CRM
Salesforce Training
Explore how customer relationship management platforms organize customer information and support sales and service workflows. Build familiarity with Salesforce concepts, records, and configuration vocabulary.
What you’ll explore
Explore how customer relationship management platforms organize customer information and support sales and service workflows. Build familiarity with Salesforce concepts, records, and configuration vocabulary.
- Understand CRM concepts and common Salesforce terminology
- Explore records, objects, and relationships
- Recognize basic automation and reporting workflows
Course contents
Open a topic to explore the concepts covered in this learning path.
CRM and Salesforce foundations
Understand how CRM tools help teams organize customer interactions.
- CRM concepts and terminology
- Salesforce platform overview
- Users, navigation, and records
Objects and customer workflows
Explore how information is modeled and used in day-to-day processes.
- Standard and custom object concepts
- Fields, relationships, and record views
- Sales and service workflow overview
Reports and platform configuration
Get an introduction to organizing platform views and insights.
- List views and reports
- Dashboards and basic metrics
- Automation and configuration concepts
Interested in this course?
Contact our team to discuss the course topics and find out more.