Salesforce Essentials - The Complete Bootcamp

Master the Fundamentals and Elevate Your Skills in Salesforce

4.21 (71 reviews)
Udemy
platform
English
language
IT Certification
category
instructor
Salesforce Essentials - The Complete Bootcamp
867
students
44 mins
content
Apr 2023
last update
$19.99
regular price

What you will learn

Understanding of Salesforce Platform

Basics of Salesforce CRM

Understanding Salesforce Objects and how to use them in day to day life

Managing Your Salesforce like a pro

Why take this course?

πŸŽ‰ Salesforce Essentials - The Complete Bootcamp πŸŽ“

Course Description:

Are you ready to dive into the world of Salesforce and master its essentials? Our comprehensive online course, "Salesforce Essentials - The Complete Bootcamp," is designed to take you from a beginner to an advanced user. This isn't just any ordinary course; it's a deep dive into the platform that's transforming how businesses manage customer relationships worldwide.

πŸ“˜ What You Will Learn:

  • πŸ”‘ Accessing Your Salesforce Account: We'll guide you through logging in, whether it's for your personal use or your company's account, and even show you how to create a new account if needed.
  • πŸ•°οΈ Understanding Salesforce Objects in Lightening Interface: Gain insights into the core objects within Salesforce and how they fit into your CRM strategy.
  • ☁️ Salesforce 360: Learn about the holistic view of customers it provides and how to leverage this for better decision-making.
  • πŸ—ΊοΈ Navigation in Salesforce: Master the interface, from navigating between pages to using lists and dashboards effectively.
  • πŸ“ˆ Planning Logging and Managing Customer Interactions: Understand account and opportunity management, contact management, and task management to keep track of all your customer interactions.

Course Structure:

  1. Introduction to Salesforce CRM:

    • Get started with an overview of what Salesforce is and the impact it can have on your organization's customer relationship efforts.
  2. Salesforce Objects:

    • Explore the key objects in Salesforce, including Leads, Contacts, Accounts, Opportunities, Cases, Assets, etc., and how they relate to one another.
  3. Customization & Configuration:

    • Learn to customize page layouts, fields, records, apps, and much more to tailor Salesforce for your specific business needs.
  4. Data Management:

    • Understand best practices for data entry and how to maintain data integrity within your CRM system.
  5. Salesforce Automation & Reports:

    • Discover how to automate repetitive tasks with workflow rules, processes, and flows. Also, learn to create meaningful reports to analyze data and make informed decisions.
  6. Security & Best Practices:

    • Ensure your organization's data is safe by understanding the security features of Salesforce and best practices for user permissions.

Why Choose This Bootcamp?

  • πŸš€ Practical Hands-On Learning: Engage with real-world scenarios that mirror real business challenges.
  • πŸ† Certification upon Completion: Showcase your newfound expertise with a certification to validate your skills.
  • 🀝 Real-World Applicability: Apply what you learn directly to your organization's operations, driving growth and efficiency.
  • 🌐 Accessible Learning: Study at your own pace, with materials designed for both beginners and those looking to deepen their Salesforce expertise.

Disclaimer:

  • We are a Salesforce Partner, not directly associated with Salesforce.com, inc.
  • Salesforce is a registered trademark of Salesforce.com, inc., a San Francisco-based CRM software provider that offers cloud-based software solutions, including app development, analytics, customer service, and marketing automation across the USA and many other countries. We are not associated with Salesforce directly but are authorized as a Salesforce Partner.
  • For hands-on practice on Salesforce CRM, you will need to obtain your own access from the Salesforce website. Please use a search engine to find the official sign-up page for Salesforce CRM and start your learning journey there.

Join us on this exciting journey to become a Salesforce expert! 🌟

Enroll now and transform your career with Salesforce Essentials - The Complete Bootcamp!

Screenshots

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5260252
udemy ID
08/04/2023
course created date
28/05/2023
course indexed date
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