Salesforce Basics

Overview

This course introduces you to the powerful capabilities of Salesforce, a leading Customer Relationship Management (CRM) system. You will gain foundational knowledge of Salesforce components, enabling you to optimize business operations. Learn the essentials of Lightning for Sales, Community Cloud, and Marketing functionalities, and discover how to secure your Salesforce organization and manage user permissions effectively. These practical skills will prepare you to implement Salesforce solutions within various organizations. The course features in-depth readings, hands-on activities within Salesforce's Trailhead platform, peer discussions, demonstration videos, and peer review assignments. By the end of this course, you will be able to: - Understand core Salesforce components and their functions. - Navigate and utilize Lightning for Sales, Community Cloud, and Marketing features. - Implement security settings and manage permissions within a Salesforce organization. - Apply foundational Salesforce knowledge to business administration tasks. To be successful in this course, no prior experience with Salesforce is required, though basic computer literacy is recommended.

Syllabus

Salesforce Fundamentals & Interfaces

Welcome to Salesforce Fundamentals! This module is your essential starting point, focusing on what Salesforce is and how it functions within a business context. You'll explore the key differences between Salesforce Classic and Lightning interfaces, a fundamental skill for any aspiring business administration specialist. This foundational knowledge will be crucial as you progress through the course. To get the most out of this module, focus on understanding the core distinctions between Classic and Lightning interfaces, as this forms the basis for future modules.

Salesforce Mobile & Service Cloud

In today's mobile-first world, simplifying customer interactions is key for any business. This module will show you how to leverage the Salesforce mobile app to track sales leads, view essential reports, and keep your workforce engaged, even when they're out of the office. You'll also discover how Salesforce Service Cloud can enhance customer engagement and keep your business top-of-mind. To get the most out of this module, consider how mobile access impacts your own customer interactions and overall business management.

Salesforce Security & Data Management

In this module, you'll focus on the critical aspects of security and managing permissions across different organizational levels, ensuring the safety of your business data. You'll also explore Salesforce Chatter functions and understand how they can significantly benefit sales teams. Building on your foundational knowledge, our virtual session will provide an overview of reports, further preparing you for the Salesforce Superbadge project. Pay close attention to permission settings, as they are critical for data integrity and effective management.