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Salesforce Design Mastery: CRM Customization

This course is part of Salesforce Starter Kit Specialization

Instructors: Connie Hazendonk

Included with

Learn more

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Identify the different declarative tools available to customize Salesforce.
Differentiate between clicks and code and when to choose which solution.
Customize Salesforce to meet the needs of the users through easy standard available functionality.
Examine the impact of the Data Security model on the user experience.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

1 assignment¹

AI Graded see disclaimer

Taught in English

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Salesforce Starter Kit 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 is 1 module in this course

This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples. The aim of the course is to bring you understanding of the different solutions available to make Salesforce easier and friendlier for your users.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth. This course is tailored for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators who are eager to deepen their understanding of Salesforce customization. Whether you're managing customer relationships, analyzing business data, or maintaining Salesforce environments, this course will equip you with the skills needed to optimize Salesforce for your organization. Participants should have a basic understanding of Customer Relationship Management (CRM) concepts, a foundational knowledge of the Salesforce platform, and an understanding of core business processes. These prerequisites ensure that participants can effectively engage with the course material and apply the concepts to real-world scenarios. Familiarity with these topics will help you to quickly grasp the more advanced customization features covered in the course. By the end of this course, learners will be able to identify and utilize the various declarative tools available within Salesforce for customization, distinguishing when to use clicks versus code to achieve optimal results. Participants will also gain the ability to tailor Salesforce to meet specific user needs through standard functionality, enhancing both usability and productivity. Additionally, the course will guide learners in examining how Salesforce’s Data Security model impacts the user experience, enabling them to implement security measures that align with organizational requirements.