Salesforce Basics

Salesforce Basics

This course is part of Salesforce Fundamentals Specialization

Instructor: Stephane Muller

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29,742 already enrolled

3 modules

Gain insight into a topic and learn the fundamentals.

4.3

(210 reviews)

Beginner level

Recommended experience

23 hours to complete

3 weeks at 7 hours a week

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

4.3

(210 reviews)

Beginner level

Recommended experience

23 hours to complete

3 weeks at 7 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Access, navigate around, and transition between Lightning and Classic Salesforce interfaces.
Customize Salesforce functionality to meet specific team needs.
Create customer, partner, and employee communities.

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Taught in English

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This course is part of the Salesforce Fundamentals Specialization

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There are 3 modules in this course

In this course, you will learn about what the world’s number one Customer Relationship Manager (CRM) system has to offer. You will begin this course by understanding the components that Salesforce leverages to make it an optimal system. You will learn about the basics in Lightning for Sales, Community Cloud and Marketing, and understanding how to secure your Salesforce Organization and Manage Permissions. These tools will serve as building blocks to implementing Salesforce into any organization. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.

Welcome to Salesforce Fundamentals! Each module you will be working through a few modules in the Salesforce Fundamentals for Business Administration Trailmix plus a few additional pertinent modules from other trailmixes. The focus of this module is on identifying what Salesforce is and how it functions. There are two versions of Salesforce: Salesforce Classic and Lightning. Identifying the differences is fundamental to the implementation of Salesforce as a business administration specialist.

What's included

1 video1 reading1 peer review1 discussion prompt

In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.

What's included

1 video1 reading1 peer review1 discussion prompt

This module we will be focusing on security and managing permissions on different levels of the organization, and maintaining the safety of data. In addition, we will cover the chatter functions and how they benefit sales. In our virtual session, we will continue with an overview of reports to build your understanding of the Salesforce Superbadge project.