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.

Original price was: $279.00.Current price is: $207.00.

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.

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


  • CRM Overview
  • Cloud Computing
  • Introduction to (SFDC)
  • SFDC Modules

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.


  • SFDC Business objects & their application
  • Standard Business Objects
  • Custom Business Objects
  • Salesforce Data Model
  • Salesforce Relationships

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.


  • Salesforce Data Fields
  • Salesforce Security Features
  • Organization Wide Default
  • Profiles
  • Roles

SFDC Security Model: 2

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


  • Records Mass Transfer
  • Sharing Rules & Application
  • Application of Roles & Sharing Rules
  • Profiles & Permission Sets

SFDC Configuration: 1

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


  • Profiles
  • Permission Sets
  • Page Layout
  • Record Type
  • Field Level Security

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.


  • Marketing Cloud
  • Sales Cloud
  • Products & Price Book
  • Quote Management
  • Service Cloud
  • Activities
  • Analytics
  • Reports
  • Dashboards
  • Translation Workbench

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.


  • Queue
  • Assignment Rules
  • Auto Response
  • Approval Processes
  • Workflow
  • Escalation Rules
  • Validation Rule

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.


  • Chatter
  • Content management
  • Data Loader
  • Deployment using Change Sets
  • Apex & Visual Force

How will I execute the practicals?

You would be creating login accounts and will be provided a step by step instructions on how to achieve the CRM concepts on a 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?

  • Implementing a custom recruitment application on
  • 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.

Do you provide placement assistance?

CertAdda 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 CertAdda?

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.

What if I have more queries?

Just give us a CALL at +91 8178510474 / +91 9967920486 OR email at

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