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Salesforce CRT Certification Training

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Reviews 4.9 (4.6k+)
Rated 4.7 out of 5

Learners : 1080

Duration :  25 Days

About Course

🌐 Salesforce CRT Online Training

Salesforce CRT (Certification Training) focuses on building expertise in Salesforce CRM, including administration, configuration, and security. Salesforce is one of the world’s leading cloud-based CRM platforms, widely used by organizations to manage customer relationships, sales, and business processes.

This course provides hands-on training in Salesforce administration, covering user management, automation, security, and real-time business scenarios. It prepares learners for Salesforce certification exams and high-demand job roles in CRM and cloud technologies.

🚀 Core Capabilities Include:

  • Salesforce Administration:
    Manage users, profiles, roles, and permissions effectively.
  • Data Management:
    Import, export, and maintain data using tools like Data Loader.
  • Security & Access Control:
    Implement profiles, roles, permission sets, and sharing rules.
  • Automation Tools:
    Work with Workflows, Process Builder, and Flow.
  • Reports & Dashboards:
    Create and analyze business reports and dashboards.
  • Sales & Service Cloud Basics:
    Understand core CRM functionalities and modules.
  • App Customization:
    Create objects, fields, page layouts, and validation rules.

Salesforce CRT Training Course Syllabus

Module 1: Introduction to Salesforce
  • CRM Concepts
  • Salesforce Overview
  • Cloud Computing Basics
  • Salesforce Navigatio
Module 2: User & Data Management
  • Users, Roles, Profiles
  • Permission Sets
  • Data Import Wizard & Data Loader
  • Data Validation
Module 3: Security & Access Control
  • Organization-Wide Defaults (OWD)
  • Role Hierarchy
  • Sharing Rules
  • Field-Level Security
Module 4: Objects & Customization
  • Standard & Custom Objects
  • Fields & Page Layouts
  • Record Types
  • Validation Rules
Module 5: Automation Tools
  • Workflow Rules
  • Process Builder
  • Flow Builder (Basics)
Module 6: Reports & Dashboards
  • Report Creation
  • Custom Reports
  • Dashboards
Module 7: Sales & Service Cloud Basics
  • Leads & Opportunities
  • Cases & Support
  • Business Process
Module 8: Real-Time Project & Certification
  • End-to-End CRM Project
  • Certification Preparation
  • Interview Questions
Salesforce CRT Course Key Features

Course completion certificate

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Salesforce CRT Online Training FAQ'S

What is Salesforce?
  • Salesforce is a cloud-based CRM platform used to manage customer relationships, sales, and business processes.
What is the difference between Profile and Role?
  • Profile: Controls object-level permissions
  • Role: Controls record-level access
What is OWD in Salesforce?
  • Organization-Wide Defaults define the default level of access users have to records.
What is a Workflow Rule?
  • Workflow is used to automate actions like email alerts, field updates, and task creation.

What is a Permission Set?
  • A Permission Set grants additional access to users without changing their profile.

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