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Introduction to Salesforce

About Course

Introduction to Salesforce is a beginner-level course designed to provide you with a solid foundation in Salesforce, the world’s leading Customer Relationship Management (CRM) platform. Whether you're exploring a career in sales, marketing, customer service, or IT, this course will guide you through the core features and functionalities of Salesforce.

You’ll learn how Salesforce helps businesses manage customer data, streamline workflows, automate tasks, and improve overall customer experience. Through hands-on practice and real-world examples, you'll gain the skills to navigate the platform confidently and prepare for advanced Salesforce certifications or roles.

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What Will You Learn?

  • Understand what Salesforce is and how it supports CRM processes.
  • Navigate the Salesforce user interface (Classic and Lightning Experience).
  • Work with objects, records, fields, and relationships in Salesforce.
  • Use Leads, Accounts, Contacts, Opportunities, and Cases effectively.
  • Customize basic page layouts, tabs, and apps.
  • Use Reports and Dashboards to analyze business data.
  • Understand basic automation tools like workflows and process builder.
  • Explore AppExchange and third-party Salesforce integrations.
  • Learn about user roles, profiles, and permission sets.

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