Salesforce Essentials

Everything you need to know to start using Salesforce today
4.45 (44 reviews)
Udemy
platform
English
language
Other
category
instructor
Salesforce Essentials
126
students
1 hour
content
Feb 2025
last update
$29.99
regular price

Why take this course?

🌟 Course Title: Salesforce Essentials 🚀 Master the Salesforce Platform with Confidence!

Are you ready to dive into the world of Salesforce and unlock its full potential for your business? Whether you're new to CRM platforms or just brushing up on your Salesforce skills, this comprehensive online course is your ticket to becoming a Salesforce pro! 🎓

Course Description:

🚀 Kickstart Your Salesforce Journey Today! 🚀

🔍 What You'll Learn:

Topics covered include:

  • Logging In & Navigating: Gain confidence as you learn to effortlessly log in and move around within the Salesforce platform.
  • CRM Basics: Create and manage Leads, Accounts, Contacts, and Opportunities with ease.
  • Activity Tracking: Learn how to effectively track all your activities against each of these four common objects.
  • Lead Conversion: Master the process of converting Leads to Contacts when they're ready to move forward in the sales funnel.
  • Opportunity Progression: Understand how to progress Opportunities through every stage of the sale and maximize your chances of closing deals.
  • Custom Views: Create custom views tailored to your specific needs, giving you a personalized Salesforce experience.
  • System Searching: Learn to efficiently search for data within Salesforce, saving you time and increasing productivity.

Note: This course primarily focuses on the Salesforce Lightning Experience interface, offering you a comprehensive learning experience in one of the most widely used versions of Salesforce.

🎥 Engaging Learning Experience:

Prepare to be captivated by over an hour of high-quality HD content delivered in Bigger Brains' "Uniquely Engaging"™ Teacher-Learner style. Our interactive approach ensures that you don't just watch videos – you engage with the material, learn effectively, and retain more knowledge than ever before!

🎯 Course Goal:

By the conclusion of this course, you will have a solid understanding of Salesforce and be fully equipped to start using Leads, Accounts, Contacts, and Opportunities to manage your sales activity. You'll be able to navigate the platform confidently, knowing exactly how to track your data and enhance your sales processes.

👥 Who Should Take This Course?

This course is perfect for anyone whose company has subscribed to Salesforce and who needs to learn the basics of navigating the software. Whether you're in sales, marketing, customer support, or any other role that requires interaction with clients and prospects, this course will provide you with the skills needed to excel in your position.

Join us on this journey to master Salesforce and become an integral part of your company's success! 🌟

Enroll now and take the first step towards becoming a Salesforce expert today!

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Related Topics

2863368
udemy ID
10/03/2020
course created date
21/03/2020
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