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!
Lesson 1. Salesforce Essentials: A Beginner's Guide
Salesforce's platform accommodates unlimited users with its scalable infrastructure, suitable for both small and global enterprises. It is fully customizable through an administrative panel, making it accessible for non-tech users, whereas coders can integrate Salesforce with existing internal systems for seamless operation.
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Lesson 1 Exam+
Lesson 1 Exam
My Interest in Salesforce+
My Interest in Salesforce
Lesson 2. Essentials of Setting Up Salesforce: A Step-by-Step Guide
Salesforce plans are tailored to business needs, offering everything from essential tools for small enterprises to customizable solutions for larger entities, all of which require a yearly subscription. Understanding the platform begins with a straightforward signup process and trial usage to familiarize users with the CRM system.
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Lesson 2 Activity
Lesson 3. Streamline Your Workflow with Salesforce's Core Features
Accounts in Salesforce represent paying customers, convertible from leads or created directly for immediate transactions. The conversion process involves transferring relevant lead data into the accounts tab and can include merging duplicate records to maintain data integrity.
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Lesson 3 Exam+
Lesson 3 Exam
Lesson 4. Understanding and Utilizing the Salesforce Object Manager
Salesforce views can be personalized by adding or editing objects within the Object Manager setup, which is accessible only in the 'Setup' section. Custom objects allow for greater adaptability, enabling businesses to manage data in a way that best suits their needs.
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Lesson 4 Exam
Lesson 5. Schema Builder Basics
In Object Manager, Schema Builder offers a dynamic representation of objects, clarifying data connections and their properties, essential for maintaining database integrity. It empowers administrators to tailor Salesforce objects, ensuring each field aligns with specific data types.
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Lesson 5 Exam
Lesson 6. Streamlining Record Management with Salesforce's Import Tool
Salesforce's smart import process not only transforms cumbersome manual data management into an accessible task but also empowers users through automation and accurate integration. Centralization of CRM records across departments delivers a streamlined approach to lead tracking and customer management within the Salesforce environment.
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Lesson 7. Salesforce Data Export Guide
Salesforce ensures data security with its backup systems, but users should independently back up data using Salesforce's export tool to prevent data loss in worst-case scenarios. Exporting involves converting data into CSV files, which can be stored locally or on cloud drives, allowing seamless importing to various platforms.
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Lesson 7 Activity
Lesson 8. Streamlining Salesforce Setup for Optimal User Experience
Salesforce's Setup page offers administrators the tools to enhance user productivity through tailored interface design, while maintaining system efficiency with monitoring features. Key tasks involve establishing user permissions, customizing themes, managing applications, and translating content for organization-wide accessibility.
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Lesson 8 Exam
Lesson 9. Tailor Your Workspace: Salesforce Organization Customization
Salesforce administrators should customize essential settings such as business hours, public calendars, and holidays before organizational deployment. These setups, accessible in the Company Settings section, enhance operational visibility and align employees with corporate events and schedules.
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Lesson 9 Exam
Lesson 10. Crafting Custom Views to Enhance User Experience in Salesforce
Adding a new button to a Salesforce layout requires navigating to the 'Page Layouts' section, dragging the button to the 'Custom Links' category, and saving the changes. This process ensures that custom buttons are integrated into the relevant object layouts for users to access easily.
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Lesson 10 Exam
Lesson 11. Optimizing Salesforce for Maximum Data Protection
Salesforce's interface provides tools for administrators to define strict security measures, enhancing data integrity and user protection. Effective session and network management, along with robust password protocols, mitigate risks of unauthorized system exploitation.
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Lesson 11 Exam
Lesson 12. Simple Steps to Secure User Access in Salesforce
In Salesforce, administrators create individual accounts for employees and assign them roles that provide necessary permissions. Roles help streamline permission assignments by grouping users, while profiles and permission sets allow further customization of user access.
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Lesson 13. Mastering Salesforce Reports: An In-Depth Guide
Salesforce empowers users to delve into sales analytics by offering a robust report generation feature that can access various data objects for creating insightful reports. Users can format and test their tailored reports before presenting them to a broader audience to ensure relevance and accuracy.
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Lesson 14. Visualizing Salesforce Data: From Reports to Charts
Charts in Salesforce not only aid in visualizing report data but also offer real-time updates and customizable elements, like chart layout and legend positions. These dynamic components are crucial for presenting data that is both engaging and informative.
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Lesson 14 Activity
Lesson 15. Enhancing Productivity through Customized Dashboards
Crafting dashboards in Salesforce allows users to consolidate their most vital reports into one interactive space, eliminating the need to browse through individual reports. This process can be tailored with components and themes, optimizing data interactions for users to streamline decision-making and enhance productivity.
Lesson 15-
Lesson 15 Exam+
Lesson 15 Exam
The Final Exam+
The Final Exam
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
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
More About This Course
Optimize Record Management: Maintain data integrity with proper management.
Visualize Data Creatively: Design engaging charts for impactful presentations.
Create Insightful Reports: Generate reports for better sales analysis.
Ensure Data Security: Implement robust Salesforce security protocols.
Customize User Experience: Enhance interfaces for seamless navigation.
Streamline Workflow: Automate tasks to improve efficiency and save time.
Boost Productivity: Use dashboards to consolidate important sales data.
Expand Salesforce Skills: Gain comprehensive knowledge for career advancement.
Customize Your Platform: Tailor Salesforce to suit unique business needs.
Master Data Management: Use Salesforce import/export tools efficiently.
What You'll Achieve
Demonstrate the ability to navigate and utilize the Salesforce platform for tracking customer interactions and managing sales processes
Identify the benefits and features of cloud-based CRM systems, like Salesforce, for enhancing business operations and security
Define the process for signing up and verifying a Salesforce account, including necessary steps and required information.
Identify and compare the different Salesforce pricing plans, evaluating their suitability for businesses of various sizes and needs.
Recognize the core components of Salesforce, including leads, accounts, contacts, and opportunities, to effectively manage and streamline customer data.
Demonstrate the process of converting a lead into an account and associating opportunities in Salesforce to optimize sales potential and ensure data accuracy.
Identify and describe the process of creating and deploying a new custom object in Salesforce, including setting permissions and linking it to a custom tab.
Demonstrate the ability to navigate to the Object Manager in the Salesforce setup, customize object properties, and integrate them with the Salesforce interface through tab creation.
Define the types of relationships between Salesforce data tables using Schema Builder by identifying one-to-one, one-to-many, and many-to-many relationships.
Demonstrate the ability to navigate Schema Builder to view and manipulate data table relationships by utilizing the mouse hover and magnifying glass functions.
Define the steps necessary to prepare and format a data file for import into Salesforce, ensuring data integrity and correct field mapping.
Demonstrate the use of Salesforce Data Import Wizard to import up to 50,000 records, including configuring import settings and verifying successful data import.
Demonstrate the process of exporting all data from Salesforce by navigating to the Setup page and configuring export settings.
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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