Overview

The Salesforce Fundamentals specialization guides learners through the Salesforce Fundamentals for Business Administration Trailmix and presents what is possible with the Salesforce platform and how it can support your business. This specialization covers the essentials of Salesforce from building a user interface and creating reports and dashboards, to advanced process automation. Upon completion of all the assigned modules and projects, learners will have the skills needed to begin to implement Salesforce in a business.

Syllabus

Course 1: Salesforce Basics
Course 2: Salesforce Reporting
Course 3: Salesforce Integration
Course 4: Salesforce Capstone: Organization Integration

Courses

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12 hours 59 minutes
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Salesforce Integration explores why data management is so important, how Salesforce can help organize and display reported data to gain insight into trends and patterns, and how to automate manual business procedures. Learners will specifically practice creating custom automation process, building work flows, and performing data modeling. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
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23 hours 52 minutes
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Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro level of the user experience. In this course, you will focus on creating custom objects, field dependencies, and work flows to track accounts or services. It is also important that you maintain data clean for your organization and you will work with creating reports, managing data, and creating full reports and dashboards. Lastly, you will focus on your customer base with Salesforce Service Cloud to maintain engagement through your services. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
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7 hours 13 minutes
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In Salesforce Capstone: Organization Integration, the final course of the Salesforce Fundamentals Specialization, learners will complete the Business Administration Specialist Superbadge as their main project. This project asks learners to combine all the skills and knowledge areas that they have collected from the previous three courses. Skill areas to be demonstrated include cleaning and importing account data, adding users and managing access, building email templates for new marketing needs, configuring UI tools for a new product type, generating reports and dashboards, managing and applying Chatter tools, and participating in the deployment of Salesforce within an organization. In addition to the project, the course includes a peer discussion opportunity, a demonstration video, and a peer review assignment. Completion of the Salesforce Fundamentals specialization and the Business Administration Specialist Superbadge prepares learners to take the Salesforce Administrator exam.
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23 hours 33 minutes
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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.