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
Ron Cwik
PMP Certification Training, 2008
Great training facility. Great instructors. Great experience.
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.
Robert Graf
MCSA
Microtrain presents the course material in an interesting and concise manner. Microtrain gives the student all the resources necessary to pass the certification exams. Both the Chicago and Lombard facilities were excellent, and the staff goes to any length to accommodate any student changes.
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.
D. Easter
PMP Certification Training, November 2008
Thanks Microtrain for conducting a great PMP course that set me on a successful path to obtain my PMP certification. I have passed the test!
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