What you'll learn
A comprehensive and complete overview of Salesforce for new users
Understand what Salesforce is and the benefits it can provide to your organisation
Be familiar with key features and functionality provided by Salesforce
Understand Salesforce objects and how information is organised in Salesforce
Learn how to use Salesforce reports, list views and dashboards
Requirements
There are no prerequisites. Everyone is welcome
Description
The Definitive Salesforce course for new usersSalesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more.This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators.It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology.Your InstructorsRichard Pomeroy x7 Salesforce Consultant, Mentor and Trainer near Portsmouth11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goalsSalesforce Platform Champion (2020-2021)Salesforce Blogger at SFDCPenguinHaoming Yaux9 certified Salesforce Consultant15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals.Active Salesforce solutions consultant & trainer based in LondonExperienced Udemy Instructor with over 200 positive reviews.We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people.Course content includes:Signing up to a free developer Salesforce OrgNavigating SalesforceData and objects - Including Accounts, Opportunities, Cases, CampaignsSalesforce features - Including Automation, Validation Rules, AppExchangeSalesforce reportingList ViewsDashboardsGetting HelpLearning OutcomesA comprehensive and complete overview of Salesforce for new usersUnderstand what Salesforce is and the benefits it can provide to your organisationLearn how to navigate around SalesforceBe familiar with key features and functionality provided by SalesforceUnderstand Salesforce objects and how information is organised in SalesforceLearn how to use Salesforce reports, list views and dashboards
Overview
Section 1: Introduction
Lecture 1 Course Introduction
Lecture 2 Introduction to Salesforce
Lecture 3 Salesforce Editions and Clouds
Lecture 4 Salesforce - Lightning and Classic
Lecture 5 Signing up for a Developer Org
Lecture 6 The Salesforce AppExchange
Section 2: Navigating Salesforce
Lecture 7 Your Salesforce Homepage
Lecture 8 Salesforce Tabs and Apps
Lecture 9 Salesforce Search
Lecture 10 Salesforce Record Pages
Section 3: Salesforce Data and Objects
Lecture 11 How data is organised in Salesforce
Lecture 12 Standard and Custom Objects
Lecture 13 Types of Fields
Lecture 14 Record Types
Lecture 15 Accounts and Contacts
Lecture 16 Leads
Lecture 17 Opportunities
Lecture 18 Activities - Tasks and Events
Lecture 19 Cases
Lecture 20 Users
Lecture 21 Campaigns & Campaign Members
Lecture 22 Files
Lecture 23 Customisation: Apps, Custom Objects and Fields
Section 4: Salesforce Features
Lecture 24 Automation in Salesforce
Lecture 25 Duplicate Management and Merging
Lecture 26 Validation Rules
Lecture 27 Chatter - Collaboration in Salesforce
Lecture 28 Introduction to Salesforce Security
Lecture 29 Integrating Outlook with Salesforce
Section 5: Salesforce Reporting
Lecture 30 Introduction to Reporting
Lecture 31 What is a Salesforce Report?
Lecture 32 Reporting Navigation
Lecture 33 Exporting a Salesforce Report to Excel
Lecture 34 Creating a New Report
Lecture 35 Report Builder Basics - Customising Columns
Lecture 36 Report Builder - Filters
Lecture 37 Report Builder - Grouping your Salesforce data
Lecture 38 Report Charts
Lecture 39 Report Permissions and Folders
Lecture 40 Subscribing to a Report (automatic emails)
Section 6: Salesforce List Views
Lecture 41 Introduction to List Views
Lecture 42 Creating and Modifying List Views
Lecture 43 Mass Editing with List Views
Section 7: Salesforce Dashboards
Lecture 44 Introduction to Dashboards
Lecture 45 Creating and Editing Dashboards
Lecture 46 Dashboard Filters
Section 8: Getting Help
Lecture 47 Where to go to get help?
Lecture 48 Trailhead
Lecture 49 Trailblazer Community
End-users or beginners wanting to learn the basics of Salesforce.,This is not a Administrator or Developer course, but provides a great foundation to build on if you wish to learn more


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