🔥 Recap & Recording of Salesforce Meeting Summary for Team Delta: ( Saturday: 24/01/2026)
Team Delta - Meeting Summary Meeting Date: January 24, 2026Duration: 181 minutes Instructor: Amad 📚 Key Topics Covered 1. Introduction to Salesforce Fundamentals This is a beginner-level course covering Salesforce basics. You'll sign up for a Salesforce Developer Org, which serves as your working environment for building and testing projects. 2. Getting Started: Developer Org Setup - Access the signup link via the Learning and Resources Hub in the community - Two options available: "Try for Free" or "Developer Edition" (recommended for full functionality) - Fill out the signup form with your details and region - You'll receive a confirmation email with a reset password link - Once activated, you can access the Salesforce platform 3. Navigating the Salesforce Platform - Front End: Where users (sales reps, support staff) manage daily tasks - Back End: Where admins configure and customize the system (accessed via the gear icon → Setup) - The App Launcher (nine dots icon) helps you navigate between apps and the front/back end - Main apps for admins: Sales App and Service App 4. Trailhead Learning Platform Salesforce's official learning platform with: - Step-by-step tutorials and guides - Hands-on projects and assignments - Gamified learning with badges and points - Playground: A sandbox environment (similar to Developer Org) where you complete Trailhead tasks - Start with the Salesforce Admin Trailmix → Salesforce Platform Basics 5. Creating Custom Objects - Standard Objects: Pre-built by Salesforce (Accounts, Contacts, Cases, etc.) - Custom Objects: Created manually by admins to meet specific business needs - How to create: Backend → Object Manager → Create → Custom Object → Enter label and plural name → Save - Objects appear on the front end after being added to tabs 6. Creating Custom Fields - Fields: Information containers within records (like Excel column headers) - Records: Individual entries within an object (like Excel rows) - How to create: Backend → Object Manager → Select Object → Fields and Relationships → New → Choose data type → Enter field label → Save - Fields appear on the front end when creating/editing records