Salesforce CRM Mastery

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About Course

Learn Salesforce CRM from scratch and become job-ready with real-time projects. This course covers CRM fundamentals, data management, automation, reports, and dashboards. Perfect for beginners and graduates aiming for high-demand CRM careers.

What Will You Learn?

  • Understand CRM concepts and Salesforce ecosystem
  • Navigate Salesforce platform and manage data efficiently
  • Create and customize objects, fields, and records
  • Build automation using workflows and flows
  • Generate reports and dashboards for business insights
  • Implement real-time CRM solutions for companies
  • Gain hands-on experience with live projects
  • Become job-ready for Salesforce roles

Course Content

Introduction to CRM & Salesforce
What is CRM? Overview of Salesforce Platform Salesforce Ecosystem & Career Paths

Salesforce Basics
Navigating Salesforce UI Objects, Fields & Records Standard vs Custom Objects

Data Management
Creating & Managing Records Data Import Wizard Data Security & Validation Rules

Automation
Workflow Rules Process Builder Basics Introduction to Flow Builder

Reports & Dashboards
Creating Reports Custom Report Types Dashboards & Visualization

Real-Time Project
CRM Setup for a Company Lead to Opportunity Flow Final Project Submission

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