Salesforce Fundamentals
Offered By: University of California, Irvine via Coursera
Course Description
Overview
The Salesforce Fundamentals specialization guides learners through the Salesforce Fundamentals for Business Administration Trailmix and presents what is possible with the Salesforce platform and how it can support your business. This specialization covers the essentials of Salesforce from building a user interface and creating reports and dashboards, to advanced process automation. Upon completion of all the assigned modules and projects, learners will have the skills needed to begin to implement Salesforce in a business.
Syllabus
Course 1: Salesforce Basics
- Offered by University of California, Irvine. In this course, you will learn about what the world’s number one Customer Relationship Manager ... Enroll for free.
Course 2: Salesforce Reporting
- Offered by University of California, Irvine. Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro ... Enroll for free.
Course 3: Salesforce Integration
- Offered by University of California, Irvine. Salesforce Integration explores why data management is so important, how Salesforce can help ... Enroll for free.
Course 4: Salesforce Capstone: Organization Integration
- Offered by University of California, Irvine. In Salesforce Capstone: Organization Integration, the final course of the Salesforce ... Enroll for free.
- Offered by University of California, Irvine. In this course, you will learn about what the world’s number one Customer Relationship Manager ... Enroll for free.
Course 2: Salesforce Reporting
- Offered by University of California, Irvine. Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro ... Enroll for free.
Course 3: Salesforce Integration
- Offered by University of California, Irvine. Salesforce Integration explores why data management is so important, how Salesforce can help ... Enroll for free.
Course 4: Salesforce Capstone: Organization Integration
- Offered by University of California, Irvine. In Salesforce Capstone: Organization Integration, the final course of the Salesforce ... Enroll for free.
Courses
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Salesforce Integration explores why data management is so important, how Salesforce can help organize and display reported data to gain insight into trends and patterns, and how to automate manual business procedures. Learners will specifically practice creating custom automation process, building work flows, and performing data modeling. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
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Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro level of the user experience. In this course, you will focus on creating custom objects, field dependencies, and work flows to track accounts or services. It is also important that you maintain data clean for your organization and you will work with creating reports, managing data, and creating full reports and dashboards. Lastly, you will focus on your customer base with Salesforce Service Cloud to maintain engagement through your services. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
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In Salesforce Capstone: Organization Integration, the final course of the Salesforce Fundamentals Specialization, learners will complete the Business Administration Specialist Superbadge as their main project. This project asks learners to combine all the skills and knowledge areas that they have collected from the previous three courses. Skill areas to be demonstrated include cleaning and importing account data, adding users and managing access, building email templates for new marketing needs, configuring UI tools for a new product type, generating reports and dashboards, managing and applying Chatter tools, and participating in the deployment of Salesforce within an organization. In addition to the project, the course includes a peer discussion opportunity, a demonstration video, and a peer review assignment. Completion of the Salesforce Fundamentals specialization and the Business Administration Specialist Superbadge prepares learners to take the Salesforce Administrator exam.
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In this course, you will learn about what the world’s number one Customer Relationship Manager (CRM) system has to offer. You will begin this course by understanding the components that Salesforce leverages to make it an optimal system. You will learn about the basics in Lightning for Sales, Community Cloud and Marketing, and understanding how to secure your Salesforce Organization and Manage Permissions. These tools will serve as building blocks to implementing Salesforce into any organization. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
Taught by
Stephane Muller
Tags
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