Salesforce Introduction

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Salesforce Introduction

This course is part of Salesforce Admin Certification Specialization

Instructor: LearnKartS

1,742 already enrolled

Included with Coursera Plus

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2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

3 weeks at 1 hour a week

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

3 weeks at 1 hour a week

Flexible schedule

Learn at your own pace

What you'll learn

Grasp the essentials of Cloud Computing and their business applications.
Understand the core principles of Customer Relationship Management (CRM).
Master Salesforce navigation and usage, from setting up accounts to utilizing advanced features.
Distinguish between Salesforce Classic and Lightning experiences.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

Build your subject-matter expertise

This course is part of the Salesforce Admin Certification Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

There are 2 modules in this course

Welcome to the Salesforce Introduction course!

The course is designed to provide a comprehensive foundation in Salesforce, the leading Customer Relationship Management (CRM) platform. The course is aligned with the Salesforce Administrator exam (CRT 101). This course is designed for individuals new to Salesforce, as well as business analysts, sales professionals, customer service representatives, marketers, and IT professionals aiming to leverage Salesforce for enhanced business performance and customer engagement. No prior experience with Salesforce is required. Basic computer skills and familiarity with web-based applications are recommended. By the end of this course, you'll be able to: - Understand Cloud Basics and their application in business. - Comprehend the fundamentals of Customer Relationship Management (CRM). - Navigate and utilize Salesforce effectively, from account creation to advanced features. - Differentiate between Salesforce Classic and Lightning experiences. - Customize the Salesforce home page and configure user settings. - Create and manage tabs, list views, leads, products, and email templates. - Gain practical skills in Salesforce functionalities like creating auto-response tools and quotes. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

This module covers cloud basics, CRM concepts, user setup, customization, and management. By the end of this module, learners will be able to navigate the Salesforce, customize layouts, and manage user settings.

What's included

14 videos2 readings4 assignments1 discussion prompt

14 videosTotal 44 minutes

Course Introduction3 minutesPreview module
Cloud Basics4 minutes
Introduction to CRM3 minutes
Salesforce Introduction2 minutes
Creating a Salesforce Account1 minute
Organizational Introduction1 minute
Salesforce Classic vs. Lightning3 minutes
Home Page Customization5 minutes
User Setup2 minutes
Tabs1 minute
Create Tabs3 minutes
Application5 minutes
System Overview4 minutes
DEMO: Creating Users, Profiles, and Permission Sets3 minutes

2 readingsTotal 5 minutes

Specialization Introduction3 minutes
Introduction and Syllabus2 minutes

4 assignmentsTotal 36 minutes

Cloud & CRM Basics4 minutes
Salesforce Interface8 minutes
User and Access Management12 minutes
Salesforce Fundamentals12 minutes

1 discussion promptTotal 10 minutes

Introduction to Salesforce10 minutes

This module covers lead management, email templates, quote creation, Service Cloud features, and App Exchange basics. By the end of the module, learners will manage sales processes effectively within Salesforce.

What's included

22 videos1 reading6 assignments1 discussion prompt

22 videosTotal 88 minutes

Salesforce Offerings5 minutesPreview module
Leads Home Page3 minutes
Creating List Views1 minute
Creating and Converting Leads4 minutes
Creating Email Template4 minutes
DEMO: Email Template and Auto Response Rule6 minutes
Creating Products4 minutes
Web to Lead Form3 minutes
Creating Auto-Response Tool3 minutes
DEMO: Creating an Account, Contact, and Opportunity7 minutes
Introduction to Quote Template4 minutes
Modifying Quote Template1 minute
DEMO: Quote with 3 Products7 minutes
Introduction to Service Cloud5 minutes
DEMO: Case Escalation2 minutes
Creating Bolt Solutions3 minutes
DEMO: Experience Builder3 minutes
Lightning Web Components0 minutes
Introduction to App Exchange2 minutes
Finding a Developer5 minutes
Finding a Consultant3 minutes
DEMO: Finding a PDF App in App Exchange2 minutes

1 readingTotal 2 minutes

Course Synopsis2 minutes

6 assignmentsTotal 58 minutes

Salesforce Offerings10 minutes
Salesforce Sales & Marketing8 minutes
Advanced Customer Service6 minutes
Salesforce Service Cloud8 minutes
LWCs & AppExchange10 minutes
Fundamentals of Sales Cloud16 minutes

1 discussion promptTotal 10 minutes

Sales Cloud Essentials10 minutes

Instructor

LearnKartS

63 Courses27,794 learners

Offered by

LearnKartS

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Frequently asked questions

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer relationships, sales, and marketing processes effectively.

The main benefits include gaining foundational knowledge of Salesforce, improving your ability to manage customer relationships, enhancing your sales and marketing skills, and increasing your overall productivity and efficiency in business operations.

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Salesforce Introduction course.

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

Salesforce Introduction

What you'll learn

Skills you'll gain

Details to know

See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise

Earn a career certificate

There are 2 modules in this course

Introduction to Salesforce

What's included

Sales Cloud Essentials

What's included

Instructor

Offered by

Recommended if you're interested in Software Development

Salesforce Basics