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Salesforce Basics

Approx. 16 hours to complete

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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

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

Beginner

Course Format

Online self-paced course
Video lectures and quizzes

Similar Courses

Salesforce Advanced Administrator
Salesforce Developer
Salesforce Sales Cloud Consultant

Related Education Paths

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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 practicality

Pros 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

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