CRM Salesforce for Beginners course will introduce attendees to the concepts of CRM and the application of CRM to business operations.The course will explain Cloud Computing as a concept and explain the aspects related to SaaS and PaaS.Attendees will be introduced to system through conceptual coverage of Sales, Marketing and Service aspects of CRM. The course will include creating login accounts and provide a step by step instructions on how to achieve the CRM concepts on a system. Throughout the course, the participants will continue to work on a case study to understand the concepts better. At the end of the course, the participants will have to implement a project utilizing the concepts learnt.

Course Objectives

After the completion of the CRM Salesforce for Beginners course at Certybox, you will be able to:

  • Understand what Customer Relationship Management is about and share multiple examples on the relevance and application of CRM.
  • Discuss Cloud Computing concepts, how cloud computing is used for CRM and the various CRM tools that are used by business.
  • Describe the CRM modules and define the activities performed as part of sales, marketing and service.
  • Create business objects and define the business flow across organization CRM processes.
  • Create various types of fields and define the relationship across objects in order to achieve the business functionalities.
  • Utilize the various functionalities of to achieve Salesforce automation.
  • Prepare reports and associated dashboards to enable business performance preview.

Why learn CRM Salesforce?

At a time where acquiring new customers and retaining existing clients for business is becoming more and more critical, CRM systems provide the tool to bridge the gap between business processes and managing customer expectations. Customers are rapidly moving to owing to its established cloud technology and its Pay per use similar features. This course will help to jump start your career in and provide a platform to develop your knowledge with extensive training and hands-on practice sessions.

Who should go for this Course?

This course is a solid foundation to anyone who aspires to become Business Analyst, Techno-functional Analyst or Salesforce Developer.

Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.


Course Duration

You will undergo self-paced learning where you will get an in-depth knowledge of various concepts that will be covered in the course.

Real-life Case Studies

Towards the end of the Course, you will work on a real life case study.


Each class has practical assignments which shall be finished before the next class and helps you to apply the concepts taught during the class.

Lifetime Access

You get lifetime access to Learning Management System (LMS) where presentations, quizzes, installation guide & class recordings are there.


Certybox certifies you as a CRM Salesforce Beginner based on the project reviewed by our expert panel.


We have a community forum for all our customers that further facilitates learning through peer interaction and knowledge sharing.

Course Curriculum

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