In this course, you will learn about what the world’s number one Customer Relationship Manager (CRM) system has to offer. You will begin this course by understanding the components that Salesforce leverages to make it an optimal system. You will learn about the basics in Lightning for Sales, Community Cloud and Marketing, and understanding how to secure your Salesforce Organization and Manage Permissions. These tools will serve as building blocks to implementing Salesforce into any organization. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
Salesforce Basics
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
27,805 already enrolled
Included with
(204 reviews)
Recommended experience
What you'll learn
Access, navigate around, and transition between Lightning and Classic Salesforce interfaces.
Customize Salesforce functionality to meet specific team needs.
Create customer, partner, and employee communities.
Skills you'll gain
Details to know
Add to your LinkedIn profile
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV
Share it on social media and in your performance review
There are 3 modules in this course
Welcome to Salesforce Fundamentals! Each module you will be working through a few modules in the Salesforce Fundamentals for Business Administration Trailmix plus a few additional pertinent modules from other trailmixes. The focus of this module is on identifying what Salesforce is and how it functions. There are two versions of Salesforce: Salesforce Classic and Lightning. Identifying the differences is fundamental to the implementation of Salesforce as a business administration specialist.
What's included
1 video1 reading1 peer review1 discussion prompt
In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.
What's included
1 video1 reading1 peer review1 discussion prompt
This module we will be focusing on security and managing permissions on different levels of the organization, and maintaining the safety of data. In addition, we will cover the chatter functions and how they benefit sales. In our virtual session, we will continue with an overview of reports to build your understanding of the Salesforce Superbadge project.
What's included
1 video1 reading1 peer review1 discussion prompt
Instructor
Offered by
Recommended if you're interested in Business Essentials
University of California, Irvine
University of California, Irvine
University of California, Irvine
University of California San Diego
Why people choose Coursera for their career
Learner reviews
Showing 3 of 204
204 reviews
- 5 stars
68.62%
- 4 stars
15.19%
- 3 stars
3.92%
- 2 stars
1.47%
- 1 star
10.78%
New to Business Essentials? Start here.
Open new doors with Coursera Plus
Unlimited access to 7,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.