Lesson 1: Salesforce Platform, Org Setup, Navigation, and Data Model
Lesson Overview
This lesson develops practical skills in salesforce platform, org setup, navigation, and data model for Salesforce Administration Essentials for New Admins (ADM201).
Topics Covered
Salesforce architecture, editions, environments, setup, navigation, and release awareness
Standard and custom objects, fields, relationships, record types, page layouts, and Lightning apps
Users, licenses, profiles, permission sets, roles, queues, and public groups
Data quality, validation rules, duplicate management, imports, exports, and mass updates
Company settings, fiscal year, currencies, business hours, and organization-wide configuration
Requirement mapping, configuration standards, documentation, and sandbox planning
Practical Activity
Configure or analyze a scenario involving salesforce architecture, editions, environments, setup, navigation, and release awareness.
Build and validate an exercise covering standard and custom objects, fields, relationships, record types, page layouts, and lightning apps and users, licenses, profiles, permission sets, roles, queues, and public groups.
Use tests, logs, reports, or documentation to verify requirement mapping, configuration standards, documentation, and sandbox planning.
Key Takeaways
Explain salesforce architecture, editions, environments, setup, navigation, and release awareness in the context of Salesforce Administration Essentials for New Admins (ADM201).
Apply practical methods for standard and custom objects, fields, relationships, record types, page layouts, and lightning apps and users, licenses, profiles, permission sets, roles, queues, and public groups.
Test, document, and troubleshoot requirement mapping, configuration standards, documentation, and sandbox planning.
