What does the Salesforce CRM course cover?
Salesforce CRM is covered here in 10 modules: Introduction to Salesforce CRM: Overview of Salesforce CRM, Key features and functionality, Sales Cloud Fundamentals: Setting up Sales Cloud, Understanding Sales Cloud, Marketing Cloud Fundamentals: Managing email marketing, Setting up Marketing Cloud 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, Key features and functionality, moves through Sales Cloud Fundamentals: Setting up Sales Cloud, Understanding Sales Cloud and Marketing Cloud Fundamentals: Managing email marketing, Setting up Marketing Cloud, and ends at Salesforce CRM Implementation and Deployment: Testing and validating the implementation.
What is in Module 1 of the Salesforce CRM course?
Module 1 is Introduction to Salesforce CRM: Overview of Salesforce CRM, Key features and functionality. It works through Overview of Salesforce CRM, Benefits of using Salesforce CRM, key features and functionality 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 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, Key features and functionality
- 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: Setting up Sales Cloud, Understanding Sales Cloud
- Understanding Sales Cloud
- Setting up Sales Cloud
- Managing leads and opportunities
- Creating and managing sales campaigns
- Analyzing sales performance
Module 3. Marketing Cloud Fundamentals: Managing email marketing, Setting up Marketing Cloud
- Understanding Marketing Cloud
- Setting up Marketing Cloud
- Creating and managing marketing campaigns
- Managing email marketing
- Analyzing marketing performance
Module 4. Service Cloud Fundamentals: Setting up Service Cloud, Understanding Service Cloud
- 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: Managing data quality, Using data validation rules
- 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: Using sharing rules, Managing password policies
- 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: Creating and managing reports
- 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: Using REST API, Using SOAP API
- 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: Optimizing data management
- 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: Testing and validating the implementation
- 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