Learn Salesforce with Gemma – Homework and Recordings
Thanks for your interest in my free Learn Salesforce course – here’s the index page for Homework and Recordings!
You do not need to have a business or technology background to follow this course; it’s targeted at absolute beginners.
What’s Salesforce all about?
An introduction to Salesforce, some platform basics and homework for orientation around Trailhead itself.
We complete Trailhead modules around Accounts and Contacts, and we take a tour of Salesforce users.
Building Business Applications with Salesforce
We focus our attention onto apps, creating custom fields and objects. For homework, it’s data time! Enter data into Salesforce based on what you’ve learned so far.
Learn about list views, compact layouts, page layouts, buttons, lists and actions – then for homework, build your very own Salesforce app
Keeping Data Private and Secure
Special guest Steve Ross talks us through sharing and visibility, giving us a scenario to consider. Homework is to realise it in Salesforce.
Learn about sharing, formulae, validations, and randomly, we start to dive deeper into Sales Cloud to talk about Products and Price Books
This week, we start building a recruitment app and exploring features such as validation rules. These are key for data quality, and then we move into a demo from one of our classmates as they’ve worked through their own Recruitment app.
We are starting to get to the tougher stuff! Let’s get technical and talk about some process automation inside Salesforce: Process Builder and Approval Processes.
Flow is a more advanced tool that allows more complex automation logic to be built inside Salesforce without writing any code. And you lucky people get to learn about it!
Let’s learn about data loading! In these sessions we use various data management tools to load, update and delete data
This session is all about building Salesforce reports and dashboards, and the homework is to complete your very first credential: the Lightning Experience Reports and Dashboards Specialist superbadge.
Deploying and Testing Salesforce Apps
This session is all about sandboxes, change sets and learning how to build apps and deploy them into Production environments properly.
This is a hands-on introduction to the world of customer service, whereby we customise Salesforce for Service Cloud and explore some of its main concepts.
To finish off our Service Cloud theme, we set up our first Chatbot and examine Knowledge-Centred Support/Service. We also look at why companies have adopted this service model and how Salesforce can support it.