Salesforce Design Mastery: CRM Customization
This course is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place.
Overview
This course includes:
- 1 hour of on-demand video
- Certificate of completion
- Direct access/chat with the instructor
- 100% self-paced online
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth.
This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples. The aim of the course is to bring you understanding of the different solutions available to make Salesforce easier and friendlier for your users. Starting with the easy concepts, this seamless learning journey moves ahead making the complex concepts easily comprehensible through learner-centric interactive and engaging short video lessons.
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Differentiate between clicks and code and when to choose which solution choose a suitable solution at the appropriate time.
- Demonstrate customization of Salesforce to meet the needs of the users through easy standard available functionality.
- Identify the different declarative tools available to customize Salesforce.
- Examine the impact of the Data Security model on the user experience.
- Identify the different declarative tools available to customize Salesforce.
- Differentiate between clicks and code and when to choose which solution choose a suitable solution at the appropriate time.
- Demonstrate customization of Salesforce to meet the needs of the users through easy standard available functionality.
- Examine the impact of the Data Security model on the user experience.
Prerequisites
- Basic understanding of CRM
- Basic knowledge of Salesforce platform
- Understanding of business processes
Who Should Attend
Salesforce Mastery: Unleashing the Power of CRM, you'll learn how to customize Salesforce to enhance user experience. Ideal for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators, this course covers essential tools and best practices for optimizing Salesforce efficiently.
