Skip to main content

Kodestree

India: +91 7204614489
USA: +1 202-555-0100 Dubai: +971 4 000 0000
Blog | Corporate Training 0

Introduction to Salesforce CRM

18 Lessons
|
40 hours

Salesforce is the world’s leading cloud-based Customer Relationship Management platform used to manage sales, customer service, marketing, and business automation. In this, You will learn how Salesforce works, how to configure it, and how organizations use it to manage leads, opportunities, reports, and workflows.

Enroll Now
Introduction to Salesforce CRM
Share this course

About Course

Prerequisites

  • Basic understanding of business processes
  • Familiarity with web applications
  • No prior Salesforce experience required

What Will You Learn

  • CRM concepts and Salesforce navigation
  • Standard & custom objects, fields, and data models
  • User management fundamentals
  • Lead and opportunity management
  • Workflow rules and automation
  • Validation rules implementation
  • Reports and dashboards creation
  • Data import and export
  • Role hierarchy and security model
  • Sharing rules and profiles configuration
  • Approval processes set up
  • Automation best practices
  • Real-world CRM project implementation

Course Curriculum

Course Content

Lesson 1 – CRM Fundamentals

  • Introduction to CRM
  • Overview of Salesforce
  • Cloud computing basics

Lesson 2 – Salesforce Platform Basics

Lesson 3 – Sales Process Management

Lesson 4 – Automation & Validation

Lesson 5 – Reporting & Analytics

Lesson 6 – Security & Data Management

₹11,940.00
  • Intermediate
  • 50 Total Enrolled
  • 40 hours Duration
  • September 15, 2026 Last Updated

    Drop Us a Query



    Fields marked * are mandatory

    Request For Live Demo Class

    Self Paced Learning
    ₹11,940.00
    ✓ Refund Policy
    • Duration: 40 hrs
    • 18 Lessons & Practical Labs
    • Lifetime Full Access & Free Upgrades
    • Downloadable Study Materials & Code Labs
    • Recognized Certification of Completion
    • 24x7 Online Support & Learner Forum
    Most Popular
    Online Class Room
    ₹11,940.00
    🛡️ 100% Money Back Guarantee
    • Live Interactive Training: 40 hrs
    • 18 Lessons across 6 Modules
    • Plus Full Self-Paced Access & Recordings
    • Real-World Projects & Case Studies
    • 1-on-1 Doubt Sessions with Industry Experts
    • Exam Prep & Official Certification Support
    • Resume Building & Placement Assistance
    Classes Starting From:
    📅 Fast Track Batch: 27 Sep 2026
    📅 Weekday Batch: 28 Sep 2026
    📅 Weekend Batch: 26 Sep 2026
    One to One Training
    Contact Us
    • 100% Customized Delivery & Curriculum
    • Flexible Schedule as per Learner Convenience
    • Top Tier Industry-Experienced Instructors
    • Tailored Hands-On Project Mentoring
    • Dedicated Interview & Career Guidance
    • 24x7 Dedicated Priority Support
    Contact Us

    Placement Partners

    Hettich
    Bechtel
    Emirates
    Mitsubishi
    Indian Navy
    Tech Mahindra
    AU Small Finance Bank
    Capgemini
    United Nations
    Yash Technologies

    Want to know Today's Offer

    Introduction to Salesforce CRM Certification Exam

    Upon completing the Introduction to Salesforce CRM, you will receive a globally recognized certification that validates your expertise in Salesforce CRM, automation, and cloud ecosystem. This certification is a testament to your practical knowledge, hands-on skills, and professional readiness.

    The Salesforce certification exam assesses your ability to apply real-world concepts, tools, and techniques learned during the course. Certified professionals are in high demand across industries, opening doors to exciting career opportunities and higher salary potential.

    Our certification is recognized by top employers and organizations worldwide. Whether you are looking to advance your current career, switch to a new role, or demonstrate your expertise to clients, this certification gives you the competitive edge you need in today’s fast-paced technology landscape.

    Read more
    Introduction to Salesforce CRM

    Frequently Asked Questions

    The Introduction to Salesforce CRM is designed to provide comprehensive, in-depth training in Introduction to Salesforce CRM. PrerequisitesBasic understanding of business processesFamiliarity with web applicationsNo prior Salesforce experience requiredWhat Will You LearnCRM concepts and Salesforce navigationStandard & custom objects, fields, and data modelsUser management fundamentalsLead and opportunity managementWorkflow rules and automationValidation rules implementationReports and dashboards creationData import and exportRole hierarchy and security modelSharing rules and profiles configurationApproval processes set upAutomation best practicesReal-world CRM project implementation The program covers foundational concepts through to advanced techniques to ensure you gain job-ready expertise.

    This course is ideal for beginners, IT enthusiasts, and working professionals who want to build or advance their career in Introduction to Salesforce CRM and qualify for relevant industry roles. There are no stringent prerequisites—basic computer proficiency and a willingness to learn are all that is required. Foundational topics are thoroughly covered during onboarding.

    The course is delivered through interactive, live online sessions led by industry experts. You will also have 24/7 access to LMS resources, study materials, and session recordings so you can catch up or revise at your convenience if you miss any live classes.

    Yes, hands-on learning is a core component of this course. You will work on practical assignments, real-life use cases, and capstone projects using Introduction to Salesforce CRM tools and best practices, helping you build a portfolio to showcase to hiring managers.

    Upon successful completion of the course curriculum and project assessments, you will be awarded an industry-recognized Certificate of Completion from Kodestree. We also offer career assistance, including resume-building workshops, mock technical interviews, and job opportunities to help you transition into relevant industry roles.

    Contact Us Worldwide

    Call:
    +91 7204614489

    WhatsApp:
    +91 7204614489

    Email:
    admissions@kodestree.com

    LEARNER SUCCESS

    What Learners Say

    Real feedback from professionals who transformed their careers with our training

    4.8/5
    Average Rating
    1,200+ Learner Reviews
    Learner Reviews
    Ankit Sharma Priya Menon Rahul Verma Sneha Kapoor +
    10,000+
    Learners Trained
    Ankit Sharma Priya Menon Rahul Verma Sneha Kapoor +
    95% Satisfaction
    Satisfaction Rate
    “

    The trainers explained concepts through real-world attack scenarios, which I was able to apply on the job right after the course. Structured curriculum and hands-on labs were the best part.

    “

    After the CSM training, I can confidently facilitate Sprint ceremonies. The trainer's practical approach and real project examples were extremely helpful.

    “

    Agile concepts were explained clearly, especially backlog management and team facilitation. A bit more time would have made it even better, but overall a solid course.

    “

    Even as a beginner, I never felt lost — the step-by-step labs and doubt-clearing sessions made switching careers so much easier.

    “

    This training gave me more than just a certification — it gave me a Scrum Master mindset. The modules on servant leadership and conflict resolution were the most valuable.

    Talk to an Advisor

    Login

    Don't have an account?