Highly rated on Google
4.9/5
Course Duration
8 weeks
Learning Mode
Offline
Placement's*
100%
Description:
The Salesforce Essentials course provides participants with a comprehensive understanding of Salesforce, a leading customer relationship management (CRM) platform. Participants will learn about the key concepts, features, and functionalities of Salesforce, including sales automation, service cloud, marketing automation, and customization options. Through a combination of theoretical learning and hands-on exercises using Salesforce Trailhead, participants will gain proficiency in navigating the Salesforce platform, configuring standard objects, and designing basic workflows.
Key Topics:
- Introduction to Salesforce and CRM Concepts
- Overview of Salesforce Clouds (Sales Cloud, Service Cloud, Marketing Cloud)
- Salesforce Architecture and Data Model
- Salesforce User Interface and Navigation
- Managing Accounts, Contacts, and Opportunities
- Customizing Salesforce Objects and Fields
- Building Reports and Dashboards
- Introduction to Salesforce Automation (Workflows, Process Builder, Flow)
- Integrating Salesforce with External Systems
- Salesforce Security and Access Control
- Introduction to Salesforce Lightning Experience
- Salesforce Mobile App and Mobile Solutions
Prerequisites: Basic understanding of CRM concepts and familiarity with web-based applications is recommended but not mandatory. No prior experience with Salesforce is required.
Who Should Attend:
- Sales representatives, customer service agents, and marketing professionals interested in learning Salesforce for managing customer relationships and driving business growth.
- IT professionals seeking to enhance their skills in Salesforce administration and customization.
- Business users and decision-makers looking to leverage Salesforce for streamlining sales, marketing, and service processes within their organizations.
Outcome:
Upon completion of the course, participants will have a solid understanding of Salesforce fundamentals and be able to navigate the Salesforce platform, configure basic customization options, and utilize Salesforce features to support sales, marketing, and service activities. They will be equipped with the skills necessary to work effectively with Salesforce and contribute to Salesforce implementation projects within organizations.