Salesforce Basics: Master CRM Fundamentals

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.

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.

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.