Master the Fundamentals and Elevate Your Skills in Salesforce

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

Description

** Disclaimer ** –

  1. We do NOT do Live Training. Salesforce is a registered trademark Salesforce dot com inc is a San Francisco-based customer relationship management (CRM) software provider that offers cloud-based software, including app development, analytics, customer service, and marketing automation in USA and many other countries. We are NOT associated with Salesforce directly but are Salesforce Partner.
  2. Salesforce software and Salesforce GUI are proprietary Salesforce software. Neither Udemy nor we are authorised to provide Salesforce CRM Access. You can officially get Salesforce Access to practice on Salesforce CRM system from Salesforce website. We are not allowed by Udemy to place a link here. Please google “Salesforce CRM” and you can find the URL for the same.

** End of Disclaimer **

“Salesforce Essentials – The Complete Bootcamp” is a comprehensive and intensive course designed to provide participants with a thorough understanding of the Salesforce platform. This bootcamp covers all the essential aspects of Salesforce, from the fundamentals of Customer Relationship Management (CRM) to the advanced topics of automation and data management. The course is designed to equip participants with the skills and knowledge they need to use Salesforce effectively to streamline their workflows, improve their customer relationships, and drive growth in their organisation.

What you will Learn


Get Instant Notification of New Courses on our Telegram channel.


  • Accessing your Salesforce account
    • Personal or Company Account Login
    • Account Creation
  • Understanding Salesforce Objects in Lightening Interface
  • Salesforce 360
  • Navigation in Salesforce
  • Planing Logging and managing customer interactions
    • Account and Opportunity Management
    • Contact Management
    • Task Management

Throughout the course, participants will learn how to navigate the Salesforce interface, use its various features and functionalities, and optimize its capabilities to meet the specific needs of their organization. Additionally, the course emphasizes the importance of data security and management, ensuring that participants understand how to keep their organization’s data safe and secure.

Upon completing the course, participants will be equipped with the skills and confidence to tackle any Salesforce challenge. They will have gained practical experience in using Salesforce to optimize their day to day BAU. Participants will receive a certification upon completion of the course, which will validate their skills and expertise in using Salesforce.

In conclusion, “Salesforce Essentials – The Complete Bootcamp” is an excellent opportunity for anyone seeking to gain comprehensive knowledge and practical skills in using Salesforce. The course provides participants with a thorough understanding of the platform, covering everything from the basics to advanced topics. Participants will gain practical experience through hands-on exercises and simulations, enabling them to apply what they have learned in their work environment. With a certification upon completion, participants will be able to demonstrate their skills and expertise in using Salesforce, setting them apart as professionals in the industry.

English
language

Content

Introduction

Introduction

Understanding Platform

Login in your Salesforce Account
Account Creation
Understanding Salesforce Objects
Salesforce 360

Navigating in Salesforce

Navigation
Global Search
Home Tab – Landing Page

Working in Salesforce

Account and Oppurtinity Management
Contact Management
Task Management