Salesforce CRM - A Complete Introduction
What you'll learn
- A comprehensive and complete overview of Salesforce for new users
- Understand what Salesforce is and the benefits it can provide to your organisation
- Be familiar with key features and functionality provided by Salesforce
- Understand Salesforce objects and how information is organised in Salesforce
- Learn how to use Salesforce reports, list views and dashboards
Requirements
- There are no prerequisites. Everyone is welcome
Description
The Definitive Salesforce course for new users
Salesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more.
This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators.
It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology.
Your Instructors
Richard Pomeroy
x7 Salesforce Consultant, Mentor and Trainer near Portsmouth
11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goals
Salesforce Platform Champion (2020-2021)
Salesforce Blogger at SFDCPenguin
Haoming Yau
x9 certified Salesforce Consultant
15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals.
Active Salesforce solutions consultant & trainer based in London
Experienced Udemy Instructor with over 200 positive reviews.
We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people.
Course content includes:
Signing up to a free developer Salesforce Org
Navigating Salesforce
Data and objects - Including Accounts, Opportunities, Cases, Campaigns
Salesforce features - Including Automation, Validation Rules, AppExchange
Salesforce reporting
List Views
Dashboards
Getting Help
Learning Outcomes
A comprehensive and complete overview of Salesforce for new users
Understand what Salesforce is and the benefits it can provide to your organisation
Learn how to navigate around Salesforce
Be familiar with key features and functionality provided by Salesforce
Understand Salesforce objects and how information is organised in Salesforce
Learn how to use Salesforce reports, list views and dashboards
Who this course is for:
- End-users or beginners wanting to learn the basics of Salesforce.
- This is not a Administrator or Developer course, but provides a great foundation to build on if you wish to learn more
Instructors
![Haoming Yau](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.4 Instructor Rating
- 318 Reviews
- 1,616 Students
- 3 Courses
Hi I'm Yau, a solutions consultant & trainer based in London. I have over 15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals. I am a x9 certified Salesforce Consultant and a Notion Pro.
My passion is making a positive difference in people's lives and therefore great care and focus is taken to ensure my online courses are practical and useful to people.
I am also the founder of Social Sports Mix, one of the largest Meetups in London that organises rounders (British Baseball) and mixed gender football events.
- 4.5 Instructor Rating
- 22 Reviews
- 133 Students
- 1 Course
My name is Richard and I am a Salesforce Consultant, Mentor and Trainer based near Portsmouth, UK.
I have 11 years of Salesforce experience, working with various businesses in both consulting and end-user environments. During this time, I have worked on many implementations, helping businesses to achieve their desired outcomes, from the Salesforce Platform.
I am currently x7 certified and a Salesforce Platform Champion from 2020-2021, until the programme's retirement.
Alongside this, I have a blog: SFDCPenguin where I write about all things Salesforce.