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Mastering Salesforce CRM; A Step-by-Step Self-Assessment and Implementation Guide

Mastering Salesforce CRM; A Step-by-Step Self-Assessment and Implementation Guide

$199.00
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Course access is prepared after purchase and delivered via email
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Self-paced • Lifetime updates
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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 Self-Assessment and Implementation Guide



Course Overview

This comprehensive course is designed to help you master Salesforce CRM and improve your skills in managing customer relationships. The course is interactive, engaging, and personalized, with real-world applications and hands-on projects. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging content
  • Comprehensive and up-to-date course materials
  • Personalized learning experience
  • Real-world applications and case studies
  • Hands-on projects and exercises
  • Expert instructors with industry experience
  • Certificate upon completion issued by The Art of Service
  • Flexible learning schedule
  • User-friendly and mobile-accessible platform
  • Community-driven discussion forums
  • Actionable insights and feedback
  • Lifetime access to course materials
  • Gamification and progress tracking


Course Outline

Module 1: Introduction to Salesforce CRM

  • Overview of Salesforce CRM
  • Benefits of using Salesforce CRM
  • Key features and functionality
  • Setting up a Salesforce CRM account
  • Navigating the Salesforce CRM interface

Module 2: Sales Cloud Fundamentals

  • Understanding Sales Cloud
  • Setting up Sales Cloud
  • Managing leads and opportunities
  • Creating and managing sales campaigns
  • Analyzing sales performance

Module 3: Marketing Cloud Fundamentals

  • Understanding Marketing Cloud
  • Setting up Marketing Cloud
  • Creating and managing marketing campaigns
  • Managing email marketing
  • Analyzing marketing performance

Module 4: Service Cloud Fundamentals

  • Understanding Service Cloud
  • Setting up Service Cloud
  • Managing customer service requests
  • Creating and managing service campaigns
  • Analyzing service performance

Module 5: Salesforce CRM Data Management

  • Understanding data management in Salesforce CRM
  • Importing and exporting data
  • Managing data quality
  • Creating and managing custom objects
  • Using data validation rules

Module 6: Salesforce CRM Security and Access

  • Understanding security and access in Salesforce CRM
  • Managing user roles and profiles
  • Setting up organization-wide defaults
  • Using sharing rules
  • Managing password policies

Module 7: Salesforce CRM Reporting and Analytics

  • Understanding reporting and analytics in Salesforce CRM
  • Creating and managing reports
  • Using dashboards
  • Analyzing data with Einstein Analytics
  • Creating and managing custom report types

Module 8: Salesforce CRM Integration and APIs

  • Understanding integration and APIs in Salesforce CRM
  • Using REST API
  • Using SOAP API
  • Integrating with external systems
  • Using middleware and ETL tools

Module 9: Salesforce CRM Best Practices and Optimization

  • Understanding best practices for Salesforce CRM
  • Optimizing data management
  • Optimizing security and access
  • Optimizing reporting and analytics
  • Optimizing integration and APIs

Module 10: Salesforce CRM Implementation and Deployment

  • Understanding implementation and deployment strategies
  • Planning and executing a successful implementation
  • Configuring and customizing Salesforce CRM
  • Testing and validating the implementation
  • Deploying and maintaining the implementation


Certificate Upon Completion

Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their mastery of Salesforce CRM and their ability to implement and manage a successful CRM system.

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