Introduction to the Course
Object and Fields in Salesforce
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Overview of the Salesforce UI: What is Object, tab, Profiles & Users? (9:54)
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What is Object, tab, Profiles & Users ? (Part 2) (9:34)
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What are objects and fields in Salesforce? (11:36)
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What is the difference between Standard and Custom Object in Salesforce? (10:29)
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Different types of Objects in Salesforce? (8:05)
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What are Standard and Custom fields in Salesforce? (6:19)
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How do I create a field in Salesforce Lightning? (10:09)
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How to create your own custom App in Salesforce? (3:29)
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Create custom app in Salesforce: Recruiting Application (10:18)
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Create Custom object in Salesforce: Position Object to keep track of Positions (8:36)
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Adding custom fields on an Object via Object Manager (12:42)
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How to add custom fields on an object via Schema Builder? (11:29)
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What are the different field types in Salesforce? (8:44)
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Create 2nd Object for our Recruiting Application: Candidate Object (8:10)
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Adding fields to our Custom Object in Salesforce (5:54)
Quiz
Page Layouts in Salesforce
Validation Rules In Salesforce
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Validation Rule in Salesforce (8:38)
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How to create Validation Rules in Salesforce? (9:08)
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Validation Rules in Salesforce: Create validation rules for Closed Date (12:19)
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Validation Rules in Salesforce? Difference between && and AND (6:09)
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Creating 2nd Validation Rule (6:17)
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Create 3rd Validation Rule: Close Date should be after Open Date (5:28)
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Create 4th Validation rule: Max Pay should not be greater than 1M (7:13)
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Create 5th Validation Rule: US citizen and Visa Required (8:52)
Formula fields in Salesforce
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Formula fields in Salesforce: How do I create a formula field in Salesforce? (4:42)
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Formula fields in Salesforce: Create formula fields ( Days Open) (16:04)
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How do I use an image from static resources in a Formula field? (19:17)
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Formula fields in Salesforce with Example (5:16)
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IMAGE and Hyperlink function in formula fields in Salesforce (13:01)
Quiz
Different types of Relationship in Salesforce
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Object relationships in salesforce (11:12)
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Different types of Relationship in Salesforce (10:39)
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One to many relationship in salesforce (6:35)
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Create 3rd Custom Object for our Recruiting Application (4:36)
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Lookup Relationship in Salesforce (12:36)
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How to create lookup relationship in salesforce ? (4:11)
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Difference between lookup and master detail relationship in salesforce (12:48)
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Create Review Object (9:44)
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Creating a Review Object
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How to create a Master Detail relationship in Salesforce? (7:14)
Quiz
Rollup Summary in Salesforce
Many to Many relationship in Salesforce: Junction Object
Sample Exam Question for the Platform App Builder Exam
Quiz
Data Loader and Data Import Wizard
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How do I Import Data Into Salesforce? (6:41)
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Importing records using Data Loader (9:05)
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What is Data Loader and How do I use Data Loader? (5:08)
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How to Update records using Data Loader? (5:53)
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Delete records using Data Loader (2:25)
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How to export Data from Salesforce using Data Loader? (5:17)
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What is Data import wizard in Salesforce? (5:38)
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How to insert records using Data Import Wizard in Salesforce? (5:00)
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Update Records Using Data Import Wizard (5:38)
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What is the difference between data loader and import wizard? (3:01)
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Features of Data Import Wizard and Data Loader (4:10)
Sharing Settings
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Types of Data Access: Organization , Object Level, Field & Record Level Access (6:54)
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What are profiles in Salesforce? What do profiles control in Salesforce? (7:11)
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How do I assign an app to a profile in Salesforce? Changing App Settings (7:21)
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What is tab visibility? Default On, Default Off and Tab Hidden setting (7:20)
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Object level security in salesforce: How do I control an object access in Sf (13:43)
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How do I change the object level security in Salesforce? (7:33)
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Field Level Security : How to set field-Level security in Salesforce? (10:11)
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How to set the login hours and login IP ranges for the users in salesforce? (4:06)
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Overview of Profiles in Salesforce (3:00)
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What are Permission set in salesforce? (8:58)
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How to create permission set in salesforce lightning? (11:07)
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Changing Object setting and field settings via Permission Set (14:59)
Data Security in Salesforce: OWD, Role Hierarchy, Sharing Rule and Manual Sharing
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Organization Wide Defaults(OWD) in Salesforce (13:53)
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What is record level access in Salesforce? (18:48)
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What happens if OWD is private? (9:58)
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Create a Role Hierarchy: How do I create a role in SalesForce? (7:55)
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Setup Role Hierarchy (6:28)
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Grant Access using Hierarchies (7:40)
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Sharing Rules (Create Sharing Rules in Salesforce) (15:58)
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Criteria Based Sharing Rule (12:52)
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What does Read/Write on Sharing Setting mean when Profile for Object is Read onl (10:44)
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Create a New user and create a new profile (7:36)
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Public Group in Salesforce (13:25)
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Points to Remember for Sharing Rule (4:28)
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Manual Sharing in Salesforce (11:38)
Special Permission: View All, Modify All, View All Data and Modify All Data in Salesforce
Recycle Bin in Salesforce
Page Layouts and Record Types in Salesforce
Quiz Data Security
Automation tools in Salesforce : Workflows, Approval Process, Process Builder
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What are workflows in Salesforce and why do we use workflows in Salesforce? (6:50)
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How do I send an email from a workflow in Salesforce? (22:10)
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How to set the criteria for your workflow rule in Salesforce? (10:41)
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What is a workflow field update in Salesforce? (8:45)
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How to create a Task using workflow? (8:21)
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Time Triggered workflow in Salesforce :How To Configure Time-Based Workflows ? (3:47)
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Time Dependent Workflow Rule: Add a Time-Dependent Action to Your Workflow Rule (11:41)
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Summary of Workflow Rules (3:07)
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Approval Process in Salesforce (5:14)
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How to create Salesforce Approval Process from start to finish? (19:18)
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Approval process in salesforce lightning: Test the approval process (16:25)
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Salesforce Approval Process (13:25)
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What are queues in Salesforce? How do I create a queue in Salesforce? (15:34)
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How can a user edit a record during Approval Process even if they are not assign (8:19)
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Salesforce Approval Process: All You Need to Know (8:50)
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Process builder in salesforce : Why do we use Process Builder ? (6:41)
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Submit a record for Approval Using Process Builder (16:30)
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Field update using process builder salesforce (9:58)
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Create a related record using Process Builder in Salesforce (17:54)
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How do I schedule an Email Notification using Process Builder in Salesforce? (16:40)
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How to create a Task using process builder? (12:00)
Quiz: Automation tools
Flows in Salesforce
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Flows in Salesforce: Different types of flows in Salesforce (16:16)
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What is a record triggered flow in Salesforce? (14:29)
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What is a Screen flow in Salesforce? How do you start a Screen flow ? (17:33)
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Launch Screen flow from a Button in Salesforce (6:29)
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Create Record using flow in Salesforce (16:43)
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Send Email Alert from Salesforce flow (18:22)
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What is schedule-triggered flow in Salesforce? How do I schedule a flow? (11:05)
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What is a platform event triggered flow? (12:26)
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Platform Event Triggered flow: Create a new record (13:44)
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Platform event triggered flow: Connected app (16:46)
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What are Auto launched flows ? (5:04)
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Create Auto launched Flows in Salesforce Part 1 (14:14)
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Create Auto launched Flows in Salesforce Part 2 (9:59)
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Launch flow from Process Builder (12:14)
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Invoke Flow from Apex (16:22)
Standard Objects In Salesforce
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What is a lead object in Salesforce? What are leads used for in Salesforce? (10:37)
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What is Web to lead in Salesforce? How do I use Web to lead in Salesforce? (7:35)
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What is Lead Assignment rule in Salesforce & How to create Lead Assignment rule? (12:19)
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Account object and its features in detail (17:16)
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Contact Object in Salesforce (7:50)
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Opportunity Object (12:28)
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Features of Opportunity Object: Opportunity teams and more (11:59)
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Case Object in Salesforce and its capabilities (15:52)
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Web-To-Case in Salesforce (12:56)
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Email-to-Case in Salesforce (14:41)
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Case Auto Response rule in Salesforce (17:31)
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Case Queues (8:02)
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Case Assignment Rules in Salesforce (9:25)
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Escalation Rules in Salesforce (11:29)
Reports and Dashboards in Salesforce
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Reports in Salesforce (5:26)
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Different Types of Report Format in Salesforce: Tabular, Summary, Matrix, Joined (16:09)
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Summary Report in Salesforce. How to create a Summary Report in Salesforce? (6:19)
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Standard Report Types in Salesforce (9:41)
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Matrix report in Salesforce ? How do I create a Matrix Report ? (7:47)
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Joined Reports in Salesforce: How to create Joined Reports in Salesforce? (4:28)
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Joined Report in Salesforce: How Joined Reports work? (10:35)
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Joined Report in Salesforce: Create Joined Report Organize Cases by Month (10:09)
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Joined Reports In Salesforce: Summary and Important Points (4:06)
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Custom Report Types in Salesforce: What are custom Reports types ? (16:33)
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What is the difference between Standard Report type and custom report types ? (10:13)
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Create a Custom Report type (10:03)
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Create Salesforce Reports using Custom Report types (18:02)
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Highlights of Custom Report type (3:36)
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Dashboards in Salesforce: What are different types of dashboards in Salesforce? (17:16)
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Create a Dashboard Component (7:51)
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Dynamic Dashboards in Salesforce (6:20)
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Subscribe to Dashboards in Salesforce (2:25)
AppExchange
Application Lifecycle
