SalesForce 101

Unlock Your CRM Potential with SalesForce 101

SalesForce 101
Unlock Your CRM Potential with SalesForce 101
Unlock a boundless potential with SalesForce 101, your gateway to mastering the most pivotal sales and marketing tool available today. This course is more than a learning experience; it's a transformation that empowers you to wield SalesForce's dynamic capabilities. Imagine seamlessly tracking every sales process step, enhancing your strategic impact, and unleashing your full potential in any organization. Our expert-guided journey provides deeper insights and hands-on skills, allowing you to customize, analyze, and optimize to meet your unique goals. Embrace change, boost productivity, and open doors to unrivaled opportunities. The future of sales mastery awaits--step into a new realm of expertise and make SalesForce the cornerstone of your success. Enroll today, elevate tomorrow!
Self Paced • Online Class • Accredited CEUs
$120
4.7
"Extraordinarily Helpful"
743 Students have taken this course

In This Course
  • 5 Hours average completion time
  • 0.5 CEUs
  • 15 Lessons
  • 23 Exams & Assignments
  • 47 Discussions
  • 15 Videos
  • 56 Reference Files
  • 33 Articles
  • Mobile Friendly
  • Last Updated February 2024
Description

Salesforce is a powerful sales and marketing tool. It's completely customizable to all staff within an organization, and it can hold millions of records that track every step of the sales process from leads to converted customers to the revenue a customer brings in to the organization. Whether you have just one or thousands of employees, Salesforce has the tools to help analyze your sales teams and understand the profitability and efficiency of your marketing and sales funnels. 

This course starts with an overview of Salesforce and what it has to offer organizations. You start with a basic overview of Salesforce and the main components that track sales. Salesforce has only a few major data objects, but organizations can take advantage of Salesforce's full flexibility and customization options. We show you how to set up your organizations and create user interfaces that make it easy for employees to get started.

Employees must be given access and user accounts before they can access the platform, and this course shows you how to create user accounts and import and export data as needed. These customizations include creating buttons, links and data objects that store and display the data specific to your organization.

Finally, this course explains how to make reports and dashboards. These components let employees, managers and executives review and analyze data relative to sales and marketing. You can use these components to see the success of your marketing campaigns or the effectiveness of your sales team. With Salesforce, you can analyze every aspect of your organization, and it's completely customizable.

Skills You'll Develop
  • Manage data with Salesforce objects
  • Efficiently import and export Salesforce data
  • Create dynamic Salesforce reports and dashboards
  • Salesforce platform navigation
  • Customize user interfaces in Salesforce
  • Customize CRM for business needs
  • Optimize Salesforce for security and data protection
  • Enhance productivity with Salesforce automation
Discover More Skills Like These
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Choose from plans starting at just $16/month (billed annually)

What Others Are Saying
JT
"Extraordinarily Helpful"
★★★★★
This course was very helpful. I realized that I would need to change my current career path and upon doing research, I found that employers are looking for candidates to possess a Salesforce Certificate. Thank you.
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