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CRM Salesforce for Beginners

CRM Salesforce for Beginners

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CRM Salesforce for Beginners Preview this course

Become an expert in CRM Salesforce by mastering concepts of CRM, its business implications and how Cloud computing is changing the way businesses use technology to engage with their customers.

5k+ satisfied learners Read Reviews

Why should you take CRM Salesforce for Beginners?

Salesforce continued to dominate the CRM market in 2016, with 19.7 percent of the market - Gartner

200,000 companies worldwide use Salesforce platform

The average pay stands at $60,791 per year - Indeed.com

Online self paced classes

Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You'll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

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Curriculum

Introduction to CRM and SFDC

Learning Objectives - In this module, you'll learn the basic overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com.

Topics - CRM Overview, Cloud Computing, Introduction to Salesforce.com (SFDC), SFDC Modules.

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SFDC Overview

Learning Objectives - In this module, you will learn creation of business objects and its application, you will also learn about Standard Business Objects and Custom Business objects.

Topics - SFDC Business objects & their application, Standard Business Objects, Custom Business Objects, Salesforce Data Model, Salesforce Relationships.

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SFDC Security Model - 1

Learning Objectives - In this module, you will learn about Salesforce Data Fields, Security Features in Salesforce and you will also be learning about the Organization Wide Default settings.

Topics - Salesforce Data Fields, Salesforce Security Features, Organization Wide Default, Profiles, Roles.

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SFDC Security Model - 2

Learning Objectives - In this module you will learn about Mass Transfer, Sharing Rules and Application of Roles.

Topics - Records Mass Transfer, Sharing Rules & Application, Application of Roles & Sharing Rules, Profiles & Permission Sets.

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SFDC Configuration - 1

Learning Objectives - In this module, you will learn Profiles, Permission Sets, Page Layout, Record Type and Field Level Security .

Topics - Profiles, Permission Sets, Page Layout, Record Type, Field Level Security.

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SFDC Configuration - 2

Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales Cloud and Service Cloud.

Topics - Marketing Cloud, Sales Cloud, Products & Price Book, Quote Management, Service Cloud, Activities, Analytics, Reports, Dashboards, Translation Workbench.

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SFDC Advanced Configuration - 1

Learning Objectives - In this module, you will learn about Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule.

Topics - Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules, Validation Rule.

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SFDC Advanced Configuration - 2

Learning Objectives - In this module you will learn about Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force.

Topics - Chatter, Content management, Data Loader, Deployment using Change Sets, Apex & Visual Force.

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Certification

Edureka’s CRM Salesforce Professional Certificate Holders work at 1000s of companies like

CRM Salesforce for Beginners Certificate

John Doe

CRM Salesforce Professional

with Grade X

XYZ1234 31st Jul 2024

The Certificate ID can be verified at www.edureka.co/verify to check the authenticity of this certificate

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Testimonial Reviews

Shashank SinhaSenior Manager, Service Delivery

I have attended the Salesforce Class conducted by Mr. Devanand. Very good - connectivity [v. good], ... Read More

Madhu ChetanSiebel Consultant at Medtronic

Salesforce class was interactive and knowledgeable instructor, customer support is really good and c ... Read More

Nafeeyu AhmedSAP CRM Consultant- Cognizant

I am an SAP CRM Consultant in Cognizant wanting to learn Salesforce as early as possible and complet ... Read More

Venkateswarlu ponnaAgile Test Lead (UAT)

Edureka is Best Online training in throughout my career (11 years). I subscribed for DevOps and cour ... Read More

Sudha KargiAVP, Business Optimization and BPO Relationship | PMP Certified | Zions Bancorporation

I took PMP online classes with edureka. Just wanted to let you know that I was successfully able to ... Read More

Vijay MajetiFunctional Data Analyst at Yorkshire Building Society Group

Very good learning experience. Training staff are really experienced. 24X7 Support is excellent,get ... Read More

Video Reviews

Vinayak shares his Edureka learning experience and how our Big Data training helped him achieve his dream career path.

Our learner Balasubramaniam shares his Edureka learning experience and how our training helped him stay updated with evolving technologies.

Sriram speaks about his learning experience with Edureka and how our Hadoop training helped him execute his Big Data project efficiently.

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Projects

How will I execute the practicals?

Yes, you would be creating Salesforce.com login accounts and will be provided a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.

Which Case-Studies will be part of this course.

(i) Implementing a custom recruitment application on Salesforce.com

(ii) Defining a sales process automation for a B2B organization involving in selling high value technology tools and services to other organizations e.g. An IT services organization selling infrastructure and application services.

Training Features

Course Duration

You will undergo self-paced learning where you will get an in-depth knowledge of various concepts that will be covered in the course.

Real-life Case Studies

Towards the end of the Course, you will work on a real life case study.

Assignments

Each class has practical assignments which shall be finished before the next class and helps you to apply the concepts taught during the class.

Lifetime Access

You get lifetime access to Learning Management System (LMS) where presentations, quizzes, installation guide & class recordings are there.

Certification

Edureka certifies you as a CRM Salesforce Beginner based on the project reviewed by our expert panel.

Forum

We have a community forum for all our customers that further facilitates learning through peer interaction and knowledge sharing.

FAQ's

Do you provide placement assistance?

edureka is committed to provide you an awesome learning experience through world-class content and best-in-class instructors. We will create an ecosystem through this training, that will enable you to convert opportunities into job offers by presenting your skills at the time of an interview. We can assist you in resume building and also share important interview questions once you are done with the training. However, please understand that we are not into job placements.

Who are the Instructor at edureka?

All the instructors at edureka are practitioners from the Industry with minimum 10-12 yrs of relevant IT experience. They are subject matter experts and are trained by edureka for providing an awesome learning experience.

What if I have more queries?

Just give us a CALL at +91 88808 62004 OR email at sales@edureka.co.US Toll free number is 1800 275 9730.

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