Salesforce is a popular and powerful cloud-based customer relationship management (CRM) platform used by businesses of all sizes. It helps companies manage their interactions and relationships with customers and prospects more effectively.
DurationSalesforce is a popular and powerful cloud-based customer relationship management (CRM) platform used by businesses of all sizes. It helps companies manage their interactions and relationships with customers and prospects more effectively.
It helps businesses track their customers, their preferences, and their interactions. It has a centralized database, which you can access across the globe with an internet connection. This course is designed to provide comprehensive instruction in the essential administrative features and functionalities of Salesforce.
Course Objectives
Explore Salesforce CRM and subscription options.
Configure company profiles, working hours, and settings.
Customize fields, including formulas and picklists.
Configure object relationships and custom layouts.
Control record sharing and implement sharing rules.
Register and set up a trial Salesforce account.
Design and create custom applications for business needs.
Implement validation rules and audit tracking.
Manage users, profiles, and security levels.
Master data management and tools.
Student Journey Throughout The Course
Once you enroll in our Salesforce Admin training, your journey involves several key steps. You will be trained by our tutor with a minimum of 15+ years of Salesforce or relevant IT experience.
This course includes Salesforce Administration, which covers Salesforce CRM Introduction, user and profile management, managing data, reports, and dashboards. You can apply for an official Salesforce Admin certification. The journey concludes with a final assessment.
Course Content
Unit 1: Salesforce CRM Introduction & Architecture
Unit 2: Setting Up Salesforce Environment
Unit 3: Organizational-level settings
Unit 4: Setting up Custom Application
Unit 5: Field Customization (Standard and Custom)
Unit 6: Business process management
Unit 7: Relationship management
Unit 8: User and profile Management in Salesforce
Unit 9: Sharing management custom Application
Unit 10: Managing Data
Unit 11: Setting up Automation rules
Unit 12: Reports and Dashboards
Unit 13: Salesforce Communities Introduction and Configuration
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Salesforce is a widely adopted cloud-based CRM platform that empowers businesses to manage customer interactions and relationships more effectively, driving improved sales and service outcomes.
Customer Relationship Management (CRM) is a business strategy for maximizing shareholder value through acquiring, enhancing and retaining desired customers. This course will examine the concepts, processes and technologies an organization uses to achieve superior performance through client intellig...
This course offers practical implementation of the sales force from working professionals. Along with technical aspects, we prepare our students for interviews as well.
This course introduces Customer Relationship Management (CRM) and provides the skills and knowledge required to develop, manage, build and maintain customer relationships.
In cooperation with an authorized Salesforce training provider, we offer a complete Salesforce training program to successfully manage your cloud-based Salesforce applications.
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