Salesforce

Course overview

This compact course provides an introduction to Salesforce for daily CRM work: interface and search, customer records with contacts, and the activity history within the team. Your competencies Navigate the Salesforce interface confidently and find records Create and maintain customer records with contacts Document tasks, appointments, and notes on the record Apply uniform input rules of the team Working in Salesforce Homepage, search, and tabs Customer records and contacts Activity history for the customer Application in professional life Take over a customer using the history in Salesforce Enter conversation notes immediately after the appointment Set reminders for open commitments Professional fields of application Sales support in companies using Salesforce Customer service with Salesforce as the working interface The data model consisting of companies, contacts, and sales opportunities is covered by the offering "CRM with Salesforce", while the configuration of objects, flows, and permissions is addressed in the offering "Salesforce Administration - Objects, Flows, and Permissions".

Upcoming dates

• 2026-10-30T23:00:00.000Z · 2027-01-09T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-10-30T23:00:00.000Z · 2026-12-05T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-10-30T23:00:00.000Z · 2026-12-04T23:00:00.000Z · Virtuelles Klassenzimmer