Packt

Salesforce Basics and Core Concepts

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Packt

Salesforce Basics and Core Concepts

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

Recommended experience

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

What you'll learn

  • Build and customize Salesforce objects, fields, and apps for practical business workflows.

  • Apply validation rules, formula fields, and page layouts to maintain accurate, structured data.

  • Design and implement object relationships, including lookup, master-detail, and junction objects.

  • Prepare for Salesforce Platform App Builder exam with hands-on examples and practice questions.

Details to know

Shareable certificate

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Recently updated!

August 2026

Assessments

10 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Salesforce Platform App Builder Complete Training Program 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 9 modules in this course

In this module, we will introduce Salesforce and guide you through creating your Salesforce Developer account. You will gain access to a personal environment to practice configurations and customizations. This foundation prepares you for exploring objects, fields, and other core Salesforce concepts.

What's included

1 video2 readings

In this module, we will explore Salesforce objects and fields, the building blocks of data organization. You will learn to create custom objects and fields and understand the difference between standard and custom elements. Practical exercises will include building a Recruiting Application with multiple objects and fields.

What's included

15 videos1 assignment

In this module, we will focus on page layouts in Salesforce and their role in presenting data effectively. You will learn how to create and edit layouts to match organizational requirements. This ensures data is displayed logically and efficiently for users.

What's included

1 video1 assignment

In this module, we will cover validation rules in Salesforce to maintain accurate and consistent data. You will learn to create rules for different scenarios, such as date checks and business-specific conditions. Real-world examples will strengthen your practical understanding.

What's included

8 videos1 assignment

In this module, we will explore formula fields, enabling automated calculations and dynamic data presentation. You will learn to create formulas for scenarios such as calculating days open or displaying images. This enhances reporting and user experience in Salesforce.

What's included

4 videos1 assignment

In this module, we will delve into Salesforce object relationships, including one-to-many, lookup, and master-detail types. You will learn to build data models using custom objects and relationships. Hands-on exercises will include creating a recruiting application with interconnected objects.

What's included

9 videos1 assignment

In this module, we will introduce roll-up summary fields in Salesforce. You will learn how to aggregate data from related objects and display summaries automatically. This helps in generating insights without manual calculations.

What's included

1 video1 assignment

In this module, we will explore many-to-many relationships in Salesforce using junction objects. You will learn to model complex relationships and apply them in real-world scenarios. Hands-on creation of junction objects reinforces the concept.

What's included

3 videos1 assignment

In this module, we will review a sample exam question for the Salesforce Platform App Builder certification. You will practice problem-solving strategies and assess your readiness for the exam. This helps reinforce concepts learned throughout the course.

What's included

1 video1 reading3 assignments

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Packt
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