What are the prerequisites for this course?

No prior knowledge of Salesforce is required. However, a basic understanding of business processes will be helpful.

Is a certificate provided upon completion of the course?

Yes, a course completion certificate is provided upon completing all graded assignments and quizzes present in this Coursera Salesforce Platform App Builder course.

Is this course aligned with any certification exam?

Of course. The course is designed to prepare you for the Salesforce Platform App Builder certification exam and is the first course in the official specialization that leads to that certification.

How long do I have access to the course content?

Once you sign up, you have unlimited access to all course materials, such as videos, readings, and assignments, in a self-paced manner.

When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Salesforce Introduction and Setup

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Salesforce Introduction and Setup

This course is part of Salesforce Platform App Builder Certification Prep Specialization

Instructor: LearnKartS

Included with

Learn more

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Understand Salesforce’s interface, products, and account setup process.
Compare Salesforce Classic vs. Lightning, and explore Lightning customization.
Create and customize objects, fields, and tabs using tools like Schema Builder.
Discover how Salesforce drives business growth and innovation across industries.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

8 assignments

Taught in English

91%

of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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Build your subject-matter expertise

This course is part of the Salesforce Platform App Builder Certification Prep 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 2 modules in this course

Step into the world of Salesforce with this beginner-friendly course, Salesforce Introduction and Setup, that will teach you the key skills for platform configuration, customization, and app development. This course, which aligns with the Salesforce Platform App Builder exam, is great for aspiring developers, administrators, Salesforce professionals, and anybody wishing to learn CRM-powered app design.

You’ll start with the basics of Salesforce architecture and CRM functionality, then learn to navigate both Classic and Lightning interfaces. Dive into user management, profile, and permission set configuration, and organizational setup. The course also takes you deep into object customization, field creation, tab management, and Lightning App Builder. You’ll work with data modeling tools like Schema Builder and understand relationships using lookup and master-detail fields. Plus, you’ll explore how to transition to Lightning Experience for a modern user interface. By the end, you'll be able to set up, change, and build apps on Salesforce with ease and confidence. Enroll now and start using Salesforce to design your future. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

Module details

This module offers an introduction to Salesforce, covering all the basics, from creating a Salesforce account to switching between Salesforce Classic and Lightning interfaces. By the end, learners will be equipped with the foundational knowledge needed to navigate Salesforce efficiently and transition from Classic to Lightning Experience seamlessly.

What's included

15 videos2 readings3 assignments

15 videosTotal 114 minutes

Course Introduction6 minutes
Exam Details13 minutes
Cloud Basics6 minutes
Introduction to CRM5 minutes
Salesforce Introduction3 minutes
Salesforce Offerings14 minutes
Creating a Salesforce Account2 minutes
Demo: Creating a Salesforce Account & App Setup12 minutes
Org Introduction2 minutes
Salesforce Classic vs. Lightning7 minutes
Lightning Features5 minutes
Creating a Developer Account & Accessing the Lightning Console2 minutes
Demo: Knowing Your Lightning Console16 minutes
Lightning Experience Transition Assistant6 minutes
Demo: Moving from Classic to Lightning15 minutes

2 readingsTotal 5 minutes

Specialization Introduction3 minutes
Introduction and Syllabus2 minutes

3 assignmentsTotal 51 minutes

Salesforce and Lightning Basics18 minutes
Salesforce Fundamentals15 minutes
Classic to Lightning Migration18 minutes

In this module, learners will delve into the essentials of data management and modeling in Salesforce, like standard and custom objects, tabs and fields, field dependencies, and object relationships, enabling them to design efficient data structures and validation rules in Salesforce.