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Program overview
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Salesforce Fundamentals
Salesforce Fundamentals
Equip your team with Salesforce skills for more efficient CRM, streamlined sales processes, and overall business efficiency with improved data management.
Program Overview
Even if you’re new to customer relationship management, you must have heard of Salesforce— the #1 AI-powered CRM platform globally. This accreditation is not just in words; with this platform, decisions are made 38% faster and customer satisfaction soars by 35% (as per thousands of its users). Clearly, it has quite some potential to offer!
Realizing the same, Uptut has come up with a fundamental training program called “Salesforce Fundamentals.” This program covers all the essentials to help your business leverage Salesforce effectively. It includes modules on setting up and configuring the platform, managing objects and fields, creating workflows, and generating reports.
The training offers 100% live, on-site training for a hands-on learning experience. Participants will work directly with expert instructors on practical projects, such as setting up dashboards, managing customer data, and automating sales processes.
Designed for various skill levels, the course is ideal for administrators, customer service professionals, project managers, and anyone looking to enhance their CRM knowledge and skills. Talk to our experts to learn how this training can improve your customer relationship management and drive growth in your organization.
Personalised training curriculum
100% Live Sessions
Lifetime access to recordings and material
Hands-on labs and assignments included
Consulting Support
Delivered by industry experts
Why do you need Salesforce for your business?
- Better Customer Relationships: Training your teams in Salesforce fundamentals helps them manage customer interactions more effectively and transparently. This fosters stronger relationships and increases customer loyalty in the long run.
- Increased Workforce Productivity: Salesforce is known for its efficient workflow and process automation.
- Training your team in its fundamentals will empower them to reduce redundancy in repetitive tasks and manage workflows more efficiently, significantly enhancing their productivity while lowering operational costs.
- Optimized Sales Processes: With Salesforce skills, your teams can streamline sales operations, track leads efficiently, and close deals faster. This has an overall positive impact on your sales strategy, and hence, performance.
- Data-driven Decision-making: Salesforce is known for improving data management and handling, allowing users to uncover deeper business insights. A workforce proficient in utilizing Salesforce for customer data management will be able to create more targeted marketing strategies, personalize customer experiences, and ultimately improve your ROI.
Make Your Team Proficient
Training Objectives
- Understand cloud services and set up Salesforce developer accounts.
- Configure Salesforce apps, objects, and tabs.
- Learn how to customize fields, design page layouts, and manage record types.
- Implement validation rules, permission sets, roles, and data management.
- Create email templates, and workflows, and manage approval processes.
- Get acquainted with Salesforce’s App Builder.
- Learn the intricacies of Salesforce administration settings.
Hands-on Experience with Tools
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Core Training Modules
- Setting Up and Managing Developer Accounts
- This module covers the foundational skills needed to start working with Salesforce. Participants will learn how to set up and manage developer accounts, which includes creating and managing apps within Salesforce. They will also get an introduction to the Salesforce development environment.
- Object Creation and Management
- In this module, participants will define & configure custom objects and set up tabs for easy navigation, and work with different data structures. It also includes object creation, tab configuration, and managing object relationships.
- Customizing Fields, Layouts, and Data Management
- This module covers the customization of various elements within Salesforce for specific business needs. Participants will learn how to customize fields and layouts, manage record types, and set up validation rules to ensure data accuracy.
- Roles, Permissions, and Security
- This module discusses the configuration of roles and permissions to ensure the right people have access to the right data. It covers topics like setting up multiple roles, configuring permission sets, and managing user access to maintain a secure environment. Other areas of focus include role hierarchy and security best practices.
- Workflow Automation and Data Management
- In the final module, participants will explore automation within Salesforce. They will design and implement workflows to automate routine business tasks to reduce manual effort, create approval processes as well as manage relationship fields to maintain accurate and interconnected data. They will also learn how to automate communication by setting up classic email templates.
- Introduction to Salesforce App Builder
- This module will cover the role of Salesforce’s App Builder in creating custom applications. Learners will explore object relationships, development models, and data modeling techniques. By the end, learners will understand how to design applications that meet business requirements without extensive coding.
- Administration Essentials
- This module introduces the basics of Salesforce administration, covering key tasks like managing roles, profiles, and data security. It also explores automating processes using tools like Workflows and Process Builder. Additionally, learners will get hands-on experience in user management, including creating users, setting up role hierarchies, and configuring permissions to control data access and security within Salesforce.
How does personalized training work?
01
Analyzing skill gap and assessing business requirements
02
Customising curriculum with core and additional modules to fit objectives
03
Supporting learning implementation with consulting
Who will benefit from this training?
- Salesforce Administrators
- Salesforce Business Analysts
- Customer Service Representatives
- Marketing Professionals
Is this training right for your team?
Frequently Asked Questions- Answered!
1. What are the pre-requisites for this training?
2. Will my team get any practical experience with this training?
3. What is your mode of delivery - online or on-sight?
4. Will trainees get certified?
5. What do we do if we need further support after the training?
Upskill My Team
- Personalised training curriculum
- 100% Live Sessions
- Lifetime access to recordings and material
- Hands-on labs and assignments included
- Consulting Support
- Delivered by industry experts
Accelerate Business Returns with In-Demand Technology and High-Performing Teams
Discover the power of digital transformation with train-to-deliver programs from Uptut's expert trainers and consultants trusted by 50,000+ professionals across the world's leading tech innovators.
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