Introduction to Salesforce: A Practical Guide , Learn about Salesforce CRM through a hands-on sales journey, from login to customisation and reporting.
Course Description
Want to learn about Salesforce? You’re in the right place!
This course will give you a hands-on introduction to the world’s number one CRM software.
The best way to learn is through practice. Rather than getting lost in tons of comprehensive documentation and boring slide deck tutorials, you will learn about Salesforce through a hands-on sales journey.
Along the way, we’ll explore the platform, from login to customisation and reporting, and you can follow along in your own Salesforce developer org if you wish (no pressure).
This course is made up of five core modules, each building on the previous one:
- In the first module, we’ll learn about what Salesforce is and what it’s used for.
- In the second module, we’ll get to know the Salesforce Lightning User Interface and learn how to navigate the platform. You’ll be introduced to basic Salesforce building blocks such as apps, objects, records, and fields.
- In the third module, we’ll dive into how Salesforce works by going through a simple, hands-on sales journey, selling a service to an imaginary customer.
- In the fourth module, we’ll take it a step further with customisation. We’ll add automation to the standard sales journey by configuring some new functionality on top of it.
- In the fifth module, we’ll learn how to create reports and dashboards.
Start your Salesforce journey here and build your skills from the ground up!
Who this course is for:
- Beginner Salesforce users looking to get started.
- CRM and Sales professionals new to Salesforce.
- Salesforce admins wanting to learn the users’ side of things.
- IT decision-makers exploring different Customer Relationship Management options.
