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Salesforce Introduction

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Salesforce Introduction

9,002 already enrolled

Included with

Gain insight into a topic and learn the fundamentals.
3.8

48 reviews

Beginner level

Recommended experience

5 hours to complete
Gain insight into a topic and learn the fundamentals.
3.8

48 reviews

Beginner level

Recommended experience

5 hours to complete

What you'll learn

  • Grasp the essentials of Cloud Computing and their business applications.

  • Understand the core principles of Customer Relationship Management (CRM).

  • Master Salesforce navigation and usage, from setting up accounts to utilizing advanced features.

  • Distinguish between Salesforce Classic and Lightning experiences.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

10 assignments

Taught in English
Flexible schedule
Learn at your own pace

Build your subject-matter expertise

This course is part of the Salesforce Admin Certification Preparation 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

Want to develop job-ready CRM skills and obtain your Salesforce Administrator certification?

This Salesforce Introduction course is an excellent starting place. This beginner-friendly course, aligned with the Salesforce Admin (CRT 101) exam, will help you build a solid foundation in the world's #1 CRM platform—no prior experience required. You'll learn about key CRM and cloud computing concepts before exploring Salesforce's interface and understanding the differences between the Classic and Lightning experiences. Learn to create and manage user accounts, design the home page, adjust user settings, and manage tabs, list views, and page layouts to organize your workspace. Master critical business performance tools such as lead management, product setup, email template creation, auto-response rules, and quotations. With detailed demos, quizzes, and video lectures, you'll feel comfortable using Salesforce in real-world circumstances. By the end of the course, you will understand not only how Salesforce works, but also how to use it effectively and prepare for the Admin certification. Enroll today and take the first step toward becoming a Salesforce specialist. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

This module covers cloud basics, CRM concepts, user setup, customization, and management. By the end of this module, learners will be able to navigate the Salesforce, customize layouts, and manage user settings.

What's included

14 videos5 readings4 assignments

14 videos•Total 45 minutes
  • Course Introduction•4 minutes
  • Cloud Basics•4 minutes
  • Introduction to CRM•3 minutes
  • Salesforce Introduction•2 minutes
  • Creating a Salesforce Account•1 minute
  • Understanding Salesforce Org Structure•2 minutes
  • Salesforce Classic vs. Lightning•3 minutes
  • Customizing Your Salesforce Home Page•5 minutes
  • Setting Up Users in Salesforce•2 minutes
  • Understanding Tabs in Salesforce•1 minute
  • Creating and Managing Tabs•3 minutes
  • Understanding Salesforce Apps•5 minutes
  • Salesforce System Architecture Overview•5 minutes
  • DEMO: Creating Users, Profiles, and Permission Sets•3 minutes
5 readings•Total 35 minutes
  • Specialization Introduction•3 minutes
  • Introduction and Syllabus•2 minutes
  • How CRM Systems Improve Customer Relationships and Sales Efficiency•10 minutes
  • Understanding Salesforce Org Structure and User Access Model•10 minutes
  • Summary•10 minutes
4 assignments•Total 36 minutes
  • Salesforce Fundamentals•12 minutes
  • Cloud & CRM Basics•4 minutes
  • Salesforce Interface•8 minutes
  • User and Access Management•12 minutes

This module covers lead management, email templates, quote creation, Service Cloud features, and App Exchange basics. By the end of the module, learners will manage sales processes effectively within Salesforce.

What's included

22 videos6 readings6 assignments

22 videos•Total 89 minutes
  • Salesforce Offerings•5 minutes
  • Leads Home Page•4 minutes
  • Creating and Using List Views•1 minute
  • Creating and Converting Leads•4 minutes
  • Creating Email Template•4 minutes
  • DEMO: Email Template and Auto Response Rule•7 minutes
  • Creating Products•5 minutes
  • Web to Lead Form•4 minutes
  • Creating Auto-Response Tool•4 minutes
  • DEMO: Creating an Account, Contact, and Opportunity•8 minutes
  • Introduction to Quote Template•4 minutes
  • Modifying Quote Template•2 minutes
  • DEMO: Quote with 3 Products•8 minutes
  • Introduction to Service Cloud•5 minutes
  • DEMO: Case Escalation•3 minutes
  • Creating Bolt Solutions•3 minutes
  • DEMO: Experience Builder•4 minutes
  • Lightning Web Components•1 minute
  • Introduction to App Exchange•2 minutes
  • Finding a Developer•5 minutes
  • Finding a Consultant•3 minutes
  • DEMO: Finding a PDF App in App Exchange•3 minutes
6 readings•Total 52 minutes
  • How Sales Cloud Supports the End-to-End Sales Process•10 minutes
  • Lead Management Best Practices in Modern Sales Teams•10 minutes
  • How Quote Automation Improves Sales Speed and Accuracy•10 minutes
  • How Service Cloud Improves Customer Support Operations•10 minutes
  • Extending Salesforce Using AppExchange Ecosystem•10 minutes
  • Course Synopsis•2 minutes
6 assignments•Total 58 minutes
  • Fundamentals of Sales Cloud•16 minutes
  • Salesforce Offerings•10 minutes
  • Salesforce Sales & Marketing•8 minutes
  • Advanced Customer Service•6 minutes
  • Salesforce Service Cloud•8 minutes
  • LWCs & AppExchange•10 minutes

Earn a career certificate

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Instructor

Instructor ratings
2.9 (19 ratings)
184 Courses•229,869 learners

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Learner reviews

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Showing 3 of 48

GM
·

Reviewed on Jul 8, 2025

Overall Course is very Good but Practice Assignments or Sets passing percentage is too much high 80% They must keep 75% or 70%

AB
·

Reviewed on Jan 17, 2025

I am really enjoying this course! you get a good foundation for salesforce

SM
·

Reviewed on Jun 4, 2026

It is very useful and good salesforce introduction

And also covered some good and important topics in intriduction itself

Frequently asked questions

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer relationships, sales, and marketing processes effectively.

The main benefits include gaining foundational knowledge of Salesforce, improving your ability to manage customer relationships, enhancing your sales and marketing skills, and increasing your overall productivity and efficiency in business operations.

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Salesforce Introduction course.

No prior Salesforce experience is necessary. You will only require basic computer skills and a willingness to interact with cloud-based applications.

The answer is yes; it is aligned with the Salesforce Administrator Certification exam (CRT 101), and it is the first step in a three-course specialization that is meant to prepare you for that certification.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

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.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,