Course Description
Welcome to “Salesforce Platform Basics”
Salesforce is one of the emerging and trending fields in this century. Its services allow you to connect with customers and partners in the most effective way possible. You get to analyze the metrics, study the data through charts, and even personalize outreach with automation. There are tons of benefits such as better time management, customer satisfaction, ultimate accessibility, team collaboration, Increased revenue, and much more.
This course will teach you everything you require to get started, whether you are new to Salesforce or simply need a refresher on the fundamentals. Furthermore, the knowledge you gain will be beneficial in obtaining the official Salesforce platform certification.
This is an intermediate level that covers how to automate tasks and manage data like a pro with workflows and the process builder. Additionally, you’ll be introduced to Salesforce’s Lightning Experience user interface and gain a thorough understanding of security and access in Salesforce. Have look at our topics in this course and a sneak peek of the course introduction which will help you understand what this course is all about.
Let’s get started!
What’s in this course?
- Navigation through Salesforce CRM and its features
- Brief Object Fields Page Layout
- Hands-on Salesforce Platform Basics (Standard Object)
- Explore Lightning App Builder
- Demo – Compact Layout, ListView, Custom Buttons
What you will learn:
At the end of this course, students will be able to understand and configure the Salesforce CRM for the businesses using standard and OOTB features of Salesforce, build and customize the data model in Salesforce.
Are there any course requirements or prerequisites?
- Basic understanding of a CRM
- Introduction to Salesforce CRM