Salesforce CRM - A Complete Introduction

所在平台: Udemy

课程主页: https://www.udemy.com/course/salesforce-crm-complete-introduction/

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课程名称:Salesforce CRM - 完整入门指南 课程概述:这是新用户的终极Salesforce课程。Salesforce是全球第一的客户关系管理(CRM)解决方案,它是基于云的,有助于企业提升销售、改善客户服务、信息管理、自动化、财务管理等多种功能。本课程内容超过5小时,旨在为您提供如何使用Salesforce及其对您和组织的作用的全面介绍。适合新用户、决策者以及初学Salesforce的管理员。 讲师信息: - 理查德·波默罗(Richard Pomeroy):拥有11年Salesforce咨询和终端用户环境的经验,曾获得Salesforce平台冠军(2020-2021),是活跃的Salesforce博主。 - 郝明(Haoming Yau):拥有15年支持组织和个人实施过程、技术和系统的经验,持有9项Salesforce认证。 课程内容包括: - 注册免费开发者Salesforce Org - Salesforce导航 - 数据与对象(包括账户、机会、案例、活动等) - Salesforce功能(包括自动化、验证规则、AppExchange) - Salesforce报告、列表视图和仪表盘 学习成果: - 对Salesforce有全面的理解,了解其对组织的好处 - 学会如何在Salesforce中导航 - 熟悉Salesforce的关键特性和功能 - 理解Salesforce对象及其信息组织方式 - 学习如何使用Salesforce报告、列表视图和仪表盘 本课程由两位经验丰富的Salesforce顾问授课,他们致力于提升人们的生活和工作质量。

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The Definitive Salesforce course for new usersSalesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more.This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators.It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology.Your InstructorsRichard Pomeroy x7 Salesforce Consultant, Mentor and Trainer near Portsmouth11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goalsSalesforce Platform Champion (2020-2021)Salesforce Blogger at SFDCPenguinHaoming Yaux9 certified Salesforce Consultant15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals.Active Salesforce solutions consultant & trainer based in LondonExperienced Udemy Instructor with over 200 positive reviews.We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people.Course content includes:Signing up to a free developer Salesforce OrgNavigating SalesforceData and objects - Including Accounts, Opportunities, Cases, CampaignsSalesforce features - Including Automation, Validation Rules, AppExchangeSalesforce reportingList ViewsDashboardsGetting HelpLearning OutcomesA comprehensive and complete overview of Salesforce for new usersUnderstand what Salesforce is and the benefits it can provide to your organisationLearn how to navigate around SalesforceBe familiar with key features and functionality provided by SalesforceUnderstand Salesforce objects and how information is organised in SalesforceLearn how to use Salesforce reports, list views and dashboards

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