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CRM Salesforce for Beginners

Develop your CRM expertise. Salesforce by understanding CRM concepts, their business implications, and how Cloud computing is changing how businesses use technology to engage with their customers.

Why This Course

Salesforce maintained its dominance in the CRM market in 2016, accounting for 19.7 percent of the market, according to Gartner.

Salesforce platform is used by 200,000 businesses worldwide.

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Indeed.com reports that the average annual salary is $60,791.

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Self Paced Online Class

CRM Salesforce for Beginners

Our Online Self-Learning Courses offer a self-paced approach, enabling participants to start learning at their preferred times. These courses provide structured training and incorporate review exercises to solidify understanding. You'll access instructional videos and PowerPoint presentations (PPTs) and engage in assignments, projects, and various activities aimed at improving learning outcomes, all tailored to your convenience.

$338  $236

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Why Enroll In CRM Salesforce for Beginners Course?

Salesforce CRM is a powerful tool that helps businesses streamline sales, marketing, and customer support processes. It provides a unified platform to manage customer data, allowing for personalized communication and tailored solutions. It improves sales processes with lead and opportunity management, increases marketing ROI with automation, and improves customer support with case management and a knowledge base. Overall, it helps beginners improve customer relationships and drive business growth efficiently and effectively.

CRM Salesforce for Beginners Training Features

Live Interactive Learning

  World-Class Instructors

  Expert-Led Mentoring Sessions

  Instant doubt clearing

Lifetime Access

  Course Access Never Expires

  Free Access to Future Updates

  Unlimited Access to Course Content

24x7 Support

  One-On-One Learning Assistance

  Help Desk Support

  Resolve Doubts in Real-time

Hands-On Project Based Learning

  Hands-On Project Based Learning

  Industry-Relevant Projects

  Course Demo Dataset & Files

Cloud

  Preconfigured Lab Environment

  Infrastructure with Tools and Software

  Single Sign-On

About your AWS Course

AWS Solutions Architect Course Skills Covered

Managing Security

Designing Data Storage Solutions

Monitoring Cloud Solutions

Designing Resilient AWS Solutions

AWS Cloud Cost Optimization

Designing Identity Solutions

CRM Salesforce for Beginners Course Curriculum

Learning Objectives - In this module, you'll learn the basic overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com. 

Topics - CRM Overview, Cloud Computing, Introduction to Salesforce.com (SFDC), SFDC Modules.

Learning Objectives - In this module, you will learn creation of business objects and its application, you will also learn about Standard Business Objects and Custom Business objects.

Topics - SFDC Business objects & their application, Standard Business Objects, Custom Business Objects, Salesforce Data Model, Salesforce Relationships.

Learning Objectives - In this module, you will learn about Salesforce Data Fields, Security Features in Salesforce and you will also be learning about the Organization Wide Default settings. 

Topics - Salesforce Data Fields, Salesforce Security Features, Organization Wide Default, Profiles, Roles.

Learning Objectives - In this module you will learn about Mass Transfer, Sharing Rules and Application of Roles. 

Topics - Records Mass Transfer, Sharing Rules & Application, Application of Roles & Sharing Rules, Profiles & Permission Sets.

Learning Objectives - In this module, you will learn Profiles, Permission Sets, Page Layout, Record Type and Field Level Security . 

Topics - Profiles, Permission Sets, Page Layout, Record Type, Field Level Security.

Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales Cloud and Service Cloud. 

Topics - Marketing Cloud, Sales Cloud, Products & Price Book, Quote Management, Service Cloud, Activities, Analytics, Reports,  Dashboards, Translation Workbench.

Learning Objectives - In this module, you will learn about Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule. 

Topics - Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules, Validation Rule.


Learning Objectives - In this module you will learn about Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force. 

Topics - Chatter, Content management, Data Loader, Deployment using Change Sets, Apex & Visual Force

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Certification

  • Once you are successfully through the project (Reviewed by a CertHippo expert), you will be awarded with CertHippo CRM Salesforce for Beginners certificate.
  • CertHippo certification has industry recognition and we are the preferred training partner for many MNCs e.g.Cisco, Ford, Mphasis, Nokia, Wipro, Accenture, IBM, Philips, Citi, Ford, Mindtree, BNYMellon etc. Please be assured.
  • Salesforce Admin 201 Training Certification

CRM Salesforce for Beginners Online Training FAQs

All the instructors at CertHippo are practitioners from the Industry with minimum 10-12 yrs of relevant IT experience. They are subject matter experts and are trained by Certhippo for providing an awesome learning experience.

CertHippo is dedicated to providing you with an amazing learning experience by utilising world-class content and best-in-class instructors. Through this programme, we will establish an ecosystem that will allow you to convert opportunities into job offers by showcasing your talents during an interview. Once you've completed the programme, we can help you create a résumé and share essential interview questions. Please understand, however, that we do not provide job placement services.


CertHippo is dedicated to providing you with an amazing learning experience by utilizing world-class content and best-in-class instructors. Through this programmer, we will establish an ecosystem that will allow you to convert opportunities into job offers by showcasing your talents during an interview. Once you've completed the programmer, we can help you create a résumé and share essential interview questions. Please understand, however, that we do not provide job placement services.


You can give us a CALL at +1 302 956 2015 (US) OR email at info@certhippo.com

CRM Salesforce for Beginners Course Description

About the Course

CertHippo CRM Salesforce for Beginners course will introduce attendees to the concepts of CRM and the application of CRM to business operations.The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.Attendees will be introduced to Salesforce.com system through conceptual coverage of Sales, Marketing and Service aspects of CRM.The course will include creating Salesforce.com login accounts and provide a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. Throughout the course, the participants will continue to work on a case study to understand the concepts better. At the end of the course, the participants will have to implement a project utilizing the concepts learnt.

Course Objectives

After the completion of the CRM Salesforce for Beginners course at Certhippo, you will be able to: 

1. Understand what Customer Relationship Management is about and share multiple examples of the relevance and application of CRM. 

2. Discuss Cloud Computing concepts, how cloud computing is used for CRM and the various CRM tools that are used by the business. 

3. Describe the CRM modules and define the activities performed as part of sales, marketing, and service. 

4. Create business objects and define the business flow across organization CRM processes. 

5. Create various types of fields and define the relationship across objects in order to achieve the business functionalities. 

6. Utilize the various functionalities of Salesforce.com to achieve Salesforce automation. 

7. Prepare reports and associated dashboards to enable business performance preview.

Why learn CRM Salesforce?

At a time where acquiring new customers and retaining existing clients for business is becoming more and more critical, CRM systems provide the tool to bridge the gap between business processes and managing customer expectations. Customers are rapidly moving to Salesforce.com owing to its established cloud technology and its Pay per use similar features. This course will help to jump start your career in Salesfore.com and provide a platform to develop your knowledge with extensive training and hands-on practice sessions.

Who should go for this Course?

This course is a solid foundation to anyone who aspires to become Business Analyst, Techno-functional Analyst or Salesforce Developer.

What are the pre-requisites for this Course?

The pre-requisites for this course include Business Understanding of Customer Relationship Management, Basic knowledge of CRM systems, Cloud Computing, Basic idea regarding SaaS.

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Projects

Yes, you would be creating Salesforce.com login accounts and will be provided a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.

(i) Implementing a custom recruitment application on Salesforce.com

(ii) Defining a sales process automation for a B2B organization involving in selling high value technology tools and services to other organizations e.g. An IT services organization selling infrastructure and application services.

Selenium Certification

  • Once you are successfully through the project (Reviewed by a CertHippo expert), you will be awarded with CertHippo CRM Salesforce for Beginners certificate.
  • CertHippo certification has industry recognition and we are the preferred training partner for many MNCs e.g.Cisco, Ford, Mphasis, Nokia, Wipro, Accenture, IBM, Philips, Citi, Ford, Mindtree, BNYMellon etc. Please be assured.
  • Salesforce Admin 201 Training Certification

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