salesforce basic training
Salesforce Basic Training is designed to provide foundational knowledge and skills for using Salesforce, one of the leading customer relationship management (CRM) platforms. This training typically covers essential features and functionalities, including navigation within the Salesforce interface, managing records, understanding object relationships, creating reports and dashboards, and utilizing automation tools like workflows and process builder. The course is suitable for beginners, including business users, administrators, and aspiring Salesforce professionals, and often includes hands-on exercises and practical scenarios to help participants gain confidence in effectively leveraging Salesforce for sales, marketing, and customer service processes. Through this training, individuals can better understand how to utilize Salesforce to enhance productivity and improve customer relationships.
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1 - Introduction to Salesforce: Overview of Salesforce as a cloud based customer relationship management (CRM) platform and its significance in the modern business landscape.
2) Understanding CRM Concepts: Basic concepts and principles of CRM, including customer lifecycle, lead management, and sales processes.
3) Salesforce Ecosystem Overview: Exploration of the Salesforce ecosystem, including its various clouds (Sales Cloud, Service Cloud, Marketing Cloud, etc.) and their functionalities.
4) Creating a Salesforce Account: Step by step guidance on how to sign up for a free Salesforce Developer account for hands on practice.
5) Navigation in Salesforce: Training on how to navigate the Salesforce interface, including tabs, objects, records, and dashboards.
6) Data Modeling: Introduction to Salesforce objects, fields, and relationships, teaching students how to customize Salesforce to fit business needs.
7) Basic Administration: Fundamentals of Salesforce administration, including user management, permission sets, and profiles.
8) Creating Records: Hands on experience in creating, editing, and deleting records within Salesforce objects such as Leads, Accounts, and Contacts.
9) Reports and Dashboards: Learning how to create and customize reports and dashboards to analyze data effectively.
10) Workflow Rules and Automation: Introduction to automating processes in Salesforce using workflow rules, tasks, and email alerts.
11) Salesforce AppExchange: Overview of the AppExchange and how to leverage third party applications to enhance Salesforce functionality.
12) Basic Security Features: Understanding of Salesforce security features including organization wide defaults, sharing rules, and field level security.
13) Data Import and Export: Instructions on how to import existing data into Salesforce and export Salesforce data to different formats.
14) Mobile Salesforce: Overview of Salesforce mobile capabilities and how to use Salesforce on mobile devices.
15) Basic Coding with Apex: Introduction to Salesforce's proprietary coding language, Apex, and understanding where code may be utilized in Salesforce automation (optional for advanced students).
16) Salesforce Community and Resources: Guidance on how to access the Salesforce Trailhead platform for self learning, community forums, and other resources for continued education.
17) Practice Projects: Suggestion of hands on projects that students can work on to apply what they have learned in a practical environment.
18) Career Opportunities: Overview of various career paths available for Salesforce professionals, such as Salesforce Administrator, Developer, and Consultant.
These points serve as a comprehensive outline for a detailed and structured Salesforce Basic Training program, ensuring that students gain foundational knowledge and practical skills in using Salesforce effectively.
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