Crm salesforce for beginners

Crm salesforce for beginners
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The CRM Salesforce for Beginners

Become an expert in CRM Salesforce by mastering concepts of CRM, its business implications and how Cloud computing is changing the way businesses use technology to engage with their customers. Attendees will be introduced to Salesforce.com system through conceptual coverage of Sales, Marketing and Service aspects of CRM. The course will include creating Salesforce.com login accounts and provide a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. Throughout the course, the participants will continue to work on a case study to understand the concepts better. At the end of the course, the participants will have to implement a project utilizing the concepts learned.

About ProICT

Who are we? ProICT LLC, is a registered online training provider found and led by the group of IT working professionals and experts. Our trainers are not only highly experienced and knowledgeable but also current IT working Professionals leading IT companies in USA, UK, Canada and other countries. We are ready to share our knowledge and years of working experience with other professionals to assist and guide them get ahead in career.
 

 


Learning Objectives - In this module, you'll learn the basic 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 creation of business objects and its application, you will also learn about Standard Business Objects 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 learn about Salesforce Data Fields, Security Features in Salesforce and you will also be learning about the Organization Wide Default settings. 

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

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

Topics - Profiles, Permission Sets, Page Layout, Record Type, Field Level Security.

Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales 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, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule. 

Topics - Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules, Validation Rule.

Learning Objectives - In this module you will learn about 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.

This Salesforce training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and a Salesforce Platform App builder. Our Salesforce training will help you learn how to configure Salesforce, so you are able to collect, analyze and retrieve all of the vital information associated with your customer base. Moreover, you will use Force.com fundamentals to understand Salesforce online application development and the deployment of next-generation cloud apps. We offer practical hands-on learning that will ensure your job success, as well as the theoretical knowledge needed to pass both Salesforce certification exams.

By the end of this Salesforce Administrator and Platform App Builder certification training course, you will be able to:

  • Configure and manage Sales and Service Cloud
  • Gain insight into each of the functional user groups (Inside Sales, Outside Sales, Marketing, Customer Support and Management)
  • Implement automation, security, debugging, data validation and customize apps
  • Deploy applications and manage changes to the Force.com platform
  • Develop new applications using the declarative interface and Force.com fundamentals
  • Configure the user interface

 

The course is designed for all those professionals who want to learn & ideal for:

  • App Builders
  • Developers
  • System Administrators
  • Sales Representatives
  • IT Managers
  • Product Managers
Salesforce Administrator and App Builder training offers participants the opportunity to work on live industry-based projects that span across unique industry needs.
Yes, you would be creating Salesforce.com login accounts and will be provided a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.

(i) Implementing a custom recruitment application on Salesforce.com

(ii) Defining a sales process automation for a B2B organization involving in selling high value technology tools and services to other organizations e.g. An IT services organization selling infrastructure and application services.

ProICT is committed to provide you an awesome learning experience through world-class content and best-in-class instructors. We will create an ecosystem through this training, that will enable you to convert opportunities into job offers by presenting your skills at the time of an interview. We can assist you in resume building and also share important interview questions once you are done with the training. However, please understand that we are not into job placements.
All the instructors at ProICT are practitioners from the Industry with minimum 10-12 yrs of relevant IT experience. They are subject matter experts and are trained by ProICT for providing an awesome learning experience.
You no longer need a credit history or a credit card to purchase this course. Using ZestMoney, we allow you to complete your payment with a EMI plan that best suits you. It's a simple 3 step procedure:
  • Fill your profile: Complete your profile with Aadhaar, PAN and employment details.
  • Verify your account: Get your account verified using netbanking, ekyc or uploading documents
  • Activate your loan: Setup automatic repayment using NACH to activate your loan