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.
Course content
- Preview03:15
- Preview04:38
- Preview08:41
- 14:50Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks
Instructors
![Mike Wheeler](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.6 Instructor Rating
- 44,415 Reviews
- 160,268 Students
- 18 Courses
I teach Salesforce.
I am passionate about helping you become a 'Creator in a Consumption World'
I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online.
That is why I was drawn to amazing tools and platforms, such as Salesforce, AWS, Wordpress 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 6 Salesforce Certifications along the way: Salesforce Developer (retired), Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.
I am the founder of Mike Wheeler Media, where my mission is to Inspire, Equip and Train YOU for a Cloud Career. Feel free to connect with me through the various social profile links on my profile here.
- 4.5 Instructor Rating
- 37,932 Reviews
- 211,928 Students
- 12 Courses
I am a Video Editor, Animator and VFX Cleanup Artist. I have worked on projects for ESPN, BMW, National Geographic, GE & Cheetos. I have obtained my Adobe Certified Expert (ACE) certification in Premiere Pro CC and am currently working towards certifications in Photoshop CC & After Effects CC as well.
I have been working full time in video production for over 4 years now and have gained valuable insights into the production pipeline & workflow. I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After Effects & Photoshop.