Salesforce CRM Training in Kraków, Poland

This Salesforce training is designed to provide participants with a comprehensive understanding of Salesforce CRM, including its features, functionalities, and capabilities. The course will cover the essentials of Salesforce administration, customization, and automation tools, equipping participants with the skills needed to manage customer relationships, optimize workflows, and customize the platform to meet business needs.

Introduction to Salesforce and Setup Basics

Module 1: Introduction to Salesforce CRM

Overview of Salesforce and its key features.

Understanding Salesforce's cloud model and its business applications.

Introduction to Salesforce editions and licenses.

Module 2: Salesforce Setup and Configuration

Navigating the Salesforce interface and basic settings.

Configuring Salesforce objects, fields, and record types.

Customizing page layouts and creating list views.

Module 3: User and Security Management

Creating and managing users, profiles, and permission sets.

Managing roles and organizational security settings.

Understanding sharing rules and data access controls.

Interactive Components

Hands-on exercise

Group discussion

Automation, Workflow, and Data Management

Module 4: Workflow and Process Automation

Introduction to Workflow Rules and Process Builder.

Automating business processes (approvals, tasks, emails, etc.).

Introduction to Salesforce Flow for complex automation.

Module 5: Data Management and Quality

Managing and importing data into Salesforce using Data Loader and Import Wizard.

Data validation rules and maintaining data quality.

Introduction to data export and backup processes.

Module 6: Reports and Dashboards

Creating and customizing Salesforce reports.

Building dashboards to visualize key metrics and KPIs.

Understanding report types and filters.

Interactive Components

Hands-on exercise

Group activity

Advanced Features, AppExchange, and Best Practices

Module 7: Advanced Salesforce Features

Introduction to custom applications and AppExchange.

Using Lightning App Builder for creating custom apps.

Understanding Salesforce Mobile and Lightning Experience.

Module 8: Best Practices for Salesforce Implementation

Implementing and maintaining a successful Salesforce instance.

Managing and troubleshooting common issues.

Best practices for data governance, change management, and user adoption.

Module 9: Salesforce Integration and Extensibility

Introduction to Salesforce integration tools (APIs, middleware).

Extending Salesforce functionality using Apex and Visualforce.

Overview of integrating Salesforce with third-party applications.

Interactive Components

Role-playing

Hands-on activity

Hands-On Labs

60% of the training will involve practical exercises and case studies.