What does the Salesforce CRM course cover?
Salesforce CRM is covered here in 10 modules: Introduction to Salesforce CRM: Overview of Salesforce CRM, Setting up a Salesforce account, Salesforce Fundamentals: Creating and managing records, Using Salesforce lists and views, Salesforce Sales Cloud: Managing sales data and analytics and 7 more.
How do you approach Salesforce CRM step by step?
The work is sequenced in 10 stages. It starts with Introduction to Salesforce CRM: Overview of Salesforce CRM, Setting up a Salesforce account, moves through Salesforce Fundamentals: Creating and managing records, Using Salesforce lists and views and Salesforce Sales Cloud: Managing sales data and analytics, and ends at Salesforce Best Practices: Managing Salesforce data and storage.
What is in Module 1 of the Salesforce CRM course?
Module 1 is Introduction to Salesforce CRM: Overview of Salesforce CRM, Setting up a Salesforce account. It works through Overview of Salesforce CRM, Benefits of using Salesforce CRM, Understanding the Salesforce ecosystem and 2 more. It sets the vocabulary the remaining 9 modules build on.
How is the Salesforce CRM course delivered?
The Salesforce CRM course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Salesforce CRM course cost?
The Salesforce CRM course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Salesforce CRM Toolkit, Program Salesforce CRM Toolkit, Salesforce CRM in Chief Technology Officer Kit, Salesforce CRM Implementation Checklist and Audit Guide.
More answers: what you get with every course, refund policy, all help answers.
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, Setting up a Salesforce account
- 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: Creating and managing records, Using Salesforce lists and views
- 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: Managing sales data and analytics
- 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: Managing marketing data and analytics
- 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: Managing service data and analytics
- 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: Managing users and roles, Monitoring and troubleshooting Salesforce
- 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: Using Salesforce APIs and integrations
- 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: Preparing for certification exams
- 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, Migrating data to Salesforce
- 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: Managing Salesforce data and storage
- Understanding Salesforce best practices
- Optimizing Salesforce performance and security
- Using Salesforce analytics and reporting
- Managing Salesforce data and storage
- Troubleshooting and resolving Salesforce issues