Salesforce Design Mastery: CRM Customization

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. 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 tailored for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators who are eager to deepen their understanding of Salesforce customization. Whether you're managing customer relationships, analyzing business data, or maintaining Salesforce environments, this course will equip you with the skills needed to optimize Salesforce for your organization. Participants should have a basic understanding of Customer Relationship Management (CRM) concepts, a foundational knowledge of the Salesforce platform, and an understanding of core business processes. These prerequisites ensure that participants can effectively engage with the course material and apply the concepts to real-world scenarios. Familiarity with these topics will help you to quickly grasp the more advanced customization features covered in the course. By the end of this course, learners will be able to identify and utilize the various declarative tools available within Salesforce for customization, distinguishing when to use clicks versus code to achieve optimal results. Participants will also gain the ability to tailor Salesforce to meet specific user needs through standard functionality, enhancing both usability and productivity. Additionally, the course will guide learners in examining how Salesforce’s Data Security model impacts the user experience, enabling them to implement security measures that align with organizational requirements

• Identify the different declarative tools available to customize Salesforce
• Differentiate between clicks and code and when to choose which solution
• Customize Salesforce to meet user needs through standard available functionality
• Examine the impact of the Data Security model on the user experience

• Basic familiarity with the topic and its common terminology
• Readiness to practice through applied exercises or case-based work