Salesforce Essentials - The Complete Bootcamp

Master the Fundamentals and Elevate Your Skills in Salesforce
4.26 (72 reviews)
Udemy
platform
English
language
IT Certification
category
instructor
Salesforce Essentials - The Complete Bootcamp
868
students
44 mins
content
Apr 2023
last update
$19.99
regular price

Why take this course?

🎉 Salesforce Essentials - The Complete Bootcamp 🎓

Course Description:

Are you ready to dive into the world of Salesforce and master its essentials? Our comprehensive online course, "Salesforce Essentials - The Complete Bootcamp," is designed to take you from a beginner to an advanced user. This isn't just any ordinary course; it's a deep dive into the platform that's transforming how businesses manage customer relationships worldwide.

📘 What You Will Learn:

  • 🔑 Accessing Your Salesforce Account: We'll guide you through logging in, whether it's for your personal use or your company's account, and even show you how to create a new account if needed.
  • 🕰️ Understanding Salesforce Objects in Lightening Interface: Gain insights into the core objects within Salesforce and how they fit into your CRM strategy.
  • ☁️ Salesforce 360: Learn about the holistic view of customers it provides and how to leverage this for better decision-making.
  • 🗺️ Navigation in Salesforce: Master the interface, from navigating between pages to using lists and dashboards effectively.
  • 📈 Planning Logging and Managing Customer Interactions: Understand account and opportunity management, contact management, and task management to keep track of all your customer interactions.

Course Structure:

  1. Introduction to Salesforce CRM:

    • Get started with an overview of what Salesforce is and the impact it can have on your organization's customer relationship efforts.
  2. Salesforce Objects:

    • Explore the key objects in Salesforce, including Leads, Contacts, Accounts, Opportunities, Cases, Assets, etc., and how they relate to one another.
  3. Customization & Configuration:

    • Learn to customize page layouts, fields, records, apps, and much more to tailor Salesforce for your specific business needs.
  4. Data Management:

    • Understand best practices for data entry and how to maintain data integrity within your CRM system.
  5. Salesforce Automation & Reports:

    • Discover how to automate repetitive tasks with workflow rules, processes, and flows. Also, learn to create meaningful reports to analyze data and make informed decisions.
  6. Security & Best Practices:

    • Ensure your organization's data is safe by understanding the security features of Salesforce and best practices for user permissions.

Why Choose This Bootcamp?

  • 🚀 Practical Hands-On Learning: Engage with real-world scenarios that mirror real business challenges.
  • 🏆 Certification upon Completion: Showcase your newfound expertise with a certification to validate your skills.
  • 🤝 Real-World Applicability: Apply what you learn directly to your organization's operations, driving growth and efficiency.
  • 🌐 Accessible Learning: Study at your own pace, with materials designed for both beginners and those looking to deepen their Salesforce expertise.

Disclaimer:

  • We are a Salesforce Partner, not directly associated with Salesforce.com, inc.
  • Salesforce is a registered trademark of Salesforce.com, inc., a San Francisco-based CRM software provider that offers cloud-based software solutions, including app development, analytics, customer service, and marketing automation across the USA and many other countries. We are not associated with Salesforce directly but are authorized as a Salesforce Partner.
  • For hands-on practice on Salesforce CRM, you will need to obtain your own access from the Salesforce website. Please use a search engine to find the official sign-up page for Salesforce CRM and start your learning journey there.

Join us on this exciting journey to become a Salesforce expert! 🌟

Enroll now and transform your career with Salesforce Essentials - The Complete Bootcamp!

Course Gallery

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5260252
udemy ID
08/04/2023
course created date
28/05/2023
course indexed date
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