Salesforce Fundamentals Training Course
The Salesforce Fundamentals course at Educad Academy is designed to give learners a strong foundation in Salesforce CRM one of the world’s leading customer relationship management platforms. This course covers the essential features, tools, and concepts of Salesforce, including data management, automation, reporting, and customization. By the end of the program, students will understand how Salesforce helps businesses manage customer data, streamline processes, and improve productivity.
Whether you’re planning a career in CRM, sales operations, or cloud-based business management, this course provides the knowledge and practical skills you need to get started.
Course Objectives:
By the end of this course, participants will be able to:
- Understand the core concepts and structure of Salesforce CRM.
- Navigate the Salesforce interface and manage key CRM features.
- Create and manage standard and custom objects, fields, and relationships.
- Configure user roles, profiles, and security settings.
- Automate business processes using workflows, Process Builder, and Flow.
- Build custom reports and dashboards to analyze business performance.
- Customize Salesforce applications using Lightning App Builder.
- Integrate Salesforce with other business tools through AppExchange.
- Apply best practices in data management and system administration.
- Develop the confidence and foundational knowledge to pursue Salesforce Administrator certification.
Course Content:
Module 1: Introduction to Salesforce
- Overview of Salesforce and CRM concepts
- Understanding Salesforce editions and features
- Navigating the Salesforce interface
- Key business benefits of Salesforce
Module 2: Salesforce Data Model and Management
- Understanding objects, fields, and records
- Working with standard and custom objects
- Relationships between objects
- Data import, export, and validation
Module 3: Security and Access Control
- Managing users, profiles, and roles
- Permission sets and sharing settings
- Record-level and field-level security
- Best practices for data security
Module 4: Automation Tools
- Workflow rules and process builder
- Approval processes
- Introduction to Flow automation
- Practical automation examples
Module 5: Reports and Dashboards
- Creating and customizing reports
- Building dashboards for business insights
- Using filters and report types
- Sharing and scheduling reports
Module 6: Salesforce Customization
- Page layouts and record types
- Custom fields and formula fields
- App customization basics
- Using the Lightning App Builder
Module 7: AppExchange and Integrations
- Introduction to AppExchange
- Installing and managing third-party apps
- Basic Salesforce integrations (Outlook, Google, etc.)
- Real-world integration examples
Module 8: Introduction to Salesforce Administration
- Admin roles and responsibilities
- Sandbox and deployment overview
- Monitoring system performance
- Key Salesforce admin tools
Module 9: Hands-on Project
- Real-world case study
- Building a functional Salesforce application
- Presenting reports and dashboards
- Review and feedback session
Who Should Enroll:
- Students and professionals new to CRM systems
- Sales, marketing, and IT professionals
- Anyone looking to start a career in Salesforce or cloud CRM
Key Learning Outcomes:
After completing this course, learners will be able to:
- Understand Salesforce’s core architecture and data model
- Configure users, roles, and permissions effectively
- Create reports, dashboards, and workflows
- Manage customer relationships using Salesforce tools
- Prepare for advanced Salesforce Administrator training
International Student Fee: 500 USD
Flexible Class Options
- Corporate Group Training | Fast-Track
- Weekend Classes For Professionals SAT | SUN
- Online Classes-Live Virtual Class( L.V.C) Online Training
