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Coursera

CRM Fundamentals and User Experience

EDUCBA via Coursera

Overview

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By the end of this course, learners will be able to explain Salesforce CRM fundamentals, configure basic organization and user settings, navigate the global interface, and customize displays, layouts, and home pages. They will also understand how Salesforce collaboration tools and interface components support daily business activities. This beginner-friendly course helps learners build the essential knowledge required to begin working with Salesforce confidently. Through structured lessons and practical demonstrations, learners explore Salesforce features, organization setup, user profiles, navigation options, email and Chatter tools, home page components, and search settings. Completing the course will enable learners to improve system usability, personalize the Salesforce experience, and support users with basic administrative tasks. What makes this course unique is its progressive, task-oriented approach that introduces administration concepts without requiring coding or previous Salesforce experience. Each lesson reflects common activities performed by entry-level Salesforce Administrators, helping learners connect platform concepts with practical workplace applications.

Syllabus

  • Salesforce Fundamentals
    • This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.
  • User Interface & Personalization
    • This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.

Taught by

EDUCBA

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