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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/salesforce-basics
课程评论：没有评论
课程总结：Salesforce基础知识 本课程旨在让学员了解全球领先的客户关系管理(CRM)系统Salesforce的基本功能。课程开始时，将介绍Salesforce的组成部分以及其如何成为最佳系统的原因。学员将学习Salesforce的基本构成，包括Sales Lightning、Community Cloud和营销工具，并理解如何保障Salesforce组织的安全和管理权限。这些工具将成为在任何组织中实施Salesforce的基础。课程包含深入的阅读材料和实践活动，利用Salesforce的Trailhead教育平台，提供同伴讨论机会、演示视频和同伴评分的作业。 课程大纲： 模块1：Salesforce基础知识！本模块将帮助你了解Salesforce的基本概念及其运作方式。Salesforce有两个版本：Salesforce Classic和Lightning，识别这两者的差异对于作为业务管理专家实施Salesforce至关重要。 模块2：在手机盛行的时代，组织需要简化客户的操作。在本模块中，你将学习如何使用Salesforce移动应用程序来跟踪潜在客户、查看报告，并在员工不在办公室时保持团队参与。Salesforce Service Cloud将助你与客户群体有效互动，保持品牌在客户心中的重要性。 模块3：本模块将聚焦于安全性及组织不同层级的权限管理，确保数据安全。此外，我们将讨论Chatter功能及其在销售中的益处。在我们的虚拟会议中，将继续概述报告，以增强你对Salesforce Superbadge项目的理解。
Name:Module 1
Description:Welcome to Salesforce Fundamentals! Each module you will be working through a few modules in the Salesforce Fundamentals for Business Administration Trailmix plus a few additional pertinent modules from other trailmixes. The focus of this module is on identifying what Salesforce is and how it functions. There are two versions of Salesforce: Salesforce Classic and Lightning. Identifying the differences is fundamental to the implementation of Salesforce as a business administration specialist.
Name:Module 2
Description:In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.
Name:Module 3
Description:This module we will be focusing on security and managing permissions on different levels of the organization, and maintaining the safety of data. In addition, we will cover the chatter functions and how they benefit sales. In our virtual session, we will continue with an overview of reports to build your understanding of the Salesforce Superbadge project.
In this course, you will learn about what the world’s number one Customer Relationship Manager (CRM) system has to offer. You will begin this course by understanding the components that Salesforce leverages to make it an optimal system. You will learn about the basics in Lightning for Sales, Community Cloud and Marketing, and understanding how to secure your Salesforce Organization and Manage Permissions. These tools will serve as building blocks to implementing Salesforce into any organization. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
