Udemy

Introduction to Salesforce: A 2-Hour Guide

Name: Introduction to Salesforce: A 2-Hour Guide
Availability: InStock
Rating: 4.7 (142 reviews)

4.7(142)2k students

Korshub's take

Overview

This course walks through Salesforce, the widely used CRM platform, via a simulated sales journey rather than a documentation-style tour. Learners follow the platform from login through customization and reporting, with the option to practice in their own developer org.

Who it's for

Complete beginners to Salesforce who want a fast, practical orientation to the platform's core concepts without wading through lengthy documentation or slide decks.

Key takeaways

Navigating the Salesforce Lightning interface, apps, objects, records, and fields
Working through a hands-on sales scenario from start to finish
Adding basic automation and customization on top of a standard sales process
Building simple reports and dashboards

The five-module structure builds progressively, so each concept is reinforced by the practical scenario before the next one is introduced.

About this course

Want to learn about Salesforce? You’re in the right place!

This course will give you a practical introduction to the world’s number one CRM software.

The best way to learn is through practice. Rather than getting lost in tons of comprehensive documentation and boring slide deck tutorials, you will learn about Salesforce through a sales journey.

Along the way, we’ll explore the platform, from login to customisation and reporting, and you can follow along in your own Salesforce developer org if you wish (no pressure).

This course is made up of five core modules, each building on the previous one:

In the first module, we’ll learn about what Salesforce is and what it’s used for.
In the second module, we’ll get to know the Salesforce Lightning User Interface and learn how to navigate the platform. You’ll be introduced to basic Salesforce building blocks such as apps, objects, records, and fields.
In the third module, we’ll dive into how Salesforce works by going through a simple, hands-on sales journey, selling a service to an imaginary customer.
In the fourth module, we’ll take it a step further with customisation. We’ll add automation to the standard sales journey by configuring some new functionality on top of it.
In the fifth module, we'll learn how to create reports and dashboards.

Start your Salesforce journey here and build your skills from the ground up!