Salesforce CRM - A Complete Introduction | Udemy

Salesforce CRM - A Complete Introduction for new users

What you'll learn
A comprehensive and complete overview of Salesforce for new users
Understand what Salesforce is and the benefits it can provide to your organisation
Be familiar with key features and functionality provided by Salesforce
Understand Salesforce objects and how information is organised in Salesforce
Learn how to use Salesforce reports, list views and dashboards

The Definitive Salesforce course for new users

Salesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more.

This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators.

It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology.

Your Instructors

Richard Pomeroy

x7 Salesforce Consultant, Mentor and Trainer near Portsmouth

11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goals

Salesforce Platform Champion (2020-2021)

Salesforce Blogger at SFDCPenguin

Haoming Yau

x9 certified Salesforce Consultant

15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals.

Active Salesforce solutions consultant & trainer based in London

Experienced Udemy Instructor with over 200 positive reviews.

We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people.

Course content includes:

Signing up to a free developer Salesforce Org

Navigating Salesforce

Data and objects - Including Accounts, Opportunities, Cases, Campaigns

Salesforce features - Including Automation, Validation Rules, AppExchange

Salesforce reporting

List Views

Dashboards

Getting Help

Learning Outcomes

A comprehensive and complete overview of Salesforce for new users

Understand what Salesforce is and the benefits it can provide to your organisation

Learn how to navigate around Salesforce

Be familiar with key features and functionality provided by Salesforce

Understand Salesforce objects and how information is organised in Salesforce

Learn how to use Salesforce reports, list views and dashboards

Who this course is for:
End-users or beginners wanting to learn the basics of Salesforce.
This is not a Administrator or Developer course, but provides a great foundation to build on if you wish to learn more


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