CRM Salesforce for Beginners

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Become a professional in CRM Salesforce by learning concepts of CRM, its business implications, and how Cloud computing is changing the way businesses use technology to engage with their customers.

Course Description

A CRM strategy allows companies to stay interconnected to customers, streamline processes, and improve profitability. Get detailed knowledge of CRM salesforce with this certification course.

Customer relationship management (CRM) is a technology for handling your company's relationships and dealings with customers and potential customers. The goal is simple: Improve business relationships, and a CRM system helps companies stay related to customers, streamline processes, and enhance profitability.

Spotify. Amazon Web Services. U.S. Bank. Toyota. Macy's. T-Mobile. Aldo. The New York Post and many more companies

A customer relationship management (CRM) solution enables you to find new customers, win their business, and keep them happy by organizing customer and prospect data to produce more robust relationships with them and grow your business faster.

A CRM tool lets you keep customer and prospect contact information, recognize sales opportunities, record service issues, and manage marketing campaigns. All in one central location, complete details on every customer interaction are available to anyone at your company who might need it.

Salesforce has also developed as an in-demand job skill. Salesforce developers, administrators, and analysts are more in need than ever, and jobs needing talent and experience with assistance are growing.

While the advantages vary by department or industry, six uses of CRM platforms that affect every user include: Trustworthy reporting. Dashboards that visually showcase data. It improved messaging with automation. Proactive service. Efficiency is enhanced by automation. Simplified collaboration.

Service as a software (SaaS) uses a cloud-computing software distribution model that hosts applications and makes them known online.

What you'll learn

  • In this course, you will learn: CRM and SFDC SFDC Configuration SFDC Advanced Configuration and more


  • Candidates should know about Salesforce customization and configuration, capable of managing users and getting the most out of the platform's capabilities.


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

CRM Overview
Cloud Computing
Introduction to (SFDC)
SFDC Modules

n this module, you will learn creation of business objects and its application, you will also learn about Standard Business Objects and Custom Business objects.

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

n 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.

Salesforce Data Fields
Salesforce Security Features
Organization Wide Default
Profiles, Roles

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

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

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

Permission Sets
Page Layout
Record Type
Field Level Security

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.

Marketing Cloud
Sales Cloud
Products & Price Book
Quote Management
Service Cloud
Translation Workbench

In this module, you will learn about Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule.

Assignment Rules
Auto Response
Approval Processes
Escalation Rules
Validation Rule

In this module you will learn about Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force.

Content management
Data Loader
Deployment using Change Sets
Apex & Visual Force


Edtia Support Team is for a lifetime and will be open 24/7 to assist with your queries during and after completing the CRM Salesforce for Beginners.

Salesforce is a cloud-based service as a software (SaaS) company, and it hosts applications customers can access online. It works on a pay-as-you-go subscription-based business model. Because all data and information are kept in the cloud, Salesforce is available from any device.

The average Salesforce CRM Administrator salary range typically falls between $76,021 and $89,901.

To better understand CRM Salesforce for Beginners, one must learn as per the curriculum.

CRM (Customer Relationship Management) is a marketing platform established on a database software system. A database application is utilized to accumulate and analyze important customer information to execute focused marketing and sales processes.

There are three main types of CRM systems: collaborative, analytical, and operational.

Salesforce is a cloud-based service as a software (SaaS) company that hosts applications customers can access online.

$198 $209
$11 Off

Training Course Features


Every certification training session is followed by a quiz to assess your course learning.

Mock Tests
Mock Tests

The Mock Tests Are Arranged To Help You Prepare For The Certification Examination.

Lifetime Access
Lifetime Access

A lifetime access to LMS is provided where presentations, quizzes, installation guides & class recordings are available.

24x7 Expert Support
24x7 Expert Support

A 24x7 online support team is available to resolve all your technical queries, through a ticket-based tracking system.


For our learners, we have a community forum that further facilitates learning through peer interaction and knowledge sharing.


Successfully complete your final course project and CertZip will provide you with a completion certification.

CRM Salesforce for Beginners

If you're ready for a career in a stable and high-paying field, Salesforce might be right for you, and Certification is the place to start.

If you're earnest about sales and marketing, having evidence of your Salesforce expertise could help you land a better position in those fields. Certifications can also help you change from sales or marketing to operating as a salesforce administrator or developer.

Continuous Testing in DevOps certificate demonstrates that the holder has the proficiency and aptitudes needed to work with CRM Salesforce.

By enrolling in the Apache Cassandra Training and completing the module, you can get the Edtia Apache Cassandra Training Certification.

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