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Salesforce Fundamentals: Understand Salesforce architecture, core modules, and CRM lifecycle.
Data Management: Organize, maintain, and secure customer records across the Salesforce platform.
Process Automation: Leverage tools like Process Builder and Flow Builder to streamline complex workflows.
Reporting & Dashboards: Develop dynamic reports and dashboards that translate data into actionable insights.
Customization & Security: Tailor Salesforce to business requirements through custom fields, objects, and access controls.
From Learning to Leading.
Salesforce CRM: Automation & BI Specialist
Gain end-to-end proficiency in Salesforce CRM to optimize customer relationship management, automate workflows, and accelerate business outcomes.
What you'll learn
This course equips you with the practical skills to configure, customize, and optimize Salesforce CRM for operational excellence and data-driven decision-making.
Ideal for Salesforce administrators, business analysts, and CRM professionals seeking technical proficiency and platform certification.
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Course Content
- Deep dive into Salesforce platform architecture
- Managing user roles, profiles, and permission sets
- Creating and customizing objects, fields, and page layouts
- Designing workflows with Process Builder and Flow Builder
- Automating sales operations and customer support processes
- Implementing rules and validation for data integrity
Requirements
- Foundational understanding of CRM concepts and customer lifecycle
- Basic familiarity with cloud platforms and SaaS tools
- Strong interest in business process optimization and automation
Description
- Learn to implement and configure Salesforce CRM for enterprise-grade efficiency
- Automate repetitive business processes to enhance productivity
- Design intelligent dashboards and reports for strategic decision-making
- Customize Salesforce to align with industry-specific needs while ensuring data security and governance
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