Salesforce Fundamentals: Beginner Level
- Created By raju2006
- Last Updated November 29th, 2023
- Overview
- Prerequisites
- Audience
- Audience
- Curriculum
Short Description:
This course is designed to introduce future ecosystem professionals to the Salesforce platform and the fundamental skills needed to take their careers to the next level.
Description:
This course is designed to introduce future ecosystem professionals to the Salesforce platform and the fundamental skills needed to take their careers to the next level. Training commences with a blended presentation on the basics to build engagement and strengthen acumen for what Salesforce is all about. Throughout the course, students will gain hands-on experience with Salesforce’s front and back end. Their journey includes learning the basics of user interface navigation, configuring user settings, a quick tour of the back end called Setup, data relationships, bringing data into Salesforce, exporting data from Salesforce, creating reports and dashboards, and leveraging automation tools to optimize efficiency. Students will also understand the basics of Salesforce’s object-oriented architecture that drives data relationships and automation tools.
Duration: 1 Day
Course Code: BDT283
Learning Objectives:
After this course, you will be able to:
- Successfully Navigate the User Interface
- Modify User Settings
- Understanding Standard Object Relationships
- Import and Export Data
- Analyze Data (Reports and Dashboard)
- Basic knowledge of website navigation plus primary point/click computer skills such as copy and paste.
- This course is designed for anyone interested in learning the fundamentals of working with the Salesforce Platform. The course is aimed at Junior Administrators and Salesforce Associates or other Salesforce professionals getting their start in the ecosystem.
- This course is designed for anyone interested in learning the fundamentals of working with the Salesforce Platform. The course is aimed at Junior Administrators and Salesforce Associates or other Salesforce professionals getting their start in the ecosystem.
Course Outline:
User Interface Navigation
- App Launcher Tour
- Home Page and Object Tabs
- Security Layers (The Big Picture)
- Favorites and Global Actions
- Help and Notifications
User Settings
- Hands-on Customization: User Record
- Settings
- Advanced Settings
- Classic vs Lightning
Salesforce Setup Tour (back end)
- Setup Users
- Company Settings
- Org Wide Defaults
- Role Hierarchies
- Salesforce Permissions
- Hands-on Customization: Object Manager (Create a Custom Field)
Importing and Exporting Data
- Native Data Management Tools
- Hands-on Customization: User Interface Tools
- App Exchange Solutions
- Popular 3rd Party Options
Data Visualization
- Storing and Accessing Data Analytics
- Standard and Custom Reports
- Hands-on Customization: Report Formats and Filters
- Hands-on Customization: Report Charts and Subscriptions
- Hands-on Customization: Creating a Dashboard
Training material provided: Yes (Digital format)
Hands-on Lab: Students should create a free Salesforce Trailhead account.
