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The Course goes with the aim to understand key concepts about:

  • To understand the Evolution of Cloud Computing
  • To create and organize work flow automation
  • Customized reports using the Salesforce CRM
  • To master in the UI and navigate through the software
  • To expertly use the advanced filters and dashboards
  • To get the concepts of Visual force programming
  • To get the benefits of CRM
  • Understanding the characteristics of cloud computing
  • To understand the sales force administration and application development
  • Get introduced with IAAS,PAAS,SAAS

Who should go for this course?

Educonverge is one among very few Salesforce CRM training institutes in Delhi/NCR.

In the IT field, Salesforce professionals are most demanded professionals due to the wide scope.
Salesforce technology is the leading industry cloud based Customer Relationship Management technology.

The course is intended for the following individuals to learn the course online:

  • IT Professionals
  • Administrators
  • Developers
  • Implementers
  • Project managers
  • Graduates
  • Job Seekers
  • End users

Why learn Salesforce CRM?

With Salesforce CRM, you can fulfill business needs, maintain, and manage effective customer relations.
With this advanced customer relationship management software any business professional who wants to automatically organize the system for daily business actions.
The course helps improve the effectiveness of the sales

What are the pre-requisites for this Course?

There has been increased demand for Salesforce CRM in Delhi/NCR with the increased business destinations in the city.
This isn’t any course needing deep programming skills or any technology expertise.
Any non-IT professional having basic knowledge about computer and managing applications.
Anyone can pursue this simple course of Salesforce CRM , so that anyone can excel between beginners to advanced expert level.
All just needs to have is good presentation skills and intuitive communication skills.

How will I execute the Practicals?

To execute practicals in the Salesforce-CRM software, there needs basic version of windows 7 or more.
Salesforce spans across different operating systems and different devices to match client requirements.
Tools like Sales force classic can run on smart phone devices for ease of use. Other types of sales force tools such as data loader, connect online or offline based upon the need of the software.



  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry


Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • Sites

Sales Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom,, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases


  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs


Fee In India


Application Fees INR 0
Total Program Fees INR 20,000
The Program Fees can also be paid in Installments
Registration  Fees INR5000
First Installment of the Program Fees

(Needs to Paid One Week Before the Batch Start Date)

INR 7500
Second installment of the Program Fees

(Needs To Be Paid in the 6th Class)

INR 7500
10%  Extra discount on Lumpsum Payment



Fee In U.S.


Application Fees INR 0
Total Program Fees $ 357
The Program Fees can also be paid in installments
Registration  Fees $ 100
First installment of the Program Fees(Needs to Paid One Week Before the Batch Start Date) $ 155
Second installment of the Program Fees(Needs To Be Paid in the 6th Class) $ 102
10%  Extra discount on Lumpsum Payment

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