Introduction to Salesforce: A Practical Guide



Learn about Salesforce CRM through a hands-on sales journey, from login to customisation and reporting.

What you will learn

What is Salesforce

How to use the Salesforce Lightning User Interface

Understand Salesforce platform concepts and features

Experience a hands-on sales process in Salesforce

Create a basic Salesforce customisation using a custom object, layout and flow

Learn to create Salesforce reports and dashboards

Why take this course?

🚀 Introduction to Salesforce: A Practical Guide 🎓


Your Journey to CRM Mastery Begins Here!

Want to learn about Salesforce? You’re in the right place!

Dive into the world’s leading Customer Relationship Management (CRM) software with a hands-on approach that makes learning both fun and effective. Say goodbye to endless documentation and slide decks; instead, you’ll embark on a sales journey from the moment you log in until you master the art of customisation. 🌟

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What You’ll Experience:

  • A Real-World Approach: Learn Salesforce by doing it, not just reading about it! Follow along in your own Salesforce Developer Org (no obligation if you’re just exploring).
  • Hands-On Training: Each module is designed to give you practical experience with the Salesforce platform. From understanding its core functionalities to customizing it for your business needs.
  • Interactive Modules: The course is divided into four engaging modules that build upon each other, ensuring you develop a comprehensive understanding of Salesforce.

Course Modules Breakdown:

  1. Salesforce Essentials 🌐
    • What is Salesforce and what can it do for your business?
    • An overview of the platform’s capabilities and its impact on sales processes.
  2. Navigating the Interface 🖥️
    • Get familiar with the Salesforce Lightning User Interface.
    • Explore the foundational elements of Salesforce such as apps, objects, records, and fields.
  3. Sales Journey Simulation 🏢➡️💰
    • Engage in a realistic sales scenario using Salesforce.
    • Understand the flow of managing sales opportunities and customer interactions.
  4. Customisation and Automation ⚙️✨
    • Learn how to customize the platform to fit your specific business needs.
    • Implement automation to streamline processes and increase efficiency.

Who is This Course For?

  • Sales professionals looking to enhance their sales process with technology.
  • CRM beginners eager to understand the basics of Salesforce.
  • Business analysts seeking to add Salesforce skills to their repertoire.
  • Anyone curious about how Salesforce can transform their business processes.

Your Instructor: Igor Vrabeć

With years of experience as a Salesforce expert, Igor Vrabeć brings a wealth of knowledge and practical insights to your learning journey. His hands-on teaching style and real-world examples will ensure you not only learn the material but can apply it immediately. 🤓🚀


Ready to Unlock the Power of Salesforce?

Enroll in “Introduction to Salesforce: A Practical Guide” today and start transforming your approach to sales, marketing, and customer relationships. With every click, you’re one step closer to becoming a Salesforce expert! 🎉

Join us and elevate your professional skills with the platform that drives success for businesses worldwide. Let’s embark on this journey together! 🧗‍♂️✨

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