Salesforce Starter Kit

Coursera via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Duration & workload

4 weeks, 10 hours a week

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Overview

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Embark on a journey to master Salesforce capabilities with our Salesforce Starter Kit Specialization. This program is tailored for professionals seeking advanced knowledge in the Salesforce ecosystem to enhance their AI, contract management, CRM customization, and integration skills. You will explore Salesforce's AI principles, streamline contract operations using CLM and CPQ, deploy CRM customization for optimal user experience, and integrate Salesforce patterns to solve complex business challenges. Graduates of this Specialization will be equipped to take on strategic roles in maximizing business efficiencies through Salesforce solutions.

Syllabus

Course 1: Supercharge with Salesforce Einstein (GPT)
Course 2: Salesforce CLM & CPQ: Streamlining Contract Operations
Course 3: Salesforce Design Mastery: CRM Customization
Course 4: Seamless Salesforce Integration

Courses

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2 hours 37 minutes
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This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples. The aim of the course is to bring you understanding of the different solutions available to make Salesforce easier and friendlier for your users. Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth. This course is tailored for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators who are eager to deepen their understanding of Salesforce customization. Whether you're managing customer relationships, analyzing business data, or maintaining Salesforce environments, this course will equip you with the skills needed to optimize Salesforce for your organization. Participants should have a basic understanding of Customer Relationship Management (CRM) concepts, a foundational knowledge of the Salesforce platform, and an understanding of core business processes. These prerequisites ensure that participants can effectively engage with the course material and apply the concepts to real-world scenarios. Familiarity with these topics will help you to quickly grasp the more advanced customization features covered in the course. By the end of this course, learners will be able to identify and utilize the various declarative tools available within Salesforce for customization, distinguishing when to use clicks versus code to achieve optimal results. Participants will also gain the ability to tailor Salesforce to meet specific user needs through standard functionality, enhancing both usability and productivity. Additionally, the course will guide learners in examining how Salesforce’s Data Security model impacts the user experience, enabling them to implement security measures that align with organizational requirements.
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2 hours 4 minutes
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Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. This course is designed to provide learners with a comprehensive understanding on Salesforce Einstein and its functionality. Through showcasing the functionality of Salesforce Einstein, learners will be able to kickstart their Salesforce Einstein journey and implement Einstein within their organization. This course is designed for CRM Managers, Business Analysts, IT Professionals, Salesforce Administrators, and Salesforce Developers who are responsible for managing and enhancing customer relationship management (CRM) platforms. These professionals typically play a pivotal role in their organizations by analyzing data, implementing CRM solutions, and improving business processes. Participants should have a basic understanding of the Salesforce platform, including its core functions and integrations. Familiarity with foundational AI concepts is recommended, as the course blends CRM functions with AI-driven insights. This knowledge will prepare learners to implement and manage AI solutions effectively within their roles. By the end of this course, participants will be able to explain the AI concepts underlying Salesforce Einstein, equipping them with a foundational understanding of how AI enhances CRM platforms. They will also gain practical knowledge on implementing Einstein Studio's core features to streamline and automate CRM tasks. Lastly, learners will critically evaluate the ethical implications of Salesforce's AI principles, preparing them to make responsible, informed decisions in AI development and deployment within their organizations.
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2 hours 45 minutes
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In this course, you’ll begin with the basics of Salesforce integration, providing beginner learners with an excellent opportunity to build a solid foundation in the subject. As the course progresses, you’ll explore the application of integration techniques to address real-world challenges, enabling intermediate learners to enhance their expertise and master advanced aspects of Salesforce integration. This course is ideal for developers, business analysts, and technical architects who are looking to understand the principles and techniques of Salesforce integration. A basic understanding of Salesforce, APIs, and data management concepts is required. Knowledge of HTML and JavaScript will be beneficial. By the end of this course, you’ll be ready to integrate Salesforce with confidence, enhancing your organization’s technology stack.
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4 hours 3 minutes
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In today’s competitive business landscape, mastering Salesforce CLM (Contract Lifecycle Management) and CPQ (Configure, Price, Quote) is a game-changer. This course provides the essential knowledge and skills to optimize contract operations and pricing strategies using Salesforce’s robust capabilities. Through hands-on training, you’ll learn how to configure Salesforce for CLM and CPQ, enabling your team to streamline the entire contract lifecycle—from creation and negotiation to execution. Gain expertise in designing efficient pricing workflows and automating approval processes to ensure compliance and accuracy at every stage. Harness the power of Salesforce reporting and analytics to uncover actionable insights that support smarter business decisions. Additionally, explore proven methods for integrating Salesforce with ERP, CRM, and other systems to create a unified data management approach. This course is designed for professionals who actively work with Salesforce and are seeking to enhance their skills in contract and pricing automation. Ideal participants include Salesforce Administrators, who manage and configure Salesforce environments; Salesforce Consultants, who advise on system optimization; Business Analysts, who assess operational workflows and support solution design; and CRM users who interact with Salesforce tools to manage customer and business data. Participants should have a solid understanding of Salesforce fundamentals, including how to navigate the platform and work with standard objects such as Accounts, Contacts, and Opportunities. Familiarity with Salesforce terminology and interface is essential. Additionally, learners should possess a basic working knowledge of Salesforce automation tools like Process Builder, Flow, and Workflow Rules, as these will be leveraged to implement CLM and CPQ functionalities. By the end of this course, learners will be able to apply the fundamental principles of contract management within Salesforce, understand the key features and capabilities of CLM and CPQ, implement automation through approval processes to streamline contract and pricing workflows, and apply best practices for integrating CLM and CPQ with other systems to ensure seamless data flow and operational efficiency. They will also develop the confidence to tailor Salesforce configurations to meet specific organizational needs and drive impactful business outcomes.