Salesforce New User Training from Udemy

What is Salesforce? Why are so many employers looking for people who have that skill? How do you use it? Is it a technology you would love enough to embark upon a career as a highly paid System Administrator or Consultant?

If you're already working at a company that has Salesforce, you will finally learn how to apply best practices to get the most out of the tool and make your work life easier and perhaps even help you get that raise.

My income doubled within just 7 months after I learned to use Salesforce. I immediately realized I wanted to specialize in customizing the system, not just using it.

The course was created by Aspiratech. We are Salesforce Training experts.

) We are also registered Salesforce Consulting Partners and ISV Partners, who have trained literally hundreds of new users just like you. We know that no matter how little you know now, you can absolutely learn to use this CRM if you are willing to do the work.

If you need access to a Salesforce org to do the exercises in because your current company does not have Salesforce, you can use one of the following links. If you are considering purchasing Salesforce at your company, use this link for a free 30-day trial (please copy and paste without extra space no live links allowed in course descriptions):

Salesforce .com/form/signup/freetrial-sales-ee.jsp?d= Sys Admins regularly use free developer orgs for training and testing purposes, and this is in alignment with Salesforce policy.):

https://developer. salesforce. com/signup (Copy & Paste in new window/tab)

Be sure to always read our course announcements, so that you don't miss special promotions we offer on other courses, as well as knowing when we add new material to this course.

Note: This course focuses on the Classic user interface with an introduction to the less popular Lightning user interface. Navigation is the primary difference, though some features are not available in Lightning, such as mass email.

Ready? Let's go. A great career is waiting for you.

What's inside

Learning objective

By the end of this course, you will be able to successfully use salesforce.com on the job and explain to others what it is

Syllabus

The Basics

Getting started.

Learn the lingo of Salesforce's own "language" to unlock the learning.

Types of Fields

Learn to navigate the system to easily retrieve the records you need to work with.

Record Management

Learn to work with this foundational object, the backbone of the entire Salesforce.com database.

Keep track of the people you do business with, by managing your Contacts.

Though Account may be the hub of the wheel to the database, Opportunities are to the sales team. Learn to successfully manage these key records, for ultimate success with the CRM.

Using & Scheduling Products

Personal Settings

Learn to access personal settings, including making one of the mostly commonly desired personal customizations.

Learn more popular personal customizations you can make, so that the system works the best way for you.

Communication and Relationship Management

Keep track of your important interactions with automated To Do's and other activity records.

Learn to work with two additional types of Activity records, to truly turn this online database into a full Customer Relationship Management (CRM) system for you.

List Views and Reporting

In previous lessons we have talked about the versatility and usefulness of List Views. Now it’s time to learn how to create one and what to do with it.

Instead of recreating the entire course in Lightning, which is only in use in about 10% of Salesforce orgs right now, we've added just the foundation lessons in Lightning. That should orient to the UI

Lightning UI: Salesforce Navigation

Wrapping Things Up

Hope you enjoyed the course and learned a lot. Thanks for participating. Please leave a review. Thank you gift enclosed. See you next time!

You've done it. You've made it through all the lessons, and hopefully also done all the exercises. Not let's see how much you've retained of what you've learned, so that you can apply it in the real world. Good luck!

Answers to Final Quiz

Continue Learning - Free/Discounted Sys Admin Training

Learn Salesforce System Administration step-by-step

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Offers a solid foundation and covers the essential concepts and functions of the CRM platform

Taught by industry experts with a proven track record in Salesforce implementation and training

Emphasizes hands-on exercises and practical scenarios to reinforce learning and enhance understanding

Provides clear and comprehensive coverage of Salesforce's core modules and functionalities

Aimed at individuals looking to enhance their Salesforce knowledge and skills for career advancement

Focuses on practical applications and real-world scenarios, making the content immediately applicable

Reviews summary

Comprehensive salesforce introduction

According to students, this course provides step-by-step fundamentals to help beginners get started with Salesforce. Students highly recommend this course.

Course is an effective introduction to Salesforce.

"Explica bien todos los fundamentos para iniciarse en el mundo de Salesforce."

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 New User Training with these activities:

Salesforce Certification Trailhead

Show steps

Start the official Salesforce Trailhead to gain hands-on experience and reinforce your learning.

Show steps

Create a Salesforce account.
Enroll in the Salesforce Certification Trailhead.
Work through the modules and complete the hands-on challenges.

Salesforce Study Group

Show steps

Connect with fellow learners and discuss course concepts, share tips, and provide support.

Show steps

Join or create a Salesforce study group.
Attend regular meetings to discuss course topics.
Collaborate on projects and assignments.

Salesforce Implementation Proposal

Show steps

Solidify your understanding of Salesforce's capabilities by creating a proposal for implementing it at a fictitious company.

Show steps

Define the business requirements for the Salesforce implementation.
Research Salesforce's features and functionality.
Create a cost-benefit analysis for the implementation.
Write the implementation proposal.

Show all three activities

Career center

Learners who complete Salesforce New User Training will develop knowledge and skills that may be useful to these careers:

Business Analyst

Business Analysts work with businesses to identify and solve business problems. They use their knowledge of business processes and technology to develop solutions that meet the needs of the business. This course provides a foundation in business analysis, covering topics such as requirements gathering, process modeling, and solution design. By taking this course, you will gain the skills and knowledge you need to be successful as a Business Analyst.

See salaries and explore the career path for Business Analyst

CRM Manager

CRM Managers are responsible for managing and maintaining customer relationships. They work with customers to understand their needs and develop strategies to meet those needs. This course provides a foundation in CRM, covering topics such as customer segmentation, marketing automation, and customer service. By taking this course, you will gain the skills and knowledge you need to be successful as a CRM Manager.

See salaries and explore the career path for CRM Manager

Salesforce Consultant

Salesforce Consultants help businesses implement and optimize Salesforce. They work with clients to understand their business needs and develop solutions that meet those needs. This course provides a comprehensive overview of Salesforce, including its features, functionality, and best practices. By taking this course, you will gain the knowledge and skills you need to be successful as a Salesforce Consultant.

See salaries and explore the career path for Salesforce Consultant

Project Manager

Project Managers plan, execute, and close projects. They work with stakeholders to define project scope, develop project plans, and manage project risks. This course provides a foundation in project management, covering topics such as project planning, scheduling, and risk management. By taking this course, you will gain the skills and knowledge you need to be successful as a Project Manager.

See salaries and explore the career path for Project Manager

Salesforce Administrator

Salesforce Administrators are responsible for managing and maintaining Salesforce, a customer relationship management (CRM) software. They ensure that Salesforce is configured correctly and meets the needs of the business. This course provides a solid foundation in Salesforce, covering the basics of the software, as well as more advanced topics such as record management, communication and relationship management, and list views and reporting. By taking this course, you will gain the skills and knowledge you need to be successful as a Salesforce Administrator.

See salaries and explore the career path for Salesforce Administrator

Salesforce Developer

Salesforce Developers build and customize Salesforce applications. They work with clients to understand their business needs and develop solutions that meet those needs. This course provides a foundation in Salesforce development, covering topics such as the Salesforce object model, Apex programming language, and Visualforce. By taking this course, you will gain the skills and knowledge you need to be successful as a Salesforce Developer.

See salaries and explore the career path for Salesforce Developer

Data Analyst

Data Analysts collect, analyze, and interpret data to help businesses make informed decisions. They use their knowledge of statistics and data analysis techniques to identify trends and patterns in data. This course provides a foundation in data analysis, covering topics such as data collection, data cleaning, and data visualization. By taking this course, you will gain the skills and knowledge you need to be successful as a Data Analyst.

See salaries and explore the career path for Data Analyst

Business Intelligence Analyst

Business Intelligence Analysts use data to help businesses make better decisions. They work with businesses to identify and solve business problems by analyzing data and developing insights. This course provides a foundation in business intelligence, covering topics such as data warehousing, data mining, and data visualization. By taking this course, you will gain the skills and knowledge you need to be successful as a Business Intelligence Analyst.

See salaries and explore the career path for Business Intelligence Analyst

Operations Manager

Operations Managers plan and execute operations. They work with customers to understand their needs and develop strategies to meet those needs. This course provides a foundation in operations management, covering topics such as operations planning, operations scheduling, and operations control. By taking this course, you will gain the skills and knowledge you need to be successful as an Operations Manager.

See salaries and explore the career path for Operations Manager

Sales Manager

Sales Managers lead and motivate sales teams. They work with customers to understand their needs and develop strategies to meet those needs. This course provides a foundation in sales, covering topics such as sales strategy, sales management, and customer relationship management. By taking this course, you will gain the skills and knowledge you need to be successful as a Sales Manager.

See salaries and explore the career path for Sales Manager

Product Manager

Product Managers are responsible for managing and developing products. They work with customers to understand their needs and develop strategies to meet those needs. This course provides a foundation in product management, covering topics such as product planning, product development, and product marketing. By taking this course, you will gain the skills and knowledge you need to be successful as a Product Manager.

See salaries and explore the career path for Product Manager

Marketing Manager

Marketing Managers plan and execute marketing campaigns. They work with customers to understand their needs and develop strategies to meet those needs. This course provides a foundation in marketing, covering topics such as marketing strategy, marketing research, and marketing communications. By taking this course, you will gain the skills and knowledge you need to be successful as a Marketing Manager.

See salaries and explore the career path for Marketing Manager

Customer Success Manager

Customer Success Managers help customers achieve success with their products or services. They work with customers to identify their needs and develop strategies to meet those needs. This course provides a foundation in customer success, covering topics such as customer onboarding, customer support, and customer advocacy. By taking this course, you will gain the skills and knowledge you need to be successful as a Customer Success Manager.

See salaries and explore the career path for Customer Success Manager

Accountant

Accountants prepare and analyze financial statements. They use their knowledge of accounting principles to ensure that financial statements are accurate and compliant with regulations. This course provides a foundation in accounting, covering topics such as financial accounting, managerial accounting, and auditing. By taking this course, you will gain the skills and knowledge you need to be successful as an Accountant.

See salaries and explore the career path for Accountant

Financial Analyst

Financial Analysts analyze financial data to help businesses make informed decisions. They use their knowledge of finance and accounting to identify trends and patterns in data. This course provides a foundation in financial analysis, covering topics such as financial statement analysis, financial modeling, and financial forecasting. By taking this course, you will gain the skills and knowledge you need to be successful as a Financial Analyst.

See salaries and explore the career path for Financial Analyst