Salesforce: Executive Briefing

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Scott Lee

29:25

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01. What Is Salesforce

01. Understanding Customer Relationship Management CRM.mp4

02:33

02. Considering the Salesforce Platform.mp4

02:59

03. Choosing between Products.mp4

02:17

02. Using Salesforce

04. A Multi Tenant Architecture.mp4

02:11

05. Viewing Records Reports and Dashboards.mp4

01:34

06. Customizing with Automation Logic.mp4

01:44

07. Securing with Granular Permissions.mp4

01:50

08. Extending with Apps.mp4

01:26

09. Comparing to Other Solutions.mp4

02:48

10. Deploying and Managing Changes.mp4

02:20

03. Maintaining an Org

11. Planning Long Term.mp4

02:54

12. Building a Team.mp4

04:49

Description

Is it time to choose a customer relationship management (CRM) platform for your company? This course will teach you high level capabilities of the Salesforce CRM platform.

What You'll Learn?

Considering choosing Salesforce as your company’s customer relationship management (CRM) solution, or exploring its use as a general platform for your business and don’t know where to start? In this course, Salesforce: Executive Briefing, you’ll learn the high level capabilities of the Salesforce platform. First, you’ll explore the basics of Salesforce as a CRM and generalized platform for business. Next, you’ll discover the ways in which Salesforce can be customized and automated . Finally, you’ll learn how to begin planning for the long-term maintenance and hiring considerations for maintaining a Salesforce instance. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce needed to begin the journey of using Salesforce as a platform for your business.

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Salesforce Lightning

Salesforce Development

Salesforce

Scott Lee

Instructor's Courses

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and a Salesforce architect in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management game, Kalling Kingdom, first released in 2019. His formal education is in behavioral science with a BS in psychology and sociology from the University of Houston.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.