1. 3.1H Hands-On: Work A Wholesale Enquiry From A Lead To A Closed Opportunity Hands-on
  2. 3.2H Hands-On: A Subscriber's Coffee Never Arrived, From Open To Closed Hands-on
  3. 3.3 One Record, Not Five Copies
  4. 3.4H Hands-On: Search, List Views, And The Six Things You Will Actually Use Every Day Hands-on
Changing it without writing code 3 lectures
  1. 4.1 Configuration and Code: The Line That Makes This A Platform
  2. 4.2 Hands-On: Add The Field Naomi Kept In The Spreadsheet Hands-on
  3. 4.3 Automation, And The Honest Version Of When To Reach For It
Seeing what happened 2 lectures
  1. 5.1 Hands-On: The Report Joseph Asks For, And The Dashboard That Replaces The Asking Hands-on
  2. 5.2 Who Can See What: The Security Model In One Picture
The map 2 lectures
  1. 6.1 The Rest Of The Platform
  2. 6.2 Where You Go Next

Requirements

  • No Salesforce experience
  • A free Developer Edition org, which the course shows you how to create

Description

Most people meet Salesforce as a screen somebody told them to fill in. This course is the tour that should have come first — what the platform is for, what an object and a record actually are, how work gets done in a day, and how the thing gets changed without writing code.

It is deliberately short and deliberately whole. By the end you have the map: you know which parts of Salesforce exist, what each is for, and which of the longer courses on this shelf is the one you should take next. It is the front door of the library, and it feeds the Platform Foundations credential.

Who this course is for

  • Complete beginners, and anyone who has used Salesforce for months without being told how it fits together.

Skills you'll practise

Salesforce fundamentalsObjects and recordsLightning ExperienceReportsPlatform orientationDeclarative change

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