CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management

Offered byFutureLearn

CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
at
FutureLearn
Overview

Continue learning how to use Salesforce in this course covering Salesforce reports, Salesforce objects, data management and more

Duration	4 weeks
Mode of learning	Online
Official Website	Go to Website
Credential	Certificate

CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
at
FutureLearn
Highlights

Earn a certificate from Future Learn

CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
at
FutureLearn
Course details

Skills you will learn

Salesforce Marketing Sales Business Development

Who should do this course?

This course is aimed at professionals seeking to improve customer experience and success through using CRM systems

It would be suitable for early-career professionals, those looking to move to CRM roles, or biz dev, product, or marketing professionals

What are the course deliverables?

Define what objects are and how they are used

Articulate how to manage data and data quality

Recognise how to manage leads, opportunities, accounts and contracts

Articulate how to run reports and create dashboards

More about this course

This course covers fundamental Salesforce functionality for learners who want to develop their CRM skills and knowledge
It is the second in the CRM Fundamentals and Practice ExpertTrack. You will continue to learn how to use Salesforce, building on the introductory CRM skills covered in the first course
You will also explore how to manage your data in Salesforce, and how to gauge data quality to ensure your data is complete and accurate

CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
at
FutureLearn
Curriculum

Introduction to the course and object customisation

Introduction

Object customisation

Wrap up

Data management

Introduction

Data management

Wrap up

Sales and marketing

Introduction

Sales and marketing

Wrap up

Reports and dashboards

Introduction

Analytics: reports and dashboards

Wrap up

CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
at
FutureLearn
Faculty details

Laura Zuluaga

Experienced Salesforce consultant and project manager. Passionate about the Salesforce ecosystem and well versed in multi-cloud implementations. Certified Scrum Master and 4x Salesforce Certified.