Salesforce Basics
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.
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.
Syllabus
Syllabus - What you will learn from this course
Week 1
Module 1
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.
Week 2
Module 2
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.
Week 3
Module 3
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.
FAQ
When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
Reviews
Enjoyed the course, but was sometimes hard to get answers to questions.
Very Good for Beginners to understand the basic knowledge of Salesforce.
Course is very useful and knowledgeable, but require more guidance for how to complete the modules and batches need more videos.
Good course for Beginners to understand the basic of Salesforce.
