Master Salesforce CRM fundamentals: Sales Cloud, Service Cloud, Automation, Security, Reports, AI & Admin Certification
Sub Category
- Other IT & Software
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Objectives
- Explain what CRM is and why businesses rely on it
- Understand the Salesforce platform, Clouds, and multi-tenant architecture
- Navigate Lightning Experience including Home Page, Tabs, and Global Search
- Describe how Salesforce stores data using Objects, Fields, and Relationships
- Understand Sales Cloud from lead capture through opportunity management to closed deals
- Describe how Service Cloud manages support using Cases, Knowledge Base, and Omni-Channel
- Explain the layered security model including Profiles, Permission Sets, and Sharing Rules
- Automate business processes without code using Flow Builder and Approval Processes
- Build reports and dashboards to turn raw data into actionable business insights
- Describe how Salesforce Einstein and Copilot bring AI into CRM
Pre Requisites
- No prior Salesforce experience needed — this course is built for absolute beginners starting from scratch
- No software installation required — all concepts are explained visually with animated lessons
- Basic computer literacy and familiarity with using a web browser is helpful but not mandatory
- A curiosity about CRM, cloud computing, or the Salesforce platform and how businesses use it
- An interest in pursuing a Salesforce career, certification, or admin role is a great motivator but not required
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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