CRM Salesforce for Beginners

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.


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Why this course ?

  • 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
  • 2K + satisfied learners. Reviews

Online self - paced learning

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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Edureka For Business

Train your employees with exclusive batches and offers and track your employee's progress with our weekly progress report.

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.

Edureka's CRM Salesforce for Beginners course will introduce attendees to the concepts of CRM and the application of CRM to business operations.The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.Attendees will be introduced to Salesforce.com system through conceptual coverage of Sales, Marketing and Service aspects of CRM.The course will include creating Salesforce.com login accounts and provide a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. Throughout the course, the participants will continue to work on a case study to understand the concepts better. At the end of the course, the participants will have to implement a project utilizing the concepts learnt.

After the completion of the CRM Salesforce for Beginners course at Edureka, you will be able to: 

1. Understand what Customer Relationship Management is about and share multiple examples on the relevance and application of CRM. 

2. Discuss Cloud Computing concepts, how cloud computing is used for CRM and the various CRM tools that are used by business. 

3. Describe the CRM modules and define the activities performed as part of sales, marketing and service. 

4. Create business objects and define the business flow across organization CRM processes. 

5. Create various types of fields and define the relationship across objects in order to achieve the business functionalities. 

6. Utilize the various functionalities of Salesforce.com to achieve Salesforce automation. 

7. Prepare reports and associated dashboards to enable business performance preview.

At a time where acquiring new customers and retaining existing clients for business is becoming more and more critical, CRM systems provide the tool to bridge the gap between business processes and managing customer expectations. Customers are rapidly moving to Salesforce.com owing to its established cloud technology and its Pay per use similar features. This course will help to jump start your career in Salesfore.com and provide a platform to develop your knowledge with extensive training and hands-on practice sessions.

This course is a solid foundation to anyone who aspires to become Business Analyst, Techno-functional Analyst or Salesforce Developer.

The pre-requisites for this course include Business Understanding of Customer Relationship Management, Basic knowledge of CRM systems, Cloud Computing, Basic idea regarding SaaS.

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.

(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.

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.

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.

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.

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.

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.

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.

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.

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.

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

  • Once you are successfully through the project (Reviewed by a edureka expert), you will be awarded with edureka’s CRM Salesforce for Beginners certificate.
  • edureka certification has industry recognition and we are the preferred training partner for many MNCs e.g.Cisco, Ford, Mphasis, Nokia, Wipro, Accenture, IBM, Philips, Citi, Ford, Mindtree, BNYMellon etc. Please be assured.