Salesforce CRM - A Complete Introduction

🚀 Salesforce CRM - A Complete Introduction for New Users 🎓

The Definitive Salesforce course for new users 🌟

Salesforce is the World's No. 1 Customer Relationship Management (CRM) platform, and for good reason. It's a comprehensive cloud-based solution that empowers companies to excel in sales, enhance customer service, streamline information management, automate workflows, manage financials, and much more. With over 5 hours of content, this course will give you a complete introduction to mastering Salesforce and leveraging its capabilities for your organisation's success.

This course is tailored for new users, decision-makers, and budding Salesforce administrators who are eager to explore the potential of CRM systems and harness Salesforce's full power. It's an excellent starting point for those looking to expand their skills or understand the platform better before making significant investments in it.

Your Instructors: Experienced Salesforce Consultants 👩‍💼✨

• Richard Pomeroy: With over 11 years of Salesforce experience, Richard is a seasoned consultant, mentor, and trainer based near Portsmouth. His expertise spans consultancy and end-user environments, where he's helped numerous businesses achieve their goals. Recognized as a Salesforce Platform Champion in 2020-2021, Richard also shares his insights through his blog, SFDCPenguin.

• Haoming Yau: An accomplished Salesforce consultant with a whopping 9 certifications and 15 years of experience, Haoming has been actively supporting organisations in London to implement processes, technology, and systems effectively. His passion for making a difference is further demonstrated through his role as an Udemy instructor, where he's garnered over 200 positive reviews.

Both Richard and Haoming are committed to ensuring that their online courses are practical and useful, providing you with valuable knowledge and skills.

Course Content Overview:

• Getting Started: Learn how to sign up for a free developer Salesforce Org and navigate the platform effortlessly.

• Data Management: Understand the core data objects such as Accounts, Opportunities, Cases, Campaigns, and more.

• Salesforce Features: Explore automation tools, validation rules, AppExchange apps, and how they can enhance your business processes.

• Reporting & Analytics: Master Salesforce reporting, list views, and dashboards to gain insights into your data.

• Getting Help: Find out where to go for assistance within the Salesforce community.

Learning Outcomes:

By the end of this course, you will:

1. Have a comprehensive and complete overview of Salesforce tailored for new users.

2. Understand what Salesforce is and how it can benefit your organisation.

3. Know how to navigate around Salesforce confidently.

4. Be familiar with key features and the functionality provided by Salesforce.

5. Grasp the structure of Salesforce objects and how information is organised within the platform.

6. Learn how to create and interpret reports, list views, and dashboards to make data-driven decisions.

Enroll in this course today and embark on your journey to becoming a Salesforce expert! Whether you're looking to improve customer relationships, streamline your sales process, or simply explore what Salesforce can do for your business, this comprehensive introduction is the perfect starting point. 🌱🚀