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Salesforce Introduction

LearnKartS

Welcome to the Salesforce Introduction course!

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Welcome to the Salesforce Introduction course!

The course is designed to provide a comprehensive foundation in Salesforce, the leading Customer Relationship Management (CRM) platform. The course is aligned with the Salesforce Administrator exam (CRT 101).

This course is designed for individuals new to Salesforce, as well as business analysts, sales professionals, customer service representatives, marketers, and IT professionals aiming to leverage Salesforce for enhanced business performance and customer engagement.

No prior experience with Salesforce is required. Basic computer skills and familiarity with web-based applications are recommended.

By the end of this course, you'll be able to:

- Understand Cloud Basics and their application in business.

- Comprehend the fundamentals of Customer Relationship Management (CRM).

- Navigate and utilize Salesforce effectively, from account creation to advanced features.

- Differentiate between Salesforce Classic and Lightning experiences.

- Customize the Salesforce home page and configure user settings.

- Create and manage tabs, list views, leads, products, and email templates.

- Gain practical skills in Salesforce functionalities like creating auto-response tools and quotes.

This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

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What's inside

Syllabus

Introduction to Salesforce
This module covers cloud basics, CRM concepts, user setup, customization, and management. By the end of this module, learners will be able to navigate the Salesforce, customize layouts, and manage user settings.
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Sales Cloud Essentials
This module covers lead management, email templates, quote creation, Service Cloud features, and App Exchange basics. By the end of the module, learners will manage sales processes effectively within Salesforce.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches the fundamentals of Salesforce, the leading CRM platform, which is standard in industry
Well-suited for beginners seeking a comprehensive foundation in Salesforce
Covers both basic and advanced features, enabling learners to build a strong foundation and enhance their Salesforce skills
Emphasizes practical skills and hands-on practice, allowing learners to apply their knowledge in real-world scenarios
Offers a comprehensive overview of Salesforce, including customizing home pages, managing settings, and utilizing core functionalities
Taught by experienced professionals, ensuring learners receive up-to-date industry knowledge and best practices

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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 Introduction with these activities:
Organize and Review Course Materials
Organizing and reviewing course materials will help you stay on track and reinforce your understanding of the concepts covered.
Show steps
  • Create a folder or notebook to store all course materials.
  • Review the course syllabus and make a list of key topics.
  • Organize the materials according to the topics.
  • Review the materials regularly to refresh your memory.
Brush up on Cloud Basics
Reviewing Cloud Basics will help you understand the foundation of Salesforce and its applications in business.
Browse courses on Cloud Computing
Show steps
  • Read an overview of Cloud Computing on reputable websites or platforms like AWS or Google Cloud.
  • Watch introductory videos on YouTube or Coursera about Cloud Basics.
  • Review notes or materials from previous courses or certifications related to Cloud Computing fundamentals.
Create a Mind Map of CRM Fundamentals
Creating a mind map will help you visualize and comprehend the key concepts of Customer Relationship Management (CRM).
Browse courses on Customer Relationship Management
Show steps
  • Brainstorm and list down the main concepts of CRM.
  • Group and organize the concepts into a hierarchical structure.
  • Use colors, images, and symbols to make the mind map visually appealing and easy to understand.
Five other activities
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Show all eight activities
Follow Tutorials on Salesforce Classic and Lightning Experiences
Completing guided tutorials will provide you with hands-on experience and a deeper understanding of Salesforce's different experiences.
Browse courses on Salesforce Classic
Show steps
  • Search for tutorials on Salesforce Classic and Lightning.
  • Follow the tutorials step-by-step, experimenting with the features and functionalities.
  • Take notes or create screenshots to document your learning.
Volunteer at a Non-Profit Organization Using Salesforce
Volunteering will provide you with practical experience in implementing Salesforce and contribute to a worthy cause.
Browse courses on Non-Profit Management
Show steps
  • Search for non-profit organizations that use Salesforce.
  • Contact the organization and inquire about volunteer opportunities.
  • Review the organization's Salesforce instance and identify areas where you can assist.
  • Assist the organization with Salesforce tasks, such as data entry, report generation, or customization.
Practice Creating and Managing Tabs, List Views, and Leads
Performing practice drills will solidify your understanding of how to manage and organize data effectively within Salesforce.
Show steps
  • Create a new tab and customize its label.
  • Create a list view and apply filters to display specific data.
  • Create a lead and fill in the necessary fields.
  • Edit and update the lead information.
  • Delete the lead and restore it from the Recycle Bin.
Contribute to Open-Source Salesforce Projects
Contributing to open-source projects will enhance your Salesforce skills and connect you with the broader developer community.
Browse courses on Salesforce Development
Show steps
  • Identify a reputable open-source Salesforce project on GitHub.
  • Review the project's documentation and codebase.
  • Identify an area where you can contribute your skills.
  • Submit a pull request with your contributions.
  • Review and respond to feedback from the project maintainers.
Develop a Customer Engagement Strategy
Working on a project will allow you to apply your knowledge of Salesforce to a practical scenario and develop a comprehensive customer engagement strategy.
Browse courses on Customer Engagement
Show steps
  • Define the business objectives and customer persona.
  • Research and identify best practices in customer engagement.
  • Develop a plan to implement Salesforce and tailor it to the organization's needs.
  • Create a timeline and budget for the implementation.
  • Monitor and evaluate the results of the implementation.

Career center

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

Reading list

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Course image
Effort
2 weeks, 2-3 hours/week
Level
Introductory
Via
Coursera
Institution
LearnKartS
Instructor
LearnKartS
Session
August 5, 2024 - August 26, 2024
Language
English
Good to know
Teaches the fundamentals of Salesforce, the leading CRM platform, which is standard in industry
Well-suited for beginners seeking a comprehensive foundation in Salesforce
Covers both basic and advanced features, enabling learners to build a strong foundation and enhance their Salesforce skills
Emphasizes practical skills and hands-on practice, allowing learners to apply their knowledge in real-world scenarios
Offers a comprehensive overview of Salesforce, including customizing home pages, managing settings, and utilizing core functionalities
Taught by experienced professionals, ensuring learners receive up-to-date industry knowledge and best practices
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