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Salesforce CRM Org Setup & Configuration

16 Lessons
|
40 hours

Salesforce is the leading cloud CRM platform used to manage sales, service, and customer data at scale. Salesforce CRM Org Setup & Configuration focuses on building, configuring, and managing a Salesforce environment from scratch. kodestree’s program teaches you how to create and configure a Salesforce org, manage users, define security models, customize objects, automate processes, and optimize performance. You work on practical scenarios that reflect how real companies structure and control their CRM environments.

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Salesforce CRM Org Setup & Configuration
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About Course

Prerequisites

  • Introduction to Salesforce CRM
  • Basic understanding of business workflows
  • Familiarity with web-based applications
  • No prior Salesforce admin experience required

What Will You Learn?

  • Salesforce org architecture and Lightning navigation
  • Standard and custom objects, fields, and relationships
  • Page layouts and record types configuration
  • User creation and license management
  • Profiles, permission sets, role hierarchy, and sharing rules
  • Workflow rules and automation tools
  • Data import, validation, and quality control
  • Security model design and approval processes
  • Automation best practices and performance optimization
  • End-to-end Salesforce org setup project

Course Curriculum

Course Content

Lesson 1 – Salesforce Org Fundamentals

  • Introduction to Salesforce Architecture
  • Org Types and Environments
  • Lightning Interface Overview

Lesson 2 – Data Model & Customization

Lesson 3 – User & Security Management

Lesson 4 – Automation & Validation

Lesson 5 – Data Management

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

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    Self Paced Learning
    ₹11,940.00
    ✓ Refund Policy
    • Duration: 40 hrs
    • 16 Lessons & Practical Labs
    • Lifetime Full Access & Free Upgrades
    • Downloadable Study Materials & Code Labs
    • Recognized Certification of Completion
    • 24x7 Online Support & Learner Forum
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    ₹11,940.00
    🛡️ 100% Money Back Guarantee
    • Live Interactive Training: 40 hrs
    • 16 Lessons across 5 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: 29 Sep 2026
    📅 Weekday Batch: 28 Sep 2026
    📅 Weekend Batch: 3 Oct 2026
    One to One Training
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    • 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
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    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

    Salesforce CRM Org Setup & Configuration Certification Exam

    Upon completing the Salesforce CRM Org Setup & Configuration, 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
    Salesforce CRM Org Setup & Configuration

    Frequently Asked Questions

    The Salesforce CRM Org Setup & Configuration is designed to provide comprehensive, in-depth training in Salesforce CRM Org Setup & Configuration. PrerequisitesIntroduction to Salesforce CRMBasic understanding of business workflowsFamiliarity with web-based applicationsNo prior Salesforce admin experience requiredWhat Will You Learn?Salesforce org architecture and Lightning navigationStandard and custom objects, fields, and relationshipsPage layouts and record types configurationUser creation and license managementProfiles, permission sets, role hierarchy, and sharing rulesWorkflow rules and automation toolsData import, validation, and quality controlSecurity model design and approval processesAutomation best practices and performance optimizationEnd-to-end Salesforce org setup project 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 Salesforce CRM Org Setup & Configuration 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 Salesforce CRM Org Setup & Configuration 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

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    +91 7204614489

    WhatsApp:
    +91 7204614489

    Email:
    admissions@kodestree.com

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    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.

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

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    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.

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

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    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.

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