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    Sales Force

    Certificate Program in Salesforce CRM Administration

    The Certificate Program in Salesforce CRM Administration at Veda IT provides a comprehensive foundation in Salesforce, the leading CRM platform used worldwide for managing customer relationships and optimizing business processes. This program is ideal for individuals looking to pursue a career as a Salesforce Administrator or CRM specialist, equipping them with practical knowledge in managing data, automating workflows, configuring security, and creating insightful reports and dashboards.

    Who Should Join Sales Force Course?

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      Job Switchers
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      Working Professionals
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      Engineering Graduates
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      University Students
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      Entry-Level Candidates

    Keyskills of Sales Force Developer

    A Certificate Program in Salesforce Administration develops key skills for managing and customizing Salesforce environments. Key skills include proficiency in Salesforce platform navigation, managing user permissions, roles, and profiles, and configuring page layouts, record types, and workflows. Expertise in creating and managing reports and dashboards for data analysis is essential. Salesforce administrators should also be skilled in automation tools like Process Builder, Flow Builder, and Approval Processes, as well as understanding data management practices, including data import/export and maintaining data integrity.

    Key Features
    • Covers core Salesforce functions, data management, and process automation.
    • Real-world projects to develop practical Salesforce administration skills.
    • Learn from certified Salesforce professionals.
    • Offline classes with optional online support.
    • Recognized certificate from Veda IT upon successful course completion.

    What you'll learn

    The Certificate Program in Salesforce CRM Administration at Veda IT provides a comprehensive foundation in Salesforce, the leading CRM platform used worldwide for managing customer relationships and optimizing business processes. This program is ideal for individuals looking to pursue a career as a Salesforce Administrator or CRM specialist, equipping them with practical knowledge in managing data, automating workflows, configuring security, and creating insightful reports and dashboards. By mastering Salesforce's core administrative functions, students will gain the skills necessary to support and customize Salesforce environments for improved productivity and data management.

    Throughout the program, students will gain hands-on experience in navigating the Salesforce platform, setting up user roles and permissions, managing data imports and exports, creating custom reports, and automating key business processes with tools like Workflow Rules and Process Builder. Key modules cover Salesforce administration essentials, security, data management, and user management, preparing students to optimize CRM operations effectively. Practical labs and real-world projects ensure that students are job-ready, with the confidence to manage and configure Salesforce environments for businesses of any size.

    Upon completion, graduates will be well-prepared for roles such as Salesforce Administrator or CRM Specialist, equipped to manage day-to-day CRM operations and support organizational growth through efficient data and process management on Salesforce.

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    Modules Covered

    • Overview of Salesforce CRM and Its Benefits
    • Navigating the Salesforce Platform and Setup Menu
    • Understanding Standard and Custom Objects in Salesforce
    • Data Model Basics and Using Schema Builder
    • Setting Up Company Profile and Organization Details
    • Mini Project: Creating Custom Objects and Fields for Business Data

    • Managing User Profiles, Roles, and Permission Sets
    • Configuring Data Access and Field-Level Security
    • Defining Record Ownership and Sharing Settings
    • Using Login History and Security Health Check
    • Role Hierarchies and Sharing Rules for Data Control
    • Mini Project: User Role Setup and Security Configuration for an Organization

    • Importing and Exporting Data with Data Import Wizard and Data Loader
    • Data Cleanup and Duplicate Management
    • Creating and Customizing Reports (Tabular, Summary, Matrix)
    • Building Interactive Dashboards for Business Insights
    • Best Practices for Data Backup and Recovery
    • Mini Project: Data Import, Cleanup, and Custom Reporting for a Sales Use Case

    • Introduction to Process Automation Tools: Workflow Rules and Process Builder
    • Setting Up Email Alerts, Field Updates, and Task Creation
    • Automating Business Processes with Approval Processes
    • Using AppExchange for Enhancing CRM Functionality
    • Configuring Page Layouts, Record Types, and Compact Layouts
    • Final Project: Automating a Sales Process and Customizing CRM for Business Needs

    Learning Path

    Introduction to Salesforce CRM and Platform Basics

    Learn the fundamentals of Salesforce CRM, its ecosystem, and platform essentials.

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    User Management and Security Configuration

    Master user roles, permissions, and security settings to protect and manage your Salesforce environment.

    Data Management, Reports, and Dashboards

    Organize data effectively, create insightful reports, and build interactive dashboards for data visualization.

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    Workflow Automation and Basic Customization

    Automate processes using workflows, approval processes, and customize Salesforce to meet business needs.

    Final Project and Career Guidance

     Develop a complete Salesforce solution and receive career coaching to succeed as a Salesforce professional.

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    Mini Projects for Hands-On Experience

    Apply your Salesforce skills to small, real-world projects to gain practical experience.

    Potential Roles

    • Salesforce Administrator
    • CRM Specialist
    • Salesforce Consultant
    • Business Analyst (CRM)
    • Technical Support Engineer (Salesforce)
    • Customer Success Manager
    • Start Date20/05/2025
    • Enrolled100
    • Lectures50
    • Skill LevelBasic
    • LanguageEnglish,Telugu
    • Quizzes10
    • CertificateYes
    • Pass Percentage100%
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    Certificate Program in Salesforce CRM Administration

    Upon successful completion of the Certificate Program in Salesforce CRM Administration, you will receive a certificate from Veda IT, validating your skills in Salesforce CRM management, security, and workflow automation.