Course Summary
This course provides an introduction to Salesforce, a cloud-based CRM platform. You will learn how to use Salesforce to manage customer data, track sales leads, and automate business processes.Key Learning Points
- Learn the basics of Salesforce and how to navigate the platform
- Understand how to manage customer data and track sales leads
- Automate business processes using Salesforce features
Related Topics for further study
Learning Outcomes
- Navigate the Salesforce platform with ease
- Manage customer data and track sales leads effectively
- Automate business processes using Salesforce features
Prerequisites or good to have knowledge before taking this course
- Basic computer skills
- Familiarity with business processes
Course Difficulty Level
BeginnerCourse Format
- Online self-paced course
- Video lectures and quizzes
Similar Courses
- Salesforce Advanced Administrator
- Salesforce Developer
- Salesforce Sales Cloud Consultant
Related Education Paths
- Salesforce Administrator Certification
- Salesforce Developer Certification
- Salesforce Consultant Certification
Related Books
Description
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.
Knowledge
- 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.
Outline
- Module 1
- Trailhead Basic & Management
- Reading & Practice Activities
- Module 2
- Lightning Experience for Sales, and Accounts & Contacts
- Reading & Practice Activities
- Module 3
- Data Security
- Reading & Practice Activities
Summary of User Reviews
Discover the basics of Salesforce with this online course. Students have given positive reviews, highlighting the course's thoroughness and practicality.Key Aspect Users Liked About This Course
thoroughness and practicalityPros from User Reviews
- Great coverage of basic Salesforce concepts
- Practical exercises to apply the concepts learned
- Clear and concise explanations from the instructor
- Engaging and interactive course content
- Ideal for beginners in Salesforce
Cons from User Reviews
- Some users found the course too slow-paced
- Limited coverage of advanced Salesforce features
- Not suitable for experienced Salesforce users
- Lacks hands-on projects or real-world scenarios
- Minimal interaction with other students or instructors
Stephane Muller
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