Salesforce Fundamentals for Business Users and Consultants
Get a solid foundation in Salesforce CRM — the world’s leading cloud-based customer relationship platform. This hands-on course teaches you how to navigate Salesforce, manage customer data, automate workflows, and improve collaboration across teams. Whether you’re a business professional, analyst, or aspiring consultant, you’ll gain the practical skills needed to work effectively in Salesforce environments and support business transformation initiatives.
About this Course
Salesforce drives innovation and customer success for organizations across every industry. Salesforce Fundamentals for Business Users and Consultants (SP-BSX101) is designed for professionals who want to understand how Salesforce supports business processes, sales operations, customer service, and data management.
Through live, instructor-led sessions and guided exercises, participants will learn how to:
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Navigate the Salesforce Lightning interface
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Manage accounts, contacts, and opportunities
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Customize list views and reports
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Understand key Salesforce objects and relationships
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Leverage dashboards for data-driven decisions
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Explore automation tools such as Workflow Rules and Process Builder
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Align Salesforce functionality with real-world business use cases
Participants will also learn best practices for user adoption and gain insight into career paths in Salesforce consulting and administration.
Who Should Attend
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Business professionals transitioning into Salesforce-related roles
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Project managers, analysts, or consultants supporting Salesforce initiatives
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Anyone seeking a foundational understanding of Salesforce CRM before pursuing certification
Course Format A blend of live instruction, and interactive labs ensures learners can apply their skills immediately in real-world contexts.
Included Materials
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Course workbook and exercises
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Guided Salesforce practice environment
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Supplemental study resources and reference materials
Outline
1. Introduction to Salesforce and Cloud CRM
2. Salesforce User Interface and Navigation
3. Managing Data and Relationships
4. Business Processes and Automation
5. Reports and Dashboards
6. Collaboration and Productivity Tools
7. Preparing for Next Steps
Prerequisites
No prior Salesforce experience is required. Basic computer proficiency and familiarity with business processes such as sales, marketing, or customer service are helpful but not necessary.
Exam Pass Guarantee
At Microtrain we are committed to your success! Let us show you the return you get from great tech training. We will personally guarantee that if you take our class and follow our program you will be successfully certified!
Raves & Praise
Kaycee Ekufu
MCSA
The instructor [Al Khalfan] was very knowledgeable in the field. He presented the materials and concepts with a professional touch. He also frequently adds humor to his teachings, which made it easier for me to understand. The support staff was all nice, gentle, caring, and very helpful. The materials, rooms and amenities were excellent and exceeded expected standards.
Jennie
Student Employment Success - Project/Process Manager
My Career Services Manager was very friendly and helpful and had excellent follow-up. She seemed to really care how things were going and kept me moving in the right direction. The resources available in job search were great and the visibility that there were jobs out there looking for my skillset was promising. Additionally, the training, as well as having an updated resume stating the Microtrain course work I had taken made me feel more confident and marketable as I looked for employment. It showed that I was dedicated and took project management and process management seriously.
David
A Cisco Success Story
I attended a resume writing seminar & conducted mock phone interviews with a Microtrain career counselor. These two activities gave me a leg up on distinguishing myself from all the other people looking for work. Since the career counselor's at Microtrain had a track record of getting people hired, their insight and positive past experiences helped me tremendously in getting hired with a Cisco Voice Systems Integrator in the Chicago area. I was hired as a Cisco Voice Tech Engineer with a starting salary of $65,000 / year with a Cisco voice systems reseller located in the Chicagoland area. Microtrain was very instramental in making this a reality. From expediting my WIA grant, to providing excellent hands-on training from knowledgable instructors I was able to achieve becoming certified with my CCNP. Microtrain's career services was the final catalyst in connecting me with this company by communicating with them on my behalf and with me in setting up the interview. One week later and I was hired. No joke. Thanks Microtrain!
Karine Bucci
Project Management
Great class, loved the interaction and team-building exercises. Plenty of materials and learning tools supplied. Although it was a full week's class, never boring. Donna [Russell] was awesome and gave many supporting examples for better understanding.
Scott Wilson - Team Bradley
Employer Partner Feedback
Dawn has been a pleasure to work with. She is diligent in her efforts to give MicroTrain’s students the best opportunities to connect and network with various companies and players in the job market. The curriculums and certification programs are in line with today’s current IT needs. It’s good to see that they evolve with what employers are most seeking out there. I would recommend to any employer that hires skilled IT workers that they look into MicroTrain’s career services department as a potential source of candidates. The business of hiring can be quite costly, and Dawn and her staff provide a free service to outside companies. This value-add for MicroTrain’s students aligns with their mission in both training and job assistance to set up a win/win scenario for all involved.
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