Salesforce Associate Certification: Beginner'S Guide To Crm

Unlock the Power of Salesforce: Your First Step Toward a Thriving CRM Career!

What you'll learn

Understand Salesforce Fundamentals

Work with Core Salesforce Objects

Build and Analyze Reports and Dashboards

Manage Users and Permissions

Customize Salesforce to Fit Business Needs

Leverage Automation for Efficiency

Prepare for the Salesforce Associate Exam

Apply Hands-On Knowledge in Real-World Scenarios

Plan a Salesforce Career Path

Requirements

Basic Computer Skills

Interest in CRM and Technology

Access to a Computer and Internet Connection

Willingness to Learn

Description

Salesforce Associate Certification – Beginner’s Guide to CRMReady to take your first step into the exciting world of Salesforce? Whether you’re an aspiring tech professional, a career switcher, or just CRM-curious, this course is your perfect starting point. Designed for absolute beginners, “Salesforce Associate Certification – Beginner’s Guide to CRM” will help you build a strong foundation, gain hands-on experience, and confidently prepare for the Salesforce Associate Certification exam.Salesforce is the world’s leading CRM platform, empowering businesses to connect with customers, manage data, and drive growth. This course demystifies the platform, guiding you through its core features and capabilities while keeping things simple, engaging, and interactive.What You’ll Learn:Salesforce Basics: Master navigation, standard objects like Accounts and Opportunities, and key CRM concepts.Data Management: Understand how Salesforce organizes information with objects, fields, and relationships.Customization Essentials: Learn to create custom fields, validation rules, and automation workflows that fit real-world business needs.Reports and Dashboards: Build actionable reports and dynamic dashboards to visualize data and track performance.User Management & Security: Set up roles, profiles, and permissions to ensure secure and efficient user access.Exam Prep: Get exclusive tips, resources, and practice strategies to ace the Salesforce Associate Certification.Why Take This Course?This isn’t just a theoretical crash course—it’s a hands-on learning experience. You’ll work with a Salesforce Trailhead Playground to practice real-world scenarios, from managing customer data to automating workflows. By the end, you’ll not only understand how Salesforce works but also how to apply it to solve practical business challenges.Plus, the Salesforce ecosystem is booming, with demand for certified professionals growing every day. Whether you’re looking to land your first tech job, switch careers, or add a valuable skill to your resume, this course will set you up for success.Your Journey Starts HereJoin us and unlock the power of Salesforce. With engaging lessons, practical projects, and expert guidance, you’ll leave this course ready to earn your certification and kickstart a rewarding career in CRM. Let’s make it happen!

Overview

Section 1: Introduction to Salesforce and Course

Lecture 1 Welcome to the Salesforce Associate Certification Course

Lecture 2 What is Salesforce?

Lecture 3 Getting your own Dev Org

Section 2: Salesforce Ecosystem

Lecture 4 Salesforce and its Core Values

Lecture 5 Understanding Salesforce Customer 360

Lecture 6 Exploring Trailhead & Trailblazer Community

Lecture 7 Salesforce Architecture and Multitenant Environment

Lecture 8 Types of Salesforce Instances

Section 3: Navigation in Salesforce

Lecture 9 Accounts and Contacts

Lecture 10 User Management Basics

Lecture 11 List Views and Search Solutions

Lecture 12 Understanding AppExchange

Lecture 13 Lightning App Builder & Personalizing Salesforce

Section 4: Salesforce Data Model

Lecture 14 Core Salesforce Objects

Lecture 15 Custom Objects and Fields

Lecture 16 Object Relationships in Salesforce

Lecture 17 Schema Builder

Lecture 18 Data Security and Permission Sets

Lecture 19 Validation Rules and Formulas

Section 5: Reports and Dashboards

Lecture 20 Introduction to Salesforce Reports

Lecture 21 Customizing Report Types and Filters

Lecture 22 Building Dashboards in Salesforce

Lecture 23 Joined Reports

Lecture 24 Sharing Reports and Dashboards

Section 6: Project 1 - Sales Performance Management System

Lecture 25 Project Description

Lecture 26 Setup Core Objects and Data

Lecture 27 Custom Objects and Fields

Lecture 28 Validation Rules and Formula Fields

Lecture 29 Reports and Dashboards

Lecture 30 Sharing and Automation

Lecture 31 Testing and Validation

Section 7: Project 2 - Customer Support Tracking System

Lecture 32 Project Description

Lecture 33 Setup Core Objects and Relationships

Lecture 34 Custom Objects and Fields

Lecture 35 Validation Rules and Formula Fields

Lecture 36 Reports and Dashboards

Lecture 37 Automation

Lecture 38 Testing and Validation

Section 8: Exam Preparation

Lecture 39 Tips for Salesforce Associate Exam

Section 9: Course Wrap-Up

Lecture 40 Next Steps in your Salesforce Career

Lecture 41 Final Thoughts and Conclusion

Section 10: Additional Resources

Lecture 42 Quick Recap Guide

Lecture 43 Glossary of Terms

Lecture 44 Links to Official Study Resources

Lecture 45 Progress Tracker

Aspiring Salesforce Professionals,Career Switchers,Business Professionals,Students and Fresh Graduates,Trailblazers Who Love Learning