CRM Salesforce for Beginners

Access Duration - 365 Days
Awarded By  Edureka Awarded By Edureka
Guided Learning Hour 20 Guided Learning Hours (20)
Course Materialr Course Material
Self-study Online
4.5( 2 REVIEWS )

What Will I Learn?

Gain a basic overview of CRM (customer relationship management)
Learn how cloud computing is used in CRM
Learn about sales funnels, campaigns, billing and invoicing
Learn about tasks and calendars in Salesforce


Salesforce is a leader for CRM (customer relationship management) with the idea of bringing customers and companies closer to each other in this digital age. CRM Salesforce for Beginners is designed for individuals who want to learn all about Salesforce tool that will help you tackle daily processes such as managing tasks, projects, campaigns, emails and sales funnels. If you wish to work in sales and marketing, Salesforce CRM is a powerful tool that will demonstrate how to follow activities efficiently and display reports on work progress.

CRM Salesforce for Beginners will provide hands-on training on how to follow up on different service requests and support issues that have been generated by customers. You will also learn to handle customer support requests efficiently.

CRM Salesforce for Beginners is a step by step guide on how to effectively create campaigns and follow up on activities related to your customers, in order to enhance your services and improve their satisfaction. Qualifying in this course will set you in the right direction, giving you the opportunity to open the door to new and exciting job roles in the sales and marketing industry.

Why You Should Consider Taking this Course at Global Edulink?

Global Edulink is a leading online provider for several accrediting bodies, and provides learners the opportunity to take this exclusive course awarded by Edureka. At Global Edulink, we give our fullest attention to our learners’ needs and ensure they have the necessary information required to proceed with the Course.  Learners who register will be given excellent support, discounts for future purchases and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships and their favourite restaurants.

  • Access Duration
  • Who is this Course for?
  • Entry Requirement
  • Method of Assessment
  • Certification
  • Awarding Body
  • Career Path & Progression

The course will be directly delivered to you, and you have 12 months access to the online learning platform from the date you joined the course.  The course is self-paced and you can complete it in stages, revisiting the lessons at any time.

This course is recommended for,
  • Sales and Marketing Professionals
  • Support and Service Centre Professionals
  • Students
  • Learners should be over the age of 16, and have a basic understanding of English, ICT and numeracy.
  • A sound educational background is recommended
  • Basic knowledge of business processes
  • Knowledge of cloud-based works

In order to complete the Course CRM Salesforce for Beginners, learners will have to submit an assignment. The assignment will demonstrate your familiarity with the particular subject and will test your ability to apply it in a real-world scenario.

Upon the successful completion of the course, you will be awarded the Certificate for CRM Salesforce for Beginners by Edureka.

Edureka is a pioneer in online learning and an agency that has frequently and consistently collaborated with educational and academic institutes. It guarantees expert commitment and is dedicated to learners taking their courses. Edureka is internationally recognised and takes learners a step closer to a leading career in the IT industry.

The CRM Salesforce for Beginners will improve your candidature for a number of jobs in customer relationship management.  You can study further courses in the same field and enhance your academic expertise in Salesforce, and add this as a valuable skillset on your resume. Your skills will be recognised by leading organisations that give you the opportunity to land a well-paying job in sales and marketing. Given below are job titles you can compete for, along with the average UK salary per annum according to

  • Sales and Marketing Manager - £63,000 (Approximately)

Key Features

Gain an Accredited UK Qualification
Access to Excellent Quality Study Materials
Personalised Learning Experience
Support by Phone, Live Chat, and Email
Eligible for TOTUM Discount Card
UK Register of Learning Providers Reg No : 10053842

Course Curriculum

1: Introduction to CRM and SFDC
CRM Overview
Cloud Computing
Introduction to (SFDC)
SFDC Modules.
2: SFDC Overview
SFDC Business objects & their application
Standard Business Objects
Custom Business Objects
Salesforce Data Model
Salesforce Relationships
3: SFDC Security Model - 1
Salesforce Data Fields
Salesforce Security Features
Organization Wide Default
4: SFDC Security Model - 2
Records Mass Transfer
Sharing Rules & Application
Application of Roles & Sharing Rules
Profiles & Permission Sets
5: SFDC Configuration - 1
Permission Sets
Page Layout
Record Type
Field Level Security
6: SFDC Configuration - 2
Marketing Cloud
Sales Cloud
Products & Price Book
Quote Management
Service Cloud
Translation Workbench
7: SFDC Advanced Configuration - 1
Assignment Rules
Auto Response
Approval Processes
Escalation Rules
Validation Rule
8: SFDC Advanced Configuration - 2
Content management
Data Loader
Deployment using Change Sets
Apex & Visual Force

Students feedback


Average rating (2)
5 Star
4 Star
3 Star
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1 Star
    K B

    Karina Burke

    April 07, 2021
    Satisfied with this training

    As a first time learner to online learning, I couldn’t be happier with this course. I enjoyed it from start to finish.

    W M

    Walter Macdonald

    March 13, 2021
    Great tutorial

    The course was informative and highly detailed. It enabled me to become an expert in CRM salesforce and to use technology to engage with my customers.

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