Salesforce Basics
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Salesforce Basics
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
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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
- Customer Success Management
- Sales Development
- Data Management
- Customer Engagement
- User Accounts
- Automation
- Sales Process
- Marketing Automation
- Business Reporting
- Marketing Management
- Sales Enablement
- Security Management
- Customer Communications Management
- Data Security
- Customer Relationship Management
- Stakeholder Engagement
- Cloud-Based Integration
- Account Management
Tools you'll learn
Details to know
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- 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
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.
By the end of this course, you will be able to: - Understand core Salesforce components and their functions. - Navigate and utilize Lightning for Sales, Community Cloud, and Marketing features. - Implement security settings and manage permissions within a Salesforce organization. - Apply foundational Salesforce knowledge to business administration tasks. To be successful in this course, no prior experience with Salesforce is required, though basic computer literacy is recommended.
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 video2 readings2 assignments
1 videoβ’Total 5 minutes
- Trailhead Basic & Managementβ’5 minutes
2 readingsβ’Total 20 minutes
- Welcome to Salesforce Fundamentalsβ’10 minutes
- Trailhead Reading & Practice Activitiesβ’10 minutes
2 assignmentsβ’Total 75 minutes
- Salesforce Trailhead Module Badges β Week 1 Activityβ’45 minutes
- Salesforce Fundamentalsβ’30 minutes
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
2 videos2 readings2 assignments
2 videosβ’Total 10 minutes
- Customizing Lightning Experienceβ’5 minutes
- Working with Accounts and Contactsβ’4 minutes
2 readingsβ’Total 25 minutes
- Salesforce Mobile and Service Cloudβ’10 minutes
- Reading & Practice Activitiesβ’15 minutes
2 assignmentsβ’Total 60 minutes
- Salesforce Trailhead Module Badges β Week 2 Activityβ’30 minutes
- Salesforce Mobile and Service Cloudβ’30 minutes
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 video2 readings2 assignments
1 videoβ’Total 4 minutes
- Data Securityβ’4 minutes
2 readingsβ’Total 25 minutes
- Security, User Management, and Collaboration in Salesforceβ’10 minutes
- Reading & Practice Activitiesβ’15 minutes
2 assignmentsβ’Total 60 minutes
- Salesforce Trailhead Module Badges β Week 3 Activityβ’30 minutes
- Salesforce Applied Skills Assessmentβ’30 minutes
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Reviewed on Mar 29, 2021
this is really good & it helps those who want to learn salesforce quick & fast, we learn all the fundamental (basic) things in salesforce basics level
Reviewed on Aug 24, 2022
This course was very useful for clearing basics of Salesforce.
Reviewed on Jan 2, 2021
Very Good for Beginners to understand the basic knowledge of Salesforce.
Frequently asked questions
You'll learn how Salesforce works as a CRM and how to use it for common business administration tasks. It starts with the platform basics and interface navigation, then moves into customer records, communities, and security settings. You'll also practice tasks like creating accounts and contacts or customizing a page in Lightning.
No, you don't need prior Salesforce experience for this course. Basic computer literacy is recommended, since you'll be navigating web interfaces, completing online practice work, and submitting assignments. The course begins with Salesforce fundamentals rather than assuming you already know CRM processes.
Yes, it's beginner-friendly if you're new to Salesforce and want a short introduction to how the platform is used in business settings. The course starts with core concepts and navigation, then gradually adds common admin tasks like working with records, communities, and permissions. If you already use Salesforce regularly, it may feel more like a refresher than a deep dive.
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Financial aid available,
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