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  3. Salesforce Design Mastery: CRM Customization

Salesforce Design Mastery: CRM Customization

This course is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place.

Connie Hazendonk
Connie Hazendonk
Business | core | 1 hour |   Published: Aug 2024
In partnership with:  Coursera

    Discussions

Overview

1KSTUDENTS*
98.9%RECOMMEND*

This course includes:

  • 1 hour of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth. 
This course is designed to provide learners with a comprehensive understanding of the standard customization functionalities of Salesforce. It covers the foundational concepts of Salesforce, and the Lightning interface, and then progresses into more specific applications and real-world examples. The aim of the course is to bring you understanding of the different solutions available to make Salesforce easier and friendlier for your users. Starting with the easy concepts, this seamless learning journey moves ahead making the complex concepts easily comprehensible through learner-centric interactive and engaging short video lessons. 

Skills You Will Gain

Learning Outcomes (At the end of this program you will be able to)

  • Differentiate between clicks and code and when to choose which solution choose a suitable solution at the appropriate time. 
  • Demonstrate customization of Salesforce to meet the needs of the users through easy standard available functionality.
  • Identify the different declarative tools available to customize Salesforce.
  • Examine the impact of the Data Security model on the user experience. 
  • Identify the different declarative tools available to customize Salesforce. 
  • Differentiate between clicks and code and when to choose which solution choose a suitable solution at the appropriate time. 
  • Demonstrate customization of Salesforce to meet the needs of the users through easy standard available functionality. 
  • Examine the impact of the Data Security model on the user experience.

Prerequisites

  • Basic understanding of CRM 
  • Basic knowledge of Salesforce platform 
  • Understanding of business processes 

Who Should Attend

Salesforce Mastery: Unleashing the Power of CRM, you'll learn how to customize Salesforce to enhance user experience. Ideal for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators, this course covers essential tools and best practices for optimizing Salesforce efficiently.

Curriculum

Instructors

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*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 01: Salesforce Customization Best Practices and Challenges
2Module 02: User Focused Customization
3Module 03: System Focused Customization
Connie Hazendonk

Connie Hazendonk

With over a decade of expertise across various industries and Salesforce Clouds, Connie is dedicated to helping businesses unlock the full potential of their Salesforce implementations. Specializing in tailored, results-driven end-user training programs, Connie empowers teams to maximize productivity and efficiency.

With a deep understanding of Salesforce’s ecosystem and diverse functionalities, Connie crafts training solutions that are both informative and practical, ensuring businesses derive tangible value from their Salesforce investments. Believing that effective end-user training is crucial for business success, Connie incorporates business processes and change management principles to foster user adoption and adherence to best practices, promoting sustainable growth and streamlined operations.

Connie provides customized training solutions aligned with unique business goals, whether the focus is on enhancing user adoption, optimizing Salesforce configurations, or streamlining processes. Training methodologies include face-to-face and online group sessions, short support videos, detailed training manuals, and comprehensive exercise guides tailored to specific needs.

Passionate about connecting with organizations to help them harness the full power of Salesforce, Connie has extensive experience in developing practical Salesforce projects that help trainees stand out to employers, preparing them for recognized Salesforce Admin qualifications, and delivering client-specific end-user training. With a track record of successful projects across various sectors—including national government, private equity, and medical technology—Connie consistently focuses on achieving remarkable outcomes.

Connie is committed to helping organizations leverage Salesforce for long-term success.

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Segment 09: Examining the Impact of the Data Security Model

Segment 10: Using Profile & Permission Sets

Segment 11: Examining the Impact on Renaming Standard Objects & Fields

Segment 12: Congratulations and Continuous Learning Journey

Segment 01: Introduction to the Course & Meet Your Instructor

Segment 02: Exploring Customization Options

Segment 03: Mastering Salesforce Customization Without User Frustration

Segment 04: Applying Salesforce Customization: A Real-World Scenario

Segment 05: Decoding Customization Challenges

Segment 06: Explaining User Interface Customization

Segment 07: Examining the Automation Processes

Segment 08: Customizing the User Workspace