Salesforce CRM Introductory Course

Over the past few months I’ve been working with my friend, Yau, to create an introductory course for new Salesforce users. I am pleased to announce that “Salesforce CRM: A Complete Introduction” is now available! 

In this post, I’ll share with you some of the high-level content of the course and how to access the course for free!

Table of Contents

Who is it for?

“Salesforce CRM: A Complete Introduction” is for anyone wishing to take their first steps into the world of Salesforce. You may be a user of Salesforce, wanting to know more about what it is or can do. Equally, you could be an aspiring Salesforce Admin or Developer looking to start a career. With over 5 hours of content, it will help you get your bearings with the core Salesforce CRM platform. 

This is not a ‘how-to’ or ‘certification course. Our intent is to provide an overview of what Salesforce CRM is and what it can do. 

Overview of Course Content

 It covers a variety of introductory topics including:

  • Introducing Salesforce: Editions, Clouds, Lightning vs Classic and the AppExchange
  • Navigating Salesforce: How to find your way around the Homepage, Tabs/Apps, Search and Record Pages
  • Data and Objects: How data is structured, including what is meant by Record Types, Standard and Custom Objects, etc
  • Salesforce Features: Such as automation, duplicate management, validation, collaboration, security and Outlook integration
  • Reporting and Dashboards: Reports, List Views and Dashboards in Salesforce
  • Getting Help: Overviewing the various resources available to help you get the best out of Salesforce

Where can I find it?

The course is currently available on both Udemy and Skillshare

You can currently access the course for free on Udemy! To get the course, click here. This offer is valid for the next 30 days, for the first 100 students. 


We have put a lot of effort into preparing ‘Salesforce CRM – A Complete Introduction’. We hope you will find it useful. If you have any questions or would like more information on the course, please feel free to reach out either in the comments below or the Contact form. We hope you’ll enjoy the course!

Bonus Penguin Fact

It wouldn’t be an SFDC Penguin post without a penguin related-fact. This time, I want to highlight the efforts going into conservation and protection of the Humboldt Penguin (Spheniscus humboldti). 

Humboldt Penguins are native to Chile and Peru. However, their populations are in a state of decline, with the IUCN’s (International Union for Conservation of Nature) Red List categorising them as ‘Vulnerable’. There are various factors contributing to this including, but not limited to:

  • Habitat loss
  • Overfishing by humans
  • Climate change
  • Pollution
As a result, efforts are being made to safeguard their future. Click here to see one such example of conservation, where a lost Humboldt Penguin was rescued. 

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