Online Class: SalesForce 101

Discover the ins and outs of Salesforce, the ultimate tool for customizable sales and marketing analysis, suitable for any organizational size. Gain expertise in setting up user accounts, designing interfaces, and utilizing reporting tools to evaluate sales efficiency and marketing success.
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  • 15
    Lessons
  • 23
    Exams &
    Assignments
  • 742
    Students
    have taken this course
  • 5
    Hours
    average time
  • 0.5
    CEUs
 
 
 

Course Description

Salesforce is a powerful sales and marketing tool. It's completely customizable to all staff within an organization, and it can hold millions of records that track every step of the sales process from leads to converted customers to the revenue a customer brings in to the organization. Whether you have just one or thousands of employees, Salesforce has the tools to help analyze your sales teams and understand the profitability and efficiency of your marketing and sales funnels. 

This course starts with an overview of Salesforce and what it has to offer organizations. You start with a basic overview of Salesforce and the main components that track sales. Salesforce has only a few major data objects, but organizations can take advantage of Salesforce's full flexibility and customization options. We show you how to set up your organizations and create user interfaces that make it easy for employees to get started.

Employees must be given access and user accounts before they can access the platform, and this course shows you how to create user accounts and import and export data as needed. These customizations include creating buttons, links and data objects that store and display the data specific to your organization.

Finally, this course explains how to make reports and dashboards. These components let employees, managers and executives review and analyze data relative to sales and marketing. You can use these components to see the success of your marketing campaigns or the effectiveness of your sales team. With Salesforce, you can analyze every aspect of your organization, and it's completely customizable.

Courses Frequently Bought Together:
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 

Course Lessons

Average Lesson Rating:
4.75 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(171 votes)

  • Lesson 1. Salesforce Essentials: A Beginner's Guide

    Salesforce's platform accommodates unlimited users with its scalable infrastructure, suitable for both small and global enterprises. It is fully customizable through an administrative panel, making it accessible for non-tech users, whereas coders can integrate Salesforce with existing internal systems for seamless operation.

  • Lesson 2. Essentials of Setting Up Salesforce: A Step-by-Step Guide

    Salesforce plans are tailored to business needs, offering everything from essential tools for small enterprises to customizable solutions for larger entities, all of which require a yearly subscription. Understanding the platform begins with a straightforward signup process and trial usage to familiarize users with the CRM system.

  • Lesson 3. Streamline Your Workflow with Salesforce's Core Features

    Accounts in Salesforce represent paying customers, convertible from leads or created directly for immediate transactions. The conversion process involves transferring relevant lead data into the accounts tab and can include merging duplicate records to maintain data integrity.

  • Lesson 4. Understanding and Utilizing the Salesforce Object Manager

    Salesforce views can be personalized by adding or editing objects within the Object Manager setup, which is accessible only in the 'Setup' section. Custom objects allow for greater adaptability, enabling businesses to manage data in a way that best suits their needs.

  • Lesson 5. Schema Builder Basics

    In Object Manager, Schema Builder offers a dynamic representation of objects, clarifying data connections and their properties, essential for maintaining database integrity. It empowers administrators to tailor Salesforce objects, ensuring each field aligns with specific data types.

  • Lesson 6. Streamlining Record Management with Salesforce's Import Tool

    Salesforce's smart import process not only transforms cumbersome manual data management into an accessible task but also empowers users through automation and accurate integration. Centralization of CRM records across departments delivers a streamlined approach to lead tracking and customer management within the Salesforce environment.

  • Lesson 7. Salesforce Data Export Guide

    Salesforce ensures data security with its backup systems, but users should independently back up data using Salesforce's export tool to prevent data loss in worst-case scenarios. Exporting involves converting data into CSV files, which can be stored locally or on cloud drives, allowing seamless importing to various platforms.

  • Lesson 8. Streamlining Salesforce Setup for Optimal User Experience

    Salesforce's Setup page offers administrators the tools to enhance user productivity through tailored interface design, while maintaining system efficiency with monitoring features. Key tasks involve establishing user permissions, customizing themes, managing applications, and translating content for organization-wide accessibility.

  • Lesson 9. Tailor Your Workspace: Salesforce Organization Customization

    Salesforce administrators should customize essential settings such as business hours, public calendars, and holidays before organizational deployment. These setups, accessible in the Company Settings section, enhance operational visibility and align employees with corporate events and schedules.

  • Lesson 10. Crafting Custom Views to Enhance User Experience in Salesforce

    Adding a new button to a Salesforce layout requires navigating to the 'Page Layouts' section, dragging the button to the 'Custom Links' category, and saving the changes. This process ensures that custom buttons are integrated into the relevant object layouts for users to access easily.

  • Lesson 11. Optimizing Salesforce for Maximum Data Protection

    Salesforce's interface provides tools for administrators to define strict security measures, enhancing data integrity and user protection. Effective session and network management, along with robust password protocols, mitigate risks of unauthorized system exploitation.

  • Lesson 12. Simple Steps to Secure User Access in Salesforce

    In Salesforce, administrators create individual accounts for employees and assign them roles that provide necessary permissions. Roles help streamline permission assignments by grouping users, while profiles and permission sets allow further customization of user access.

  • Lesson 13. Mastering Salesforce Reports: An In-Depth Guide

    Salesforce empowers users to delve into sales analytics by offering a robust report generation feature that can access various data objects for creating insightful reports. Users can format and test their tailored reports before presenting them to a broader audience to ensure relevance and accuracy.

  • Lesson 14. Visualizing Salesforce Data: From Reports to Charts

    Charts in Salesforce not only aid in visualizing report data but also offer real-time updates and customizable elements, like chart layout and legend positions. These dynamic components are crucial for presenting data that is both engaging and informative.

  • Lesson 15. Enhancing Productivity through Customized Dashboards

    Crafting dashboards in Salesforce allows users to consolidate their most vital reports into one interactive space, eliminating the need to browse through individual reports. This process can be tailored with components and themes, optimizing data interactions for users to streamline decision-making and enhance productivity.
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Demonstrate the ability to navigate and utilize the Salesforce platform for tracking customer interactions and managing sales processes
  • Identify the benefits and features of cloud-based CRM systems, like Salesforce, for enhancing business operations and security
  • Define the process for signing up and verifying a Salesforce account, including necessary steps and required information.
  • Identify and compare the different Salesforce pricing plans, evaluating their suitability for businesses of various sizes and needs.
  • Demonstrate the process of converting a lead into an account and associating opportunities in Salesforce to optimize sales potential and ensure data accuracy.
  • Recognize the core components of Salesforce, including leads, accounts, contacts, and opportunities, to effectively manage and streamline customer data.
  • Demonstrate the ability to navigate to the Object Manager in the Salesforce setup, customize object properties, and integrate them with the Salesforce interface through tab creation.
  • Identify and describe the process of creating and deploying a new custom object in Salesforce, including setting permissions and linking it to a custom tab.
  • Define the types of relationships between Salesforce data tables using Schema Builder by identifying one-to-one, one-to-many, and many-to-many relationships.
  • Demonstrate the ability to navigate Schema Builder to view and manipulate data table relationships by utilizing the mouse hover and magnifying glass functions.
  • Define the steps necessary to prepare and format a data file for import into Salesforce, ensuring data integrity and correct field mapping.
  • Demonstrate the use of Salesforce Data Import Wizard to import up to 50,000 records, including configuring import settings and verifying successful data import.
  • Demonstrate the process of exporting all data from Salesforce by navigating to the Setup page and configuring export settings.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: SalesForce 101
Course Number: 9770584
Lessons Rating: 4.75 / 5 Stars (171 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: Enroll in this course from any U.S. state, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also accessible to learners in English-speaking countries such as the UK, Canada, Ireland, Australia, and South Africa.
Last Updated: February 2024
CEU Value: 0.5 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Course Type: Self-Paced, Online Classes
Assessment Method: Lesson assignments and review exams
Syllabus: View Syllabus
Course Fee: $120.00 U.S. dollars

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Student Testimonials

  • "This course was very helpful. I realized that I would need to change my current career path and upon doing research, I found that employers are looking for candidates to possess a Salesforce Certificate. Thank you." -- Judi T.

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