Udemy

Complete Salesforce Classic and Mobile New User Training

Name: Complete Salesforce Classic and Mobile New User Training
Price: 59.99 USD
Availability: InStock
Rating: 4.5 (690 reviews)

4.5(690)5k studentsBEGINNEREnglish

Korshub's take

Salesforce Essentials: From Platform Newbie to Contributor

Salesforce powers the sales, marketing, and service operations at countless companies. If you're new to the platform, this course scaffolds the full picture: core functionality, the CRM philosophy, and how the entire business lifecycle—attract, attain, retain—flows through one system. You'll learn to search, create records, run reports, send emails, log calls—the daily operations that drive deal velocity.

Beyond mechanics, you'll customize your own instance to automate campaigns, track leads across channels (email, web, phone, social), and set up multi-stage sales processes for team selling. Analytics through reports and dashboards demystify which initiatives actually move the needle. Mobile interface rounds out the experience. Designed for day-one users, the course condenses productivity and profitability gains into clear, actionable steps.

About this course

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course covers:

Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.
Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform
Encompasses the entire lifecycle of the typical sales process from
- Marketing (Attract Customers)
- Sales (Attain Customers)
- Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!