Salesforce tutorials for beginners

Welcome to Salesforce – Start Here Tutorial! Do you want to learn the well-known platform for customer relationship management (CRM) Salesforce?

This “Start Here” tutorial is a complete guide for you to navigate to the various functionalities or features of Salesforce basics with proper step-by-step explanations and examples.

It includes introduction topics, setting up of procedures, a starting point to learn the basics, and navigating Salesforce with ease. In each tutorial, you will get the proper knowledge of the concept in both Salesforce Lightning and Salesforce Classic components.

Our tutorial perfectly helps beginners to develop the Salesforce application. Even if you are a developer or an administrator, our Salesforce tutorials help you to get familiar with the fundamental topics and also solve your problems if you are stuck anywhere.

Moreover, each Salesforce concept is covered in detail with Examples and Videos.

Getting Started with Salesforce

Salesforce TopicDescription
How to create free Salesforce Developer edition accountYou will get a step-by-step tutorial on creating and signing up for a free developer edition account. It will help you to experiment with various Salesforce features without cost.
How to Change Timezone in SalesforceYou will explore the step-by-step procedure of how to change the timezone for accurate data recording in both Salesforce Lightning and Salesforce Classic.
How to Access Developer Console in SalesforceThe Developer Console is a powerful tool for coding and debugging in Salesforce for development and troubleshooting. You will explore the basics of how to access the developer console in both Salesforce Lightning and Salesforce Classic.
How to Find Salesforce Org IDYour Salesforce Org ID is a unique identifier for your Salesforce instance. You will explore the procedure of how to find Salesforce Org ID in both Salesforce Lightning and Salesforce Classic.
How to Restrict Users From Switching Salesforce Lightning to Salesforce ClassicYou will learn step-by-step how to restrict users from switching Salesforce Lightning to Salesforce Classic with example. It involves setting user permissions and customizing your Salesforce settings.
Where is Recycle Bin in SalesforceYou will explore what is recycle bin is in Salesforce Lightning and Salesforce Classic. It allows you to recover deleted records and files within a certain retention period.

Working with Salesforce Apps and Tabs

Salesforce TopicDescription
How to Set Tab Style in SalesforceYou will learn how to set tab styles for custom objects and standard objects in Salesforce.
How to add and remove tabs in salesforce lightningYou will learn the complete procedure of how to add and remove tabs in Salesforce Lightning. It allows you to customize your app’s navigation.
How to create App in SalesforceYou will explore step-by-step how to create an app in Salesforce Lightning and Salesforce Classic. It allows you to organize a set of objects, tabs, and features of Salesforce.
How to Clone Custom App in SalesforceYou will go through a complete step-by-step guide on how to clone a custom app in Salesforce. It can be best suited in scenarios where you want to create a similar app with minor modifications.

Working with Salesforce Objects and Fields

Salesforce TopicDescription
How to Create a Custom Object in SalesforceYou will learn step-by-step how to create a custom object in Salesforce Lightning and Salesforce Classic. It allows you to store and manage data that is not represented by standard objects in Salesforce.
How to a Create Custom Field in SalesforceYou will explore how to create custom fields in both Salesforce Lightning and Salesforce Classic. It allows you to capture and store specific types of data that are not already included in standard objects in Salesforce.
How to Create Records in SalesforceYou will be guided through the step-by-step procedure of how to create records in both Salesforce Lightning and Salesforce Classic. It allows you to store and manage data within your Salesforce instance.
How to delete custom objects in salesforceYou will explore a step-by-step process of how to delete custom objects in Salesforce Lightning and Salesforce Classic. Deleting custom objects in Salesforce is a serious action it allows you to permanently remove the object and its data from your organization.
How to upload files in SalesforceYou will learn step-by-step how to upload files in Salesforce. It allows you to store and manage various types of documents, images, and files related to your records and objects in Salesforce.
How to upload to “My Personal Documents” in SalesforceYou will learn step-by-step how to upload my personal documents in Salesforce Cassic. It allows you to store different types of files such as images, presentations, spreadsheets, etc.

Working with Salesforce Data

Salesforce TopicDescription
How to Create a Campaign in SalesforceYou will be guided step-by-step on how to create a campaign in Salesforce Lightning and Salesforce Classic. It allows you to organize and analyze your marketing efforts.
How to Create Document in SalesforceYou will learn step-by-step how to create a document in Salesforce. It guides you to create the folder and add content documents in Salesforce Classic. It allows you to create, manage, and share documents within your Salesforce organization.
How to Create an Opportunity in SalesforceYou will learn step-by-step how to create an opportunity in Salesforce Lightning and Salesforce Classic. It allows you to manage sales and revenue in Salesforce.
How to Import Data into SalesforceYou will explore the process of how to import data into Salesforce Lightning and Salesforce Classic. It allows you to add or update records in your Salesforce organization.
How to Create a Task in SalesforceYou will learn step-by-step how to create tasks in Salesforce Lightning and Salesforce Classic. It allows you to track and manage your to-do items, assignments, and follow-up activities efficiently in Salesforce.
How to Close a Case in SalesforceYou will learn the complete procedure of closing a case in both Salesforce Lightning and Salesforce Classic. It can be best suited to scenarios where a customer’s issue or support request has been resolved or completed.
How to Delete a Case in SalesforceYou will learn the complete procedure of how to delete a case in both Salesforce Lightning and Salesforce Classic. It will be best suited in scenarios where you want to permanently delete records and do the data clean-up process.
How to Create a Case in SalesforceYou will explore step-by-step how to create a case in both Salesforce Lightning and Salesforce Classic. It can be best suited in scenarios where you want to manage customer support and service requests.
How to Create Custom Price Book in SalesforceYou will learn step-by-step how to create a custom price book in Salesforce Lightning and Salesforce Classic. It allows you to define and manage product prices.
How to Create Products in SalesforceYou will learn step-by-step procedures of how to create products in both Salesforce Lightning and Salesforce Classic. It allows you to sell goods or services effectively in Salesforce.
How to Create a Dashboard in SalesforceYou will learn to create a dashboard step-by-step in both Salesforce Lightning and Salesforce Classic. It allows you to visualize and analyze data using charts, tables, and other components in Salesforce.

Salesforce User Management

Salesforce TopicDescription
How to create a user in SalesforceYou will learn step-by-step how to create a user in both Salesforce Lightning and Salesforce Classic. It allows you to grant individuals access to your Salesforce organization with various roles, profiles, and permissions based on their responsibilities.
How to create profile in SalesforceYou will explore step-by-step how to create profiles in both Salesforce Lightning and Salesforce Classic. It can be best suited in scenarios where you want to control the permissions and access levels for users within your organization.
How to Create Custom Links in SalesforceYou will learn the complete procedure of how to create custom links in Salesforce Lightning and Salesforce Classic. It allows you to add additional navigation or functionality to Salesforce objects. It can be best suited in scenarios where you want to link external websites etc.
How to add Photo to Salesforce ProfileYou will explore how to add a photo to your Salesforce profile in both the Lightning and Classic experiences. It can be best suited to scenarios where you want to personalize user profiles and make it easier to recognize users within the organization.
How to add logo image to a Salesforce Lightning ApplicationYou explore step-by-step how to add a logo image to Salesforce Lightning. It allows you to customize the look and branding of your Salesforce application.
How to Deactivate Salesforce UserYou will learn step-by-step how to deactivate users in both Salesforce Lightning and Salesforce Classic. It allows you to inactivate the user in Salesforce who left your organization and is no longer part of the Salesforce org.
How to Check User Licenses in SalesforceYou will be guided through the complete process of how to check user licenses in both Salesforce Lightning and Salesforce Classic. It allows you to count how many licenses are used and pending for use in Salesforce.
How to Freeze and Unfreeze User in SalesforceYou will explore step-by-step how to freeze and unfreeze users in Salesforce Lightning and Salesforce Classic. It can best be suited in the scenarios where we want to block unauthorized users from accessing the Salesforce org.
How to Add Multiple Users in SalesforceYou will learn step-by-step how to add multiple users in Salesforce Lightning and Salesforce Classic.
How to Create Custom Permission Set in SalesforceYou will explore step-by-step how to create a custom permission set in Salesforce Lightning and Salesforce Classic. It can be used when we want to assign permission sets to various types of users, regardless of their profiles.
Lock and Unlock User Accounts in SalesforceYou will learn step-by-step how to lock and unlock user accounts in Salesforce Lightning and Salesforce Classic. It is the best way to enhance the security.
Expire Password For Users in SalesforceYou will explore step-by-step expire password for users in Salesforce Lightning and Salesforce Classic. This feature enhances the security of an organization.

Salesforce Report and List View

Salesforce TopicDescription
How to create report in salesforce [Complete tutorial]You will learn step-by-step how to create a report in Salesforce Lightning and Salesforce Classic completely. It allows you to analyze data and make data-driven decisions in Salesforce.
How to Create a related list in salesforceYou will learn the complete process of how to create a related list in Salesforce Lightning and Salesforce Classic. It allows you to display related records from one object on the detail page of another object in Salesforce.
How to create list view for object in salesforce lightningYou will learn step-by-step how to create a list view for objects in Salesforce Lightning. It can be best suited in the scenario where you want to filter and display a specific subset of records that meet certain criteria in Salesforce.
How to create a list view in Salesforce [Lightning and Classic]You will explore step-by-step how to create a list view in both Salesforce Lightning and Salesforce Classic with examples. It is a valuable feature for organizing and working with records in Salesforce.

Salesforce Automation

Salesforce TopicDescription
How to delete schema builder in salesforceYou will learn how to delete schema builder in both Salesforce Lightning and Salesforce Classic. It allows you to clean up unwanted objects using the schema builder in Salesforce.
How to Create Workflow Rule in SalesforceYou will get a complete step-by-step tutorial on how to create workflow rules in Salesforce Lightning and Salesforce Classic. It allows you to automate certain actions and processes based on specific criteria.
How to Create Records using Quick Action in SalesforceYou will learn step-by-step how to create records using quick action in Salesforce Lightning and Salesforce Classic. It saves time decreases the number of clicks and increases the productivity that is essential for performing a task in Salesforce.
How to Update Records using Quick Action in SalesforceYou will learn step-by-step how to update records using quick action in both Salesforce Lightning and Salesforce Classic. It allows a quick and convenient way to edit and modify existing records without navigating to the full record detail page.
How to use schema builder in salesforceYou will learn how to use schema builder in Salesforce Lightning and Salesforce Classic. It allows you to visually design and manage your data model.
Create a Process with Process Builder in SalesforceYou will learn step by step how to create a process with Process Builder in Salesforce Lightning and Salesforce Classic. It allows you to automate business processes without writing code.
How to Create Custom Object with Schema Builder in SalesforceYou will explore how to create custom objects with schema builder in Salesforce Lightning and Salesforce Classic.
How to Create Custom Field with Schema Builder in SalesforceYou will learn how to create custom fields with schema builder in Salesforce Lightning and Salesforce Classic. It allows us to create custom fields with specific data types. 

For detailed information on each Salesforce topic and how they can be used in your business click on the Salesforce topics and go through each blog.

Conclusion

I hope now you have an idea of Salesforce start here topics or you can say beginners tutorial topics of Salesforce. Next, you can check about Salesforce Data Types and advanced Sales Tutorial.