EDUCBA

Design CRM Records and Validate Data

EDUCBA

Design CRM Records and Validate Data

EDUCBA

Instructor: EDUCBA

What you'll learn

  • Create and modify Salesforce fields, objects, relationships, and tabs to organize business data.

  • Design record experiences using page layouts, record types, list views, and search layouts.

  • Apply validation rules, formula fields, and page actions to improve data quality and productivity.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English
Recently updated!

September 2026

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

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Salesforce Administration Fundamentals 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 3 modules in this course

This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.

What's included

7 videos4 assignments

This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.

What's included

7 videos4 assignments

This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.

What's included

13 videos4 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA
EDUCBA
1,744 Courses440,858 learners

Offered by

EDUCBA

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Explore more from Information Technology