Course Description

So you want to learn Salesforce CRM? Great job!

Do you know Salesforce CRM is the most trending course?

There are massive opportunities in Salesforce CRM as it leads the market.

Our Salesforce CRM Training course is a job oriented course ie at the end of the course you can
easily clear interviews or on board into an ongoing Salesforce CRM project.

Also the salaries in Salesforce CRM is very impressive (Indeed.com report)

Features

✅Lifetime access✅Lifetime video access
✅Real-time case studies✅The project integrated into the Curriculum
✅24*7 Support from our team of administrators

Course Content

1. CRM CONCEPTS
  • What is CRM?
  • Common business issues faced by companies today.
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry
2. Administration
3. Sales Cloud Concepts
  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • How CRM can help?
  • Adding A Lead
  • Adding an Account
  • Edit an Account Record
  • Adding A Product to An Opportunity
  • Sales ID
  • Adding A Task
  • Connect to Microsoft Outlook
  • Send and Add an Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding an Opportunity
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities
4. Standard SFDC Applications
  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • com Sites
5. Sales force.com Overview
  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedy force
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing
6. Service Cloud Concepts Create Case
  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases
7. Security
  • User Security and Authentication
  • Session Security Network
  • Security Tokens
  • Data Security
8. Standard Objects
  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger
9. Managing Users
  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets
10. Securing and Sharing Data
  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types
11. Automate Business Process with Workflow Developing Approval Processes
  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment
12. Going Global
  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export
13. Using Analytics
  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots
14. Overriding Link, Tabs and Label Sending Mass Email Importing Data
  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt
15. Monitoring your Org
  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs
16. Advanced Topics
  • com
  • Global Actions
  • Knowledge Apps
  • 2 CRM Projects

FAQ’s

❓ Do you offer any discount/offer?

✅ Yes, offers keep changing from time to time. You can chat with us or call our training coordinator for more details.

❓ Is there any demo video which I can watch before enrolling to the course?

✅ Yes, we have provided a Demo video section on each course page so that you can get a glimpse into the course you want to enroll.

❓ How soon after signing up would I get access to the learning content?

✅ Yes, we will provide access to all the learning materials after the complete payment for the course.

Course Instructor

This course does not have any sections.