CRM Salesforce for Beginners
4.5( 4 REVIEWS )
161 STUDENTS
Overview Salesforce certification is the ultimate professional pathway that recognises expertise and skills in the real world. Whether you are …
Overview
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 https://www.glassdoor.com.
- 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 Salesforce.com (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 | |||
| Profiles | |||
| Roles | |||
| 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 | |||
| Profiles | |||
| 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 | |||
| Activities | |||
| Analytics | |||
| Reports | |||
| Dashboards | |||
| Translation Workbench | |||
| 7. SFDC Advanced Configuration - 1 | |||
| Queue | |||
| Assignment Rules | |||
| Auto Response | |||
| Approval Processes | |||
| Workflow | |||
| Escalation Rules | |||
| Validation Rule | |||
| 8. SFDC Advanced Configuration - 2 | |||
| Chatter | |||
| Content Management | |||
| Data Loader | |||
| Deployment Using Change Sets | |||
| Apex and Visual Force | |||
Clem Newman
I learned a lot about satisfying customers who have a negative view of your business.
Jody Thomas
The course made understanding CRMs very easy. I feel much confident in my skills now.
Alex Morris
The course follows a hands-on approach which will prove helpful at the workplace.
Rene Chambers
An in-depth explanation of CRM usage and sales funnels. Technical marketing concepts made simple.