Skip to main content
Mastering Salesforce CRM; Unlocking Business Growth and Customer Success

Mastering Salesforce CRM; Unlocking Business Growth and Customer Success

$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.
Adding to cart… The item has been added

Mastering Salesforce CRM: Unlocking Business Growth and Customer Success



Course Overview

This comprehensive course is designed to help you master Salesforce CRM and unlock business growth and customer success. With a focus on interactive and engaging learning, you'll gain the skills and knowledge you need to succeed in today's fast-paced business environment.



Course Features

  • Interactive and Engaging: Our course is designed to keep you engaged and motivated throughout your learning journey.
  • Comprehensive: We cover everything you need to know to master Salesforce CRM, from the basics to advanced topics.
  • Personalized: Our course is tailored to your needs and learning style.
  • Up-to-date: Our course is constantly updated to reflect the latest developments in Salesforce CRM.
  • Practical: We focus on real-world applications and hands-on projects to help you apply your knowledge in practice.
  • High-quality Content: Our course is developed by expert instructors with years of experience in Salesforce CRM.
  • Certification: Participants receive a certificate upon completion, issued by The Art of Service.
  • Flexible Learning: Our course is available online and can be accessed from anywhere, at any time.
  • User-friendly: Our course is designed to be easy to navigate and use.
  • Mobile-accessible: Our course can be accessed on any device, including smartphones and tablets.
  • Community-driven: Our course includes a community of learners and instructors who can provide support and guidance.
  • Actionable Insights: Our course provides actionable insights and tips to help you apply your knowledge in practice.
  • Hands-on Projects: Our course includes hands-on projects to help you apply your knowledge in practice.
  • Bite-sized Lessons: Our course is broken down into bite-sized lessons to make it easy to learn and retain information.
  • Lifetime Access: Our course provides lifetime access to the course materials.
  • Gamification: Our course includes gamification elements to make learning fun and engaging.
  • Progress Tracking: Our course includes progress tracking to help you stay on track and motivated.


Course Outline

Module 1: Introduction to Salesforce CRM

  • What is Salesforce CRM?
  • Benefits of using Salesforce CRM
  • Overview of Salesforce CRM features and functionality
  • Setting up your Salesforce CRM account

Module 2: Salesforce CRM Basics

  • Navigating the Salesforce CRM interface
  • Understanding Salesforce CRM objects and records
  • Creating and managing accounts, contacts, and leads
  • Understanding Salesforce CRM data types and fields

Module 3: Salesforce CRM Data Management

  • Importing and exporting data in Salesforce CRM
  • Understanding Salesforce CRM data validation and normalization
  • Using Salesforce CRM data tools and utilities
  • Best practices for data management in Salesforce CRM

Module 4: Salesforce CRM Customization

  • Customizing the Salesforce CRM interface
  • Creating custom objects and fields in Salesforce CRM
  • Understanding Salesforce CRM page layouts and record types
  • Using Salesforce CRM custom labels and translations

Module 5: Salesforce CRM Automation

  • Understanding Salesforce CRM workflow and approval processes
  • Creating custom workflows and approval processes in Salesforce CRM
  • Using Salesforce CRM assignment rules and escalation rules
  • Best practices for automation in Salesforce CRM

Module 6: Salesforce CRM Reporting and Analytics

  • Understanding Salesforce CRM reports and dashboards
  • Creating custom reports and dashboards in Salesforce CRM
  • Using Salesforce CRM analytics and forecasting tools
  • Best practices for reporting and analytics in Salesforce CRM

Module 7: Salesforce CRM Integration

  • Understanding Salesforce CRM integration options
  • Integrating Salesforce CRM with external applications and services
  • Using Salesforce CRM APIs and developer tools
  • Best practices for integration in Salesforce CRM

Module 8: Salesforce CRM Security and Compliance

  • Understanding Salesforce CRM security features and settings
  • Configuring Salesforce CRM security and access controls
  • Using Salesforce CRM audit and compliance tools
  • Best practices for security and compliance in Salesforce CRM

Module 9: Salesforce CRM Best Practices

  • Best practices for implementing and managing Salesforce CRM
  • Best practices for customizing and configuring Salesforce CRM
  • Best practices for integrating Salesforce CRM with external applications and services
  • Best practices for security and compliance in Salesforce CRM

Module 10: Salesforce CRM Certification and Career Development

  • Understanding Salesforce CRM certification options and requirements
  • Preparing for Salesforce CRM certification exams
  • Best practices for career development and advancement in Salesforce CRM
  • Resources for ongoing learning and professional development in Salesforce CRM


Certificate of Completion

Upon completing this course, participants will receive a Certificate of Completion issued by The Art of Service. This certificate is a valuable credential that demonstrates your expertise and knowledge in Salesforce CRM.

,
!