Salesforce CRM Customization: Design & Implementation
Master Salesforce customization to enhance CRM functionality and user experience for business optimization.
Master Salesforce customization to enhance CRM functionality and user experience for business optimization.
Dive deep into Salesforce customization with this comprehensive course. Learn to identify and utilize declarative tools, differentiate between clicks and code solutions, and tailor Salesforce to meet specific user needs. Explore the Lightning interface, automation processes, and data security model impacts. Ideal for CRM Managers, Business Analysts, IT Professionals, and aspiring Salesforce Administrators, this course equips you with practical skills to optimize Salesforce for your organization, enhancing both usability and productivity.
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What you'll learn
Identify the different declarative tools available to customize Salesforce
Differentiate between clicks and code and when to choose which solution
Customize Salesforce to meet the needs of the users through easy standard available functionality
Examine the impact of the Data Security model on the user experience
Master Salesforce customization without causing user frustration
Apply Salesforce customization to real-world scenarios
Skills you'll gain
This course includes:
47 Minutes PreRecorded video
1 assignment,1 peer review
Access on Mobile, Tablet, Desktop
FullTime access
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There is 1 module in this course
This course provides a comprehensive exploration of Salesforce customization techniques, focusing on enhancing CRM functionality and user experience. It covers a wide range of topics, from foundational concepts to advanced customization strategies. Learners will delve into user interface customization, automation processes, and the customization of user workspaces. The course emphasizes the importance of understanding and utilizing declarative tools, distinguishing between clicks and code solutions, and tailoring Salesforce to meet specific organizational needs. Additionally, it examines the impact of the Data Security model on user experience and explores the use of profiles and permission sets. By blending theoretical knowledge with practical applications, this course equips participants with the skills to optimize Salesforce implementations, improve user adoption, and drive business efficiency.
Salesforce Design Mastery: CRM Customization
Module 1 · 2 Hours to complete
Fee Structure
Payment options
Financial Aid
Instructor
Salesforce Training Expert Connie Hazendonk Transforms CRM Implementation Through Strategic Education
Connie Hazendonk has established herself as a distinguished Salesforce training specialist with over a decade of experience across multiple industries and Salesforce Clouds. As a certified Salesforce Administrator Instructor and End User Trainer, she combines deep technical expertise with practical business acumen to create customized training solutions that drive user adoption and organizational success. Her comprehensive approach encompasses face-to-face sessions, online training, support videos, and detailed documentation, while integrating change management principles and business processes into her methodologies. Working across diverse sectors from national government to medical technology, Hazendonk has developed signature programs that prepare professionals for Salesforce Admin certifications and help organizations maximize their CRM investments. Through her role as an instructor for Salesforce Design Mastery courses and her contributions to various training initiatives, she continues to shape the future of Salesforce implementation and user enablement.
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