Online Class: SalesForce 101

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  • 15
  • 17
    Exams &
  • 205
    have taken this course
  • 5
    average time
  • 0.5

Course 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.

  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:
4.8 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(70 votes)

Lesson 1: Introduction to Salesforce

An overview of this powerful program along with instruction on how to set this up for company use, is covered in this first lesson. 15 Total Points
  • Lesson 1 Video
  • Take Survey: Reasons for Taking this Course
  • Complete Assignment: My Interest in Salesforce
  • Complete: Lesson 1 Exam

Lesson 2: Basic Setup

This lesson will focus on basic setup and other pricing options. 10 Total Points
  • Lesson 2 Video
  • Review 2 Articles: Salesforce website; Salesforce lightening guided tour
  • Complete: Lesson 2 Exam

Lesson 3: Understanding Platform Basics

This lesson will focus on understand how to navigate the basics. 10 Total Points
  • Lesson 3 Video
  • Review 2 Articles: Connect to your customers in a whole new way with the world?s #1 CRM platform.; 3 Reasons to Know the Ins and Outs of Your Leads
  • Review Video: Salesforce Platform Overview
  • Complete: Lesson 3 Exam

Lesson 4: Customizing Salesforce Views

The focus of this lesson will be on how to customize salesforce views. 11 Total Points
  • Lesson 4 Video
  • Review 3 Articles: Customize Your Data View; View and Edit Custom Settings; Salesforce objects
  • Complete: Lesson 4 Exam

Lesson 5: Using Schema Builder

This lesson will focus on using Schema Builder in Salesforce. 10 Total Points
  • Lesson 5 Video
  • Review Article: Design Your Own Data Model
  • Review Video: How to Create an Object with Schema Builder @salesforceadmns @salesforce
  • Complete: Lesson 5 Exam

Lesson 6: Managing and Importing Data

This lesson will focus on managing and importing data 10 Total Points
  • Lesson 6 Video
  • Review Article: 6 Ways to Import Data Into Salesforce
  • Complete: Lesson 6 Exam

Lesson 7: Exporting Data

This lesson will focus on exporting data 10 Total Points
  • Lesson 7 Video
  • Review 2 Articles: 7 Steps to Recovering Lost Data Using Salesforce Weekly Export; Import Data with the Data Import Wizard
  • Review Video: Excel Imports via Salesforce Wizard
  • Complete: Lesson 7 Exam

Lesson 8: Enhancing the User Interface

This lesson will focus on enhancing the user interface 10 Total Points
  • Lesson 8 Video
  • Review 2 Articles: Enable the Enhanced Profile User Interface; Configure User Interface Settings
  • Complete: Lesson 8 Exam

Lesson 9: Configure Your Organization

This lesson will focus on how to configure for your organization 10 Total Points
  • Lesson 9 Video
  • Review 3 Articles: Set Up Your Company in Salesforce; Set Up and Maintain Your Salesforce Organization; Manage Information About Your Company
  • Complete: Lesson 9 Exam

Lesson 10: Creating Buttons, Links and Views

This lesson will focus on creating buttons as well as other features 10 Total Points
  • Lesson 10 Video
  • Review 3 Articles: Custom Buttons and Links; Customize Detail Page Buttons; Salesforce scheduling buttons for Opportunities
  • Complete: Lesson 10 Exam

Lesson 11: Basic Salesforce Security

This lesson will focus on the security features 10 Total Points
  • Lesson 11 Video
  • Review 2 Articles: Salesforce Security Basics; Salesforce Security Guide
  • Complete: Lesson 11 Exam

Lesson 12: Adding Users and User Permissions

This lesson will focus on how to add User and user permissions 10 Total Points
  • Lesson 12 Video
  • Review 3 Articles: Managing Users and Preferences; User Settings; Add Users
  • Complete: Lesson 12 Exam

Lesson 13: Introduction to Reports

This lesson will focus on reports in salesforce 10 Total Points
  • Lesson 13 Video
  • Review 2 Articles: Reports and Dashboards; How to Create Reports and Dashboards in Salesforce
  • Complete: Lesson 13 Exam

Lesson 14: Adding Charts to Reports

Lesson will focus on how to add charts to reports 10 Total Points
  • Lesson 14 Video
  • Review 2 Articles: Reports in salesforce tutorial; Add Components to Your Package
  • Complete: Lesson 14 Exam

Lesson 15: Creating Dashboards

This lesson will focus on how to create dashboards 71 Total Points
  • Lesson 15 Video
  • Take Poll: End of Course Poll
  • Take Survey: Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 15 Exam
  • Complete: The Final Exam
Total Course Points

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
Course Title: SalesForce 101
Course Number: 9770584
Course Requirements: View Course Requirements
Lessons Rating: 4.8 / 5 Stars (70 votes)
Languages: English - United States, Canada and other English speaking countries
Course Type: Professional Development (Self-Paced, Online Class)
CEU Value: 0.5 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $50.00 (no CEU Certification) || with Online CEU Certification: $75.00

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