Salesforce Admin Masterclass: Salesforce Admin For Beginners

learn how to work with objects in salesforce, distinguishing standard and custom objects, using object manager, and creating a custom object with fields, tabs, and profile access in lightning sales.

Explore creating custom objects in Salesforce, including fields and the API name with __c, and how the object appears as a tab with a label; enable reports and track activities.

Explore standard and custom Salesforce apps, create a new Lightning app in App Manager, customize branding, navigation, and utilities, and access it via the app launcher.

Learn to distinguish standard and custom fields in Salesforce, create custom fields, select data types such as text and currency, and manage API names ending with __c for page layouts.

Explain the properties object with price and property name fields, rename the default auto number to property number, and create, edit, and view property records from the properties tab.

Compare Salesforce classic and Lightning Experience, learn how to switch between them, and navigate apps, tabs, objects, fields, and records. Explore setup navigation and creating custom objects with related lists.

Compare Salesforce classic with Lightning Experience, navigate the Lightning UI divided into components, customize record pages with App Builder, and manage objects with Object Manager, app launcher, and setup.

Explore Salesforce objects by type: standard and custom, using Object Manager and Schema Builder to view object relationships with a pictorial layout, and drag and drop to auto layout.

Explore object relationships in a pictorial diagram, highlighting lookup and master-detail links, one-to-many relations like account to contact and opportunity to account, and required fields.

Learn to create and add custom objects and fields in Salesforce using drag-and-drop in schema builder or object manager, including creating an email field on an opportunity.

Learn to hide objects on canvas, remove objects, view page layouts, and switch between schema builder and object manager to manage objects and fields in Salesforce.

Create a lookup relationship field on the property object and link it to the account object. Explore one-to-many, lookup relationship specifics, related lists on account page layouts, and delete options.

Explore master detail relationship in Salesforce, linking a child object to a master, enforcing one-to-many ownership and sharing, and ensuring child deletion when the master is deleted.

Explore roll up summary fields in a master detail setup, updating a read-only parent account from child records in a related list with count, sum, min, or max.

Create a read-only formula field on the lead object to automatically calculate days open by subtracting today from the created date, updating when source fields change.

Create a new Salesforce user by filling name, alias, email, username, license, and profile, then verify the account; only two Salesforce licenses exist.

Explore default Salesforce users, including internal and community (external) users, and learn to inspect existing records, manage licenses, and add new Salesforce users in a developer edition.

Learn how standard navigation and console navigation differ in Salesforce, including how standard apps display related object tabs like accounts and contacts, and how records switch on the same screen.

Explore console navigation in the service console by opening contacts, accounts, and users in separate tabs and sub tabs to access related records, contrasting it with standard navigation.

Explore standard versus console navigation in Salesforce apps, compare how records open or stay visible, and learn to choose navigation style when creating a new Lightning app.