Complete Salesforce Classic and Mobile New User Training
What you'll learn
- Close More Deals
- Manage Accounts Effectively in Salesforce
- Market Efficiently and Measure Marketing Effectiveness in Salesforce
- Service Client Relationships and Provide Exceptional Customer Support
- Run Your Business From Your Phone with the Salesforce1 Mobile App
- Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
- Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics
Requirements
- No prior Salesforce Experience is Required.
- I will show you how to sign up for your own free Salesforce account that you can keep for life!
Description
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!
Who this course is for:
- This course is meant for new users of the Salesforce platform.
- This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform
- This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs.
Instructors
- 4.4 Instructor Rating
- 89,911 Reviews
- 356,921 Students
- 43 Courses
I am the founder of Rapid Reskill for Salesforce and AI Training and Velza LLC for Salesforce and AI Implementations and Consulting Services!
I am passionate about helping you become a 'Creator in a Consumption World'
I gravitate towards tools and tech that empower the non-technical to build and create amazing things online.
That is why I was drawn to amazing tools and platforms, such as Salesforce, ChatGPT and more.
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
Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers.
I've attained 9 Salesforce Certifications along the way: Force Developer (retired), Salesforce Administrator, Salesforce Business Analyst, Salesforce Associate, Salesforce AI Associate, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, Salesforce Platform App Builder.
I am the founder of Rapid Reskill, where you can learn to reskill in the age of AI rapidly! Our core focus areas at Rapid Reskill are:
AI
Prompt Engineering
Soft Skills / Durable Skills
Business Essentials / CRM / Salesforce
Feel free to connect with me through the various social profile links on my profile here.
Here is my recommended Salesforce Certification Path, for those of you just starting out, with no prior development experience.
1. Salesforce Certified Associate
2. Salesforce Certified AI Associate
3. Salesforce Certified Administrator
4. Salesforce Certified AI Specialist
5. Salesforce Business Analyst or Salesforce Platform App Builder
From here, depending on your desired route, if you wish to become a developer, I'd recommend you next take the Platform App Builder certification and then Platform Developer 1.
Other routes would be that of a Consultant (Sales Cloud and/or Service Cloud) or Advanced Admin, or Architect.
For those of you with prior development experience, you can start at either Platform App Builder or Platform Developer I. Please note that it is always a good idea to at some point grow strong on the fundamentals of the platform to round out your understanding of Salesforce, such as attaining the Admin and/or Associate certifications.
- 4.4 Instructor Rating
- 54,481 Reviews
- 321,976 Students
- 27 Courses
Aaron Wheeler is an editor & assistant editor, currently working in Franklin TN. He has worked on projects for ESPN, Netflix, HBO, Meta, National Geographic and more.
He has obtained his Adobe Certified Expert certification in Premiere Pro CC.
Aaron has been working full time in video production for over 7 years now and has gained valuable insights into the production pipeline & workflow.
- 4.4 Instructor Rating
- 88,886 Reviews
- 335,088 Students
- 39 Courses
I serve as the primary video editor for Mike Wheeler Media, LLC (Located in Nashville Tennessee) using Adobe Premiere Pro. Mike Wheeler Media's mission is to Inspire, Equip and Train the masses on the Salesforce Platform. Feel free to connect with me through the various social profile links on my profile here.