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Salesforce CRM for Beginners Training

CertOcean's Salesforce CRM for Beginners training is a live, instructor-led online course that prepares you for the Salesforce CRM for Beginners certification exam. You learn in 17 live sessions (29 hours in total) with an expert instructor, work through 8 curriculum modules with hands-on assignments and keep lifetime access to the class recordings.

  • 29 hoursLive training
  • 17 sessionsWith an instructor
  • 8 modules53 topics
  • Mon, Oct 26Next batch
SF SalesforceExam-focused live training
$188 $209 One-time · USD
You save$2110% off
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  • Secure checkout
Course overview

About the Salesforce CRM for Beginners training

Salesforce training for beginners teaches you to set up and use Salesforce, the world's leading CRM platform, even if you have never worked with a CRM before.

Why learn Salesforce?

  • Salesforce is used by companies of every size, in almost every industry.
  • Salesforce skills open doors to roles such as Salesforce administrator, business analyst and CRM consultant.
  • Salesforce skills are well paid, which makes them a strong choice for a career change or a raise.

This course includes

  • Live instructor-led training29 hours of live online classes with an expert instructor, where you can ask questions in real time.
  • Real-life case studiesAt the end of the course, you work on a real-life case study.
  • AssignmentsEvery class includes practical assignments to finish before the next class, so you apply each concept.
  • Lifetime accessKeep lifetime access to the LMS, including slides, quizzes, installation guides and class recordings.
  • 24/7 expert supportOur support team is available 24x7 to answer technical questions.
  • CertificationComplete the final project to receive CertOcean's Salesforce for Beginners certificate.

What you'll learn in this course

  • Understand CRM basics and how Salesforce works in the cloud
  • Create custom objects, fields and apps in Salesforce
  • Control data access with the Salesforce security and sharing model
  • Configure profiles, permission sets, page layouts and record types
  • Build reports and dashboards for business users
  • Automate work with queues, assignment rules, workflows and the Data Loader

What is the Salesforce CRM for Beginners course?

CertOcean's Salesforce CRM for Beginners is a course for people who want to start working with customer relationship management in Salesforce, the leading cloud (SaaS) CRM. You learn to manage business processes such as projects, tasks, campaigns, email, customer support and the sales funnel in Salesforce.

Who should take Salesforce training for beginners?

This Salesforce course is a good fit for:

  • Business administration students
  • MBA graduates and professionals
  • Sales and marketing professionals
  • Customer support and service center staff

What projects are included in the Salesforce beginners course?

You build a custom recruitment application on Salesforce and set up sales automation for a B2B technology company.

What are the prerequisites for Salesforce training for beginners?

There are no prerequisites, so anyone can take this course.

What are the system requirements for Salesforce training?

You need a computer with a good internet connection. If you have any setup questions, our 24x7 support team will help.

How do the hands-on Salesforce practicals work?

You do all the practicals and projects in a lab environment set up for this Salesforce course.

Curriculum

Salesforce CRM for Beginners course syllabus

8 modules · 53 topics · 29 hours of live training

Introduction to CRM and Salesforce 5 topics
  • Learning goal: Get an overview of CRM, cloud computing and Salesforce.
  • CRM overview
  • Cloud computing
  • Introduction to Salesforce (SFDC)
  • Salesforce modules
Salesforce Objects and Data Model 6 topics
  • Learning goal: Create business objects and understand standard and custom objects and how they relate.
  • Salesforce business objects and how they are used
  • Standard objects
  • Custom objects
  • The Salesforce data model
  • Salesforce relationships
Salesforce Security Model I 5 topics
  • Learning goal: Learn data fields, Salesforce security features and organization-wide defaults.
  • Salesforce data fields
  • Salesforce security features
  • Organization-wide defaults
  • Profiles and roles
Salesforce Security Model II 5 topics
  • Learning goal: Learn mass transfer of records, sharing rules and how roles work together with sharing.
  • Mass transferring records
  • Sharing rules and how to apply them
  • Using roles with sharing rules
  • Profiles and permission sets
Salesforce Configuration I 6 topics
  • Learning goal: Configure profiles, permission sets, page layouts, record types and field-level security.
  • Profiles
  • Permission sets
  • Page layouts
  • Record types
  • Field-level security
Salesforce Configuration II: Clouds, Reports and Dashboards 11 topics
  • Learning goal: Build reports and dashboards that show business performance, and learn the main Salesforce clouds.
  • Marketing Cloud
  • Sales Cloud
  • Products and price books
  • Quote management
  • Service Cloud
  • Activities
  • Analytics
  • Reports
  • Dashboards
  • Translation Workbench
Salesforce Automation 8 topics
  • Learning goal: Automate work with queues, assignment rules, auto-response, escalation and validation rules, approvals and Flow.
  • Queues
  • Assignment rules
  • Auto-response rules
  • Approval processes
  • Flow (which replaces workflow rules and Process Builder)
  • Escalation rules
  • Validation rules
Advanced Salesforce: Chatter, Data Loader, Deployment and Development 7 topics
  • Learning goal: Learn Chatter, content management, Data Loader, change sets, and an introduction to Apex and Visualforce.
  • Chatter
  • Content management
  • Data Loader
  • Deployment with change sets
  • Introduction to Apex
  • Introduction to Visualforce

Get the detailed syllabus

Receive the full module plan, batch timings and a call with an advisor who can answer your exam questions.

Request syllabus
Upcoming batches

Next Salesforce CRM for Beginners batches

Live online classes with an instructor, 9:00 AM to 5:00 PM Eastern Time (ET).

Weekday batch

Starts Monday, October 26

Starts tomorrow · Live online

Enroll
Weekend batch

Starts Saturday, October 31

Starts in 6 days · Live online

Enroll
Flexible

Need another date or time?

Ask for a private or custom schedule.

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Sample certificate
Certification

Earn your Salesforce CRM for Beginners certificate

  • Certificate of completionIssued by CertOcean when you finish the training and assignments.
  • Official Salesforce certificationAwarded by Salesforce when you pass the exam. The course is built to get you there.
  • Show it to employersAdd it to your LinkedIn profile and resume.
Start your certification
Learner reviews

Why learners choose CertOcean

Rated Excellent · 4.9 out of 5 on Trustpilot
The training curriculum was great. CertOcean provided me everything required to obtain my CISM. They're excellent!
Laxmi Haya Vadan KaramcheduUnited States · CISMVerified
Very resourceful company, I passed my PMP exam at first attempt, highly recommended.
IjeomaCanada · PMPVerified
Great training support! Helped me pass several certifications.
Cozumel TyUnited StatesVerified
  • US, Canada and UK hoursClasses set around your working day
  • Expert instructorsWorking professionals in your field
  • Career supportResume and interview help
FAQ

Salesforce CRM for Beginners course FAQs

Can't find your answer? A course advisor can help with the syllabus, batch dates and exam questions.

How much does the Salesforce CRM for Beginners course cost?

The Salesforce CRM for Beginners training costs $188, down from the regular $209 (you save 10%). It is a one-time payment in US dollars, and you can pay securely by card or PayPal.

What if I miss a Salesforce class?

You won't miss any content. You can watch the recorded session or attend the same session in the next live batch.

Where can I get help during Salesforce training?

Our support team is available 24x7. Send your question anytime, and we will make sure it is answered as quickly as possible.

Can I attend a free demo class before enrolling?

Yes. Ask for a free demo class through the form on this page or on WhatsApp, and we will invite you to a live session with a trainer before you pay. You can also watch a sample class recording to see how our classes run.

Who are the instructors for CertOcean's Salesforce training?

Our Salesforce instructors are domain experts with more than 10 years of experience. They are selected through a strict process and complete a training program before they teach.

Do you offer placement support after Salesforce training?

Your LMS includes a resume builder tool that helps you create a strong resume in a few simple steps. The course combines theory with hands-on projects, so you can show real Salesforce skills to employers.

Can I get help after the Salesforce course ends?

Yes. We support learners even after they finish the course, and our team will help you with any technical or course-related questions.

How long is the Salesforce beginners course?

The course has 29 hours of live online classes with an expert instructor, plus practical assignments after every class.

Will I get a certificate after the Salesforce CRM for Beginners training?

Yes. You receive a CertOcean certificate of completion when you finish the training. The official Salesforce certification is awarded by Salesforce when you pass the exam, and this course prepares you for it.

What if I don't pass the Salesforce CRM for Beginners exam?

Your enrollment is covered by CertOcean's pass or full refund guarantee. If you don't clear the exam, you can claim a full refund under the guarantee terms.

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Salesforce CRM for Beginners

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