Product ID: OC-2024-C1SJN
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.
In partnership with
Overview
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'll gain
What you'll learn
- 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.
Who Should Attend
Prerequisites
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.
- Basic understanding of CRM
- Basic knowledge of Salesforce platform
- Understanding of business processes
Chapters
Explore a structured set of chapters designed to build your skills step by step, with practical examples and hands-on applications.
Meet your instructors
Connie Hazendonk
View my channelFrequently Asked Questions
How much do the courses at Starweaver cost?
We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.
Do you offer any certifications upon completion of a course at Starweaver?
Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.
Does Starweaver offer any free courses or trials?
Related Modules
Product ID: OC-2024-C1SJN
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4 hours of video content
Downloadable resources
Certificate of completion
Desktop and Mobile access
Connie Hazendonk