Salesforce for Beginners Course
4/5
This beginner-friendly course introduces Salesforce CRM fundamentals, enabling you to set up and manage sales processes, automate tasks, ensure data security, and generate insightful reports to support business growth.

4.0 in rating
flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Salesforce for Beginners Course equips you with practical skills to handle leads, accounts, contacts, and opportunities confidently. You will learn CRM basics, data cleaning methods, simple automation, and flows suited for small teams. Create helpful reports and dashboards, configure users and security properly, and discover further options like integrations, APIs, and Trailhead to quickly aid actual sales and support activities.
Elevify advantages
Develop skills
- Salesforce CRM setup: configure core objects, fields, and sales workflows quickly.
- Data modelling for SaaS: design Leads, Accounts, Contacts, and Opportunities.
- Security and access control: set profiles, roles, sharing rules for small teams.
- Automation essentials: build Flows, assignment rules, and Web-to-Lead forms.
- Reporting and dashboards: create sales reports and manager-ready visual KPIs.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
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