Learn best practices and techniques for using Salesforce Lightning, the world's top customer relationship management (CRM) software.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Salesforce (You can redeem a 30-day free trial offer of Salesforce to complete the optional labs. Download and installation instructions are provided in the course)
- Adobe Acrobat Reader.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Salesforce is the leading customer relationship management (CRM) software for sales and marketing automation. This online course will train you to be a Salesforce Power User, so you can navigate the Lightning interface, create and manage accounts, handle leads, and utilize opportunities. By becoming proficient in Salesforce, you will be able to better engage customers with the most popular CRM software available to large and small businesses.
- Intro to Salesforce Automation
- Working with the Salesforce System
- Salesforce Solution
- Salesforce Admin
- Migrating to Salesforce
- Course Conclusion
What you will learn
- Recognize key features and options available in the Salesforce software to become proficient in usage
- Apply the proper procedures to create accounts, contacts, leads, and opportunities
- Analyze features for account management within Salesforce
- Understand the basic units of a relational database management system and its ties to Salesforce
- Implement best practices related to data migration
How you will benefit
- Become familiar with successfully operating the Salesforce software
- Growth in operating Salesforce to become a power user
- Prepare for future Salesforce credentials as experience and expertise grows
Jeff Rees has over 25 years of experience in the IT industry. Jeff's expertise covers a wide range of technical skills in the field of immersive technology, such as virtual reality, augmented reality, spatial computing, and holograms. He manages, creates, and delivers high-quality augmented and virtual reality technology experiences that enhance knowledge retention and engagement for learners. Jeff capitalizes on his multifaceted technical knowledge with his passion for implementing immersive solutions, which has given him a proven track record of producing one-of-a-kind solutions for clients. Jeff has previously served as a senior vice president of operations, chief technology officer, and technical director for diverse technology companies. Jeff has also taught numerous computer courses during his career. Jeff holds a bachelor's degree from DeVry University in Computer Sciences with an emphasis in Simulation Design.