Online Class: SalesForce 101

Name: SalesForce 101
Price: 95.00 USD

Discover the ins and outs of Salesforce, the ultimate tool for customizable sales and marketing analysis, suitable for any organizational size. Gain expertise in setting up user accounts, designing interfaces, and utilizing reporting tools to evaluate sales efficiency and marketing success.

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15

Lessons
23

Exams &
Assignments
741

Students
have taken this course
5

Hours
average time
0.5

CEUs

Course Description

Salesforce is a powerful sales and marketing tool. It's completely customizable to all staff within an organization, and it can hold millions of records that track every step of the sales process from leads to converted customers to the revenue a customer brings in to the organization. Whether you have just one or thousands of employees, Salesforce has the tools to help analyze your sales teams and understand the profitability and efficiency of your marketing and sales funnels.

This course starts with an overview of Salesforce and what it has to offer organizations. You start with a basic overview of Salesforce and the main components that track sales. Salesforce has only a few major data objects, but organizations can take advantage of Salesforce's full flexibility and customization options. We show you how to set up your organizations and create user interfaces that make it easy for employees to get started.

Employees must be given access and user accounts before they can access the platform, and this course shows you how to create user accounts and import and export data as needed. These customizations include creating buttons, links and data objects that store and display the data specific to your organization.

Finally, this course explains how to make reports and dashboards. These components let employees, managers and executives review and analyze data relative to sales and marketing. You can use these components to see the success of your marketing campaigns or the effectiveness of your sales team. With Salesforce, you can analyze every aspect of your organization, and it's completely customizable.

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Completely Online
Self-Paced
Printable Lessons
Full HD Video
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly
Accredited CEUs

Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:

"Extraordinarily Helpful"

(171 votes)

Lesson 1. Salesforce Essentials: A Beginner's Guide

Salesforce's platform accommodates unlimited users with its scalable infrastructure, suitable for both small and global enterprises. It is fully customizable through an administrative panel, making it accessible for non-tech users, whereas coders can integrate Salesforce with existing internal systems for seamless operation. Additional lesson topics: Practical Salesforce Development Without Code: Building Declarative Solutions on the Salesforce Platform; Salesforce Essentials for Administrators 15 Total Points

Lesson 1 Video
Review Practice Worksheet: Lesson-1-StudyGuide-20002.pdf
Lesson discussions: Reasons for Taking this Course
Complete Assignment: My Interest in Salesforce
Assessment: Lesson 1 Exam

Lesson 2. Essentials of Setting Up Salesforce: A Step-by-Step Guide

Salesforce plans are tailored to business needs, offering everything from essential tools for small enterprises to customizable solutions for larger entities, all of which require a yearly subscription. Understanding the platform begins with a straightforward signup process and trial usage to familiarize users with the CRM system. Additional lesson topics: Salesforce website; Salesforce lightening guided tour 11 Total Points

Lesson 2 Video
Review Practice Worksheet: Lesson-2-StudyGuide-20003.pdf
Complete: Lesson 2 Activity
Assessment: Lesson 2 Exam

Lesson 3. Streamline Your Workflow with Salesforce's Core Features

Accounts in Salesforce represent paying customers, convertible from leads or created directly for immediate transactions. The conversion process involves transferring relevant lead data into the accounts tab and can include merging duplicate records to maintain data integrity. Additional lesson topics: Connect to your customers in a whole new way with the world’s 1 CRM platform.; Salesforce Platform Overview; Several Reasons to Know the Ins and Outs of Your Leads 10 Total Points

Lesson 3 Video
Review Practice Worksheet: Lesson-3-Activity-20004.pdf
Assessment: Lesson 3 Exam

Lesson 4. Understanding and Utilizing the Salesforce Object Manager

Salesforce views can be personalized by adding or editing objects within the Object Manager setup, which is accessible only in the 'Setup' section. Custom objects allow for greater adaptability, enabling businesses to manage data in a way that best suits their needs. Additional lesson topics: View and Edit Custom Settings; Customize Your Data View; Salesforce objects 11 Total Points

Lesson 4 Video
Review Practice Worksheet: Lesson-4-Downloadable-20005.pdf
Assessment: Lesson 4 Exam

Lesson 5. Schema Builder Basics

In Object Manager, Schema Builder offers a dynamic representation of objects, clarifying data connections and their properties, essential for maintaining database integrity. It empowers administrators to tailor Salesforce objects, ensuring each field aligns with specific data types. Additional lesson topics: Design Your Own Data Model; How to Create an Object with Schema Builder @salesforceadmns @salesforce 10 Total Points

Lesson 5 Video
Review Practice Worksheet: Lesson-5-Downloadable-20006.pdf
Assessment: Lesson 5 Exam

Lesson 6. Streamlining Record Management with Salesforce's Import Tool

Salesforce's smart import process not only transforms cumbersome manual data management into an accessible task but also empowers users through automation and accurate integration. Centralization of CRM records across departments delivers a streamlined approach to lead tracking and customer management within the Salesforce environment. Additional lesson topics: 6 Ways to Import Data Into Salesforce 11 Total Points

Lesson 6 Video
Review Practice Worksheet: Lesson-6-Downloadable-20007.pdf
Complete: Lesson 6 Activity
Assessment: Lesson 6 Exam

Lesson 7. Salesforce Data Export Guide

Salesforce ensures data security with its backup systems, but users should independently back up data using Salesforce's export tool to prevent data loss in worst-case scenarios. Exporting involves converting data into CSV files, which can be stored locally or on cloud drives, allowing seamless importing to various platforms. Additional lesson topics: Excel Imports via Salesforce Wizard; Import Data with the Data Import Wizard; Several Steps to Recovering Lost Data Using Salesforce Weekly Export 11 Total Points

Lesson 7 Video
Review Practice Worksheet: Lesson-7-Activity-20008.pdf
Complete: Lesson 7 Activity
Assessment: Lesson 7 Exam

Lesson 8. Streamlining Salesforce Setup for Optimal User Experience

Salesforce's Setup page offers administrators the tools to enhance user productivity through tailored interface design, while maintaining system efficiency with monitoring features. Key tasks involve establishing user permissions, customizing themes, managing applications, and translating content for organization-wide accessibility. Additional lesson topics: Enable the Enhanced Profile User Interface; Configure User Interface Settings 10 Total Points

Lesson 8 Video
Review Practice Worksheet: Lesson-8-Activity-20009.pdf
Assessment: Lesson 8 Exam

Lesson 9. Tailor Your Workspace: Salesforce Organization Customization

Salesforce administrators should customize essential settings such as business hours, public calendars, and holidays before organizational deployment. These setups, accessible in the Company Settings section, enhance operational visibility and align employees with corporate events and schedules. Additional lesson topics: Set Up Your Company in Salesforce; Manage Information About Your Company; Set Up and Maintain Your Salesforce Organization 10 Total Points

Lesson 9 Video
Review Practice Worksheet: Lesson-9-Downloadable-20010.pdf
Assessment: Lesson 9 Exam

Lesson 10. Crafting Custom Views to Enhance User Experience in Salesforce

Adding a new button to a Salesforce layout requires navigating to the 'Page Layouts' section, dragging the button to the 'Custom Links' category, and saving the changes. This process ensures that custom buttons are integrated into the relevant object layouts for users to access easily. Additional lesson topics: Custom Buttons and Links; Salesforce scheduling buttons for Opportunities; Customize Detail Page Buttons 10 Total Points

Lesson 10 Video
Review Practice Worksheet: Lesson-10-StudyGuide-20011.pdf
Assessment: Lesson 10 Exam

Lesson 11. Optimizing Salesforce for Maximum Data Protection

Salesforce's interface provides tools for administrators to define strict security measures, enhancing data integrity and user protection. Effective session and network management, along with robust password protocols, mitigate risks of unauthorized system exploitation. Additional lesson topics: Salesforce Security Basics; Salesforce Security Guide 10 Total Points

Lesson 11 Video
Review Practice Worksheet: Lesson-11-HomeWork-20012.pdf
Assessment: Lesson 11 Exam

Lesson 12. Simple Steps to Secure User Access in Salesforce

In Salesforce, administrators create individual accounts for employees and assign them roles that provide necessary permissions. Roles help streamline permission assignments by grouping users, while profiles and permission sets allow further customization of user access. Additional lesson topics: User Settings; Add Users; Managing Users and Preferences 11 Total Points

Lesson 12 Video
Review Practice Worksheet: Lesson-12-WorkSheet-20013.pdf
Complete: Lesson 12 Activity
Assessment: Lesson 12 Exam

Lesson 13. Mastering Salesforce Reports: An In-Depth Guide

Salesforce empowers users to delve into sales analytics by offering a robust report generation feature that can access various data objects for creating insightful reports. Users can format and test their tailored reports before presenting them to a broader audience to ensure relevance and accuracy. Additional lesson topics: Reports and Dashboards; How to Create Reports and Dashboards in Salesforce 11 Total Points

Lesson 13 Video
Review Practice Worksheet: Lesson-13-StudyGuide-20014.pdf
Complete: Lesson 13 Activity
Assessment: Lesson 13 Exam

Lesson 14. Visualizing Salesforce Data: From Reports to Charts

Charts in Salesforce not only aid in visualizing report data but also offer real-time updates and customizable elements, like chart layout and legend positions. These dynamic components are crucial for presenting data that is both engaging and informative. Additional lesson topics: Reports in salesforce tutorial; Add Components to Your Package 11 Total Points

Lesson 14 Video
Review Practice Worksheet: Lesson-14-HomeWork-20015.pdf
Complete: Lesson 14 Activity
Assessment: Lesson 14 Exam

Lesson 15. Enhancing Productivity through Customized Dashboards

Crafting dashboards in Salesforce allows users to consolidate their most vital reports into one interactive space, eliminating the need to browse through individual reports. This process can be tailored with components and themes, optimizing data interactions for users to streamline decision-making and enhance productivity. 71 Total Points

Lesson 15 Video
Review Practice Worksheet: Lesson-15-HomeWork-20016.pdf
Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments; Course Comments
Assessment: Lesson 15 Exam
Assessment: The Final Exam

223

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Demonstrate the ability to navigate and utilize the Salesforce platform for tracking customer interactions and managing sales processes
Identify the benefits and features of cloud-based CRM systems, like Salesforce, for enhancing business operations and security
Define the process for signing up and verifying a Salesforce account, including necessary steps and required information.
Identify and compare the different Salesforce pricing plans, evaluating their suitability for businesses of various sizes and needs.
Demonstrate the process of converting a lead into an account and associating opportunities in Salesforce to optimize sales potential and ensure data accuracy.
Recognize the core components of Salesforce, including leads, accounts, contacts, and opportunities, to effectively manage and streamline customer data.
Demonstrate the ability to navigate to the Object Manager in the Salesforce setup, customize object properties, and integrate them with the Salesforce interface through tab creation.
Identify and describe the process of creating and deploying a new custom object in Salesforce, including setting permissions and linking it to a custom tab.
Define the types of relationships between Salesforce data tables using Schema Builder by identifying one-to-one, one-to-many, and many-to-many relationships.
Demonstrate the ability to navigate Schema Builder to view and manipulate data table relationships by utilizing the mouse hover and magnifying glass functions.
Define the steps necessary to prepare and format a data file for import into Salesforce, ensuring data integrity and correct field mapping.
Demonstrate the use of Salesforce Data Import Wizard to import up to 50,000 records, including configuring import settings and verifying successful data import.
Demonstrate the process of exporting all data from Salesforce by navigating to the Setup page and configuring export settings.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Document Your Lifelong Learning Achievements
Earn an Official Certificate Documenting Course Hours and CEUs
Verify Your Certificate with a Unique Serial Number Online

View and Share Your Certificate Online or Download/Print as PDF
Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Course Title: SalesForce 101

Course Number: 9770584

Lessons Rating: 4.75 / 5 Stars (171 votes)

Languages: English - United States, Canada and other English speaking countries

Availability: Accessible from any state in the U.S., this course covers key areas such as California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also offered in English-speaking nations like Australia, Canada, the UK, and South Africa.

Last Updated: February 2024

CEU Value: 0.5 IACET CEUs (Continuing Education Units)

CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.

Course Type: Self-Paced, Online Classes

Assessment Method: Lesson assignments and review exams

Syllabus: View Syllabus

Course Fee: $120.00 U.S. dollars

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Student Testimonials

"This course was very helpful. I realized that I would need to change my current career path and upon doing research, I found that employers are looking for candidates to possess a Salesforce Certificate. Thank you." -- Judi T.