Salesforce
CRM Training
The Salesforce CRM Training course offers a comprehensive introduction to Salesforce, focusing on practical skills through hands-on experience with real-world scenarios. Participants will gain proficiency in navigating Salesforce’s key products and features essential for building and managing robust Customer Relationship Management solutions. This training equips individuals with the knowledge and tools needed to effectively utilize Salesforce for enhancing sales, service, and marketing processes within their organizations.
About Salesforce CRM Course:
Our Salesforce CRM course offers a complete, in-depth introduction to Salesforce, focusing on practical learning through hands-on exercises with real-world data. Participants will gain proficiency in Salesforce’s core products and features essential for developing effective Customer Relationship Management solutions.
This course bridges the gap between foundational knowledge and advanced Salesforce skills, preparing participants for comprehensive CRM implementation and management. It is available in both online and in-person formats to suit diverse learning preferences and schedules.
Prerequisites:
Prerequisites for Salesforce CRM Training typically include basic computer skills, understanding of CRM concepts, familiarity with business processes such as sales and marketing. Basic technical aptitude in programming and databases is helpful for the developer track but not necessary. Previous experience with Salesforce is not required, as this course is designed for beginners to advanced learners.
Who should take this Salesforce CRM course?
This Salesforce CRM course is suitable for individuals across various roles such as sales professionals, marketing specialists, customer service representatives, business analysts, and IT professionals involved in CRM implementation. It’s designed to enhance skills in managing customer relationships effectively.
Why choose us for Salesforce Training?
TRUSTED BY TOP COMPANIES
We’re proud to have trained employees from some of the most renowned companies in
the UK. Here’s a glimpse of companies we have had the honour to train:
Upcoming Dates
July
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 01.07.2024 | Mon | Online/Classroom | ||
| 08.07.2024 | Mon | Online/Classroom | ||
| 15.07.2024 | Mon | Online/Classroom | ||
| 22.07.2024 | Mon | Online/Classroom | ||
| 29.07.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
August
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 05.08.2024 | Mon | Online/Classroom | ||
| 12.08.2024 | Mon | Online/Classroom | ||
| 19.08.2024 | Mon | Online/Classroom | ||
| 21.08.2024 | Wed | Online/Classroom | ||
| 26.08.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
September
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 02.09.2024 | MOn | Online/Classroom | ||
| 09.09.2024 | Mon | Online/Classroom | ||
| 16.09.2024 | Mon | Online/Classroom | ||
| 23.09.2024 | Mon | Online/Classroom | ||
| 30.09.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
October
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 07.10.2024 | Mon | Online/Classroom | ||
| 14.10.2024 | Mon | Online/Classroom | ||
| 21.10.2024 | Mon | Online/Classroom | ||
| 23.10.2024 | Wed | Online/Classroom | ||
| 28.10.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
November
| Date | Day | Training Mode | ||
|---|---|---|---|---|
| 04.11.2024 | Tue | Online/Classroom | ||
| 11.11.2024 | Mon | Online/Classroom | ||
| 18.11.2024 | Mon | Online/Classroom | ||
| 20.11.2024 | Wed | Online/Classroom | ||
| 25.11.2024 | Mon | Online/Classroom | ||
| Please contact us for further dates | ||||
December
| Date | Day | Training Mode | |
|---|---|---|---|
| 02.12.2024 | Mon | Online/Classroom | |
| 03.12.2024 | Tue | Online/Classroom | |
| 09.12.2024 | Mon | Online/Classroom | |
| 10.12.2024 | Tue | Online/Classroom | |
| 16.12.2024 | Mon | Online/Classroom | |
| Please contact us for further dates | |||
For more details and to
enrol for a course please contact us
Salesforce CRM Course Outline
1. Introduction to Salesforce
- Overview of Salesforce CRM
- Benefits of using Salesforce
- Salesforce editions and pricing
2. Getting Started with Salesforce
- Signing up for a Salesforce account
- Navigating the Salesforce interface
- Understanding Salesforce architecture (Orgs, Objects, Records)
3. Salesforce Setup and Configuration
- User setup and management
- Security and access settings
- Customizing Salesforce fields, page layouts, and record types
4. Data Management in Salesforce
- Importing and exporting data
- Data quality and deduplication techniques
- Data security and sharing rules
5. Sales Cloud
- Managing leads, opportunities, and accounts
- Sales processes and automation (Workflows, Process Builder)
- Sales forecasting and reporting
6. Service Cloud
- Case management and support processes
- Service Console and Lightning Knowledge
- Service Cloud automation (Assignment rules, Macros)
7. Salesforce Mobile App
- Features and capabilities of the Salesforce mobile app
- Mobile customization option
8. Integration with Salesforce
- Integrating Salesforce with other applications (e.g., Outlook, Google Apps)
- Overview of APIs and integration tools (REST, SOAP)
9. Salesforce AppExchange
- Introduction to the AppExchange
- Installing and managing Salesforce apps
10. Salesforce Lightning Experience
- Introduction to Salesforce Lightning
- Building Lightning pages and components
- Transitioning from Classic to Lightning
11. Reporting and Analytics
- Creating and customizing reports and dashboards
- Analyzing data in Salesforce
- Forecasting and pipeline management
12. Advanced Salesforce Features
- Salesforce Einstein AI features
- Advanced automation (Apex triggers, Visualforce pages)
- Custom development considerations
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