CRM Salesforce for Beginners Course

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CRM Salesforce for Beginners 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.

$279.00 $207.00

Introduction to CRM and SFDC

Answer: 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.

SFDC Overview

Answer: 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.

SFDC Security Model - 1

Answer: 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.

SFDC Security Model - 2

Answer: 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.

SFDC Configuration - 1

Answer: 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.

SFDC Configuration - 2

Answer: 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.

SFDC Advanced Configuration - 1

Answer: 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.

SFDC Advanced Configuration - 2

Answer: 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.

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.

How will I execute the practicals?

Answer: 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.

Answer: (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.

What if I miss a class?

Answer: \"You will never miss a lecture at CertAddda You can choose either of the two options: View the recorded session of the class available in your LMS. You can attend the missed session, in any other live batch.\"

How soon after Signing up would I get access to the Learning Content?

Answer: Post-enrolment, the LMS access will be instantly provided to you and will be available for lifetime. You will be able to access the complete set of previous class recordings, PPTs, PDFs, assignments. Moreover the access to our 24x7 support team will be granted instantly as well. You can start learning right away.

What if I have queries after I complete this course?

Answer: Your access to the Support Team is for lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.

Do I get any assistance from CertAdda to fill up the application form?

Answer: Yes, we will guide you on how to apply & fill up the ACP® application form in PMI® website. You can use the following link to apply for examination: Apply for Exam

Will I get placement assistance?

Answer: To help you in this endeavor, we have added a resume builder tool in your LMS. Now, you will be able to create a winning resume in just 3 easy steps. You will have unlimited access to use these templates across different roles and designations. All you need to do is, log in to your LMS and click on the \"create your resume\" option.

Is the course material accessible to the students even after the course training is over?

Answer: Yes, the access to the course material will be available for lifetime once you have enrolled into the course.

Who are the instructors?

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

What if I have more queries?

Answer: You can give us a CALL at +91 8178510474 / +91 9967920486 OR email at admin@certadda.com