🔥 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
7. Creating Records
- Records can only be created on the front end
- Click the New button on any object to create a record
- Fill in the field information and save
🎯 Key Takeaways
✅ Objects = Tables (containers for data)
✅ Fields = Column headers (information types)
✅ Records = Rows (individual data entries)
✅ Back End = Configuration & Setup
✅ Front End = Data entry & daily operations
✅ Always test back-end changes on the front end before going live
📝 Next Steps
- Sign up for your Developer Org using the link in the community
- Explore the Salesforce platform (front and back end)
- Create a Trailhead account and start the Salesforce Platform Basics module
- Practice creating custom objects and fields in your Developer Org
- Post any questions in the community for support
Below here is the link to the meeting:https://app.fireflies.ai/view/Team-Delta::01KFRTDBD3C5N3ZK1N3X9CGCQP
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🔥 Recap & Recording of Salesforce Meeting Summary for Team Delta: ( Saturday: 24/01/2026)
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