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Udemy

Sales CRM Overview: Salesforce CRM User Training

via Udemy

Overview

Go From Zero to Hero: Become a Super User of the Salesforce Platform

What you'll learn:
  • Understand the Basic of Being a Salesforce User
  • How to Become a Salesforce Super User
  • Best Practices to Work with an Admin
  • How to Use Salesforce the Best Way Possible

Hello there! Iremember being in your spot. A Salesforce user and not knowing what to do within salesforce or where to go. I was so scared to touch anything out of fear of breaking the entire system!

As I got more comfortable with the system and was able to navigate around it, I grew a love and a passion for Salesforce. I have worked as an end-user, Salesforce Technical Support, and now as a consultant and content creator!

I would love to have you join me in answering your top Salesforce questions!


Things we will cover:

  • All Major Objects (groups of data) including Leads, Accounts, and Opportunities

  • Related Lists

  • Reporting and how to create your own reports

  • The tricks of the trade for saving your time in salesforce

  • How to work around error messages

  • And LOADS more!


We will go into many of the tricks and tips that I have learned from other admins, super users, and managers that help them use salesforce the best way possible!

I want to set you up for loads of success in your technical future!

Salesforce is a growing industry. In the next 5 years Salesforce is projected to add over 9 million new jobs to the economy so learning Salesforce now will boost your career for years to come!

Syllabus

  • Introduction and Overview
  • Leads
  • Contacts
  • Opportunities
  • Accounts
  • Campaigns
  • Service
  • Related Lists
  • Automations
  • Activities
  • Email
  • Creating Lists
  • Creating Reports
  • User Interface
  • Salesforce Security
  • Personal Settings
  • Error Messages
  • Thanks for Taking this Course!

Taught by

Emily Call, MBA and Jeremy Call, MSDA

Reviews

4.4 rating at Udemy based on 352 ratings

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