About the Course
Edureka's CRM Salesforce for Beginners course will introduce attendees to the concepts of CRM and the application of CRM to business operations.The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.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 learnt.
After the completion of the CRM Salesforce for Beginners course at Edureka, you will be able to:
1. Understand what Customer Relationship Management is about and share multiple examples on the relevance and application of CRM.
2. Discuss Cloud Computing concepts, how cloud computing is used for CRM and the various CRM tools that are used by business.
3. Describe the CRM modules and define the activities performed as part of sales, marketing and service.
4. Create business objects and define the business flow across organization CRM processes.
5. Create various types of fields and define the relationship across objects in order to achieve the business functionalities.
6. Utilize the various functionalities of Salesforce.com to achieve Salesforce automation.
7. Prepare reports and associated dashboards to enable business performance preview.
Why learn CRM Salesforce?
At a time where acquiring new customers and retaining existing clients for business is becoming more and more critical, CRM systems provide the tool to bridge the gap between business processes and managing customer expectations. Customers are rapidly moving to Salesforce.com owing to its established cloud technology and its Pay per use similar features. This course will help to jump start your career in Salesfore.com and provide a platform to develop your knowledge with extensive training and hands-on practice sessions.
Who should go for this Course?
This course is a solid foundation to anyone who aspires to become Business Analyst, Techno-functional Analyst or Salesforce Developer.
What are the pre-requisites for this Course?
The pre-requisites for this course include Business Understanding of Customer Relationship Management, Basic knowledge of CRM systems, Cloud Computing, Basic idea regarding SaaS.
Which Case-Studies will be a part of the Course?
(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.
1. Introduction to CRM and SFDC
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.
2. SFDC Overview
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.
3. SFDC Security Model - 1
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.
4. SFDC Security Model - 2
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.
5. SFDC Configuration - 1
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.
6. SFDC Configuration - 2
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.
7. SFDC Advanced Configuration - 1
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.
8. SFDC Advanced Configuration - 2
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.