Learn about Salesforce CRM through a hands-on sales journey, from login to customisation and reporting.
What you will learn
What is Salesforce
How to use the Salesforce Lightning User Interface
Understand Salesforce platform concepts and features
Experience a hands-on sales process in Salesforce
Create a basic Salesforce customisation using a custom object, layout and flow
Learn to create Salesforce reports and dashboards
Why take this course?
π Introduction to Salesforce: A Practical Guide π
Your Journey to CRM Mastery Begins Here!
Want to learn about Salesforce? Youβre in the right place!
Dive into the world’s leading Customer Relationship Management (CRM) software with a hands-on approach that makes learning both fun and effective. Say goodbye to endless documentation and slide decks; instead, you’ll embark on a sales journey from the moment you log in until you master the art of customisation. π
What You’ll Experience:
- A Real-World Approach: Learn Salesforce by doing it, not just reading about it! Follow along in your own Salesforce Developer Org (no obligation if you’re just exploring).
- Hands-On Training: Each module is designed to give you practical experience with the Salesforce platform. From understanding its core functionalities to customizing it for your business needs.
- Interactive Modules: The course is divided into four engaging modules that build upon each other, ensuring you develop a comprehensive understanding of Salesforce.
Course Modules Breakdown:
- Salesforce Essentials π
- What is Salesforce and what can it do for your business?
- An overview of the platform’s capabilities and its impact on sales processes.
- Navigating the Interface π₯οΈ
- Get familiar with the Salesforce Lightning User Interface.
- Explore the foundational elements of Salesforce such as apps, objects, records, and fields.
- Sales Journey Simulation π’β‘οΈπ°
- Engage in a realistic sales scenario using Salesforce.
- Understand the flow of managing sales opportunities and customer interactions.
- Customisation and Automation βοΈβ¨
- Learn how to customize the platform to fit your specific business needs.
- Implement automation to streamline processes and increase efficiency.
Who is This Course For?
- Sales professionals looking to enhance their sales process with technology.
- CRM beginners eager to understand the basics of Salesforce.
- Business analysts seeking to add Salesforce skills to their repertoire.
- Anyone curious about how Salesforce can transform their business processes.
Your Instructor: Igor VrabeΔ
With years of experience as a Salesforce expert, Igor VrabeΔ brings a wealth of knowledge and practical insights to your learning journey. His hands-on teaching style and real-world examples will ensure you not only learn the material but can apply it immediately. π€π
Ready to Unlock the Power of Salesforce?
Enroll in “Introduction to Salesforce: A Practical Guide” today and start transforming your approach to sales, marketing, and customer relationships. With every click, you’re one step closer to becoming a Salesforce expert! π
Join us and elevate your professional skills with the platform that drives success for businesses worldwide. Let’s embark on this journey together! π§ββοΈβ¨