Salesforce Introduction

Overview

Class Central Tips

Welcome to the Salesforce Introduction course! The course is designed to provide a comprehensive foundation in Salesforce, the leading Customer Relationship Management (CRM) platform. The course is aligned with the Salesforce Administrator exam (CRT 101). This course is designed for individuals new to Salesforce, as well as business analysts, sales professionals, customer service representatives, marketers, and IT professionals aiming to leverage Salesforce for enhanced business performance and customer engagement. No prior experience with Salesforce is required. Basic computer skills and familiarity with web-based applications are recommended. By the end of this course, you'll be able to: - Understand Cloud Basics and their application in business. - Comprehend the fundamentals of Customer Relationship Management (CRM). - Navigate and utilize Salesforce effectively, from account creation to advanced features. - Differentiate between Salesforce Classic and Lightning experiences. - Customize the Salesforce home page and configure user settings. - Create and manage tabs, list views, leads, products, and email templates. - Gain practical skills in Salesforce functionalities like creating auto-response tools and quotes. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

Syllabus

Introduction to 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.

Sales Cloud Essentials

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.