🔥 Recap & Recording of Salesforce Meeting Summary for Team Delta: ( Saturday: 31/01/2026)
Delta Team Meeting Summary
📚 Introduction to Salesforce Playgrounds
One playground is sufficient for multiple projects during the beginner phase. You can create your own playground, name it, and launch it when ready to use.
🔑 Account Setup and Access
- Create accounts on both Trailhead and Salesforce
- Access the community classroom for course enrollment
- Beginners should enroll in Salesforce Fundamentals course on the community platform
📈 Course Progression
- You're currently in Team Delta (beginner level)
- Recommended duration: 1-2 weeks before progressing to Team Gamma
- Progression is manual—move to the next team when you feel confident
- After Team Gamma comes Team Alpha
🛠️ Navigating the Community Classroom
- Start with Salesforce Fundamentals (skip Module 1, begin with Module 2)
- Complete the course videos and quizzes
- Trailhead is a useful backup resource for foundational learning
📊 Salesforce Objects Overview
- Standard Objects: Pre-built tabs like Accounts, Contacts, Cases
- Custom Objects: Objects you create on the backend for specific business needs
- Front-end vs. Back-end: Users work on the front-end; administrators configure on the back-end
🔧 Creating Custom Objects
- Go to Setup (top right)
- Click Object Manager
- Select "Create" → "Custom Object"
- Name your object and save
- To display on front-end: Go to Tabs → Create Custom Object Tab
📝 Salesforce Records and Fields
- Records: Individual entries within an object (e.g., "Boston High School" record in a School object)
- Fields: Information about records (e.g., school name, address, owner)
- Default fields appear automatically; create custom fields on the backend
- Edit records on the front-end by clicking "Edit"
🔄 Troubleshooting Tips
- If custom objects don't appear: Refresh the page or use the Tabs method
- If you can't log in: Check your Gmail for the username Salesforce sent during account creation
- Having issues? Post screenshots in the community for personalized help
✅ Action Items for Participants
- Create Trailhead and Salesforce developer accounts
- Enroll in the Salesforce Fundamentals course
- Practice creating custom objects and records
- Rewatch the session while following along on your own device
- Post questions and screenshots in the community if stuck
Below here is the link for the meeting:https://app.fireflies.ai/view/Delta-Team::01KGAY066A0YHJXY4SDB1X97P2
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🔥 Recap & Recording of Salesforce Meeting Summary for Team Delta: ( Saturday: 31/01/2026)
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