CRM Fundamentals and User Experience

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CRM Fundamentals and User Experience

This course is part of Salesforce Administration Fundamentals Specialization

Instructor: EDUCBA

Included with Learn more

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Explain Salesforce CRM fundamentals and how its features support daily business activities.
Configure basic Salesforce organization settings, user profiles, and access options.
Use navigation, email, Chatter, search, layouts, and home pages to improve usability and support users.

Details to know

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This course is part of the Salesforce Administration Fundamentals Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

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

There are 2 modules in this course

By the end of this course, learners will be able to explain Salesforce CRM fundamentals, configure basic organization and user settings, navigate the global interface, and customize displays, layouts, and home pages. They will also understand how Salesforce collaboration tools and interface components support daily business activities.

This beginner-friendly course helps learners build the essential knowledge required to begin working with Salesforce confidently. Through structured lessons and practical demonstrations, learners explore Salesforce features, organization setup, user profiles, navigation options, email and Chatter tools, home page components, and search settings. Completing the course will enable learners to improve system usability, personalize the Salesforce experience, and support users with basic administrative tasks. What makes this course unique is its progressive, task-oriented approach that introduces administration concepts without requiring coding or previous Salesforce experience. Each lesson reflects common activities performed by entry-level Salesforce Administrators, helping learners connect platform concepts with practical workplace applications.

This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.

What's included

6 videos4 assignments

6 videosTotal 60 minutes

Introduction to Salesforce Administration8 minutes
Features of Salesforce11 minutes
Organization Setup10 minutes
User Set up10 minutes
User Set up Continues12 minutes
Editing and Setup of My Profile8 minutes

4 assignmentsTotal 60 minutes

Salesforce Overview10 minutes
Organization Setup10 minutes
User Setup Continuation10 minutes
Salesforce Fundamentals30 minutes

This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.

What's included

6 videos4 assignments

6 videosTotal 56 minutes

Changing Display and Layout8 minutes
About Email Chatter and Desktop Addons10 minutes
Introduction to Global User Interface9 minutes
Home Page Components9 minutes
Home Page Layout10 minutes
Search Settings10 minutes

4 assignmentsTotal 60 minutes

Display & Layout Customization10 minutes
Global Interface & Navigation10 minutes
Home Page Design10 minutes
User Interface & Personalization30 minutes

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Instructor

EDUCBA

1,733 Courses439,472 learners

Offered by

EDUCBA

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Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

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.

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