Teach on Udemy

Turn what you know into an opportunity and reach millions around the world.

Learn More

Your cart is empty.

Keep shopping

Salesforce Classic Masterclass - The Complete Guide

Your complete practical guide to maximizing the power of Salesforce Classic! Free Salesforce Login included.

Created byWarren Chalklen, PhD

Last updated 10/2017

English

What you'll learn

Build Tabular, Summary, Matrix and Joined reports including filter logic and cross filters
Build Dashboards and Listviews using real-life scenarios
Manipulate Standard and Custom Objects to extract information
Learn how to input data using the mass upload and create new features

Course content

13 sections • 43 lectures • 4h 58m total length

Welcome to the Course!1:12
Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.
How to retrieve your free Salesforce license5:17
Use this video and the link provided to access your free salesforce license.

Salesforce Classic: An Overview4:13
Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.
Personal Profile Overview3:10
In this lecture we begin by outlining the personal profile functionalities
Setting up the company profile7:55
About the review1:34
Customizing the User Setup10:10
In this lecture I walk through the main components of the User Setup

Account Object Overview5:41
In this lecture we explore the basic features of the Account record
How to create an Account Record5:48
We cover the three main steps to creating an Account record in this lecture. Remember, you must always create an Account before creating a Contact Record
Lets look at a Contact record3:27
In this lecture we explore the basic features of the Contact record
How to create a Contact Record6:11
We walk through how to create a Contact record. We link this record to the Account and talk through how these objects link together.
Opportunity Object Overview3:26
In this lecture we explore the basic features of the Opportunity record
How to create an Opportunities Record6:41
We cover the basic steps to creating an Opportunity record.
Lead Object Overview4:07
In this lecture we explore the basic features of the Lead record
How to create a Task and Event5:29
Tasks and Events are critical to closing deals. Here, we talk about the difference between the two and walk through the steps to create both. We even add invitees.

Inputting data into Salesforce: An Overview4:54
Meryl Streep wants us to mass import data!2:51
In this lecture we receive a request from Merryl Streep who wants us to mass upload Account and Contact data.
Data Import Process Overview3:20
In this lecture I describe the steps from preparing data to importing it using the Data Import Wizard
Let's prepare the Account data for upload5:29
Preparing the CSV is a critical step to data importing. We go through these steps and get our data ready for import.
How to import Account Data into Salesforce using the Data Import Wizard5:19
We walk through the steps of importing Account Data using the Data Import Wizard
We are ready to prepare the Contact data for upload!10:03
Now that we have our Accounts in Salesforce, we can now match them to our Contacts for upload.
How to import Contacts into Salesforce using the Data Import Wizard9:31
We discuss the steps needed to Insert Contacts into Salesforce using the Data Input Wizard
Security: Protecting your data7:03

How to read a Summary Report7:42
A summary report is a powerful way to group data in a report. In this lecture we learn to read a summary report and edit a chart.
Demo: What are the most successful leads sources for closed leads?15:40
Our Boss needs to know what the highest impacting Lead Source is by Closed Status. She wants this information in a chart with a suggestion as to strategy. Let's build a summary report to help her answer this question.

Let's Build a Matrix Report to answer Yang's Question11:10
Yang, the new VP of Finance is requesting a matrix report with a range of specifications. Let's build it out for her.
Use Filter Logic to Answer AND/OR questions6:14
Whoah! We just received a reply from Yang requesting we edit to include Filter Logic! Let's walk through how it's done.
Hermione needs a Cross Filter to solve her problem ASAP!3:08
Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!
How to run a report using a Cross-Filter9:44
In this lecture, we learn how to use Cross-Filters to answer Hermione's question.

Requirements

No Salesforce account needed: Students will access a free Salesforce login within the course
Students should be ready to go from beginner to advanced in Salesforce Classic

Description

This course is perfect for anyone wanting to learn everything they need to know about harnessing the power of Salesforce Classic!

** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: "Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill...putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop"**

**INDEED Ranked Salesforce Admin in their top 10 best jobs of 2017 with salaries ranging between $70,000-$100,000 per annum**

THIS COURSE IS BUILT TO HELP YOU MASTER SALESFORCE CLASSIC IN NO TIME!

** INCLUDES SPECIAL FREE BONUS SALESFORCE LICENSE, SCENARIO BASED LEARNING AND MUCH MUCH MORE **

Learn what you need to know in rapid time
Utilize the practice resources to master each report type
Build Dashboards
Mass Input Data
Have full access to the instructor to answer any of your questions: This helps ensure everything is even easier to understand & is even more fun and engaging! **

The contents of this course are all based on my work experience as an ADM201 Certified Data Associate and entrepreneur with global experience in for profit, start up and corporate settings. I use Salesforce on a daily basis to drive organizational performance. My certification has lead to increased opportunities and advanced my ability to administrate effectively. And now, I want to share my knowledge and expertise with you.

Are you ready for a practical course designed to equip you with the skills to:

Learn in a practical environment to build reports using the QRS approach: Question, Report, Strategy
Master reports, Dashboards and Listviews in Salesforce Classic
Mass Input Data
Craft the User and Organization Setup

This course includes important topics such as User Setup an Custom Objects.

I will work with you throughout the course to support your journey to mastery!

Ready to master Salesforce Classic? Click "Take this course now" to get started!

--------------------------------------------------------------------------

Who this course is for:

Potential students should be ready to learn in a fun and engaging course
We explore everything you need to know to setup Salesforce as an Administrator
Anyone interested in using Salesforce as a strategic tool to boost results

Salesforce Classic Masterclass - The Complete Guide

What you'll learn

Explore related topics

Course content

Welcome to the course!2 lectures • 6min

What are the core competencies of Salesforce?1 lecture • 13min

Salesforce Classic: Getting Started5 lectures • 27min

Inputting data: Exploring the Standard Objects8 lectures • 41min

Mass Upload Data Using the Import Wizard8 lectures • 49min

Reporting: From Basics to Advanced1 lecture • 10min

Tabular Report Building2 lectures • 16min

Summary Report Building2 lectures • 23min

Let's Build a Matrix Report4 lectures • 30min

Joined reports: Let's put it altogether2 lectures • 11min

Requirements

Description

Who this course is for: