CRM salesforce for beginners



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Cloud Computing & DevOps

Course Curriculum

Learning Objective: In this module, you will study the overview of CRM, its integration with cloud computing, and Salesforce. 

Topics covered:

  • CRM Overview

  • Cloud Computing

  • Introduction to (SFDC)

  • SFDC Module

Learning Objective: In this module, you will learn how to create business objects, their application. You will also study the standard Business Objects and custom business objects. 

Topics covered:

  • SFDC Business objects & their application

  • Standard Business Objects

  • Custom Business Objects

  • Salesforce Data Model

  • Salesforce Relationships

Learning Objective: In this module, you will learn about data fields, security features in Salesforce, and the wide default settings. 

Topics covered:

  • Salesforce Data Fields

  • Salesforce Security Features

  • Organization-Wide Default

  • Profiles & Roles

Learning Objective: In this module, you will study the basics of mass transfer, sharing rules, and application of Roles.

Topics covered:

  • Records Mass Transfer

  • Sharing Rules & Application

  • Application of Roles & Sharing Rules

  • Profiles & Permission Sets

Learning Objective: In this module, you will learn about profiles, permission sets, layouts, record type, and the field security level. 

Topics covered:

  • Profiles

  • Permission Sets

  • Page Layout

  • Record Type

  • Field Level Security

Learning Objective: In this module, you will learn how to prepare reports and their dashboards, enabling a business performance preview. It also covers concepts repeated to the marketing cloud, sales cloud, and service cloud. 

Topics covered:

  • Marketing Cloud

  • Sales Cloud

  • Products & Price Book

  • Quote Management

  • Service Cloud

  • Activities

  • Analytics

  • Reports

  • Dashboards

  • Translation Workbench

Learning Objective: In this module, you will study queue, assignment rules, auto-response, workflow, escalation rules, validation rules, and approval processes.  

Topics covered:

  • Queue

  • Assignment Rules

  • Auto Response

  • Approval Processes

  • Workflow

  • Escalation Rules

  • Validation Rule

Learning Objective: In this module, you will learn about concepts like Chatter, Content Management, Data Loader, Deployment using Changing sets, Apex, and visual force. 

Topics covered:

  • Chatter

  • Content management

  • Data Loader

  • Deployment using Change Sets

  • Apex

  • Visual Force

Course Description

Cert Ocean’s Salesforce training for beginners is perfect for people who want to get into customer relationship management processes with powerful SAAS-based CRM software. This course will help you to deal with business processes like managing projects, tasks, campaigns, emails, support center, sales funnel, and many more.

The following are some professions that should go for this course:

  • Business Administration Students

  • MBA Professionals

  • Sales and Marketing Professionals

  • Support and Service Centre Personnel

This course would include implementing a custom recruitment application on and defining a sales automation for the B2B organization with a high-value technology. 

There are no prerequisites for this Salesforce training for beginners and anyone can take up this course. 

You need a system with good internet connectivity. In case of any doubt, 24*7 support line with assist with all your queries and questions.

For all the projects, you can use the lab environment created for the Salesforce training for beginners certification.


Frequently Asked Questions (FAQs):

Candidates will never miss lectures in CERTOCEAN's Salesforce training for beginners as they have the option to either view the recorded session or to attend the next live batch. 

Our team is with each student 24/7. They need not worry about anything. Just ask your queries about the CRM salesforce for beginners and we will make sure that it gets solved as soon as possible. 

We hope that till now you have seen any of our study clips. And we think that's all because you need not look further as we are good at keeping promises. We promise to enhance your growth in the automation field using Salesforce training for beginners.
Only instructors who are experts in the domain and possess more than 10 years of experience are selected to teach after a stringent and tedious process. After shortlisting, all the instructors undergo a 3 months long training program. 

Most of the CertOcean’s learners have reported a hike in their salary and position post the completion of the Salesforce training for beginners. This training is well-recognized in the IT industry and indulges in both practical and theoretical learning. 

We provide support to all the learners even if they have completed their course training way before. Once you have registered with us, we will take care of all your educational needs and demands, resolving all your functional and technical queries. 

CertOcean's Salesforce training for beginners course will assist you throughout the course and help you master the concepts and practical implementation of technology for the course duration.

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