CRM Salesforce for Beginners

4.5( 4 REVIEWS )
Overview Salesforce certification is the ultimate professional pathway that recognises expertise and skills in the real world. Whether you are …


Salesforce certification is the ultimate professional pathway that recognises expertise and skills in the real world. Whether you are aiming to be a customer support manager or an administrator to maintain Salesforce performance, the CRM Salesforce for Beginners serves as the perfect tool to bring customers closer to their favourite brands and people involved in managing those brands. 

In customer relationship management (CRM), Salesforce is the leading tool to handle daily CRM-related processes to manage various activities. For example, with the CRM Salesforce for Beginners certification, you will learn to effectively manage projects, emails, sales funnels, and customers’ queries. This essential training is your one-way ticket to having a successful marketing manager by equipping you with the Salesforce skills you need to thrive. 

CRM Salesforce for Beginners will guide you step by step to create sales campaigns. Upon course completion, you will qualify for many new exciting job roles in the marketing and sales industry. Moreover, you also get hands-on training related to customers’ follow up and learn to satisfy customers beyond expectations. So gear up for a successful career and get enrolled now to make Salesforce your best companion.

Why You Should Take This Training at Study365? 

Study365 is a leading online provider for several accrediting bodies and provides learners with the opportunity to take this exclusive course awarded by Edureka. At Study365, we give our fullest attention to our learners’ needs and ensure they have the necessary information to proceed with the Course. 

Learners who register will be given excellent support, discounts for future purchases and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships, and their favourite restaurants.

  • Access Duration
  • Who Is This Course For? 
  • Entry Requirements
  • Certification
  • Awarding Body
  • Method of Assessment
  • Career Path & Progression

The course will be directly delivered to you, and you have 12 months of access to the online learning platform from the date you joined the course. The course is self-paced and you can complete it in stages, revisiting the lessons at any time. 

This course is recommended for flourishing their careers as:  

  • Sales and Marketing Managers  
  • Support and Service Centre Professionals 
  • Students 
  • Learners should have a basic know-how of English, ICT, and numeracy. 
  • Anyone above 16 years with a sound educational background can take this course. 
  • Knowledge of cloud-based networks is helpful. 

Upon successfully completing the course, you will be awarded the Certificate for 'CRM Salesforce for Beginners' by Edureka.

Edureka is the fastest-growing online learning platform with a trusted name in the industry. The platform has the highest course completion rate and turns beliefs into realities by ridiculously committing to their students. Edureka collaborates with Study365 and many other educational bodies to provide guaranteed learning and success to global students & professionals.

To successfully obtain this Edureka certification, learners will have to submit an assignment that proves their worth and skill related to this particular course. 

The CRM Salesforce Beginners training will set you up for climbing up the ladder of success. The certification will open new avenues and roles to demonstrate your CRM management skills. Salesforce professionals earn higher than many other professionals. Given below are job titles you can compete for, along with the average UK salary per annum, according to

  • Sales and Marketing Manager - £63,000 (Approximately)
  • Marketing Executive- £28,900 (Approximately)
  • Customer Service Manager- £35,100 (Approximately)
  • Customers Service Advisor- £20,600 (Approximtely)

Course Curriculum

1. Introduction to CRM and SFDC
CRM Overview
Cloud Computing
Introduction to (SFDC)
SFDC Modules.
2. SFDC Overview
SFDC Business Objects and Their Application
Standard Business Objects
Custom Business Objects
Salesforce Data Model
Salesforce Relationships
3. SFDC Security Model - 1
Salesforce Data Fields
Salesforce Security Features
Organization Wide Default
4. SFDC Security Model - 2
Records Mass Transfer
Sharing Rules and Application
Application of Roles and Sharing Rules
Profiles and Permission Sets
5. SFDC Configuration - 1
Permission Sets
Page Layout
Record Type
Field Level Security
6. SFDC Configuration - 2
Marketing Cloud
Sales Cloud
Products and Price Book
Quote Management
Service Cloud
Translation Workbench
7. SFDC Advanced Configuration - 1
Assignment Rules
Auto Response
Approval Processes
Escalation Rules
Validation Rule
8. SFDC Advanced Configuration - 2
Content Management
Data Loader
Deployment Using Change Sets
Apex and Visual Force

Students feedback


Average rating (4)
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1 Star
    C N

    Clem Newman

    July 11, 2021

    I learned a lot about satisfying customers who have a negative view of your business.

    J T

    Jody Thomas

    May 12, 2021
    CRM made easy

    The course made understanding CRMs very easy. I feel much confident in my skills now.

    A M

    Alex Morris

    April 22, 2021
    Hands-on approach

    The course follows a hands-on approach which will prove helpful at the workplace.

    R C

    Rene Chambers

    March 07, 2021
    Detailed course

    An in-depth explanation of CRM usage and sales funnels. Technical marketing concepts made simple.

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