VOOZH about

URL: https://www.coursera.org/learn/salesforce-design-mastery-crm-customization

⇱ Salesforce Design Mastery: CRM Customization | Coursera


Salesforce Design Mastery: CRM Customization

Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Salesforce Design Mastery: CRM Customization

Included with

β€’

Learn more

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Identify the different declarative tools available to customize Salesforce.

  • Differentiate between clicks and code and when to choose which solution.

  • Customize Salesforce to meet the needs of the users through easy standard available functionality.

  • Examine the impact of the Data Security model on the user experience.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

1 assignmentΒΉ

AI Graded see disclaimer
Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Starter Kit 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 is 1 module in this course

This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples. The aim of the course is to bring you understanding of the different solutions available to make Salesforce easier and friendlier for your users.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth. This course is tailored for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators who are eager to deepen their understanding of Salesforce customization. Whether you're managing customer relationships, analyzing business data, or maintaining Salesforce environments, this course will equip you with the skills needed to optimize Salesforce for your organization. Participants should have a basic understanding of Customer Relationship Management (CRM) concepts, a foundational knowledge of the Salesforce platform, and an understanding of core business processes. These prerequisites ensure that participants can effectively engage with the course material and apply the concepts to real-world scenarios. Familiarity with these topics will help you to quickly grasp the more advanced customization features covered in the course. By the end of this course, learners will be able to identify and utilize the various declarative tools available within Salesforce for customization, distinguishing when to use clicks versus code to achieve optimal results. Participants will also gain the ability to tailor Salesforce to meet specific user needs through standard functionality, enhancing both usability and productivity. Additionally, the course will guide learners in examining how Salesforce’s Data Security model impacts the user experience, enabling them to implement security measures that align with organizational requirements.

This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples.

What's included

12 videos4 readings1 assignment1 peer review2 discussion prompts

12 videosβ€’Total 47 minutes
  • Introduction to the Course & Meet Your Instructorβ€’3 minutes
  • Exploring Customization Options β€’4 minutes
  • Mastering Salesforce Customization Without User Frustrationβ€’5 minutes
  • Applying Salesforce Customization: A Real-World Scenario β€’3 minutes
  • Decoding Customization Challenges β€’5 minutes
  • Explaining User Interface Customization β€’5 minutes
  • Examining the Automation Processesβ€’5 minutes
  • Customizing the User Workspaceβ€’4 minutes
  • Examining the Impact of the Data Security Modelβ€’4 minutes
  • Using Profile & Permission Sets β€’5 minutes
  • Examining the Impact on Renaming Standard Objects & Fields β€’4 minutes
  • Congratulations and Continuous Learning Journeyβ€’2 minutes
4 readingsβ€’Total 20 minutes
  • Welcome to the Course: Course Overviewβ€’5 minutes
  • Are Clicks Better Than Code? β€’5 minutes
  • 7 Best Salesforce Automation Examples to Implement in 2024 β€’5 minutes
  • Salesforce Data Security Model β€” Explained Visually β€’5 minutes
1 assignmentβ€’Total 20 minutes
  • Salesforce Design Mastery: CRM Customizationβ€’20 minutes
1 peer reviewβ€’Total 60 minutes
  • Creating Customized Analysis Reports Project β€’60 minutes
2 discussion promptsβ€’Total 10 minutes
  • Identifying Strengths and Weaknesses in Salesforce Customizationβ€’5 minutes
  • Exploring Automation Opportunities in Salesforceβ€’5 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Coursera
2 Coursesβ€’1,141 learners

Explore more from Business Essentials

Why people choose Coursera for their career

πŸ‘ Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
πŸ‘ Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
πŸ‘ Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
πŸ‘ Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions

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,

ΒΉ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.