Beginner’s Guide to Salesforce Fundamentals

A beginner's guide to mastering Salesforce Fundamentals

Sara Academy

Last Updated on January 6, 2024 by GeeksGod

Course : Salesforce Fundamentals : A Complete Guide for Beginners

Free Udemy Coupon, Salesforce Fundamentals – A Complete Guide for Beginners

Welcome to “Salesforce Fundamentals: A Complete Guide for Beginners,” your comprehensive pathway to understanding and mastering the foundational aspects of Salesforce, the world’s leading customer relationship management (CRM) platform. This course is designed for beginners who aim to grasp the fundamental concepts and functionalities of Salesforce.

Salesforce is a powerful cloud-based platform that revolutionizes how businesses manage customer relationships, streamline processes, and drive growth. Whether you’re an aspiring Salesforce administrator, consultant, or someone eager to understand CRM principles, this course is your gateway to unlocking the potential of Salesforce.

Why Learn Salesforce Fundamentals?

Before we dive into the details, let’s understand why learning Salesforce fundamentals is crucial for anyone interested in the field of customer relationship management.

  • Lucrative Career Opportunities: As Salesforce becomes increasingly popular, the demand for professionals with Salesforce expertise continues to rise. By learning Salesforce fundamentals, you position yourself for exciting career opportunities in a variety of industries.
  • Enhanced Business Efficiency: Salesforce is designed to streamline business operations, automate processes, and enable seamless collaboration among teams. Understanding Salesforce fundamentals empowers you to optimize business efficiency and drive growth.
  • In-Demand Skills: Salesforce skills are highly sought after by employers across industries. By learning Salesforce fundamentals, you acquire valuable skills that make you an asset in today’s competitive job market.

Course Curriculum

This course covers the essential aspects of Salesforce, providing a solid foundation for beginners to build upon. Here are some of the key topics you’ll explore:

Types of Services

Gain an understanding of the different types of services offered by Salesforce and how they contribute to effective customer relationship management.

Cloud Services

Discover how Salesforce leverages the power of cloud computing to deliver scalable and flexible solutions for businesses of all sizes.

Developer Account

Learn how to set up a developer account and explore its features, enabling you to test and experiment with Salesforce functionalities.


Explore the various apps available on Salesforce’s AppExchange and how they can enhance your business operations.

Object & Tabs

Dive into the world of objects and tabs in Salesforce, understanding how they provide structure and organization to your data.


Discover the different types of fields in Salesforce and how they contribute to capturing and organizing data effectively.

Formula Fields

Learn how to create formula fields in Salesforce to perform calculations, display data dynamically, and streamline your workflow.

Page Layouts

Discover how to customize page layouts in Salesforce to present data in a user-friendly and organized manner.

Custom Page Layouts

Take your customization skills to the next level by creating custom page layouts that suit your specific business needs.

Record Types

Understand the concept of record types in Salesforce and how they allow you to categorize and track different types of data.

Validation Rules

Learn how to create validation rules in Salesforce to enforce data integrity and maintain data accuracy.


Dive into the world of profiles in Salesforce, understanding how they control user access and permissions within the platform.

Permission Set

Discover how to use permission sets in Salesforce to grant additional access and permissions to specific users.


Explore the role hierarchy feature in Salesforce and how it allows you to manage and control user access based on levels of authority.

Data Management

Learn effective data management techniques in Salesforce, including data import, export, and data security best practices.

Classic Email Templates

Discover how to create and use classic email templates in Salesforce to streamline your communication with customers and team members.


Understand how to create workflows in Salesforce to automate business processes and enhance overall efficiency.

Approval Processes

Learn how to set up approval processes in Salesforce to streamline decision-making and ensure compliance with organizational policies.

Enroll Today and Access Quality Learning Resources

Enroll once and enjoy lifetime access to the course materials, allowing you to learn at your own pace and revisit concepts whenever needed. Don’t miss this opportunity to grasp the essentials of Salesforce and lay the groundwork for a rewarding career in the dynamic realm of customer relationship management!


By completing this course, you’ll gain a comprehensive understanding of Salesforce fundamentals, empowering you to navigate the platform with confidence and harness its potential to drive business growth. Enroll now in “Salesforce Fundamentals: A Complete Guide for Beginners” and embark on your journey to understanding Salesforce’s core principles and functionalities.

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Udemy Coupon :


What you will learn :

1. Cloud Services
2. Developer Account
3. Apps
4. Object & Tabs
5. Fields
6. Formula Fields
7. Page Layouts
8. Custom Page Layouts
9. Record Types
10. Validation Rules
11. Profiles
12. Permission Set
13. Roles
14. Data Management
15. Classic Email Templates
16. Workflows
17. Approval Processes

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