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Stephane Muller

The Salesforce Fundamentals specialization guides learners through the Salesforce Fundamentals for Business Administration Trailmix and presents what is possible with the Salesforce platform and how it can support your business. This specialization covers the essentials of Salesforce from building a user interface and creating reports and dashboards, to advanced process automation. Upon completion of all the assigned modules and projects, learners will have the skills needed to begin to implement Salesforce in a business.

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What's inside

Four courses

Salesforce Basics

(0 hours)
In this course, you will learn the basics of Salesforce, the world's leading Customer Relationship Manager (CRM) system. You will understand the components of Salesforce and how they work together to make it an optimal system. You will also learn the basics of Lightning for Sales, Community Cloud, and Marketing, and how to secure your Salesforce Organization and Manage Permissions. These tools will serve as building blocks for implementing Salesforce into any organization.

Salesforce Reporting

(0 hours)
Salesforce Reporting focuses on the impact of micro-level Salesforce changes on the user experience. It covers creating custom objects, field dependencies, and workflows for tracking accounts or services. Data management, report creation, and dashboard development are also covered. Finally, the course explores Salesforce Service Cloud for customer engagement. It includes readings, Trailhead activities, discussions, videos, and peer reviews.

Salesforce Integration

(0 hours)
Salesforce Integration explores data management, Salesforce data organization and display, and business procedure automation. Learners will practice creating custom automation processes, building workflows, and performing data modeling.

Salesforce Capstone: Organization Integration

(0 hours)
In Salesforce Capstone: Organization Integration, learners will complete the Business Administration Specialist Superbadge. This project combines skills from previous courses, including data cleaning, user management, email template creation, UI configuration, report generation, and Chatter tool management. The course also includes peer discussions, a demonstration video, and a peer review assignment.

Learning objectives

  • Manage user permissions, data security, and object creation.
  • Manage and model data to create reports and data visualization
.
  • 
automate business processes and integrate salesforce into an organization.

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