Introduction to Salesforce CRM

SKU: M2014
6 Lesson
|
5 Hours
Salesforce is the world’s leading cloud-based Customer Relationship Management platform used to manage sales, customer service, marketing, and business automation. In this, You will learn how Salesforce works, how to configure it, and how organizations use it to manage leads, opportunities, reports, and workflows.

Overview

Prerequisites

  • Basic understanding of business processes
  • Familiarity with web applications
  • No prior Salesforce experience required

What Will You Learn

  • CRM concepts and Salesforce navigation
  • Standard & custom objects, fields, and data models
  • User management fundamentals
  • Lead and opportunity management
  • Workflow rules and automation
  • Validation rules implementation
  • Reports and dashboards creation
  • Data import and export
  • Role hierarchy and security model
  • Sharing rules and profiles configuration
  • Approval processes set up
  • Automation best practices
  • Real-world CRM project implementation

Key Features

Course Curriculum

1. Introduction to CRM
2. Overview of Salesforce
3. Cloud computing basics
1. User Interface
2. Objects and Fields
3. Data Model
1. Lead Management
2. Opportunity Tracking
3. Account & Contact Management
1. Workflow Rules
2. Process Builder
3. Approval Processes
1. Report Types
2. Custom Reports
3. Dashboards
1. Profiles & Roles
2. Sharing Rules
3. Data Import & Export
Talk To Us

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Course Fees

Online Class Room Program

US $ 199.00
100% Money Back Guarantee
  • Duration : 5 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 25 Jun 2026
  • Weekday Batch 29 Jun 2026
  • Weekend Batch 27 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

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