Online Class: SalesForce 101
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no certificate
with CEU Certificate*
-
15Lessons
-
17Exams &
Assignments -
669Students
have taken this course -
5Hours
average time -
0.5CEUs
Course Description
Salesforce is a powerful sales and marketing tool. It's completely customizable to all staff within an organization, and it can hold millions of records that track every step of the sales process from leads to converted customers to the revenue a customer brings in to the organization. Whether you have just one or thousands of employees, Salesforce has the tools to help analyze your sales teams and understand the profitability and efficiency of your marketing and sales funnels.
This course starts with an overview of Salesforce and what it has to offer organizations. You start with a basic overview of Salesforce and the main components that track sales. Salesforce has only a few major data objects, but organizations can take advantage of Salesforce's full flexibility and customization options. We show you how to set up your organizations and create user interfaces that make it easy for employees to get started.
Employees must be given access and user accounts before they can access the platform, and this course shows you how to create user accounts and import and export data as needed. These customizations include creating buttons, links and data objects that store and display the data specific to your organization.
Finally, this course explains how to make reports and dashboards. These components let employees, managers and executives review and analyze data relative to sales and marketing. You can use these components to see the success of your marketing campaigns or the effectiveness of your sales team. With Salesforce, you can analyze every aspect of your organization, and it's completely customizable.
- Completely Online
- Self-Paced
- Printable Lessons
- Full HD Video
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
- Accredited CEUs
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Course Lessons
Lesson 1: Introduction to Salesforce
Lesson 1 Video
Lesson discussions: Reasons for Taking this Course
Complete Assignment: My Interest in Salesforce
Assessment: Lesson 1 Exam
Lesson 2: Basic Setup
Lesson 2 Video
Assessment: Lesson 2 Exam
Lesson 3: Understanding Platform Basics
Lesson 3 Video
Assessment: Lesson 3 Exam
Lesson 4: Customizing Salesforce Views
Lesson 4 Video
Assessment: Lesson 4 Exam
Lesson 5: Using Schema Builder
Lesson 5 Video
Assessment: Lesson 5 Exam
Lesson 6: Managing and Importing Data
Lesson 6 Video
Assessment: Lesson 6 Exam
Lesson 7: Exporting Data
Lesson 7 Video
Assessment: Lesson 7 Exam
Lesson 8: Enhancing the User Interface
Lesson 8 Video
Assessment: Lesson 8 Exam
Lesson 9: Configure Your Organization
Lesson 9 Video
Assessment: Lesson 9 Exam
Lesson 10: Creating Buttons, Links and Views
Lesson 10 Video
Assessment: Lesson 10 Exam
Lesson 11: Basic Salesforce Security
Lesson 11 Video
Assessment: Lesson 11 Exam
Lesson 12: Adding Users and User Permissions
Lesson 12 Video
Assessment: Lesson 12 Exam
Lesson 13: Introduction to Reports
Lesson 13 Video
Assessment: Lesson 13 Exam
Lesson 14: Adding Charts to Reports
Lesson 14 Video
Assessment: Lesson 14 Exam
Lesson 15: Creating Dashboards
Lesson 15 Video
Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments
Assessment: Lesson 15 Exam
Assessment: The Final Exam
Additional Course Information
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- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

Choose Your Subscription Plan
No Certificate / No CEUs
This course only
Includes certificate | X |
Includes CEUs | X |
Self-paced |
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Instructor support |
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Time to complete | 6 months |
No. of courses | 1 course |
Certificate & CEUs
This course only
Includes certificate |
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | 6 months |
No. of courses | 1 course |
Certificates & CEUs
Includes all 600+ courses
Includes certificate |
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | 12 Months |
No. of courses | 600+ |
Certificates & CEUs
Includes all 600+ courses
Includes certificate |
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | 24 Months |
No. of courses | 600+ |
Student Testimonials
- "This course was very helpful. I realized that I would need to change my current career path and upon doing research, I found that employers are looking for candidates to possess a Salesforce Certificate. Thank you." -- Judi T.
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