Salesforce Introduction

Overview

Want to develop job-ready CRM skills and obtain your Salesforce Administrator certification? This Salesforce Introduction course is an excellent starting place. This beginner-friendly course, aligned with the Salesforce Admin (CRT 101) exam, will help you build a solid foundation in the world's #1 CRM platform—no prior experience required. You'll learn about key CRM and cloud computing concepts before exploring Salesforce's interface and understanding the differences between the Classic and Lightning experiences. Learn to create and manage user accounts, design the home page, adjust user settings, and manage tabs, list views, and page layouts to organize your workspace. Master critical business performance tools such as lead management, product setup, email template creation, auto-response rules, and quotations. With detailed demos, quizzes, and video lectures, you'll feel comfortable using Salesforce in real-world circumstances. By the end of the course, you will understand not only how Salesforce works, but also how to use it effectively and prepare for the Admin certification. Enroll today and take the first step toward becoming a Salesforce specialist. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.

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.

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.