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Stephane Muller
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/2497ix/salesforce
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What's inside
Syllabus
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.
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.
Read more
Syllabus
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.
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.
Read more
Module 2
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.
Module 3
This module we will be focusing on security and managing permissions on different levels of the organization, and maintaining the safety of data. In addition, we will cover the chatter functions and how they benefit sales. In our virtual session, we will continue with an overview of reports to build your understanding of the Salesforce Superbadge project.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Provides an overview of Salesforce, a popular Customer Relationship Management system
Covers essential concepts of Salesforce, including Lightning, Community Cloud, Marketing, and security
Offers hands-on practice through Salesforce's Trailhead platform and peer review assignments
Save this course
Save Salesforce Basics to your list so you can find it easily later:
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Reviews summary
Useful salesforce overview
According to students, Salesforce Basics provides a useful overview of Salesforce. Learners say that this course is especially useful for beginners to the Salesforce platform, but is less useful for non-profits and those with some prior experience. Many reviewers mention that the course primarily relies on links to the free Salesforce Trailhead learning platform for content, meaning that you could access most of this content without enrolling in this course.
Hands-on project exercises engage learners.
"Hand-on challenges Are too interesting give the actual feeling of you Are in office."
Course includes peer-reviewed quizzes.
"Helping peer member is just like we help our colleague in office."
Good for beginners to learn basic Salesforce concepts.
"Good course for Salesforce beginners."
"Very Good for Beginners to understand the basic knowledge of Salesforce."
"This was a great introductory course for Salesforce "newbies"."
Limited video content.
"The videos are short and useless because they just cover select parts of the reading"
Challenges (quizzes) can be difficult to complete.
"In week three of the course, you are asked to complete a very long admin level module and when you get to the challenge (quiz), you are told that in order to complete it you need the knowledge covered in another module which isn't even part of the course."
Modules and reading assignments are disorganized.
"The modules/reading assignments are jumbled."
Less helpful for people working in non-profits.
"Wasn't very helpful in making me understand Salesforce from a non-sales perspective."
Course content is primarily hosted on Salesforce Trailhead.
"Just a copy of official salesforce training website."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Salesforce Basics with these
activities:
Review book
Show steps
Review the provided book to reinforce knowledge of the basics of Salesforce.
Browse courses on
Salesforce
Show steps
-
Read the introduction and first chapter
-
Summarize key concepts and ideas
-
Identify any areas that need further review
Explore Salesforce Trailhead
Show steps
Follow guided tutorials to familiarize with the platform.
Browse courses on
Salesforce
Show steps
-
Create a Trailhead account
-
Follow the 'Salesforce Fundamentals for Business Administration' Trailmix
-
Complete at least three modules
Complete Salesforce Trailhead Modules
Show steps
Completing the Salesforce Trailhead modules will provide hands-on experience and reinforce the concepts learned in the course.
Show steps
-
Create a Salesforce Trailhead account
-
Enroll in the Salesforce Fundamentals for Business Administration Trailmix
-
Complete the required modules
-
Earn badges for completing modules
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Practice Lightning, Community Cloud, and Marketing Simulations
Show steps
Simulate Salesforce features to practice and reinforce understanding.
Browse courses on
Salesforce
Show steps
-
Access Salesforce Trailhead or Developer Edition
-
Set up a mock business scenario
-
Perform tasks within Lightning
Form a Study Group
Show steps
Form a study group with peers to enhance knowledge through group discussions.
Browse courses on
Collaboration
Show steps
-
Identify interested peer
-
Determine meeting frequency and duration
-
Discuss course topics, real-life applications, and share knowledge
Practice Hands-On Exercises in Salesforce
Show steps
Practicing hands-on exercises in Salesforce will help develop proficiency in using the platform.
Show steps
-
Log in to your Salesforce org
-
Follow the instructions provided in the exercises
-
Create and manage records
-
Run reports and analyze data
Review a Salesforce Reference Book
Show steps
Review a reference book to enhance understanding of advanced concepts.
Browse courses on
Salesforce
Show steps
-
Identify and obtain a relevant reference book
-
Review specific chapters and sections related to the course topic
-
Summarize key concepts and make notes
Attend Salesforce Certification Prep Course
Show steps
Attend a workshop to enhance knowledge of Salesforce features and prepare for certification.
Browse courses on
Salesforce
Show steps
-
Research and identify relevant workshops
-
Register and prepare for the workshop
-
Attend the workshop and participate actively
Develop a Salesforce Implementation Plan
Show steps
Create a comprehensive plan for implementing Salesforce within an organization.
Browse courses on
Salesforce
Show steps
-
Define objectives and scope
-
Research and gather requirements
-
Design a roadmap
-
Develop a budget and timeline
-
Identify potential risks and challenges
-
Present the plan to stakeholders
Design a Salesforce Dashboard
Show steps
Designing a Salesforce dashboard will help you visualize and analyze data to make better informed decisions.
Browse courses on
Salesforce Reporting
Show steps
-
Identify the key metrics you want to track
-
Create a dashboard layout
-
Add charts and reports to the dashboard
-
Share the dashboard with relevant stakeholders
Contribute to Salesforce Open Source Projects
Show steps
Contribute to Salesforce open source projects to gain hands-on experience and enhance technical skills.
Browse courses on
Salesforce
Show steps
-
Identify a relevant open source project
-
Review the project documentation and code
-
Identify a specific area to contribute
-
Develop and test a solution
-
Submit a pull request
Review book
Show steps
Review the provided book to reinforce knowledge of the basics of Salesforce.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Read the introduction and first chapter
- Summarize key concepts and ideas
- Identify any areas that need further review
Explore Salesforce Trailhead
Show steps
Follow guided tutorials to familiarize with the platform.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Create a Trailhead account
- Follow the 'Salesforce Fundamentals for Business Administration' Trailmix
- Complete at least three modules
Complete Salesforce Trailhead Modules
Show steps
Completing the Salesforce Trailhead modules will provide hands-on experience and reinforce the concepts learned in the course.
Show steps
Show steps
Show steps
- Create a Salesforce Trailhead account
- Enroll in the Salesforce Fundamentals for Business Administration Trailmix
- Complete the required modules
- Earn badges for completing modules
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Practice Lightning, Community Cloud, and Marketing Simulations
Show steps
Simulate Salesforce features to practice and reinforce understanding.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Access Salesforce Trailhead or Developer Edition
- Set up a mock business scenario
- Perform tasks within Lightning
Form a Study Group
Show steps
Form a study group with peers to enhance knowledge through group discussions.
Browse courses on
Collaboration
Show steps
Show steps
Show steps
- Identify interested peer
- Determine meeting frequency and duration
- Discuss course topics, real-life applications, and share knowledge
Practice Hands-On Exercises in Salesforce
Show steps
Practicing hands-on exercises in Salesforce will help develop proficiency in using the platform.
Show steps
Show steps
Show steps
- Log in to your Salesforce org
- Follow the instructions provided in the exercises
- Create and manage records
- Run reports and analyze data
Review a Salesforce Reference Book
Show steps
Review a reference book to enhance understanding of advanced concepts.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Identify and obtain a relevant reference book
- Review specific chapters and sections related to the course topic
- Summarize key concepts and make notes
Attend Salesforce Certification Prep Course
Show steps
Attend a workshop to enhance knowledge of Salesforce features and prepare for certification.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Research and identify relevant workshops
- Register and prepare for the workshop
- Attend the workshop and participate actively
Develop a Salesforce Implementation Plan
Show steps
Create a comprehensive plan for implementing Salesforce within an organization.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Define objectives and scope
- Research and gather requirements
- Design a roadmap
- Develop a budget and timeline
- Identify potential risks and challenges
- Present the plan to stakeholders
Design a Salesforce Dashboard
Show steps
Designing a Salesforce dashboard will help you visualize and analyze data to make better informed decisions.
Browse courses on
Salesforce Reporting
Show steps
Show steps
Show steps
- Identify the key metrics you want to track
- Create a dashboard layout
- Add charts and reports to the dashboard
- Share the dashboard with relevant stakeholders
Contribute to Salesforce Open Source Projects
Show steps
Contribute to Salesforce open source projects to gain hands-on experience and enhance technical skills.
Browse courses on
Salesforce
Show steps
Show steps
Show steps
- Identify a relevant open source project
- Review the project documentation and code
- Identify a specific area to contribute
- Develop and test a solution
- Submit a pull request
Career center
Learners who complete Salesforce Basics will develop knowledge and skills
that may be useful to these careers:
Salesforce Administrator
Salesforce Administrator
A Salesforce Administrator helps keep Salesforce running smoothly and efficiently. They make sure the system is secure, users have the right permissions, and data is backed up regularly. They also work with other teams to make sure Salesforce is integrated with other systems and processes. This course can help you become a Salesforce Administrator by giving you a strong foundation in the basics of Salesforce. You will learn about the different components of Salesforce, how to configure and customize the system, and how to manage users and permissions.
Salesforce Developer
Salesforce Developer
A Salesforce Developer creates and maintains custom applications and integrations for Salesforce. They work with Salesforce Administrators to make sure that these applications and integrations meet the needs of the business. This course can help you become a Salesforce Developer by giving you a strong foundation in the basics of Salesforce. You will learn about the different components of Salesforce, how to use the Salesforce API, and how to develop custom applications and integrations.
Salesforce Consultant
Salesforce Consultant
A Salesforce Consultant helps businesses implement and use Salesforce effectively. They work with clients to understand their business needs and then help them choose the right Salesforce solution. They also help clients with the implementation and training process. This course can help you become a Salesforce Consultant by giving you a strong foundation in the basics of Salesforce. You will also learn about the different Salesforce products and services, and how to implement and configure them.
Sales Manager
Sales Manager
A Sales Manager leads and manages a team of sales representatives. They are responsible for setting sales goals, developing sales strategies, and motivating and coaching their team. This course can help you become a Sales Manager by giving you a strong foundation in the basics of Salesforce. You will learn about how to use Salesforce to track sales performance, manage customer relationships, and forecast sales.
Customer Success Manager
Customer Success Manager
A Customer Success Manager helps customers get the most out of Salesforce. They work with customers to understand their business goals and then help them use Salesforce to achieve those goals. This course can help you become a Customer Success Manager by giving you a strong foundation in the basics of Salesforce. You will also learn about the different Salesforce products and services, and how to implement and configure them.
Business Analyst
Business Analyst
A Business Analyst helps businesses identify and solve problems. They work with stakeholders to understand their business needs and then develop solutions that meet those needs. This course can help you become a Business Analyst by giving you a strong foundation in the basics of Salesforce. You will also learn about the different Salesforce products and services, and how to use them to solve business problems.
Marketing Manager
Marketing Manager
A Marketing Manager plans and executes marketing campaigns. They are responsible for developing marketing strategies, creating marketing materials, and managing marketing budgets. This course can help you become a Marketing Manager by giving you a strong foundation in the basics of Salesforce. You will learn about how to use Salesforce to track marketing performance, manage customer relationships, and forecast sales.
Project Manager
Project Manager
A Project Manager plans and executes projects. They are responsible for setting project goals, developing project plans, and managing project resources. This course can help you become a Project Manager by giving you a strong foundation in the basics of Salesforce. You will learn about how to use Salesforce to track project progress, manage project resources, and communicate with stakeholders.
Data Analyst
Data Analyst
A Data Analyst collects, analyzes, and interprets data. They work with stakeholders to understand their data needs and then develop reports and visualizations that meet those needs. This course can help you become a Data Analyst by giving you a strong foundation in the basics of Salesforce. You will also learn about how to use Salesforce to extract and analyze data.
Systems Analyst
Systems Analyst
A Systems Analyst designs and implements computer systems. They work with stakeholders to understand their system needs and then develop and implement systems that meet those needs. This course can help you become a Systems Analyst by giving you a strong foundation in the basics of Salesforce. You will also learn about the different Salesforce products and services, and how to implement and configure them.
Software Engineer
Software Engineer
A Software Engineer designs, develops, and tests software. They work with stakeholders to understand their software needs and then develop and implement software that meets those needs. This course may be useful for you if you are interested in becoming a Software Engineer. You will learn about the different Salesforce products and services, and how to use them to develop custom applications and integrations.
Web Developer
Web Developer
A Web Developer designs and develops websites. They work with stakeholders to understand their website needs and then develop and implement websites that meet those needs. This course may be useful for you if you are interested in becoming a Web Developer. You will learn about the different Salesforce products and services, and how to use them to develop custom websites and integrations.
Database Administrator
Database Administrator
A Database Administrator manages and maintains databases. They work with stakeholders to understand their database needs and then develop and implement databases that meet those needs. This course may be useful for you if you are interested in becoming a Database Administrator. You will learn about the different Salesforce products and services, and how to use them to manage and maintain databases.
Network Administrator
Network Administrator
A Network Administrator manages and maintains computer networks. They work with stakeholders to understand their network needs and then develop and implement networks that meet those needs. This course may be useful for you if you are interested in becoming a Network Administrator. You will learn about the different Salesforce products and services, and how to use them to manage and maintain networks.
IT Manager
IT Manager
An IT Manager plans and manages IT systems. They work with stakeholders to understand their IT needs and then develop and implement IT systems that meet those needs. This course may be useful for you if you are interested in becoming an IT Manager. You will learn about the different Salesforce products and services, and how to use them to manage and maintain IT systems.
For more career information including salaries, visit:
OpenCourser.com/course/2497ix/salesforce
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Salesforce Basics.
Quick start guide to Salesforce. It covers the basics of the platform and its key features. It valuable resource for beginners who want to get started with Salesforce quickly and easily.
Provides a comprehensive overview of Salesforce. It covers the basics of the platform and its key features. It valuable resource for beginners who want to get started with Salesforce quickly and easily.
Save
Provides a comprehensive overview of Salesforce. It covers the basics of the platform and its key features. It valuable resource for beginners who want to get started with Salesforce quickly and easily.
Is the official Salesforce documentation for users. It provides comprehensive information on all aspects of using Salesforce, from creating and managing records to running reports and dashboards.
Is the official user guide for Salesforce. It provides a comprehensive overview of the platform and its features. It valuable resource for users who want to learn how to use Salesforce effectively.
Provides a comprehensive overview of Salesforce for manufacturing. It covers all the aspects of Salesforce, from using Salesforce to manage customer relationships to using Salesforce to track production orders.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/2497ix/salesforce
Share
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Effort
3 weeks of study, 3-5 hours/week
Level
Introductory
Via
Coursera
Institution
University of California, Irvine
Instructor
Stephane Muller
Language
English
Transcripts
Español
Français
Português
Deutsch
Italiano
中文
العربية
한국어
日本語
हिंदी
Nederlands
Svenska
Pусский
Türkçe
Polski
Ελληνικά
українська мова
magyar nyelv
తెలుగు
Bahasa Indonesia
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қазақша
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فارسی
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tiếng Việt
پښتو
آذربایجان دیلی
This course belongs to a
collection
called
Salesforce Fundamentals. It's comprised of four courses:
- Salesforce Reporting
- Salesforce Basics (viewing)
- Salesforce Capstone: Organization Integration
- Salesforce Integration
Good to know
Provides an overview of Salesforce, a popular Customer Relationship Management system
Covers essential concepts of Salesforce, including Lightning, Community Cloud, Marketing, and security
Offers hands-on practice through Salesforce's Trailhead platform and peer review assignments
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