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Salesforce CRM Mastery; A Comprehensive Guide to Implementation and Administration

Salesforce CRM Mastery; A Comprehensive Guide to Implementation and Administration

$199.00
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Course access is prepared after purchase and delivered via email
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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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Salesforce CRM Mastery: A Comprehensive Guide to Implementation and Administration



Course Overview

This comprehensive course is designed to equip participants with the skills and knowledge required to implement and administer Salesforce CRM effectively. The course covers a wide range of topics, from the basics of Salesforce to advanced features and best practices. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Curriculum

Module 1: Introduction to Salesforce CRM

  • Overview of Salesforce CRM
  • History and Evolution of Salesforce
  • Key Features and Benefits
  • Salesforce Editions and Pricing
  • Setting up a Salesforce Developer Edition

Module 2: Salesforce Navigation and User Interface

  • Navigating the Salesforce Interface
  • Understanding the Salesforce Dashboard
  • Customizing the User Interface
  • Creating and Managing Users
  • Configuring User Profiles and Permissions

Module 3: Data Management in Salesforce

  • Understanding Salesforce Objects
  • Creating and Managing Custom Objects
  • Data Import and Export Options
  • Data Validation and Verification
  • Data Security and Access Control

Module 4: Sales Cloud Implementation

  • Overview of Sales Cloud
  • Configuring Sales Cloud
  • Managing Leads and Opportunities
  • Creating and Managing Sales Processes
  • Using Sales Cloud for Forecasting and Reporting

Module 5: Marketing Cloud Implementation

  • Overview of Marketing Cloud
  • Configuring Marketing Cloud
  • Creating and Managing Marketing Campaigns
  • Using Marketing Cloud for Email Marketing
  • Tracking and Measuring Marketing Performance

Module 6: Service Cloud Implementation

  • Overview of Service Cloud
  • Configuring Service Cloud
  • Managing Cases and Entitlements
  • Creating and Managing Service Processes
  • Using Service Cloud for Customer Support

Module 7: Salesforce Automation

  • Overview of Salesforce Automation
  • Using Workflow Rules and Actions
  • Creating and Managing Approval Processes
  • Using Process Builder and Flow
  • Automating Business Processes with Salesforce

Module 8: Salesforce Analytics and Reporting

  • Overview of Salesforce Analytics
  • Creating and Managing Reports
  • Using Dashboards and Charts
  • Creating and Managing Custom Reports
  • Using Einstein Analytics

Module 9: Salesforce Security and Compliance

  • Overview of Salesforce Security
  • Understanding Salesforce Security Features
  • Configuring Data Access and Permissions
  • Managing User Authentication and Identity
  • Ensuring Compliance with Regulatory Requirements

Module 10: Advanced Salesforce Topics

  • Using Salesforce APIs and Integrations
  • Creating and Managing Custom Applications
  • Using Salesforce Communities
  • Configuring and Managing Salesforce CPQ
  • Using Advanced Salesforce Features


Course Features

  • Interactive and Engaging: The course includes interactive elements, such as quizzes, assessments, and hands-on projects, to keep participants engaged and motivated.
  • Comprehensive and Up-to-date: The course covers a wide range of topics and is updated regularly to reflect the latest Salesforce features and best practices.
  • Personalized Learning: Participants can learn at their own pace and access the course materials from anywhere, at any time.
  • Practical and Real-world: The course includes real-world examples and case studies to illustrate key concepts and make the learning experience more relevant and applicable.
  • Expert Instructors: The course is taught by experienced Salesforce professionals who have extensive knowledge and expertise in implementing and administering Salesforce CRM.
  • Certification: Participants receive a certificate upon completion of the course, issued by The Art of Service.
  • Flexible Learning: The course is designed to be flexible and accommodating, allowing participants to balance their learning with other commitments.
  • User-friendly and Mobile-accessible: The course is delivered through a user-friendly platform that is accessible on a range of devices, including desktops, laptops, tablets, and smartphones.
  • Community-driven: The course includes access to a community of learners and professionals, providing opportunities for networking, support, and collaboration.
  • Actionable Insights: The course provides participants with actionable insights and practical advice that can be applied immediately in their work.
  • Hands-on Projects: The course includes hands-on projects and activities that allow participants to apply their learning and gain practical experience.
  • Bite-sized Lessons: The course is broken down into bite-sized lessons, making it easier for participants to digest and retain the information.
  • Lifetime Access: Participants have lifetime access to the course materials, allowing them to revisit and review the content as needed.
  • Gamification and Progress Tracking: The course includes gamification elements and progress tracking, providing participants with a sense of achievement and motivation.


What to Expect Upon Completion

Upon completion of the course, participants can expect to have gained a comprehensive understanding of Salesforce CRM and the skills and knowledge required to implement and administer it effectively. They will receive a certificate issued by The Art of Service, which can be used to demonstrate their expertise and commitment to potential employers or clients.

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