Salesforce Platform App Builder Certification Training - Creating a Salesforce Account

The video tutorial guides users through the process of signing up on Salesforce, accessing the initial interface, and launching resident apps. It explains how to use the quick find feature to search for setup menu items and manage standard objects, also known as tabs. The tutorial highlights the Einstein Search capability, which enhances user efficiency and access. Finally, it covers specific icons that provide quick access to setup options for both sales and service, all within a unified interface.

What is the first step to access the Salesforce environment?

• Visit developer.salesforce.com and sign up

• Download the Salesforce app

• Contact Salesforce support

• Purchase a Salesforce license

Which feature helps you find setup menu items quickly?

• Dashboard

• Quick find

• Search bar

• Navigation menu

What are the objects you create in Salesforce also known as?

• Modules

• Records

• Fields

• Tabs

What is a key benefit of the Einstein search capability?

• It integrates with third-party apps

• It automates data entry

• It provides actionable items for quick access

• It offers a visual representation of data

Where can you access setup options for both sales and service?

• Through the mobile app

• In separate dashboards

• In a unified interface

• Via email notifications