Salesforce CRM – A Complete Introduction

The Definitive Salesforce course for new users

Salesforce 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 Instructors

Richard Pomeroy

• x7 Salesforce Consultant, Mentor and Trainer near Portsmouth

• 11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goals

• Salesforce Platform Champion (2020-2021)

• Salesforce Blogger at SFDCPenguin

Haoming Yau

• x9 certified Salesforce Consultant

• 15 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 London

• Experienced 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 Org

• Navigating Salesforce

• Data and objects – Including Accounts, Opportunities, Cases, Campaigns

• Salesforce features – Including Automation, Validation Rules, AppExchange

• Salesforce reporting

• List Views

• Dashboards

• Getting Help

Learning Outcomes

• A comprehensive and complete overview of Salesforce for new users

• Understand what Salesforce is and the benefits it can provide to your organisation

• Learn how to navigate around Salesforce

• Be familiar with key features and functionality provided by Salesforce

• Understand Salesforce objects and how information is organised in Salesforce

• Learn how to use Salesforce reports, list views and dashboards