Free course on YouTube

Salesforce Admin: Zero to Hero

A free Salesforce Admin course on YouTube. Learn Salesforce from scratch, step by step, with clear examples and hands-on practice.

Learn Salesforce from scratch, one short video at a time. Each lesson builds one real piece of a fictional company's Salesforce org, Peakline Fitness, from a paper register to a fully automated org that is ready for the AI era.

Watch the course on YouTube Open the first companion page

How these pages work

01Watch on YouTubeThe video is the lesson. Quizzes and course progress live there.
02Keep this page openCopy exact names and values, and follow the steps beside the video.
03Build it yourselfDo the task in your own free org, then mark the lesson as done here.

The story you'll build

Peakline Fitness is a fictional company that sells fitness equipment to gyms, offices and homes, then installs and services it.

JayThe new Salesforce admin. You learn alongside him.
JasonSales rep who sells to gyms and offices
SarahSales manager, Jason's boss
DavidSupport lead who handles repairs and complaints
EmmaA home customer who bought a treadmill

Level 1

Foundations

Life before CRM, software, the cloud and Salesforce itself, explained from the ground up.

Before CRM: how businesses kept track7 lessons

Meet Salesforce6 lessons

Level 2

Core admin

Setup, data model, security, data, reports, sales and service.

Company setup6 lessons

Data model11 lessons

Objects, records and fieldsTell standard objects from custom objectsSoon
Create a custom objectCreate an object and its tabSoon
Field typesPick the right field typeSoon
Picklists and dependent picklistsBuild global, dependent and multi-select picklistsSoon
Lookup vs master-detailChoose the right relationshipSoon
Many-to-many with junction objectsBuild a junction objectSoon
Formula fieldsWrite formulas with IF, TODAY and TEXTSoon
Roll-up summary fieldsTotal, count and max child recordsSoon
Record typesShow different picklists and processes to different teamsSoon
Page layouts and compact layoutsArrange fields, related lists and the highlights panelSoon
Schema Builder, field history and deleting fieldsSee the data model, track changes and know what deleting a field doesSoon

Pages and apps5 lessons

Lightning App BuilderBuild a Lightning record pageSoon
Dynamic Forms and visibility rulesShow fields only when neededSoon
Quick actions and global actionsCreate one-click actionsSoon
Dynamic actions and related listsShow the right buttons at the right timeSoon
Build a custom app and home pageCreate a Lightning app with its own navigationSoon

Security and sharing7 lessons

Who sees what: the four layersExplain org, object, field and record accessSoon
Object permissionsControl create, read, edit and delete per objectSoon
Org-wide defaultsSet baseline record accessSoon
Opening access with the role hierarchySee how managers inherit accessSoon
Sharing rules, manual sharing and teamsShare records with groups or one personSoon
Field-level securityHide a sensitive fieldSoon
Troubleshoot accessFind why a user can't see a recordSoon

Data quality and data management7 lessons

Validation rulesStop bad data at save timeSoon
Smarter validation rulesUse ISCHANGED, PRIORVALUE, ISBLANK and REGEXSoon
Duplicate and matching rulesBlock or warn on duplicatesSoon
Import data with the Data Import WizardImport records from a spreadsheetSoon
Data LoaderInsert, update, upsert and delete in bulkSoon
Exports and backupsExport data and plan backupsSoon
Mass actions and the Recycle BinMass update, transfer and delete, then restoreSoon

Reports and dashboards7 lessons

Report types and your first reportChoose a report type and build a reportSoon
Custom report typesReport across related objectsSoon
Filters, groupings, summary and matrixGroup and summarise dataSoon
Charts, buckets and formulasAdd a chart, a bucket field and report formulasSoon
Joined reportsCompare blocks of data side by sideSoon
Dashboards and dynamic dashboardsBuild a dashboard that shows each viewer their own dataSoon
Sharing reports and subscriptionsUse folders, sharing and scheduled emailsSoon

Sales and marketing (Sales Cloud)7 lessons

Leads and Web-to-LeadCapture leads from a website formSoon
Lead conversion and assignment rulesConvert leads and route them automaticallySoon
Accounts and contactsModel businesses and peopleSoon
Opportunities, sales process and PathSet stages and guide reps with PathSoon
Products, price books and quotesSet up products and prices, and send a quoteSoon
CampaignsTrack a campaign and its resultsSoon
Sales productivityUse Kanban, email templates and list viewsSoon

Service (Service Cloud), with a first look at Experience Cloud7 lessons

Cases and the support processSet case statuses and a support processSoon
Queues and case assignmentRoute cases to the right teamSoon
Escalation and auto-response rulesEscalate old cases and reply instantlySoon
Web-to-Case and Email-to-CaseTurn web forms and emails into casesSoon
Macros and quick textAnswer common questions in one clickSoon
Knowledge and AI help for agentsWrite articles and see how AI helps agentsSoon
Experience Cloud: a customer help portal (first look)Explain what Experience Cloud is and set up a simple help siteSoon

Productivity and collaboration4 lessons

Tasks, events and activitiesLog activities and use the calendarSoon
ChatterUse feeds, groups and mentionsSoon
The Salesforce mobile appSet up mobile navigation and actionsSoon
AppExchangeEvaluate and install an app safelySoon

Level 3

Advanced admin

Flow from zero, approvals, your first agent and real admin work.

Flow from zero12 lessons

Which automation tool when?Choose Flow, approvals or assignment rulesSoon
Flow Builder tourUse elements, resources, variables and the canvasSoon
Your first record-triggered FlowUpdate fields fast when a record is savedSoon
After-save Flow: create related recordsCreate and update other recordsSoon
Decisions and formulas in FlowBranch the logicSoon
Get Records, loops and collectionsWork with many records at onceSoon
Scheduled paths and scheduled flowsRun automation at a timeSoon
Screen flows: a guided formBuild a step-by-step formSoon
Screen flows: dynamic screens and launchingShow fields conditionally and launch from a page or buttonSoon
Subflows and autolaunched flowsReuse logic across flowsSoon
Fault paths, debugging and testingDebug, test and handle errorsSoon
Approval processesBuild a multi-step approvalSoon

Agentforce and AI5 lessons

AI in Salesforce and the trust layerExplain generative AI, agents and how Salesforce protects dataSoon
Agent topics and actionsPlan what an agent should and shouldn't doSoon
Build your first agentTurn on and configure an agentSoon
Prompt templatesChange what the AI writesSoon
Agent permissions and troubleshootingGive access and fix "the agent can't see it"Soon

Admin in the real world3 lessons

Sandboxes and change setsBuild and test safely, then deploySoon
Release updates and Health CheckStay current and check security settingsSoon
The admin's weekly checklistUse login history, Setup Audit Trail and storage usageSoon

Level 4

Future-proof: the admin in the AI era

The ideas an admin needs to stay relevant as AI changes the job.

The AI-era admin7 lessons

How AI is changing the admin roleSay what stays the same and what's newSoon
Data quality for AIExplain why AI is only as good as the dataSoon
One view of the customerExplain unified customer profiles and why AI needs themSoon
Prompts and groundingWrite clear instructions grounded in record dataSoon
Testing and monitoring agentsTest an agent before go-live and watch how it performsSoon
AI trust and governanceSet guardrails for who uses AI and what it can seeSoon
AI as your admin assistantLet AI draft your work, then check it before savingSoon

The finish line2 lessons

Capstone: Peakline go-liveRun a go-live checklist end to endSoon
Where to go nextKnow the next skills, Trailhead paths and communitySoon

Peakline Fitness and its people are a made-up example for teaching. Every Salesforce fact links to an official source on its lesson page.