Session 2 - Free Salesforce Administrator Certification Training for Beginners

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

Name	Data Type	Details
Record Name: Policy #	Auto Number	Display Format: P-{000000} Starting Number: 1
Premium Amount	Currency	(16, 2)
Status	Picklist	New Active Closed
Duration	Picklist	6 Months 12 Months
Start Date	Date
End Date	Date	Start Date + 12 Months ADDMONTHS( Start_Date__c, 12)
Insured	Lookup	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”))