Professional certification in IT Support & Solutions

SALESFORCE CRM TRAINING

Our IT training courses are developed with industry-standards and career-focused technologies.


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Award:
Certification
Awarding Body:
Salesforce
Duration & Study Mode:
Full time, Part-time, Evening and Weekends, Virtual online
Location:
London, Flexible online
Duration: 5 Days / 5 Weeks

Salesforce is a suite of products that offers integrated solutions for managing all customer interactions. Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, Salesforce Platform, and IoT Cloud are among the products available. This global leader in customer service solutions is entirely cloud-based, eliminating the need for costly hardware and software installation. The course is precise and avoids the unnecessary jargon that frequently accompanies longer drawn-out courses. Salesforce CRM will provide participants with the key components of Salesforce products, allowing them to immediately and effectively incorporate the learned skills into their business.

Prerequisites

  • The candidate must have a basic knowledge and understanding of fundamental business processes.
  • The candidate must have a clear concept of Cloud-based works and software as a service. 

What will you gain after this course

  • Learn about the User Interface, Settings, Leads/Contacts/Companies, and Leads/Contacts/Companies.
  • Learn everything there is to know about Campaign, Sales Funnel, Billing, and Invoicing.
  • Learn about Tasks and Calendars in Salesforce CRM.
  • Learn everything there is to know about Call Logs and Customer Support.

Jobs you can get
with a Salesforce CRM

  • Salesforce Administrator
  • Salesforce Developer
  • Salesforce Architect
  • Salesforce Designer
  • Business Analyst

Corporate Group Training

  • Customized Training
  • Onsite / Virtual
  • Instructor-led Delivery
  • For small to large groups

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Syllabus

  • What is Salesforce?
  • What is CRM?
  • How Salesforce organizes your data
  • Salesforce Standard and Custom Objects
  • Introducing Lightning Experience
  • What Makes Lightning Experience So Special
  • Opportunity Workspace
  • Accounts and Contacts
  • List Views
  • Opportunity Kanban
  • Reports and Dashboards
  • The Navigation Bar
  • Items and Apps for Efficient Navigation
  • Search for Records
  • Get Instant Results, Top Results, and More
  • Refine Your Results
  • Personalized Navigation Considerations
  • Find Your Apps in Lightning Experience

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