This course introduces you to the powerful capabilities of Salesforce, a leading Customer Relationship Management (CRM) system. You will gain foundational knowledge of Salesforce components, enabling you to optimize business operations. Learn the essentials of Lightning for Sales, Community Cloud, and Marketing functionalities, and discover how to secure your Salesforce organization and manage user permissions effectively. These practical skills will prepare you to implement Salesforce solutions within various organizations. The course features in-depth readings, hands-on activities within Salesforce's Trailhead platform, peer discussions, demonstration videos, and peer review assignments.
Salesforce Basics
Salesforce Basics
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
Access provided by State of Missouri
33,040 already enrolled
Gain insight into a topic and learn the fundamentals.
4.3
(214 reviews)
Beginner level
Recommended experience
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Customize Salesforce functionality to meet specific team needs.
'Access, navigate, and transition between Lightning and Classic Salesforce interfaces.
Create customer, partner, and employee communities for business engagement.
Manage customer data and relationships within the Salesforce CRM platform.
Skills you'll gain
- Data Security
- Security Management
- Account Management
- User Accounts
- Automation
- Marketing Automation
- Customer Communications Management
- Marketing Management
- Customer Relationship Management
- Sales Enablement
- Customer Relationship Management (CRM) Software
- Sales Pipelines
- Cloud-Based Integration
- Sales Development
- Customer Success Management
- Customer Engagement
- Salesforce
- Data Management
- Business Reporting
- Stakeholder Engagement
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
This course is part of the Salesforce 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 3 modules in this course
Welcome to Salesforce Fundamentals! This module is your essential starting point, focusing on what Salesforce is and how it functions within a business context. You'll explore the key differences between Salesforce Classic and Lightning interfaces, a fundamental skill for any aspiring business administration specialist. This foundational knowledge will be crucial as you progress through the course. To get the most out of this module, focus on understanding the core distinctions between Classic and Lightning interfaces, as this forms the basis for future modules.
What's included
1 video1 reading1 peer review1 discussion prompt
In today's mobile-first world, simplifying customer interactions is key for any business. This module will show you how to leverage the Salesforce mobile app to track sales leads, view essential reports, and keep your workforce engaged, even when they're out of the office. You'll also discover how Salesforce Service Cloud can enhance customer engagement and keep your business top-of-mind. To get the most out of this module, consider how mobile access impacts your own customer interactions and overall business management.
What's included
1 video1 reading1 peer review1 discussion prompt
In this module, you'll focus on the critical aspects of security and managing permissions across different organizational levels, ensuring the safety of your business data. You'll also explore Salesforce Chatter functions and understand how they can significantly benefit sales teams. Building on your foundational knowledge, our virtual session will provide an overview of reports, further preparing you for the Salesforce Superbadge project. Pay close attention to permission settings, as they are critical for data integrity and effective management.
What's included
1 video1 reading1 peer review1 discussion prompt
Earn a career certificate
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Instructor
Instructor ratings
4.2 (60 ratings)Offered by
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4.3
214 reviews
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Showing 3 of 214
CN
5
Reviewed on Jul 20, 2022
It was a good course but frequently I flet like the instructions were missing some key steps. I was happy that I got through this with no experience in Salesforce.
KY
4
Reviewed on Jun 8, 2021
Course is very useful and knowledgeable, but require more guidance for how to complete the modules and batches need more videos.
AA
4
Reviewed on Feb 1, 2021
Enjoyed the course, but was sometimes hard to get answers to questions.
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