Day 1 | Salesforce Bootcamp 2023 | Introduction to Salesforce | Developer Org Setup | Navigation

Introduction

This tutorial serves as an introduction to the Salesforce Bootcamp hosted by Sanjay Gupta. It is designed for individuals looking to start their journey in the Salesforce ecosystem, whether they are students, non-IT professionals, or IT experts. The bootcamp will cover essential Salesforce skills over 20 weeks, providing a solid foundation for various Salesforce certifications.

Step 1: Set Up Your Developer Org

To begin your Salesforce journey, you will need to set up a Salesforce Developer Organization (Org). Follow these steps:

1. Visit Salesforce Developer Website

   • Go to the Salesforce Developer site.

2. Sign Up for a Free Account

   • Click on the "Sign Up" button.
   • Fill in your details, including name, email, and other required information.
   • Agree to the terms and conditions.

3. Verify Your Email

   • Check your email for a verification link from Salesforce.
   • Click the link to confirm your email address.

4. Log In to Your Developer Org

   • Once your email is verified, log in to your new Salesforce Developer Org.

Step 2: Familiarize Yourself with Salesforce Navigation

Understanding how to navigate the Salesforce platform is crucial for your development process. Here’s how to get started:

1. Explore the Home Page

   • Take note of the layout and the different components available on the home page.

2. Use the App Launcher

   • Click on the App Launcher (grid icon) in the top left corner to access various applications within Salesforce.

3. Navigate the Menu

   • Familiarize yourself with the tabs such as Leads, Accounts, Contacts, and Reports.
   • Learn how to customize the menu for easier access to the tools you will use most often.

4. Access Setup Menu

   • Click on the gear icon in the top right corner to access the Setup menu.
   • This is where you can configure your org settings, manage users, and customize your Salesforce environment.

Step 3: Join the Salesforce Bootcamp Community

Engaging with the community and utilizing available resources can enhance your learning experience.

1. Access Bootcamp Resources

   • Use the following links to access important documents and resources:
     • Session Tracker
     • Exercise Sheet
     • FAQs Sheet

2. Engage on Social Platforms

   • Follow the Sanjay Gupta Tech School on social media platforms for updates and community interaction.
   • Join the Telegram Group for Q&A and discussions.

3. Subscribe to the YouTube Channel

   • Subscribe to the Sanjay Gupta Tech School YouTube channel for live sessions and recordings of bootcamp classes.

Conclusion

This tutorial has guided you through the initial steps of starting your Salesforce Bootcamp journey. You’ve set up your Developer Org, familiarized yourself with the Salesforce interface, and connected with the bootcamp community. As you proceed, dedicate 1.5 hours daily, four days a week, to maximize your learning and prepare for Salesforce certifications. Remember, consistency and engagement will be key to your success in this bootcamp!