Salesforce Platform Basics Mastery: Learn by Doing with Real-World Scenarios
About this course
Learn how to confidently navigate, configure, and optimize Salesforce to tackle real business challenges. Your journey to becoming a Salesforce pro starts here! Whether you're new to Salesforce or looking to sharpen your skills, this course will set you on the right path to success.
Course curriculum
1.
Introduction - 01
8 lessons
- 1
Welcome & Introduction
- 2
Write down your goals!
- 3
B2C and B2B
- 4
What is a CRM System?
- 5
Key functionalities of a CRM System
- 6
CRM in google sheets
- 7
Need for a robust CRM system
- 8
Various teams using CRM system and need for a centralized system
2.
Lead To Cash Process - Overview
2 lessons
3.
CRM & Salesforce - Introduction
8 lessons
4.
Your First Steps Inside Salesforce
20 lessons
5.
Week 3
12 lessons
6.
Object Relationships
18 lessons
7.
Week 4
28 lessons
8.
Week 5
19 lessons
9.
Mini-Project: To-Do List Application
1 lessons
10.
Week 6
12 lessons
11.
Week 7
23 lessons
12.
Process Builder - Assignment
1 lessons
13.
Mini-Project: Case Management Solution
2 lessons
14.
Queues and Public Groups
5 lessons
15.
Flows
10 lessons
16.
SOQL Query
3 lessons
17.
Reports & Dashboards
12 lessons
18.
Data Migration
11 lessons
19.
Approval Process
9 lessons
20.
Summary
2 lessons
21.
Wrap Up
3 lessons
Salesforce Platform Basics Mastery: Learn by Doing with Real-World Scenarios
Harness the full potential of Salesforce with this immersive, hands-on course tailored for both beginners and professionals. Gain a deep understanding of the Salesforce platform as you master essential concepts through real-world scenarios and interactive exercises that mirror practical use cases. Learn how to confidently navigate, configure, and optimize Salesforce to tackle real business challenges. Your journey to becoming a Salesforce pro starts here! Whether you're new to Salesforce or looking to sharpen your skills, this course will set you on the right path to success.
US$ 197
17 members