This course introduces you to the powerful capabilities of Salesforce, a leading Customer Relationship Management (CRM) system. You will gain foundational knowledge of Salesforce components, enabling you to optimize business operations. Learn the essentials of Lightning for Sales, Community Cloud, and Marketing functionalities, and discover how to secure your Salesforce organization and manage user permissions effectively. These practical skills will prepare you to implement Salesforce solutions within various organizations. The course features in-depth readings, hands-on activities within Salesforce's Trailhead platform, peer discussions, demonstration videos, and peer review assignments.
Salesforce Basics
Salesforce Basics
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
33,011 already enrolled
Included with 
Gain insight into a topic and learn the fundamentals.
4.3
(212 reviews)
Beginner level
Recommended experience
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Customize Salesforce functionality to meet specific team needs.
'Access, navigate, and transition between Lightning and Classic Salesforce interfaces.
Create customer, partner, and employee communities for business engagement.
Manage customer data and relationships within the Salesforce CRM platform.
Skills you'll gain
- Business Reporting
- User Accounts
- Sales Development
- Security Management
- Marketing Automation
- Customer Relationship Management (CRM) Software
- Salesforce
- Automation
- Stakeholder Engagement
- Cloud-Based Integration
- Data Management
- Data Security
- Cloud Computing
- Customer Engagement
- Account Management
- Customer Relationship Management
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
This course is part of the Salesforce Fundamentals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 3 modules in this course
Welcome to Salesforce Fundamentals! This module is your essential starting point, focusing on what Salesforce is and how it functions within a business context. You'll explore the key differences between Salesforce Classic and Lightning interfaces, a fundamental skill for any aspiring business administration specialist. This foundational knowledge will be crucial as you progress through the course. To get the most out of this module, focus on understanding the core distinctions between Classic and Lightning interfaces, as this forms the basis for future modules.
What's included
1 video1 reading1 peer review1 discussion prompt
In today's mobile-first world, simplifying customer interactions is key for any business. This module will show you how to leverage the Salesforce mobile app to track sales leads, view essential reports, and keep your workforce engaged, even when they're out of the office. You'll also discover how Salesforce Service Cloud can enhance customer engagement and keep your business top-of-mind. To get the most out of this module, consider how mobile access impacts your own customer interactions and overall business management.
What's included
1 video1 reading1 peer review1 discussion prompt
In this module, you'll focus on the critical aspects of security and managing permissions across different organizational levels, ensuring the safety of your business data. You'll also explore Salesforce Chatter functions and understand how they can significantly benefit sales teams. Building on your foundational knowledge, our virtual session will provide an overview of reports, further preparing you for the Salesforce Superbadge project. Pay close attention to permission settings, as they are critical for data integrity and effective management.
What's included
1 video1 reading1 peer review1 discussion prompt
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor
Instructor ratings
4.2 (60 ratings)Offered by
Explore more from Business Essentials
Status: Free TrialLearnKartS
Status: Free TrialLearnKartS
Status: Free TrialUniversity of California, Irvine
Status: Free TrialLearnKartS
Why people choose Coursera for their career
Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Learner reviews
4.3
212 reviews
- 5 stars
67.75%
- 4 stars
15.42%
- 3 stars
3.73%
- 2 stars
2.33%
- 1 star
10.74%
Showing 3 of 212
RA
5
Reviewed on Mar 30, 2021
this is really good & it helps those who want to learn salesforce quick & fast, we learn all the fundamental (basic) things in salesforce basics level
AS
5
Reviewed on Nov 17, 2021
Great ways for student to get help in ECOMONIC BUSSINESS field . I personally as a student recommended other student to learn new things from the Coursera.
MU
5
Reviewed on Jan 3, 2021
Very Good for Beginners to understand the basic knowledge of Salesforce.
Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
Salesforce is the leading Customer Relationship Management (CRM) software, crucial for businesses to manage customer interactions, sales, and marketing. This course provides foundational skills in Salesforce, preparing you for key business management roles.
You will gain practical experience with core Salesforce functionalities, including Lightning for Sales, Community Cloud, the Salesforce mobile app, and essential security and data management features.
Yes, this course is designed for beginners. It provides a low-risk starting point to build confidence and clarity in Salesforce, covering fundamental concepts and practical applications for business professionals.
More questions
Financial aid available,