Packt

Salesforce Essentials and Core Concepts

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Packt

Salesforce Essentials and Core Concepts

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn to set up and navigate Salesforce, understanding its architecture and key features.

  • Create and manage custom objects and fields to tailor Salesforce to business needs.

  • Master the use of validation rules and formula fields to ensure data integrity.

  • Build complex relationships between objects, including one-to-many and many-to-many relationships.

Details to know

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Recently updated!

April 2026

Assessments

9 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the The Complete Certified Salesforce Administrator Guide Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 8 modules in this course

In this module, we will introduce you to the basics of Salesforce, including its features and use cases. You'll also learn how to set up a free Salesforce developer account to start practicing. Finally, we will dive into Salesforce's cloud-based architecture, helping you understand its infrastructure and components.

What's included

4 videos2 readings

In this module, we will explore Salesforce’s objects and fields, understanding how they help organize and store data. You will also learn the differences between standard and custom objects, as well as how to create custom fields and applications using Salesforce Lightning and other tools.

What's included

15 videos1 assignment

In this module, we will introduce page layouts in Salesforce, showing you how to create and customize layouts to display relevant data. You'll also learn how to tailor these layouts to fit your organizational needs.

What's included

1 video1 assignment

In this module, we will dive into Salesforce validation rules, which help ensure data accuracy and consistency. You’ll learn how to create, modify, and troubleshoot validation rules, as well as how they can be applied to real-world scenarios.

What's included

8 videos1 assignment

In this module, we will show you how to create and use formula fields to automate calculations and display dynamic data in Salesforce. We’ll cover advanced formula functions, such as adding images and hyperlinks, to enhance your data presentation.

What's included

5 videos1 assignment

In this module, we will guide you through the various relationship types in Salesforce, including one-to-many and many-to-many relationships. You’ll learn how to implement lookup and master-detail relationships, as well as how to use junction objects to connect multiple records.

What's included

9 videos1 assignment

In this module, we will explain roll-up summary fields in Salesforce and how they allow for efficient data aggregation. You’ll learn how to create and use these fields to summarize data from related records.

What's included

1 video1 assignment

In this module, we will cover the concept of many-to-many relationships in Salesforce. You’ll learn how to create custom objects and junction objects to link records and manage these complex relationships within your system.

What's included

3 videos1 reading3 assignments

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