Complete Salesforce & Salesforce1 New User Training Course

Marketing & Sales Cloud with Reports, Dashboards & Salesforce1 mobile

What's Inside


If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course is updated and kept current with each release (3 times a year) and covers:

  • Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.
  • Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform
  • Encompasses the entire lifecycle of the typical sales process from
    • Marketing (Attract Customers)
    • Sales (Attain Customers)
    • Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Trade Shows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!

What are the requirements?

  • No prior Salesforce Experience is Required.
  • I will show you how to sign up for your own free Salesforce account that you can keep for life!

What am I going to get from this course?

  • Close More Deals
  • Manage Accounts Effectively in Salesforce
  • Market Efficiently and Measure Marketing Effectiveness in Salesforce
  • Service Client Relationships and Provide Exceptional Customer Support
  • Run Your Business From Your Phone with the Salesforce1 Mobile App
  • Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
  • Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics

Who is the target audience?

  • This course is meant for new users of the Salesforce platform.
  • This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform
  • This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs.

What You Get

  • 6 hours of SalesForce training content
  • 56 lectures video lectures

Course Curriculum

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5032+ Students
55 Lectures
6+ Hours of Video
Lifetime Access
24/7 Support
Instructor Rating
Mike Wheeler

I teach Salesforce because I am passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and I am creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

After Thousands of Student Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

I have been building solutions on the Salesforce platform since 2008, and started my own certification journey in 2011. Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

I am the founder of Mike Wheeler Media, LLC, where my mission is to Inspire, Equip and Train the masses on the Salesforce Platform. Feel free to connect with me through the various social profile links on my profile here.

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