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Salesforce Foundations for New Users

How does Salesforce function as a customer relationship management (CRM) system and how does that apply to you as a user? This course will teach you what CRM is, how it is used across industries, and ways the platform can be customized.

Beginner
29m
(1)

Created by Scott Lee

Last Updated Apr 16, 2025

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  • Course

Salesforce Foundations for New Users

How does Salesforce function as a customer relationship management (CRM) system and how does that apply to you as a user? This course will teach you what CRM is, how it is used across industries, and ways the platform can be customized.

Beginner
29m
(1)

Created by Scott Lee

Last Updated Apr 16, 2025

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  • Core Tech
What you'll learn

The Salesforce core platform is used at many companies in many ways, but it can be overwhelming to understand how to navigate the platform as a new user. In this course, Salesforce Foundations for New Users, you'll get a high-level overview of the Salesforce core platform. First, you'll explore what customer relationship management (CRM) is and how Salesforce fits that concept. Next, you'll discover what Salesforce can do and how it is used in different industries. Finally, you'll learn how Salesforce can be generally customized for any industry or purpose. When you're finished with this course, you'll have the skills and knowledge of the Salesforce core platform to understand how it applies to your current role in any company or organization.

Salesforce Foundations for New Users
Beginner
29m
(1)
Table of contents

About the author
Scott Lee - Pluralsight course - Salesforce Foundations for New Users
Scott Lee
21 courses 4.4 author rating 263 ratings

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

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