Salesforce for Beginners: The Complete Introduction to CRM

Name: Salesforce for Beginners: The Complete Introduction to CRM
Availability: InStock
Rating: 4.5 (150 reviews)

Course Description

This course contains the use of artificial intelligence.

This course uses AI-generated narration (Google Cloud Text-to-Speech). All lectures are professionally produced animated videos - there are no live instructor recordings. Every concept is curated by technical team having 10+ years of experience in Salesforce ecosystem which is then explained through AI-voiced narration, real-world analogies, and visual diagrams.

Are you ready to launch your career in Salesforce — the world's #1 CRM platform?

Whether you're a complete beginner, a business professional looking to understand CRM, or someone preparing for the Salesforce Administrator certification, this course gives you a comprehensive, structured foundation in everything Salesforce.

What you'll learn:

What Salesforce is — CRM concepts, cloud computing models (SaaS, PaaS, IaaS), multi-tenant architecture, editions, and the Salesforce ecosystem including AppExchange and Trailhead

Navigating Salesforce — Lightning Experience vs Classic, the App Launcher, Global Search, Setup Menu, and help resources

Core Data Model — Standard and custom objects, fields and field types, record types, page layouts, compact layouts, and Lightning Record Pages

Object Relationships — Lookup, master-detail, many-to-many (junction objects), hierarchical, external lookups, and Schema Builder

Sales Cloud — Lead management and conversion, opportunity management, products, price books, quotes, campaigns, forecasting, sales path, and activities

Service Cloud — Cases, assignment and escalation rules, queues, Knowledge Base, entitlements, Omni-Channel, and the Service Console

Security & Access Control — Profiles, permission sets, role hierarchy, sharing rules, OWD, field-level security, and login access policies

Data Management — Data Import Wizard, Data Loader, duplicate management, data quality best practices, mass tools, and the Recycle Bin

Reports & Dashboards — Report types and formats (Tabular, Summary, Matrix, Joined), filters, formulas, dashboard components, dynamic dashboards, and scheduled reports

Declarative Automation — Validation rules, formula fields, roll-up summaries, Flow Builder, approval processes, workflow rules, and Process Builder

Programmatic Automation — Apex triggers, classes, asynchronous Apex, Visualforce, Aura, Lightning Web Components, and REST/SOAP APIs

Integration Concepts — Inbound vs outbound integrations, Salesforce APIs, Connected Apps, Named Credentials, External Services, Salesforce Connect, and middleware platforms

Environments & Deployment — Production vs sandbox, sandbox types, change sets, Salesforce CLI (SFDX), DevOps Center, and packages

Advanced Platform Concepts — Governor limits, order of execution, bulkification, custom metadata, custom settings, custom labels, Dynamic Forms, and Lightning App Builder

AI & Modern Salesforce — Einstein legacy features, the Agentforce platform, AI agent types and builders, and voice-enabled assistants

Putting It All Together — Automation decision guides, real-world scenarios, Salesforce Admin certification prep, and career paths (Admin, Developer, Consultant, Architect)

Why this course?

This course is designed to take you from zero to confident. With 16 comprehensive modules and over 130 focused video lessons, every concept is explained clearly with real-world context. You won't just memorize features — you'll understand why they exist and how they fit together.

By the end of this course, you'll have the knowledge foundation needed to work confidently with Salesforce and prepare for the Salesforce Certified Administrator exam.

What this course is NOT: