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Salesforce

Executive Briefing

Is it time to choose a customer relationship management (CRM) platform for your company? This course will teach you high level capabilities of the Salesforce CRM platform.

Considering choosing Salesforce as your company’s customer relationship management (CRM) solution, or exploring its use as a general platform for your business and don’t know where to start? In this course, Salesforce: Executive Briefing, you’ll learn the high level capabilities of the Salesforce platform. First, you’ll explore the basics of Salesforce as a CRM and generalized platform for business. Next, you’ll discover the ways in which Salesforce can be customized and automated . Finally, you’ll learn how to begin planning for the long-term maintenance and hiring considerations for maintaining a Salesforce instance. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce needed to begin the journey of using Salesforce as a platform for your business.

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What's inside

Syllabus

What Is Salesforce?

Using Salesforce

Maintaining an Org

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Teaches high-level capabilities of the Salesforce CRM platform, which is useful for business

Suitable for those considering using Salesforce as a general business platform or a CRM solution

Covers customization, automation, and long-term planning for Salesforce

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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: Executive Briefing with these activities:

Review best practices for using Salesforce

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Reviewing best practices in advance will refresh foundational knowledge and ensure foundational knowledge from prior experiences aligns with this course.

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Research Salesforce best practices from credible sources
Review Salesforce documentation on best practices

Practice creating custom fields and objects in Salesforce

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Completing practice drills will reinforce the concepts of creating custom fields and objects learned in the course.

Browse courses on Custom Fields

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Create a custom field in Salesforce
Create a custom object in Salesforce

Practice troubleshooting common Salesforce issues

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Practicing troubleshooting drills will enhance problem-solving skills and build confidence in resolving Salesforce issues.

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Identify common Salesforce issues
Research and understand the solutions to these issues
Create scenarios and practice troubleshooting them

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Career center

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

Systems Administrator

A Systems Administrator manages and maintains computer systems and software, including servers, databases, and networks. In Salesforce, Systems Administrators are responsible for the day-to-day operations of the Salesforce platform, including managing user accounts, troubleshooting issues, and ensuring the platform is running smoothly. The Salesforce: Executive Briefing course can help Systems Administrators learn about the capabilities of the Salesforce platform and how to use it effectively. This course can also help Systems Administrators prepare for the Salesforce Certified Administrator certification, which is a valuable credential for anyone working in IT.

See salaries and explore the career path for Systems Administrator

Business Analyst

A Business Analyst works with businesses to identify their needs and develop solutions to improve their operations. In Salesforce, Business Analysts work with customers to understand their business goals and then develop and implement Salesforce solutions that meet those goals. The Salesforce: Executive Briefing course can help Business Analysts learn about the capabilities of the Salesforce platform and how to use it to solve business problems. This course can also help Business Analysts prepare for the Salesforce Certified Business Analyst certification, which is a valuable credential for anyone working in business analysis.

See salaries and explore the career path for Business Analyst

Sales Manager

A Sales Manager is responsible for managing a team of sales representatives and achieving sales goals. In Salesforce, Sales Managers can use the platform to track sales performance, manage customer relationships, and forecast sales. The Salesforce: Executive Briefing course can help Sales Managers learn about the capabilities of the Salesforce platform and how to use it to improve sales performance. This course can also help Sales Managers prepare for the Salesforce Certified Sales Manager certification, which is a valuable credential for anyone working in sales management.

See salaries and explore the career path for Sales Manager

Customer Success Manager

A Customer Success Manager is responsible for ensuring that customers are successful with a company's products or services. In Salesforce, Customer Success Managers use the platform to track customer progress, identify potential issues, and resolve customer problems. The Salesforce: Executive Briefing course can help Customer Success Managers learn about the capabilities of the Salesforce platform and how to use it to improve customer success. This course can also help Customer Success Managers prepare for the Salesforce Certified Customer Success Manager certification, which is a valuable credential for anyone working in customer success management.

See salaries and explore the career path for Customer Success Manager

Marketing Manager

A Marketing Manager is responsible for planning and executing marketing campaigns. In Salesforce, Marketing Managers can use the platform to manage customer relationships, track marketing campaigns, and measure marketing ROI. The Salesforce: Executive Briefing course can help Marketing Managers learn about the capabilities of the Salesforce platform and how to use it to improve marketing performance. This course can also help Marketing Managers prepare for the Salesforce Certified Marketing Manager certification, which is a valuable credential for anyone working in marketing management.

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Project Manager

A Project Manager is responsible for planning, executing, and closing projects. In Salesforce, Project Managers can use the platform to manage project tasks, track project progress, and communicate with project stakeholders. The Salesforce: Executive Briefing course can help Project Managers learn about the capabilities of the Salesforce platform and how to use it to improve project management. This course can also help Project Managers prepare for the Salesforce Certified Project Manager certification, which is a valuable credential for anyone working in project management.

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Data Analyst

A Data Analyst collects, analyzes, and interprets data to help businesses make better decisions. In Salesforce, Data Analysts can use the platform to access and analyze data from a variety of sources, including customer data, sales data, and marketing data. The Salesforce: Executive Briefing course can help Data Analysts learn about the capabilities of the Salesforce platform and how to use it to analyze data and solve business problems. This course can also help Data Analysts prepare for the Salesforce Certified Data Analyst certification, which is a valuable credential for anyone working in data analysis.

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Salesforce Developer

A Salesforce Developer develops and customizes Salesforce solutions. In Salesforce, Salesforce Developers use the platform to create custom objects, fields, and reports. They also develop and integrate third-party apps. The Salesforce: Executive Briefing course can help Salesforce Developers learn about the capabilities of the Salesforce platform and how to use it to develop and customize Salesforce solutions. This course can also help Salesforce Developers prepare for the Salesforce Certified Platform Developer I certification, which is a valuable credential for anyone working as a Salesforce Developer.

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Chief Sales Officer

A Chief Sales Officer is responsible for the sales department of a company. In Salesforce, Chief Sales Officers can use the platform to manage sales performance, track sales goals, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Sales Officers learn about the capabilities of the Salesforce platform and how to use it to improve sales performance. This course can also help Chief Sales Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

See salaries and explore the career path for Chief Sales Officer

Chief Technology Officer

A Chief Technology Officer is responsible for the research and development department of a company. In Salesforce, Chief Technology Officers can use the platform to manage product development, implement new technologies, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Technology Officers learn about the capabilities of the Salesforce platform and how to use it to improve product development. This course can also help Chief Technology Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

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Chief Information Officer

A Chief Information Officer is responsible for the information technology (IT) department of a company. In Salesforce, Chief Information Officers can use the platform to manage IT infrastructure, implement new technologies, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Information Officers learn about the capabilities of the Salesforce platform and how to use it to improve IT performance. This course can also help Chief Information Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

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Chief Executive Officer

A Chief Executive Officer is responsible for the overall success of a company. In Salesforce, Chief Executive Officers can use the platform to track company performance, set strategic goals, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Executive Officers learn about the capabilities of the Salesforce platform and how to use it to improve company performance. This course can also help Chief Executive Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

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Chief Operating Officer

A Chief Operating Officer is responsible for the day-to-day operations of a company. In Salesforce, Chief Operating Officers can use the platform to track company performance, manage employee productivity, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Operating Officers learn about the capabilities of the Salesforce platform and how to use it to improve operational efficiency. This course can also help Chief Operating Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

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Chief Financial Officer

A Chief Financial Officer is responsible for the financial health of a company. In Salesforce, Chief Financial Officers can use the platform to track financial performance, manage budgets, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Financial Officers learn about the capabilities of the Salesforce platform and how to use it to improve financial performance. This course can also help Chief Financial Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

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Chief Marketing Officer

A Chief Marketing Officer is responsible for the marketing department of a company. In Salesforce, Chief Marketing Officers can use the platform to manage marketing campaigns, track marketing performance, and make informed decisions. The Salesforce: Executive Briefing course can help Chief Marketing Officers learn about the capabilities of the Salesforce platform and how to use it to improve marketing performance. This course can also help Chief Marketing Officers prepare for the Salesforce Certified Executive Leadership certification, which is a valuable credential for anyone working in executive leadership.

See salaries and explore the career path for Chief Marketing Officer

Reading list

We've selected three 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: Executive Briefing.

Sales Management

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Provides a comprehensive overview of Salesforce CRM, including how to use Salesforce to manage customer relationships, sales, and marketing.

Sales Management: Analysis and Decision Making

Paperback

$$$

Sales Management: Analysis and Decision Making

Paperback

Sales Management: Analysis and Decision Making

Paperback

$$$

Sales Management: Analysis and Decision Making

Paperback

$$$

Sales Management: Analysis and Decision Making

Paperback

Sales Management: Analysis and Decision Making by...

Unknown Binding

$$$$

Sales Management: Analysis and Decision Making

Kindle Edition

$$$

Salesforce For Dummies

Save

Offers a comprehensive overview of Salesforce, covering its features, functionality, and best practices. It good choice for beginners who want to get a quick understanding of the platform.

Salesforce For Dummies (For Dummies: Learning Made...

Paperback

Salesforce For Dummies (For Dummies (Business &...

Paperback

Salesforce Service Cloud For Dummies

Paperback

Salesforce For Dummies

Kindle Edition

Salesforce Service Cloud For Dummies

Kindle Edition

The Sales Wizard's Secrets of Sales Management :...

Save

Guide to tuning Salesforce performance. It covers the basics of Salesforce performance tuning, as well as how to identify and resolve performance issues. It good book for anyone who is responsible for the performance of a Salesforce instance.

The Sales Wizard's Secrets of Sales Management :...

Paperback

Check price

The Sales Wizard's Secrets of Sales Management :...

Kindle Edition

Check price

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Time

29 hours

Level

Introductory

Via

Pluralsight

Instructor

Scott Lee

Language

English

Good to know

Teaches high-level capabilities of the Salesforce CRM platform, which is useful for business

Suitable for those considering using Salesforce as a general business platform or a CRM solution

Covers customization, automation, and long-term planning for Salesforce

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