Introduction to Salesforce: A Practical Guide
Introduction to Salesforce: A Practical Guide
Published 8/2024
Duration: 1h39m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 521 MB
Genre: eLearning | Language: English
Learn about Salesforce through a hands-on sales journey, from login to customisation.
What you'll learn
What Salesforce is
How to use the Salesforce Lightning User Interface
Understand Salesforce platform concepts and features
Experience a hands-on sales process in Salesforce
Create a basic Salesforce customisation using a custom object, layout and flow
Requirements
There are no prerequisites for this course. If you want to learn about Salesforce, this is the right place to start!
Description
Want to learn about Salesforce? You're in the right place!
This course will give you a hands-on introduction to the world's number one CRM software.
The best way to learn is through practice. Rather than getting lost in tons of comprehensive documentation and boring slide deck tutorials, you will learn about Salesforce through a hands-on sales journey.
Along the way, we'll explore the platform, from login to customisation, and you can follow along in your Salesforce developer org if you wish (no pressure).
This course is made up of four modules, each building on the previous one:
In the first module, we'll learn about what Salesforce is and what it's used for.
In the second module, we'll get to know the Salesforce Lightning User Interface and learn how to navigate the platform. You'll be introduced to basic Salesforce building blocks such as apps, objects, records, and fields.
In the third module, we'll dive into how Salesforce works by going through a simple, hands-on sales journey, selling a service to an imaginary customer.
In the fourth module, we'll take it a step further with customisation. We'll add automation to the standard sales journey by configuring some new functionality on top of it.
Start your Salesforce journey here and build your skills from the ground up!
Who this course is for:
Beginner Salesforce users looking to get started.
CRM and Sales professionals new to Salesforce.
IT decision-makers exploring different Customer Relationship Management options.
More Info
What you'll learn
What Salesforce is
How to use the Salesforce Lightning User Interface
Understand Salesforce platform concepts and features
Experience a hands-on sales process in Salesforce
Create a basic Salesforce customisation using a custom object, layout and flow
Requirements
There are no prerequisites for this course. If you want to learn about Salesforce, this is the right place to start!
Description
Want to learn about Salesforce? You're in the right place!
This course will give you a hands-on introduction to the world's number one CRM software.
The best way to learn is through practice. Rather than getting lost in tons of comprehensive documentation and boring slide deck tutorials, you will learn about Salesforce through a hands-on sales journey.
Along the way, we'll explore the platform, from login to customisation, and you can follow along in your Salesforce developer org if you wish (no pressure).
This course is made up of four modules, each building on the previous one:
In the first module, we'll learn about what Salesforce is and what it's used for.
In the second module, we'll get to know the Salesforce Lightning User Interface and learn how to navigate the platform. You'll be introduced to basic Salesforce building blocks such as apps, objects, records, and fields.
In the third module, we'll dive into how Salesforce works by going through a simple, hands-on sales journey, selling a service to an imaginary customer.
In the fourth module, we'll take it a step further with customisation. We'll add automation to the standard sales journey by configuring some new functionality on top of it.
Start your Salesforce journey here and build your skills from the ground up!
Who this course is for:
Beginner Salesforce users looking to get started.
CRM and Sales professionals new to Salesforce.
IT decision-makers exploring different Customer Relationship Management options.
More Info
