Complete Salesforce & Salesforce1 New User Training Course
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Complete Salesforce & Salesforce1 New User Training Course

Salesforce Marketing, Sales and Service Cloud New User Training. Also includes Reports, Dashboards & Salesforce1 mobile!
Best Seller
4.4 (299 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,868 students enrolled
Last updated 8/2017
English [Auto-generated]
Current price: $15 Original price: $80 Discount: 81% off
30-Day Money-Back Guarantee
  • 6 hours on-demand video
  • 6 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
  • 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!

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

Learn how to use Salesforce efficiently - you should select my courses because I have 6 Salesforce Certifications, which are the most of any instructor you will find on Udemy. I have also been featured in InfoWorld and have taught more students and received more 5 star reviews than any other Salesforce instructor on Udemy. I invite you to read the reviews of my courses.

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 is updated and kept current with each release (3 times a year) and 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 is the target audience?
  • 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.
Curriculum For This Course
59 Lectures
Introduction and Getting Started with Salesforce
5 Lectures 31:33

Here's where our journey begins. I discuss my background, experience, and my Salesforce certifications. From there, we get oriented to take this journey together in learning Salesforce.

Preview 03:15

Salesforce provides a free account for those looking to learn the platform. So you can sign up for your own Salesforce organization, complete with two Enterprise level user licenses. This is worth roughly $300/month in licensing fees, and enables you to follow along with the lectures of this course. 

If you have your own Salesforce account at work, I recommend that you go ahead and take advantage of a free account of your own, that you can keep for life (since you may end up not retiring from the company you are currently with). Having a fresh, new instance of Salesforce also helps you to avoid messing up your Production work environment in Salesforce and to have your own instance more closely resemble what I walk you through.

Preview 04:38

This lecture shows you how to switch from Lightning Experience to Salesforce Classic interface.

Once You Log In Here Is How to Switch to Salesforce Classic

This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.

Preview 08:41

Now that we are signed up and logged in, it's time to get familiar with the Salesforce home page. We cover searching for Salesforce records, creating new records via the Quick Create menu found on the home page, accessing the Calendar, your Tasks, and your Recycle Bin.

It is in this lecture that we create our first record in Salesforce, which is an account record, via the Quick Create menu in the sidebar. We also cover how to find and restore records from your Recycle Bin.

We also cover creating new events and meeting requests from your Salesforce Calendar on the Home Page. We discuss your 'My Tasks' section on the Home Page and how to create new Tasks as well.

Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks
Personalizing Salesforce
4 Lectures 23:58

In this lecture I introduce you to the Personalizing Salesforce section of the course and let you know what lies ahead. And then we jump in to setting up your My Profile page.

Salesforce Personalization Introduction

One of the first things you need to do as you get started as a legitimate Salesforce user is setting up your profile. We also upload a profile picture to put your face with your name in Salesforce.

Setting Up Your 'My Profile' Page in Salesforce

This lecture covers how to modify your personal information in Salesforce, setting your Time Zone, resetting your password, and granting login access. Also covered is managing your Chatter email notifications, Chatter Digest settings, and how to set your default language in Salesforce.

Using the My Settings Menu & Modifying Your Personal Information in Salesforce

In this lecture we cover how to customize your tabs and page layouts. We also cover utilizing your Social Accounts in Salesforce, as well as Accessibility settings.

Customizing Your Display and Layout Settings in Salesforce
ATTRACT - Marketing Management, Automation and Optimization in Salesforce
8 Lectures 01:06:35

This lecture sets the stage for the ATTRACT section of the course - Marketing. We will cover how to automate and optimize your lead management processes on the Salesforce platform.

Introduction to Marketing Management, Automation, and Optimization

In this lecture we dive into where your marketing efforts begin in Salesforce, which is with the Lead object. We look at how to create and edit lead records, as well as how to associate them with a Campaign.

We then go through the Lead Conversion process in Salesforce, which results in a new Account, Contact and Opportunity record being created, along with a task being assigned.

Lead Management in Salesforce

In this lecture we cover the different ways you can correspond with leads in Salesforce. We cover sending emails from Salesforce, and logging calls. These correspondence activities are in Activity Management in Salesforce. We also tour the WYSIWYG editor available while sending emails from Salesforce.

Corresponding with Leads in Salesforce

You can collaborate on Leads in Salesforce by using Chatter. We go over the core collaboration features of Chatter, which enables you to discuss and strategize within an actual Lead record in Salesforce. We cover following records, liking posts, @ mentioning co-workers, creating groups, and even #hashtags, which are called Topics in Salesforce.

I also show you how to enable Chatter in your own Salesforce organization as well as how to set up your Chatter notifications.

Lead Collaboration with Chatter

Any effective marketer is well-versed in creating, coordinating, and executing campaigns. The core features and functions found in Campaign Management in Salesforce are covered in this lecture.

Creating Campaigns in Salesforce

It's time to start executing campaigns. In this lecture we explore the lifecycle of campaigns and how to also add Contacts to Campaigns. Creating an Opportunity from a Campaign Member is also demonstrated.

Executing Campaigns in Salesforce

This lecture covers the various ways you can update Campaign Member responses in Salesforce. You can track responses manually, or in bulk.

Tracking Campaign Responses in Salesforce

This lecture shows you how to enable Feed Tracking for the Campaign object, and specify which fields you want to track updates on. From there, we go into how to collaborate on Campaigns using Chatter.

Campaign Collaboration with Chatter
ATTAIN - Sales Management, Automation and Optimization in Salesforce
15 Lectures 01:32:22

This lecture sets the stage for the ATTAIN section of the course - Sales. We will cover how to automate and optimize your sales management processes on the Salesforce platform.

Sales Management, Automation, and Optimization Introduction

Accounts are the lifeblood of business. In this lecture, we go through the various aspects of the account object in Salesforce. We cover the types of accounts you will be working with, the account page layout, and also key fields that are vital in your understanding of the Salesforce Platform, as it relates to Sales and Account Management.

Introducing and Understanding the Account Record in Salesforce

In this lecture, we enable Account Teams. We then go through the process of adding team members to an account, as well as assigning their various roles.

Team-based Selling with Account Teams in Salesforce

Providing effective Account Management and delivering stellar Client Services are crucial for not only your success in Salesforce, but in business. This lecture walks you through various Activity Management functions for account records. We cover assigning tasks and scheduling events for accounts.

Corresponding with Accounts in Salesforce for Effective Account Management

Chatter enables you to collaborate on accounts with team members to provide effective Account Management. In this lecture, we run through the common Chatter functions you can perform as it relates to Accounts in Salesforce.

Account Collaboration with Chatter

There are several ways that a new contact record can be created in Salesforce. We revisit the lead conversion process and how a new contact is created from this process, along with its associated account record, and the optional new opportunity that is also created during the lead conversion process. We also create new contact records from an account record, and from the Contacts tab.

We also spend time discussing and demonstrating the Reports To field on the Contact object. It is through this field that you can begin creating an org chart for your client accounts, reporting who your contacts report to, and even view the hierarchy of these accounts.

The Contact Record - a.k.a. The Record Formerly Known as a Lead

In this lecture we cover the various ways you can correspond with Contacts in Salesforce. These methods include logging calls, sending emails, and more.

Corresponding with Contacts in Salesforce

Chatter functionality to enable collaboration on contact records in Salesforce is covered.

Contact Collaboration with Chatter

The Sales Process in Salesforce dictates the various stages that an opportunity goes through in the lifecycle of a deal. This lecture covers the various stages that can be set for an Opportunity, and how the stage impacts your forecasted revenue, as you move closer to closing a deal. We also explore the scenarios of what happens when you close a deal as lost, as well as closing a deal as won.

I also show you how to perform mass edits from a list view as I update dozens of opportunities close dates all at once. It's a helpful tip that you will find yourself using more and more as you gain experience on the Salesforce platform.

Understanding The Opportunity Record in Salesforce and Your Sales Process

This lecture covers working with external people that belong to the company you are trying to win the business of. Contact Roles are where you assign contacts as Decision Makers, Influencers, Executive Sponsors, etc.

Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More

In this lecture we enable Team Based Selling in Salesforce. We then walk through how to add team members to an opportunity and assign them a role. Various sales roles are covered in this lecture. This lecture covers working with internal people to help close deals.

Team Based Selling with Opportunity Teams in Salesforce

In this lecture I show you how to use Salesforce Content and Libraries in order to equip your sales reps.

Using Salesforce Content to Equip Sales Reps

The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.

Assigning Influential Campaigns to Opportunities to Measure ROI

Things have recently changed as far as setting up Campaign Influence. This text lecture provides further details.

Spring '17 Update - Displaying Campaign Influence Related List on Opportunities

This lecture shows you how to collaborate on opportunities with Chatter. Beyond the basics of posting and performing @ mentions and # hashtag topics, we also discuss how to bookmark Chatter posts, follow opportunities, etc.

Opportunity Collaboration with Chatter
RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud
8 Lectures 01:01:20

In this introduction lecture, I discuss the Service Cloud related topics we will cover in this section.

Service Cloud Introduction

The Case record in Salesforce is explored. We cover key fields and the Case Detail screen.

Introducing and Understanding the Case Record

In this lecture, we cover how to create cases, manage them, and close them.

Creating, Managing and Closing Cases in Salesforce

This text lecture walks you through creating your first App on the Salesforce platform. This app that you will build is called Sample Console, which you will need in the following lecture, if you wish to follow along with working in a Console.

Creating Your First App - The Sample Console - You need this for next lecture

The Salesforce Service Console gives you a more streamlined user experience for working cases. In this lecture, I show you how to enable the Sample Console in your own Salesforce org. I then run you through the interface of the Service Console. I show you how to create new cases, edit cases, close cases, and log calls on cases - all from within the Console.

This lecture also covers how to refresh Primary and Sub-Tabs, as well as how to access and use Keyboard Shortcuts within the Service Console.

Introducing the Salesforce Service Console

I demonstrate how to set up various queues in order to work cases. I create a Tier 1 and a Tier 2 queue, and show you how to pull cases off of a queue and work them.

Working in Queues

You can collaborate with co-workers on cases in Chatter. This lecture shows you how.

Case Automation in Salesforce

In this lecture we explore how Chatter works with Cases inside the Service Console.

Case Collaboration with Chatter
Monitoring and Analytics with Reports and Dashboards
9 Lectures 01:00:11

This introduction lecture sets the stage for the analytics section of this course, which covers reports and dashboards.

Preview 00:44

The lecture covers the different types of reports that you will likely encounter on the Salesforce platform. These include:

  • Summary Reports
  • Tabular Reports
  • Matrix Reports
Common Types of Reports in Salesforce

This lecture shows you how to create summary, tabular and matrix reports in Salesforce. You will also be introduced to filters, cross-filters, and various core functionalities in the report building process. I also demonstrate how to make the different types of reports in Salesforce, such as Summary, Tabular and Matrix reports.

Creating Reports in Salesforce

This lecture shows you how to customize reports in Salesforce. I also demonstrate bucket fields.

Preview 07:57

In this lecture, I cover how to schedule reports to be generated and sent to a distribution list. I also cover how to subscribe to a report, which entails setting conditions that once met, will send you an email of the report.

Salesforce Report Scheduling and Automation

This lecture covers common types of dashboards you will find in Salesforce. I also discuss and demo the various types of dashboard components that are available for use. You can go to to search for and download various Dashboard apps to install in your own Salesforce organization.

Be sure to check the Resources section of this lecture, because I link to several apps that I demonstrate in this lecture. I also run you through the process of searching for apps in the AppExchange, and how to install an app into your own organization. This will give you a lot more reports and dashboards that you can work with in your own organization.

Common Types of Dashboards and Their Components in Salesforce

This lecture walks you through the steps involved in creating a dashboard. I start out by creating a new dashboard by cloning an existing one. I cover how to delete dashboard components and make edits, such as adjusting column widths. I walk you through how to create a new dashboard from scratch, as well. I demonstrate how to search, filter and select data sources for your various dashboard components. I also cover how to preview how different dashboard components will look and behave with a selected data source. 

Creating Dashboards in Salesforce

Now that you are familiar with creating dashboards in Salesforce, it is time to learn how to customize them. In this lecture I run you through the Dashboard Properties window and how to change the fonts and colors, and even adding background fade effects to your Dashboards. We also discuss different types of dashboard components, and how to preview the look of those different components as you build out a dashboard.

Customizing Dashboards in Salesforce

Dashboard scheduling is not supported in the free Salesforce account, so I demonstrate this functionality in a demo account. You can schedule refreshes of Dashboards in Salesforce and I run you through the process in this lecture.

Salesforce Dashboard Scheduling and Automation
Run Your Business From Your Phone with the Salesforce1 Mobile Application
7 Lectures 29:37

This section sets the stage for what we will cover in this section related to the Salesforce1 mobile app, such as downloading and installing the app, navigation and UI, and global actions.

The Saleforce1 Mobile App Introduction

This text lecture provides the direct links to where to go to download and install the Salesforce1 mobile app. You will need to install the app in order to run through the rest of the lectures in this section.

Downloading and Installing the Salesforce1 Mobile App

This text lecture is optional. It runs you through how to configure Salesforce1 in your own organization. You can skip this lecture and still complete the rest of this section of the course successfully if you have no interest in the configuration side of the Salesforce1 mobile app.

Configuring Salesforce1

In this lecture we tour the Salesforce1 interface. The Search functionality of Salesforce1 is shown. The Navigation menu is explored, along with Global Actions. I demonstrate performing a Chatter post in Salesforce1. I also show how to add a photo to a Chatter post, using the camera in your phone. Watch for my cameo appearance.

I also show you how to manage push notifications. I also cover how to adjust your settings for caching records for offline use and accessing alerts. I even show you how to create a poll in Salesforce1.

Touring the Salesforce1 User Interface, Navigation, and Global Actions

In this lecture I demonstrate how to access Lead records, as well as follow them in Chatter. I show you how to access the Lead's Feed, Details, and Related tabs. I also cover the object specific actions that can be performed on a Lead Record, such as logging a call, adding a new task, posting to Chatter, and also how to edit a lead record.

I demonstrate how various field types function on mobile, such as dropdown fields, etc.

I go through the process of making a call from a lead record and how the app can dial the phone number for you and log the call once you hang up from the call.

I also demonstrate how to access Campaigns in Salesforce1. I also cover the object-specific actions for Campaigns in Salesforce1. I demonstrate how to change owners on a campaign, as well as accessing the Feed, Details, and Related tabs for a campaign.

We access Campaign Members for a campaign and accessing individual campaign member cards.

Performing Common Marketing Actions in Salesforce1

In this lecture I demonstrate how to access Accounts in Salesforce1. List views in Salesforce1 are also demonstrated. The Account object tabs for Feed, Details and Related are also demonstrated. We cover the object-specific actions available in Salesforce1 when dealing with accounts.

Other Sales related objects that we cover are Contacts and Opportunities. We cover the Feed, Details, and Related tabs for each of these objects. We also cover the object-specific actions and how they are performed for these objects as well.

I also show Sales Analytics features available in Salesforce1 for various Sales Dashboards and Reports.

Performing Common Sales Functions in Salesforce1

In this lecture I demonstrate how to access Cases in Salesforce1. I demonstrate the functionality of the Feed, Details and Related tabs for cases. I cover object-specific actions for Cases in Salesforce1. I demonstrate creating a new case and following it in Chatter from my phone.

I also cover how to delete a case. Related cards for the Account and Contact on a Case is also covered. I also show you how to access Cases from an account, to give you a holistic view of your Case Management for an account from your phone.

I also demonstrate how to re-open a closed case. 

This lecture is rounded out with Case Analytics by visiting various reports and dashboards related to Cases in Salesforce1. I demonstrate how to access the underlying report that a dashboard is deriving its data from, and data sorting.

Performing Common Service Functions in Salesforce1
Salesforce Performance Enhancements and Productivity Hacks
1 Lecture 11:23

I demonstrate various advanced techniques you can utilize in Salesforce. Items covered include:

  • Hover Links
  • Related List Links
  • Inline Editing
  • List View Editing
  • Selecting Multiple Rows in List Views
  • Mass Editing from List Views
  • Printable Views from List Views and Detail Records
  • Chatter Feeds on List Views
  • All Tabs
  • Tab Home Page features for Filtering, and sections for Recent, Reports and Tools
  • Recycle Bin
  • Quick Create
  • Customizing Pages to Rearrange List Views
  • Editing Page Layout
Helpful Productivity Tips for Salesforce Users
In Conclusion - Next Steps
2 Lectures 03:35
In Conclusion ... Thank You and Here's What's Next!

Promo codes and discounts to my courses and news related to my upcoming Salesforce courses.

BONUS LECTURE: Promo Codes to my Salesforce Bootcamp Bundle and Other Courses
About the Instructor
Mike Wheeler
4.5 Average rating
8,040 Reviews
28,044 Students
9 Courses
Salesforce Trainer and Cloud Career Coach - 6 Certifications

I teach Salesforce user, certification and AI / Artificial Intelligence courses because I am passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and I am creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

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

I have been building solutions on the Salesforce platform since 2008, and started my own certification journey in 2011. 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, 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, LLC, where my 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. 

Aaron Wheeler
4.5 Average rating
8,047 Reviews
28,069 Students
10 Courses
Adobe Certified Expert (ACE) - Premiere Pro CC

I use the Adobe Creative Cloud everyday, specifically working in Premiere Pro, After EffectsPhotoshop. 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 am currently working for my father's company, Mike Wheeler Media LLC, as Chief Design Officer.

I hope to soon create Adobe courses of my own & teach all that I have come to learn while working in the production industry.