Free Salesforce Admin Certification Training for Beginners. Are you a college student or someone without any prior experience in Salesforce looking to learn Salesforce for free? This training is specially for you! Follow this Do It Yourself style training and learn Salesforce and pass Salesforce Admin Certification in less than 3 months.

Summary and recording for Session 2 of Free Salesforce Administrator Certification Training by Forcepective held on 15 Jan 2022.

1. Agenda

  • Objects
  • Object Relationships
  • Lightning App Builder

2. Objects

  • Salesforce objects are database tables that permit you to store the data specific to an organization
    • Standard Objects – are objects that are included with Salesforce. Example: Account, Contact .
    • Custom Objects – are objects that you create to store information that’s specific to your company or industry. Example: Insurance Policy
  • Fields – Attributes of object
    • Standard Fields
    • Custom Fields
  • Field Data Types
Salesforce Custom Field Data Types
Field Data Types
  • Page Layout – controls the layout and organization of buttons, fields, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required.
  • Record Types – allows you to have different picklist values and page layout for different profiles.

3. Object Relationships

  • Object relationships – special field type that connects two objects together.
    • Lookup Relationship – links two objects together so that you can “look up” one object from the related items on another object.
    • Master Detail Relationship –  one object is the master and another is the detail. The master object controls certain behaviours of the detail object, like who can view the detail’s data.
  • Schema Builder – tool that lets you visualize and edit your data model.

4. Lightning App Builder

  • The Lightning App Builder is a point-and-click tool to create custom pages. 
  • Lightning Page Types
    • App Page – app home page where they can quickly access the objects and items.
    • Home Page – pages with features relevant to specific types of users.
    • Record Page – a customized version of an object’s record page.

5. Activity List

5.1 Create a Custom object Insurance Policy

  • Object Name: Insurance Policy
  • Record Types:
    • Home Insurance 
    • Auto Insurance
  • Custom Fields 
NameData TypeDetails
Record Name:
Policy #
Auto NumberDisplay Format:  P-{000000}  
Starting Number: 1 
Premium AmountCurrency(16, 2)
StatusPicklistNew
Active
Closed
DurationPicklist6 Months
12 Months
Start DateDate
End DateDateStart Date + 12 Months
ADDMONTHS( Start_Date__c, 12)
InsuredLookup Contact

5.2 Create Object Relationship 

  • Lookup to Contact

5.3 Enable Field History Tracking

  • Enable field history tracking for following Fields
    • Status
    • Premium Amount
    • Insured

5.4 Create Validation Rule

  • Create a validation rule: If Status is Active then Premium cannot be less than or equal to zero
  • Formula: AND ( Premium_Amount__c <= 0, ISPICKVAL(Status__c, “Active”))

5.5 Create Custom Tab

  • Create a Tab for Insurance Policy Object

5.6 Create Path

  • Create a new Path of Insurance Policy Object
    • Field Status

5.7 Create a List View

Create a custom list view

5.8 Create Custom App

  • Create Forcpective Insurance App

6. Assignments to be completed before next session

Object Manager and Lightning App Builder 20% (12 Questions)

  1. Data Modeling
  2. Object Relationships Overview
  3. Lightning Experience Customization
  4. Customize a Salesforce Object
  5. Notes on Changing Custom Field Types
  6. Lightning App Builder
  7. Formulas and Validations

7. Useful Links

  1. Trailhead URL: https://trailhead.salesforce.com
  2. Developer Org Signup URL: https://developer.salesforce.com/signup
  3. What is Salesforce Admin?: https://trailhead.salesforce.com/career-path/admin
  4. Admin Certification Guide: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide
  5. How to get Free Salesforce Certification Voucher?: https://forcepective.com/how-to-get-salesforce-certification-voucher/
  6. Admin Certification Trailmix: https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

8. Session Recordings

8.1 Salesforce Admin Certification Training Session 2

9. Free Salesforce Administrator Certification Training Blogs

Please Leave a Comment