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CRM Salesforce for Beginners ( L023 )

4.5 + (25,859) Students Ratings

IQ Training’s Salesforce Online certification course ensures that students get hands-on with learning Salesforce from industry and business perspective. This course will give you an in-depth working knowledge of Salesforce on managing the business data like save, analyze, accessibility and also derive analytics upon it. With salesforce admin, you will be able to manage your customer details, track down the sales and also predict ideas on future marketing campaigns with post-sales services.

Course Price :

₹12,415
₹13,794
10%
off
Available

Live Instructor

Self Paced

Think Bigger Advantage

Live Online Classes

All our Classes are Live Instrucotor led online sessions. You can attend at the comfort of your place and Login to our Classes.

LMS (Learning Management System)

LMS will help you to organize your all training material, session videos and review at later date. You can access LMS anytime and review your completed classes. If you miss any class, then you can review the missed class in LMS.

Flexible Schedule

For some reasons, you can not attend the Classes, we can enroll you in the next possible classes. we assure flexibility in class schdules.

Lifetime Access to Learning Platform

You will get Lifetime free access to LMS(Learning Mangement System) You can access all Videos, class room assignments, quizzes, Projects for Life time. You will also get free video sessions for Life time.

Highest Completion Rate

We have the highest course completion rate in the Industry. If you miss a class, you can opt for the missed class in different batch. We assure you the best training possible for you to succeed.

Certificate of Completion

We provide you the Industry recognized Certification of Course completion This certificate will sometimes helps you to get reimbursement of training expenses by your company.

Training Scheule
Batch Start Date Days of Training Weekday/ Weekend Timings
 
 
 
 
 

Course Curriculum

Learning Objectives

In this module, you will learn the overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com

Topics - 

  • CRM Overview
  • Cloud Computing
  • Introduction to Salesforce.com (SFDC)
  • SFDC Modules.

Learning Objectives - In this module, you will learn how to create business objects and it’s application, you will also learn about Standard and custom Business objects.

Topics

  • SFDC Business objects & their application
  • Standard Business Objects 
  • Custom Business Objects
  • Salesforce Data Model
  • Salesforce Relationships

Learning Objectives - 

In this module, you will understand the concepts of Salesforce Data Fields, Security Features in Salesforce and you will also learn default settings of Organization-Wide.

Topics - 

  • Salesforce Data Fields
  • Salesforce Security Features
  • Organization-Wide Default 
  • Profiles
  • Roles.

Learning Objectives

In this module, you will learn about the concepts of Mass Transfer, Sharing Rules and Application of Roles. 

Topics

  • Records Mass Transfer
  • Sharing Rules & Application
  • Application of Roles & Sharing Rules
  • Profiles & Permission Sets.

Learning Objectives - In this module, you will learn about the concepts of  Profiles, Page Layout, Permission Sets, Record Type and Field Level Security. 

Topics

  • Profiles
  • Permission Sets 
  • Page Layout
  • Record Type
  • Field Level Security.

Learning Objectives - 

In this module, for enabling business performance preview, you will learn how to prepare reports and associated dashboards. You will also learn about Sales Cloud, Marketing Cloud, and Service Cloud. 

Topics

  • Marketing Cloud
  • Sales Cloud
  • Products & Price Book
  • Quote Management
  • Service Cloud
  • Activities
  • Analytics
  • Reports
  • Dashboards
  • Translation Workbench.

Learning Objectives - In this module, you will learn about Queue, Auto Response, Approval Processes, Workflow, Assignment, Escalation and Validation Rules

Topics

  • Queue
  • Assignment Rules
  • Auto Response
  • Approval Processes
  • Workflow
  • Escalation Rules
  • Validation Rule.

Learning Objectives - This module, covers concepts of Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force. 

Topics

  • Chatter
  • Content management
  • Data Loader
  • Deployment using Change Sets, Apex & Visual Force.
Like the course? Enroll Now

Structure your learning and get a certificate to prove it.

Course Details

After the completion of the CRM Salesforce for Beginners course at IQ Training, you will be able to

  1. Understand Customer Relationship Management and share various examples on the relevance and application of CRM
  2. Discuss concepts of cloud computing, how cloud computing is used for CRM and the various CRM tools that are used by a business.
  3. Describe CRM modules 
  4. Define the activities performed as part of sales, marketing, and service.
  5. Create business objects and define the flow of business across the CRM Organization process.
  6. Create various types of fields 
  7. Define relationships across objects in order to achieve business functionalities.
  8. Utilize the various functionalities of Salesforce.com to achieve Salesforce automation.
  9. Prepare reports and associated dashboards to enable business performance preview.

This course is a solid foundation for anyone who is keen to become Business Analyst, Techno-functional Analyst or Salesforce Developer.

  • The pre-requisites for this course include 
  • Business Understanding of Customer Relationship Management
  • Basic knowledge of CRM systems 
  • Cloud  Computing 
  • The basic idea regarding SaaS

CRM Salesforce for Beginners Ceritficate

CRM Salesforce for Beginners Reviews

25,859

Total number of reviews

4.5

Aggregate review score

80%

Course completion rate

CRM Salesforce for Beginners Features

Live Online Classes

All our Classes are Live Instructor led online sessions. You can attend at the comfort of your place and Login to our Classes.

LMS (Learning Management System)

LMS will help you to organize your all training material, session videos and review at later date. You can access LMS anytime and review your completed classes. If you miss any class, then you can review the missed class in LMS.

Flexible Schedule

For some reasons, you can not attend the Classes, we can enroll you in the next possible classes. we assure flexibility in class schedules.

Lifetime Access to Learning Platform

You will get Lifetime free access to LMS(Learning Mangement System) You can access all Videos, class room assignments, quizzes, Projects for Life time. You will also get free video sessions for Life time.

Highest Course Completion Rate

We have the highest course completion rate in the Industry. If you miss a class, you can opt for the missed class in different batch. We assure you the best training possible for you to succeed.

Certificate of completion

We provide you the Industry recognized Certification of Course completion This certificate will sometimes helps you to get reimbursement of training expenses by your company.

Like the course? Enroll Now

Structure your learning and get a certificate to prove it.

CRM Salesforce for Beginners FAQs

You will never miss a class at IQ Online Training! You can choose either of the two options:

  1. View the recorded session of the class available in your LMS or
  2. You can attend the missed session in any other live batch.

After the enrolment, the LMS access will be instantly provided to you able to access for lifetime which includes complete set of previous class recordings/PPTs/PDFs/assignments. You can start learning right away.

Your access to the Support Team is for lifetime. Our team will help you in resolving queries, during and after the course.

Yes, once enrollment has done for course. Access to the course material will be available for lifetime.

You can Call our support numbers listed in site OR Email us at info@iqtrainings.com.

You can view in-depth class sample recordings before the enrollment. Experience the complete learning instead of a demo session with our expertise.

All the instructors are Industry experts with minimum 10-12 yrs of relevant IT experience. They are subject matter experts and are well trained for providing an awesome learning experience to the participants.

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