Salesforce Completely Beginners Course. Everything You Need to Know to Start Using Salesforce Today
β±οΈ Length: 2.9 total hours
β 3.34/5 rating
π₯ 26,859 students
π November 2023 update
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- Course Overview
- Comprehensive Entry Point: This curriculum serves as an essential gateway for individuals who have zero prior exposure to CRM software, providing a structured and easy-to-follow path to mastery. It effectively demystifies the cloud computing landscape by focusing on practical applications within the Salesforce ecosystem, ensuring that even those with no technical background can follow along with ease.
- Architecture Insight: Delve into the multi-tenant architecture of Salesforce, learning how a single platform supports thousands of diverse businesses while maintaining high security and operational performance. This insight is crucial for understanding how the platform scales to meet the needs of both small startups and massive global enterprises without requiring unique hardware.
- Modern User Interface: A focused look at the Salesforce Lightning Experience, emphasizing its intuitive design and how it streamlines daily tasks for sales representatives and administrative staff. You will learn how to navigate the modern UI efficiently, saving time and reducing the learning curve associated with complex enterprise software.
- Role-Based Learning: Understand the different professional paths within the ecosystem, including the roles of Administrators, Developers, and Consultants. This helps students align their learning journey with specific career goals, whether they want to manage data, build custom applications, or focus on strategic business consulting.
- Time-Efficient Curriculum: With a total runtime of 2.9 hours, the course is specifically tailored to provide maximum information in a condensed format. It is designed for busy professionals who need to get up to speed quickly without spending weeks on theoretical concepts that do not apply to daily operations.
- Requirements / Prerequisites
- Zero Coding Knowledge: One of the most significant advantages of this course is that it requires absolutely no programming experience or technical background. It is built for absolute beginners, making it accessible to career changers from retail, hospitality, or general administration who are looking to pivot into the tech industry.
- Standard Hardware and Connectivity: Learners only need a functional computer or laptop with a stable internet connection and a modern web browser. No expensive software installations or local server configurations are required, as Salesforce operates entirely within the cloud, allowing for seamless learning from any location.
- Logical Mindset: While not a technical requirement, having a basic understanding of business processesβsuch as how a lead becomes a customer or how support tickets are handledβwill help in grasping the platform’s logic faster. This contextual knowledge makes the software’s features feel more relevant and easier to memorize.
- Free Practice Environment: Accessing the material requires the willingness to sign up for a free Salesforce Developer Edition account. This provides a risk-free playground where you can practice all the lessons in real-time, allowing you to experiment with features without the fear of breaking a live corporate database.
- Skills Covered / Tools Used
- Lightning Experience Navigation: Master the modern interface, learning to customize the navigation bar and utilize the global search functionality to locate critical business information instantly. Efficiency in navigation is the first step toward becoming a power user who can handle complex data requests.
- Standard Object Management: Learn the fundamentals of Leads, Accounts, Contacts, and Opportunities, which form the core of the Sales Cloud. You will understand how these objects relate to one another to create a comprehensive, 360-degree view of the entire customer lifecycle.
- Custom Field Creation: Discover the power of “clicks-not-code” by learning how to create custom fields, picklists, and checkboxes to capture unique data points specific to your business needs. This skill allows you to tailor the platform to meet the reporting needs of any specific business unit.
- Data Integrity Basics: Gain hands-on experience in managing records and understanding how data quality affects the overall health of an organizationβs sales pipeline. You will learn the importance of clean data and how it impacts the accuracy of executive forecasting and financial planning.
- Basic Report Generation: Gain the ability to create simple reports that provide visibility into sales performance and customer trends. Understanding how to pull data out of the system is just as important as knowing how to put it in, as it empowers teams to make data-driven decisions.
- Benefits / Outcomes
- Immediate Workplace Application: By the end of this journey, you will possess the confidence to navigate any Salesforce instance effectively. This makes you an immediate asset to any team using the platform, allowing you to contribute to projects and manage customer data from your first day on the job.
- Certification Foundation: This course serves as the perfect primer for the Salesforce Certified Administrator exam. It provides the necessary context and vocabulary needed before diving into more advanced technical study materials and official documentation, giving you a significant head start.
- Enhanced Career Prospects: Adding Salesforce proficiency to your professional profile significantly boosts your employability in various sectors, from technology to finance and healthcare. As more companies move their operations to the cloud, the demand for individuals who understand CRM logic continues to grow.
- Process Optimization: Learn best practices that reduce manual administrative overhead, allowing you to focus on high-value tasks like relationship building. You will understand how to use the platform to automate repetitive tasks, thereby increasing overall organizational efficiency and personal productivity.
- Trailblazer Community Introduction: Get introduced to the global network of Salesforce professionals. Joining this community provides access to endless resources, mentorship, and networking opportunities that can help sustain your career growth and keep your skills sharp long after the course ends.
- PROS
- Highly Focused Content: The course avoids unnecessary fluff, delivering high-impact information that allows students to reach a level of functional literacy in the software in under three hours, making it one of the most efficient starting points available.
- Updated Material: With content updated as recently as late 2023, learners can be sure they are seeing the current interface and features used in modern business environments, avoiding the confusion of outdated tutorials.
- Proven Community Success: With over 26,000 students enrolled, the course has a proven track record of helping a diverse group of learners successfully launch their CRM journeys, backed by a significant amount of peer feedback and positive ratings.
- CONS
- Introductory Scope: Because this is a beginner-focused fundamentals guide, it may lack the technical depth required by those seeking to learn advanced Apex coding, complex flow automation, or high-level architectural system integrations.
Learning Tracks: English,Development,Web Development
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