Customer relationship management

Have exposure to one of the most popular CRM platforms used in business, Salesforce. Salesforce is an integrated customer relationship management platform that provides customer information on a company wide scale.

  1. WATCH THE INSTRUCTIONS VIDEO TO CREATE YOUR SALESFORCE ACCOUNT AND COMPLETE THE MODULE:
    Please review
    https://www.3cmediasolutions.org/privid/167301?key=33443cefe8d1ba23cf12a26bb77345ee49d00df8 and go to the Salesforce User Basics https://trailhead.salesforce.com/en/users/aalliance/trailmixes/business-specialist module to learn how to create your Salesforce account and complete this assignment. After you create your account, you can use the same link to return to the module. There is no time limit and you can leave the module and return to it as needed until you complete the badge. Each time you login to Salesforce, you will need to enter a single-use Trailblazer.me code that is sent to the email address you have used to create your account (check your SPAM account if you don’t see it in your email).

There is no partial credit. You must successfully complete all 3 units of the Salesforce User Basics module (NO OTHER MODULE COUNTS) and receive the badge AND correctly send the screen image file of either your completion badge OR your Salesforce account displaying your name, the badge and points to receive the 50 assignment points.

  1. SAVE THE IMAGE OF YOUR BADGE OR USER INFO WITH TOTAL POINTS:
    When you have received your Salesforce User Basics badge at the completion of the third element in the module, capture your screen image and save this image to submit in this assignment link. You can capture the screen image of either the badge that displays when you complete the third element (but this image closes quickly) OR the page showing your user information with your first and last name, the badge and point total located in the upper right corner of the Salesforce page (see instructions video). Please be sure your Salesforce account name appears in the upper right corner before you complete the screen capture.

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