Understand best practices for using Salesforce, including automation and workflow, security and access control.
This course is designed to provide a comprehensive introduction to the Salesforce platform. Salesforce is a leading customer relationship management (CRM) tool that helps businesses of all sizes manage and grow their customer base. In this course, you will learn the fundamentals of Salesforce and how to use its various features and tools to manage and track customer interactions, sales and support processes, and business performance. We will cover topics such as setting up a Salesforce account, creating custom fields and objects, managing data and reports, and integrating with other business systems. By the end of this course, you will have the skills and knowledge to effectively use Salesforce to manage your business and drive success. In this course, you will learn how to use Salesforce to manage customer relationships, sales opportunities, and support cases. You will also learn how to create and customize dashboards and reports to track business performance and gain insights into your customers and operations. We will also cover advanced topics such as automation and workflow, security and access control, and integration with other business systems. This will enable you to take full advantage of the capabilities of Salesforce and tailor it to your specific business needs.
What you’ll learn
- • Understand and configure Salesforce Administration.
- • Create and manage users, profiles, and roles.
- • Create and manage Salesforce objects.
- • Create and manage reports and dashboards.
Course Content
- Introduction –> 3 lectures • 16min.
- Standard And Custom Objects –> 3 lectures • 10min.
- Custom Fields –> 2 lectures • 10min.
- Classic And Lightning Experience –> 2 lectures • 7min.
- Working with schema builder –> 4 lectures • 6min.
- Types Of Relationship In Salesforce –> 2 lectures • 14min.
- Rollup Summary Field –> 1 lecture • 6min.
- Creating Formula Field –> 1 lecture • 8min.
- Creating Users In Salesforce –> 2 lectures • 4min.
- Types Of Navigation Apps In Salesforce –> 3 lectures • 8min.
- Creating Text Related Field –> 5 lectures • 7min.
- Creating Fields using Picklist And Picklist Multi select fields –> 4 lectures • 12min.
- Creating Global Value Sets For Picklist and Picklist (multi-select) –> 3 lectures • 6min.
- Configuring Different Layouts In salesforce –> 2 lectures • 12min.
- Exploring Different Types Of Tracking In Salesforce –> 2 lectures • 6min.
- List View In Salesforce –> 4 lectures • 9min.
- Applying Validation Rules In Salesforce –> 2 lectures • 7min.
- Learning About Record Types In Salesforce –> 2 lectures • 8min.
- Email Templates And Email Alerts In Salesforce –> 3 lectures • 8min.
- Managing Activities In Salesforce –> 4 lectures • 8min.
- Types Of Actions In Salesforce –> 2 lectures • 8min.
- View Setup Audit Trails In Salesforce –> 1 lecture • 3min.
- Data Management –> 2 lectures • 30min.
- Creating Duplicate And Matching Rules In Salesforce –> 2 lectures • 7min.
- Introduction To Data Security –> 1 lecture • 8min.
- Types of Data Security –> 4 lectures • 20min.
- Exploring Profile and Permission Sets –> 2 lectures • 8min.
Requirements
This course is designed to provide a comprehensive introduction to the Salesforce platform. Salesforce is a leading customer relationship management (CRM) tool that helps businesses of all sizes manage and grow their customer base. In this course, you will learn the fundamentals of Salesforce and how to use its various features and tools to manage and track customer interactions, sales and support processes, and business performance. We will cover topics such as setting up a Salesforce account, creating custom fields and objects, managing data and reports, and integrating with other business systems. By the end of this course, you will have the skills and knowledge to effectively use Salesforce to manage your business and drive success. In this course, you will learn how to use Salesforce to manage customer relationships, sales opportunities, and support cases. You will also learn how to create and customize dashboards and reports to track business performance and gain insights into your customers and operations. We will also cover advanced topics such as automation and workflow, security and access control, and integration with other business systems. This will enable you to take full advantage of the capabilities of Salesforce and tailor it to your specific business needs.