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Salesforce CRM - A Complete Introduction (Udemy.com)

Salesforce CRM - A Complete Introduction for new users

Created by: Haoming Yau

Last updated December 2023

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What you will learn

  • A comprehensive and complete overview of Salesforce for new users
  • Understand what Salesforce is and the benefits it can provide to your organisation
  • Be familiar with key features and functionality provided by Salesforce
  • Understand Salesforce objects and how information is organised in Salesforce
  • Learn how to use Salesforce reports, list views and dashboards

How it compares

Against the other 100 rated Udemy courses in Salesforce on CourseDuck:

  • Rating4.5 out of 5higher than 49% of them
  • Reviews2,867#21 of 101 by number of reviews
  • Length5.2 hoursshorter than 65% of them
  • Last updatedDecember 2023earlier than 78% of them

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Course Description

The Definitive Salesforce course for new users

Salesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more.

This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators.

It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology.

Your Instructors

Richard Pomeroy

  • x7 Salesforce Consultant, Mentor and Trainer near Portsmouth

  • 11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goals

  • Salesforce Platform Champion (2020-2021)

  • Salesforce Blogger at SFDCPenguin

Haoming Yau

  • x9 certified Salesforce Consultant

  • 15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals.

  • Active Salesforce solutions consultant & trainer based in London

  • Experienced Udemy Instructor with over 200 positive reviews.

We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people.

Course content includes:

  • Signing up to a free developer Salesforce Org

  • Navigating Salesforce

  • Data and objects - Including Accounts, Opportunities, Cases, Campaigns

  • Salesforce features - Including Automation, Validation Rules, AppExchange

  • Salesforce reporting

  • List Views

  • Dashboards

  • Getting Help

Learning Outcomes

  • A comprehensive and complete overview of Salesforce for new users

  • Understand what Salesforce is and the benefits it can provide to your organisation

  • Learn how to navigate around Salesforce

  • Be familiar with key features and functionality provided by Salesforce

  • Understand Salesforce objects and how information is organised in Salesforce

  • Learn how to use Salesforce reports, list views and dashboards


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Instructor Details

Haoming Yau

Hi I'm Yau, a solutions consultant & trainer based in London. I have over 15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals. I am a x9 certified Salesforce Consultant and a Notion Pro.

My passion is making a positive difference in people's lives and therefore great care and focus is taken to ensure my online courses are practical and useful to people.

I am also the founder of Social Sports Mix, one of the largest Meetups in London that organises rounders (British Baseball) and mixed gender football events.

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Reviews

4.5

2,867 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Adoncia Boykins on 9/24/2026

Yes, because it really gives me a better understanding of what Salesforce resources I could use to better improve my knowledge of this CRM because I never got training from a certified user. A previous supervisor was very instrumental in showing me what the general functionalities were and I expanded my knowledge as needed.

By Brodie Grose on 5/29/2026

Very clear so far, format is great and I'm able to understand what they are saying. Its at a great pace with the option to always go back and rewatch if needed, everything is made visually clear and demonstrated when required.

By Peace Doris T Cookey-Gam on 1/13/2025

Salesforce is an interesting course that would equip you with the knowledge needed to simplify your role as a customer service adviser, sales assistant, business development manager, or marketing staff member. Most importantly you can monitor your level of engagement and account relationship management with your customers and prospects. Peace

By Christoph Roth on 8/30/2024

Good and thorough explanations of the most important objects & actions in Salesforce. Course feels most suited for new users without any CRM experience, as there are a lot of explanations of very basic features such as how to edit the column layout of a table etc. Quizzes are way too easy and often possible to answer correctly just by reading how the questions and answers are phrased. I missed an overall summary of what was learned in the entire course in the end.

By Harkirat Singh Marwah on 4/3/2024

A well designed program to learn the basics of the CRM, I last used Salesforce in 2016 and after that I joined a different company which was using a different CRM software. Here we are in 2024, I do not find it difficult to learn again about the Salesforce CRM as it is well-explained in detail.

By Anonymized User on 12/13/2023

I am a Product Manager new to a company whose external client platform and internal CRM is built off Salesforce so I took this course with hopes that I can gain some common understanding of Salesforce terminology and features. I am leaving with more confidence in the terminology and capability of Salesforce and taking potential enhancement opportunities to my team!

By Houssame on 7/1/2023

I would retrieve one star because the accent is very difficult to follow and the automatic subtitles often get it wrong, which is normal as the accent is difficult to follow. On the other hand, thanks to you guys and to your great work, I am able now to start working with salesforce with more confidence. So Thank you again for your efforts.

By Michael Sempek on 3/16/2023

The course was excellent. Never used this product before and feel like I could comfortably use it (as a user, not an admin) going forward. My bit of feedback was that I was somewhat frustrated by a small number of references to customized objects and changes to the layout the instructors made for the video which are not in the default configuration and they did not explain how to make these changes until much farther in the course.

By Nancy Keer on 2/8/2023

I highly recommend this course to beginners. Step-by-step things were taught. I had zero knowledge about Salesforce and how we operate it. Now I can easily use it with the help of this course. Thank you for your time and guidance.

By Anvesh Resu on 9/27/2022

YES IT WAS GOOD AND I AM UNDERSTANDING IT VERY WELL .HERE IT IS VERY CLEARLY EXPLAINED EVERYTHING IT WOULD BE USEFUL FOR BEGINNER EVEN IF THEY KNOW NOTHING ABOUT SALESFORCE THANK YOU

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Read all 2,867 reviews on Udemy

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Overall Score : 90 / 100