Skip to main content
Salesforce CRM Implementation Checklist and Audit Guide

Salesforce CRM Implementation Checklist and Audit Guide

$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

Salesforce CRM Implementation Checklist and Audit Guide Course Curriculum



Course Overview

This comprehensive course is designed to provide participants with a thorough understanding of Salesforce CRM implementation and audit best practices. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Outline

Module 1: Introduction to Salesforce CRM

  • Overview of Salesforce CRM and its benefits
  • Understanding the Salesforce ecosystem
  • Salesforce CRM implementation methodologies
  • Best practices for Salesforce CRM adoption

Module 2: Pre-Implementation Planning

  • Defining project scope and objectives
  • Identifying stakeholders and their roles
  • Creating a project plan and timeline
  • Establishing a budget and resource allocation
  • Conducting a feasibility study and risk assessment

Module 3: Salesforce CRM Configuration

  • Understanding Salesforce CRM configuration options
  • Configuring users, roles, and profiles
  • Setting up security and access controls
  • Customizing page layouts and record types
  • Creating custom objects and fields

Module 4: Data Migration and Integration

  • Data migration strategies and best practices
  • Using Data Loader and other data migration tools
  • Integrating Salesforce CRM with other systems
  • Understanding APIs and integration protocols
  • Configuring data validation and data quality

Module 5: Sales Cloud Implementation

  • Configuring Sales Cloud features and functionality
  • Setting up sales processes and workflows
  • Creating sales reports and dashboards
  • Using Sales Cloud for sales forecasting and pipeline management
  • Best practices for Sales Cloud adoption

Module 6: Marketing Cloud Implementation

  • Configuring Marketing Cloud features and functionality
  • Setting up email marketing campaigns
  • Creating marketing reports and dashboards
  • Using Marketing Cloud for lead generation and nurturing
  • Best practices for Marketing Cloud adoption

Module 7: Service Cloud Implementation

  • Configuring Service Cloud features and functionality
  • Setting up customer service processes and workflows
  • Creating customer service reports and dashboards
  • Using Service Cloud for case management and resolution
  • Best practices for Service Cloud adoption

Module 8: Salesforce CRM Audit and Compliance

  • Understanding Salesforce CRM audit and compliance requirements
  • Conducting a Salesforce CRM audit
  • Identifying and mitigating risks
  • Ensuring data security and integrity
  • Best practices for Salesforce CRM compliance

Module 9: Advanced Salesforce CRM Topics

  • Using Salesforce CRM analytics and reporting
  • Configuring Salesforce CRM mobile apps
  • Using Salesforce CRM with other technologies (e.g., AI, IoT)
  • Best practices for Salesforce CRM optimization
  • Staying up-to-date with Salesforce CRM releases and updates

Module 10: Final Project and Certification

  • Completing a comprehensive final project
  • Receiving a Certificate of Completion issued by The Art of Service
  • Demonstrating expertise in Salesforce CRM implementation and audit


Course Features

  • Interactive and engaging content: Video lessons, quizzes, and hands-on projects
  • Comprehensive and up-to-date content: Covering the latest Salesforce CRM features and best practices
  • Personalized learning: Flexible pacing and lifetime access to course materials
  • Expert instructors: Experienced professionals with extensive Salesforce CRM knowledge
  • Certification: Receive a Certificate of Completion issued by The Art of Service
  • Flexible learning: Access course materials on desktop, tablet, or mobile devices
  • User-friendly and community-driven: Discussion forums and support resources
  • Actionable insights and hands-on projects: Applying Salesforce CRM concepts to real-world scenarios
  • Bite-sized lessons: Breaking down complex topics into manageable chunks
  • Gamification and progress tracking: Enhancing the learning experience with interactive elements
By the end of this course, participants will have gained a deep understanding of Salesforce CRM implementation and audit best practices, and will be equipped to apply their knowledge in real-world scenarios.

,
!