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.
Read more
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.
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.
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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Syllabus
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Activities
Organize and Review Course Materials
Show steps
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
Show steps
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
Show steps
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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Follow Tutorials on Salesforce Classic and Lightning Experiences
Show steps
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
Show steps
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
Show steps
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.
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Delete the lead and restore it from the Recycle Bin.
Contribute to Open-Source Salesforce Projects
Show steps
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
Show steps
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.
Organize and Review Course Materials
Show steps
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
Show steps
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
Show steps
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.
Follow Tutorials on Salesforce Classic and Lightning Experiences
Show steps
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
Show steps
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
Show steps
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
Show steps
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
Show steps
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.
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