Salesforce for Beginners

Unlock the power of Salesforce! This course provides a comprehensive introduction to Salesforce, covering everything from basic navigation to essential CRM concepts, sales processes, and customization, empowering you to manage customer relationships effectively.

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Introduction to Salesforce and CRM Fundamentals

Unit 1: Understanding Salesforce and CRM

Navigating the Salesforce Interface and Core CRM Objects

Unit 1: Introduction to Salesforce and the Lightning Interface

Unit 2: Understanding Leads, Accounts, and Contacts

Unit 3: Creating and Managing Core CRM Objects

Managing Sales Opportunities and Collaboration

Unit 1: Understanding Sales Opportunities

Unit 2: Managing Opportunities and Sales Stages

Unit 3: Collaboration and Communication

Reporting, Dashboards, Basic Customization, and Security

Unit 1: Salesforce Reporting Fundamentals

Unit 2: Salesforce Dashboards

Salesforce Mobile App, Release Cycle, and AI Integration

Unit 1: Salesforce Mobile App Overview

Unit 2: Salesforce Release Cycle

Unit 3: AI Integration with Einstein GPT