How will learning Salesforce benefit my career?

Gaining Salesforce skills can open doors to various roles in customer service, sales, marketing, and business management. This professional certificate course equips you with in-demand skills for today's job market.

What will I get if I subscribe to this Specialization?

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.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Salesforce Basics

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Salesforce Basics

This course is part of Salesforce Fundamentals Specialization

Instructor: Stephane Muller

35,948 already enrolled

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

220 reviews

Beginner level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

220 reviews

Beginner level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Customize Salesforce functionality to meet specific team needs.
'Access, navigate, and transition between Lightning and Classic Salesforce interfaces.
Create customer, partner, and employee communities for business engagement.
Manage customer data and relationships within the Salesforce CRM platform.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

6 assignments¹

AI Graded see disclaimer

Taught in English

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Build your subject-matter expertise

This course is part of the Salesforce Fundamentals 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

There are 3 modules in this course

This course introduces you to the powerful capabilities of Salesforce, a leading Customer Relationship Management (CRM) system. You will gain foundational knowledge of Salesforce components, enabling you to optimize business operations. Learn the essentials of Lightning for Sales, Community Cloud, and Marketing functionalities, and discover how to secure your Salesforce organization and manage user permissions effectively. These practical skills will prepare you to implement Salesforce solutions within various organizations. The course features in-depth readings, hands-on activities within Salesforce's Trailhead platform, peer discussions, demonstration videos, and peer review assignments.

By the end of this course, you will be able to: - Understand core Salesforce components and their functions. - Navigate and utilize Lightning for Sales, Community Cloud, and Marketing features. - Implement security settings and manage permissions within a Salesforce organization. - Apply foundational Salesforce knowledge to business administration tasks. To be successful in this course, no prior experience with Salesforce is required, though basic computer literacy is recommended.

Welcome to Salesforce Fundamentals! This module is your essential starting point, focusing on what Salesforce is and how it functions within a business context. You'll explore the key differences between Salesforce Classic and Lightning interfaces, a fundamental skill for any aspiring business administration specialist. This foundational knowledge will be crucial as you progress through the course. To get the most out of this module, focus on understanding the core distinctions between Classic and Lightning interfaces, as this forms the basis for future modules.

What's included

1 video2 readings2 assignments

In today's mobile-first world, simplifying customer interactions is key for any business. This module will show you how to leverage the Salesforce mobile app to track sales leads, view essential reports, and keep your workforce engaged, even when they're out of the office. You'll also discover how Salesforce Service Cloud can enhance customer engagement and keep your business top-of-mind. To get the most out of this module, consider how mobile access impacts your own customer interactions and overall business management.

What's included

2 videos2 readings2 assignments

In this module, you'll focus on the critical aspects of security and managing permissions across different organizational levels, ensuring the safety of your business data. You'll also explore Salesforce Chatter functions and understand how they can significantly benefit sales teams. Building on your foundational knowledge, our virtual session will provide an overview of reports, further preparing you for the Salesforce Superbadge project. Pay close attention to permission settings, as they are critical for data integrity and effective management.

What's included

1 video2 readings2 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings

(62 ratings)

Stephane Muller

University of California, Irvine

16 Courses77,258 learners

Offered by

University of California, Irvine

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Showing 3 of 220

Reviewed on Aug 25, 2022

This course was very useful for clearing basics of Salesforce.

Reviewed on Jul 21, 2022

It was a good course but frequently I flet like the instructions were missing some key steps. I was happy that I got through this with no experience in Salesforce.

Reviewed on Feb 2, 2021

Enjoyed the course, but was sometimes hard to get answers to questions.

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Frequently asked questions

Salesforce is the leading Customer Relationship Management (CRM) software, crucial for businesses to manage customer interactions, sales, and marketing. This course provides foundational skills in Salesforce, preparing you for key business management roles.

You will gain practical experience with core Salesforce functionalities, including Lightning for Sales, Community Cloud, the Salesforce mobile app, and essential security and data management features.

Yes, this course is designed for beginners. It provides a low-risk starting point to build confidence and clarity in Salesforce, covering fundamental concepts and practical applications for business professionals.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. 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.