CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
FutureLearn
  • Start Date: 04 Jan, 2021
  • 4 weeks
  • Study Content: Videos


Continue learning how to use Salesforce in this course covering Salesforce reports, Salesforce objects, data management and more.

Course Fee: Free
Certificate Cost: See Fees and Eligibility

Course Description

This course is made available through the eLearnAfrica and FutureLearn partnership.

##


This course covers fundamental Salesforce functionality for learners who want to develop their CRM skills and knowledge.
It is the second in the CRM Fundamentals and Practice ExpertTrack. You will continue to learn how to use Salesforce, building on the introductory CRM skills covered in the first course.


Improve your CRM skills to boost your employability


The CRM industry is growing rapidly. The global CRM market is estimated to be worth $50 billion, and is forecast to create 3.3 million additional jobs between 2016 and 2022.


Growing your skills in Salesforce or other CRM platforms will contribute to building competitive advantage through improved customer service, offering value to potential employers and your overall career goals.


Discover how to use Salesforce to generate high quality customer data


You’ll learn about Salesforce objects. These are collections of customer data filed according to category, including leads, contacts, and opportunities. These important data points are designed to help you organise your relationships and activities to enhance them.


You’ll then discover how to create Salesforce reports and dashboards, which can help you understand what your customer data is telling you. These can play a central role in data-driven decision making and driving improvements such as greater customer loyalty and sales.


You will also explore how to manage your data in Salesforce, and how to gauge data quality to ensure your data is complete and accurate. This is key, as it is on this customer data that you will be building your CX strategy.


This course is aimed at professionals seeking to improve customer experience and success through using CRM systems.
It would be suitable for early-career professionals, those looking to move to CRM roles, or biz dev, product, or marketing professionals.


During the ExpertTrack we’ll be using the Salesforce Trailblazer platform.


Certificate cost may vary. You will be redirected to the host page for cost and payment options.

FutureLearn

This university is part of the partnership between eLearnAfrica and FutureLearn.

This institution is available on eLearnAfrica through partnership with FutureLearn.

You may be able to download course materials after enrolling in this course. If not, all of the necessary course materials provided by the course instructor will be available on the provider's course page.
COLLABORATION POLICY

By enrolling in a course on or through eLearnAfrica, you are joining a special worldwide community of learners. The aspiration of eLearnAfrica is to provide anyone with an internet connection access to courses from the best universities and institutions in the world and to provide our learners the best educational experience internet technology enables. You are a part of the community that will help eLearnAfrica achieve this goal. eLearnAfrica depends upon your motivation to learn the material and to do so with honesty and academic integrity. In order to participate in eLearnAfrica, you must agree to the Honor Code below and any additional terms specific to a class.

ELEARNAFRICA HONOR CODE PLEDGE

By enrolling in a course, program, or degree hosted on the eLearnAfrica App or Site, I agree that I will:

  • Complete all tests and assignments on my own, unless collaboration on an assignment is explicitly permitted.

  • Maintain only one user account and not let anyone else use my username and/or password.

  • Not engage in any activity that would dishonestly improve my results, or improve or hurt the results of others.

  • Not post answers to problems that are being used to assess student performance.

  • Abide by any and all requirements of the eLearnAfrica Participants as may regard the expectations of civil or academic behavior or of community standards.

VIOLATIONS

If you are found in violation of the Terms and Conditions or Honor Code, you may be subject to one or more of the following actions:

  • Receiving a zero or no credit for an assignment;

  • Having any certificate earned in the course withheld or revoked;

  • Being unenrolled from a course, learning program or degree program; or

  • Termination of your use of the App and/or Site.

  • Additional actions may be taken at the sole discretion of eLearnAfrica and eLearnAfrica course providers. 

No refunds will be issued in the case of any corrective action for such violations.

Honor code violations will be determined at the sole discretion of eLearnAfrica, the Partners, or Members. You will be notified if a determination has been made that you have violated this honor code and you will be informed of the corresponding action to be taken as a result of the violation.

CHANGING THE HONOR CODE

Please note that we review and may make changes to this Honor Code from time to time. Any changes to this Honor Code will be effective immediately upon posting on this page, with an updated effective date. By accessing the App and/or Site after any changes have been made, you signify your agreement on a prospective basis to the modified Honor Code and any changes contained therein. Be sure to return to this page periodically to ensure familiarity with the most current version of this Honor Code.

Effective Date: September 22, 2016