Salesforce Basics

Go to Course: https://www.coursera.org/learn/salesforce-basics

Introduction

**Course Review: "Salesforce Basics" on Coursera** **Overview:** For any professional looking to deepen their understanding of Customer Relationship Management (CRM), the Coursera course "Salesforce Basics" is an essential foundation. Salesforce is recognized globally as the leading CRM platform, and this course offers a comprehensive introduction to its core functionalities. Through a structured syllabus divided into three insightful modules, learners will explore everything from basic navigation in Salesforce to more complex aspects such as security and permission management. **What You Will Learn:** The course begins with an engaging introduction to Salesforce, covering the distinctions between Salesforce Classic and Lightning, which are crucial for anyone aiming to implement Salesforce effectively within an organization. As you progress, you’ll gain insights into leveraging Salesforce’s tools for enhancing customer interactions, which is vital in today’s mobile-centric environment. **Syllabus Breakdown:** - **Module 1: Welcome to Salesforce Fundamentals** This module sets the stage for your Salesforce learning journey. You’ll learn the fundamental principles of CRM and how Salesforce stands out in the landscape of business administration. By exploring the differences between Salesforce Classic and Lightning, you’ll build a solid understanding of the platform's structure, paving the way for effective implementation in future projects. - **Module 2: The Mobile Advantage** In an increasingly mobile world, organizations must adapt to meet the needs of their customers. This module focuses on utilizing the Salesforce mobile app to manage leads, access reports, and keep employees engaged on the go. You will also delve into the Salesforce Service Cloud, learning how to create meaningful engagements with your client base. This understanding is crucial for those looking to enhance customer relationships and streamline processes. - **Module 3: Security and Permissions Management** Security is paramount in today’s digital landscape, and this module addresses the essential aspects of safeguarding data within your Salesforce Organization. You’ll learn about managing permissions across various levels of the organization and the importance of these processes in protecting sensitive information. Additionally, the module introduces you to Salesforce’s chatter functionality, fostering collaboration and communication within sales teams. The continuity towards the Salesforce Superbadge project solidifies your learning by applying it to real-world scenarios. **Why You Should Take This Course:** "Salesforce Basics" is ideal for beginners and intermediate users alike. It doesn't just provide theoretical knowledge; practical applications are emphasized throughout the course, making it relevant for anyone looking to implement Salesforce in a business context. By the end of this course, you'll not only grasp the fundamentals of Salesforce but also feel confident in utilizing its features to enhance operational efficiency within an organization. **Recommendation:** I highly recommend "Salesforce Basics" to anyone who is considering a career in business management, sales, or marketing. The skills and knowledge gained from this course will undoubtedly be a valuable addition to your professional toolkit and can be applied to various organizational roles. Whether you are a business owner looking to implement a CRM system or an employee gaining skills for career advancement, this course serves as a perfect starting point. Enroll in this course and take a significant step toward mastering Salesforce!

Syllabus

Module 1

Welcome to Salesforce Fundamentals! Each module you will be working through a few modules in the Salesforce Fundamentals for Business Administration Trailmix plus a few additional pertinent modules from other trailmixes. The focus of this module is on identifying what Salesforce is and how it functions. There are two versions of Salesforce: Salesforce Classic and Lightning. Identifying the differences is fundamental to the implementation of Salesforce as a business administration specialist.

In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.

This module we will be focusing on security and managing permissions on different levels of the organization, and maintaining the safety of data. In addition, we will cover the chatter functions and how they benefit sales. In our virtual session, we will continue with an overview of reports to build your understanding of the Salesforce Superbadge project.