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Mastering Salesforce CRM; A Step-by-Step Guide to Implementation and Certification

Mastering Salesforce CRM; A Step-by-Step Guide to Implementation and Certification

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Mastering Salesforce CRM: A Step-by-Step Guide to Implementation and Certification



Course Overview

This comprehensive course is designed to equip you with the knowledge and skills needed to master Salesforce CRM and achieve certification. With a focus on interactive and engaging learning, you'll gain hands-on experience with real-world applications and expert instruction.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning with expert instructors
  • Practical and real-world applications
  • High-quality content and instruction
  • Certificate issued by The Art of Service upon completion
  • Flexible learning with lifetime access
  • User-friendly and mobile-accessible platform
  • Community-driven with actionable insights
  • Hands-on projects and bite-sized lessons
  • Gamification and progress tracking


Course Outline

Module 1: Introduction to Salesforce CRM

  • Overview of Salesforce CRM
  • Benefits of using Salesforce CRM
  • Understanding the Salesforce ecosystem
  • Setting up a Salesforce account
  • Navigating the Salesforce interface

Module 2: Salesforce Fundamentals

  • Understanding Salesforce objects and fields
  • Creating and managing records
  • Using Salesforce lists and views
  • Understanding Salesforce relationships and hierarchies
  • Using Salesforce reporting and analytics

Module 3: Salesforce Sales Cloud

  • Overview of Salesforce Sales Cloud
  • Understanding sales processes and workflows
  • Using Salesforce sales tools and features
  • Managing sales data and analytics
  • Integrating Salesforce with other sales tools

Module 4: Salesforce Marketing Cloud

  • Overview of Salesforce Marketing Cloud
  • Understanding marketing processes and workflows
  • Using Salesforce marketing tools and features
  • Managing marketing data and analytics
  • Integrating Salesforce with other marketing tools

Module 5: Salesforce Service Cloud

  • Overview of Salesforce Service Cloud
  • Understanding service processes and workflows
  • Using Salesforce service tools and features
  • Managing service data and analytics
  • Integrating Salesforce with other service tools

Module 6: Salesforce Administration

  • Understanding Salesforce administration
  • Managing users and roles
  • Configuring Salesforce settings and features
  • Using Salesforce security and access controls
  • Monitoring and troubleshooting Salesforce

Module 7: Salesforce Development

  • Overview of Salesforce development
  • Understanding Salesforce programming languages
  • Using Salesforce APIs and integrations
  • Building custom Salesforce applications
  • Deploying and managing Salesforce code

Module 8: Salesforce Certification

  • Overview of Salesforce certification
  • Understanding certification requirements and process
  • Preparing for certification exams
  • Tips and strategies for passing certification exams
  • Maintaining certification and continuing education

Module 9: Salesforce Implementation

  • Planning and preparing for Salesforce implementation
  • Configuring and customizing Salesforce
  • Migrating data to Salesforce
  • Integrating Salesforce with other systems
  • Testing and deploying Salesforce

Module 10: Salesforce Best Practices

  • Understanding Salesforce best practices
  • Optimizing Salesforce performance and security
  • Using Salesforce analytics and reporting
  • Managing Salesforce data and storage
  • Troubleshooting and resolving Salesforce issues


Certificate of Completion

Upon completing this course, you will receive a certificate issued by The Art of Service, demonstrating your mastery of Salesforce CRM and implementation skills.



Course Format

This course is delivered online, with interactive and engaging content, including video lessons, hands-on projects, and bite-sized lessons. You will have lifetime access to the course materials and can access them on any device, at any time.



Course Support

Our expert instructors and support team are available to answer any questions you may have and provide guidance throughout the course. You will also have access to a community of peers and professionals, where you can share knowledge and best practices.

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