Salesforce Completely Beginners Course. Everything You Need to Know to Start Using Salesforce Today
β±οΈ Length: 2.9 total hours
β 3.52/5 rating
π₯ 25,459 students
π November 2023 update
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- Course Overview
- This essential introductory course provides a comprehensive gateway into the Salesforce ecosystem, specifically for individuals with no prior CRM experience. It emphasizes a practical, hands-on approach to mastering foundational administrative concepts.
- You’ll explore how Salesforce functions as the worldβs leading cloud-based CRM, understanding its fundamental architecture and core principles for effective customer relationship management.
- The curriculum systematically deconstructs the essential building blocks of a Salesforce environment, translating complex enterprise software concepts into digestible, actionable lessons via declarative configuration.
- Completing this course equips you with confidence and practical skills to navigate, comprehend, and perform basic customizations, establishing a vital foundation for your professional growth within Salesforce.
- Requirements / Prerequisites
- Commitment to Learning: A genuine curiosity and readiness to engage with new enterprise software concepts are the primary prerequisites for success.
- Basic Computer Proficiency: Familiarity with web browsers and general computer usage is helpful; no advanced technical skills are required.
- Stable Internet Access: Reliable internet connectivity is essential to access the Salesforce platform for hands-on demonstrations.
- No Prior Salesforce Experience: This course assumes absolutely no previous knowledge of Salesforce or CRM systems, perfect for complete novices.
- No Coding Required: All configurations are achieved through Salesforce’s intuitive point-and-click interface, requiring zero programming skills.
- Skills Covered / Tools Used
- Declarative Customization: Gain proficiency in modifying Salesforce functionalities using its built-in administrative tools, adhering to the ‘clicks, not code’ philosophy.
- User Interface Management: Learn to tailor the end-user experience by organizing information and creating intuitive navigation for different user groups.
- Data Structure Fundamentals: Understand how data is stored, related, and displayed within Salesforce, enabling design of efficient data models for business processes.
- Security & Access Control: Master concepts of data visibility and action permissions within Salesforce, ensuring data integrity through granular settings.
- Process Automation Basics: Explore methods to streamline routine business operations by automating common tasks and communications, laying groundwork for advanced automation.
- CRM Administration: Acquire practical knowledge in daily management of a Salesforce instance, including user setup and maintaining a healthy environment.
- Salesforce Platform Navigation: Become comfortable navigating the Salesforce Setup area, Object Manager, App Launcher, and other key administrative interfaces.
- Benefits / Outcomes
- Foundational Salesforce Competence: Emerge with a solid understanding of Salesforce’s core administrative capabilities, confidently able to configure a basic Salesforce organization.
- Career Advancement: Equip yourself with in-demand skills highly valued in the Salesforce ecosystem, opening doors to entry-level Administrator or Business Analyst positions.
- Enhanced Business Process Insight: Develop a clearer insight into how businesses leverage CRM technology to optimize operations and drive growth.
- Certification Readiness: Build a robust knowledge base serving as an excellent starting point for pursuing the official Salesforce Administrator Certification.
- Immediate Practical Application: Gain the ability to apply learned concepts in real-world scenarios, whether in your current role, a new job, or personal projects.
- Cloud Technology Confidence: Increase your comfort level and familiarity with cloud-based enterprise software, a valuable asset in today’s tech-driven landscape.
- Solution-Oriented Mindset: Cultivate an analytical approach to identify business requirements and translate them into effective, declarative Salesforce configurations.
- PROS
- Accessible for Beginners: Designed for individuals with no prior Salesforce experience, ensuring a smooth and encouraging learning journey.
- Practical Focus: Emphasizes real-world application through guided exercises and demonstrations, allowing students to build tangible skills.
- Up-to-Date Content: Updated in November 2023, reflecting the latest Salesforce interface and features for highly applicable knowledge.
- Concise & Efficient: At 2.9 total hours, it offers a powerful introduction to fundamentals without extensive time commitment, ideal for busy professionals.
- Popular & Proven: Backed by over 25,000 students and a solid rating, indicating effective delivery for a broad and engaged learner base.
- Career Enhancing: Provides essential administrative skills highly valued in the job market, contributing directly to career advancement within the Salesforce ecosystem.
- CONS
- Introductory Depth: While comprehensive for fundamentals, its concise duration means it functions as an introduction, requiring further specialized learning for advanced administration or development.
Learning Tracks: English,Development,Web Development
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