Salesforce Admin Essentials: From Beginner to Pro

Learn how to create and manage Salesforce applications, including standard and custom apps, document storage with the document object, profile-based access, and migrating from classic to lightning.

Explore how Salesforce objects organize data by standard and custom types, define labels and names, and manage creation, deployment, and object-level features in both classic and lightning.

Explore standard and custom objects, their related fields and relationships, and how to manage object data types, navigation, and access via profiles and permissions in classic and lightning.

Explore creating custom fields on standard and custom objects, using standard navigation, schema builder, and metadata to configure fields, value sets, dependencies, and data privacy.

Master Salesforce formulas to build calculated fields, work with data types, and apply if statements using predefined functions for powerful, data-driven insights.

Explore how to build cross reference formulas in Salesforce by referencing parent data through lookup relationships to display customer and loan details and calculate payments.

Explore how validation rules in Salesforce enforce data integrity by differentiating system and custom rules, defining conditions, and crafting precise error messages for create and update operations.

Understand master-detail relationships and other Salesforce data connections, including lookup, junction objects, and hierarchy. Learn to implement one-to-many, many-to-many, and one-to-one relations and the rules for master-detail fields.

Explore lookup and junction relationships in Salesforce admin essentials, including one-to-many and many-to-many patterns, primary and secondary master roles, converting lookups to master-detail, and self and external lookups.

Learn how to integrate external data with Salesforce using external objects and external lookup relationships, linking Salesforce records to third-party systems while controlling access and visibility.

Learn how Salesforce roles and profiles control who can see what and do what, including standard vs custom profiles, license-based permissions, cloning, and role hierarchy for data visibility.

Navigate Salesforce login concepts by distinguishing internal and external users, licenses, and profiles. Implement access controls with IP restrictions, time-based login, and deactivation or freezing for security.

Learn to manage Salesforce admin essentials user access by enabling login policies, IP restrictions, login hours, and password controls, while handling invalid attempts, unlocks, and login as scenarios.

Explore how page layouts and record types control field visibility and data capture in Salesforce, with profile-based access, required fields, and context-driven behavior across leads and opportunities.

Explore object level security in Salesforce, including profile and permission set permissions, object and record level controls, and how automation governs extra access and data sharing.

Explore object level security and sharing in Salesforce, including role hierarchy, profile permissions, object and record level access, and sharing rules to grant minimum visibility and operations.

Explore how sharing rules govern access to records through public groups and groups of users, detailing object and record level permissions, roles, and security controls.

Explore how sharing rules govern access in Salesforce, including territory-based data visibility, object- and record-level permissions, profile and role hierarchies, and how to grant and restrict viewing and editing rights.

Master field level security in Salesforce by learning how profiles and permissions control visibility of fields, with practical scenarios on read, write, and delete access.