Course Syllabus

 

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
 
 

Assessment Guide

Assessment Points
My Interest in Salesforce 5 points
Lesson 1 Exam 10 points
Lesson 2 Exam 10 points
Lesson 3 Exam 10 points
Lesson 4 Exam 11 points
Lesson 5 Exam 10 points
Lesson 6 Exam 10 points
Lesson 7 Exam 10 points
Lesson 8 Exam 10 points
Lesson 9 Exam 10 points
Lesson 10 Exam 10 points
Lesson 11 Exam 10 points
Lesson 12 Exam 10 points
Lesson 13 Exam 10 points
Lesson 14 Exam 10 points
Lesson 15 Exam 10 points
The Final Exam 61 points
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