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SALESFORCE FUNCTIONAL CRM
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4.5 (2557 Ratings)
The Salesforce Functional CRM Training Syllabus focuses on managing sales, service, and business process automation using the Salesforce platform from a functional consulting perspective. It covers CRM workflows, lead and opportunity management, case management, reports, dashboards, automation tools, and real-time project scenarios without heavy coding. This training explains how organizations use Salesforce to improve customer relationships, streamline operations, and automate business processes. It is important because Salesforce is one of the world’s leading CRM platforms used across industries. It is ideal for freshers, career switchers, business professionals, and aspiring functional consultants who want job-ready skills for real Salesforce implementation and support projects.
Duration of Training : 32 – 40 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Detailed Syllabus • Hands-on Labs • Assignments • Support-Focused • Implementation
Overview
The Syllabus
Curriculum Designed by Experts
Salesforce Functional CRM – Job-Ready Training Program
Duration: 32–40 Hours
Target Roles:
Salesforce Functional Consultant
Salesforce Business Analyst
Salesforce Administrator (Advanced)
CRM Consultant
Module 1: CRM & Salesforce Fundamentals (Functional Mindset)
Topics
CRM concepts & business value
Salesforce ecosystem & clouds
Salesforce data model overview
Org setup & navigation
Standard vs custom objects
Assignment
Map CRM business process for a sample company
Module 2: Salesforce Data Model & Configuration
Topics
Objects, fields & relationships
Schema Builder
Record types & page layouts
Validation rules
Hands-On
Create custom objects
Design Account-Contact-Opportunity model
Job Skill
✔ Data modeling for real businesses
Module 3: Sales Cloud (End-to-End Sales Process)
Topics
Leads & lead conversion
Accounts, contacts & opportunities
Sales stages & probability
Forecasting & activities
Products & price books
Real Job Assignment
Configure full sales cycle for a B2B company
Module 4: Service Cloud (Customer Support Lifecycle)
Topics
Case management
Case queues & assignment rules
Escalation rules & SLAs
Email-to-Case
Knowledge base
Real Job Scenario
Design support workflow for a telecom company
Module 5: Salesforce Automation (Core Functional Skill)
Topics
Flow Builder (record-triggered, screen flows)
Approval processes
Workflow vs Process Builder (conceptual)
Business rule automation
Hands-On
Auto-assign leads
Create follow-up tasks
Approval workflow for discounts
Module 6: Security & Access Control
Topics
Profiles & roles
Permission sets
Sharing rules
Object & field-level security
Assignment
Implement role-based access for Sales & Support teams
Module 7: Reports & Dashboards (Management View)
Topics
Tabular, summary & matrix reports
Custom report types
Dashboards & KPIs
Scheduled reports
Job Task
Create CXO dashboard for sales & service performance
Module 8: Data Management & Quality
Topics
Data import wizard
Data Loader
Deduplication
Data validation strategies
Assignment
Migrate legacy CRM data into Salesforce
Module 9: Requirement Gathering & Functional Documentation
Topics
Business requirement analysis
User stories
Process mapping
Functional design document (FDD)
UAT & sign-of process
Job Skill
✔ Client communication & consulting skills
Module 10: Deployment, Testing & Go-Live
Topics
Sandbox strategy
Change sets
Testing & UAT
Post-go-live support
Real Job Capstone Project (end-to-end)
Project: Salesforce CRM Implementation for a Mid-Size Enterprise
You will:
✔ Gather business requirements
✔ Design data model
✔ Configure Sales Cloud
✔ Configure Service Cloud
✔ Implement automation using Flow
✔ Configure security
✔ Build reports & dashboards
✔ Prepare UAT & go-live checklist
📄 Deliverables
Functional Requirement Document
Configured Salesforce Org
Demo to stakeholders
🧠Job-ready Skills You Gain
✔ Real CRM implementation experience
✔ Salesforce configuration mastery
✔ Client-facing consulting skills
✔ Hands-on project exposure
✔ Salesforce Admin & Consultant readiness
🎯 Certifications This Prepares You For
Salesforce Certified Administrator
Salesforce Sales Cloud Consultant
Salesforce Service Cloud Consultant
💼 Real Job Roles You Can Apply For
Salesforce Functional Consultant
Salesforce Business Analyst
Salesforce Admin
CRM Implementation Consultant
📌 Why This Program Is Job-ready
✔ Real enterprise scenarios
✔ Hands-on configuration
✔ Functional documentation
✔ Project-based learning
✔ Interview-focused approach
Enquire Now
Why Radical Technologies
Live Online Training
Highly practical oriented training
Installation of Software On your System
24/7 Email and Phone Support
100% Placement Assistance until you get placed
Global Certification Preparation
Trainer Student Interactive Portal
Assignments and Projects Guided by Mentors
And Many More Features
Course completion certificate and Global Certifications are part of our all Master Program
Live Classroom Training
Weekend / Weekdays / Morning / Evening Batches
80:20 Practical and Theory Ratio
Real-life Case Studies
Easy Coverup if you missed any sessions
PSI | Kryterion | Redhat Test Centers
Life Time Video Classroom Access ( coming soon )
Resume Preparations and Mock Interviews
And Many More Features
Course completion certificate and Global Certifications are part of our all Master Program
Self Paced Training
Self Paced Learning
Learn 300+ Courses at Your Own Time
50000+ Satisfied Learners
Course Completion Certificate
Practical Labs Available
Mentor Support Available
Doubt Clearing Session Available
Attend Our Virtual Job Fair
10% Discounted Global Certification
Course completion certificate and Global Certifications are part of our all Master Program
Like the Curriculum ? Let's Get Started
Global Certification
Radical Technologies is the leading IT certification institute in Kochi, offering a wide range of globally recognized certifications across various domains. With expert trainers and comprehensive course materials, it ensures that students gain in-depth knowledge and hands-on experience to excel in their careers. The institute’s certification programs are tailored to meet industry standards, helping professionals enhance their skillsets and boost their career prospects. From cloud technologies to data science, Radical Technologies covers it all, empowering individuals to stay ahead in the ever-evolving tech landscape. Achieve your professional goals with certifications that matter.
career services
At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalized resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career. Join us and let your journey to a successful future begin with the right support.
At Radical Technologies, we ensure you’re ready to shine in any interview. Our comprehensive Interview Preparation program includes mock interviews, expert feedback, and tailored coaching sessions to build your confidence. Learn how to effectively communicate your skills, handle technical questions, and make a lasting impression on potential employers. With our guidance, you’ll walk into your interviews prepared and poised for success.
At Radical Technologies, we believe that a strong professional profile is key to standing out in the competitive IT industry. Our Profile Building services are designed to highlight your unique skills and experiences, crafting a resume and LinkedIn profile that resonate with employers. From tailored advice on showcasing your strengths to tips on optimizing your online presence, we provide the tools you need to make a lasting impression. Let us help you build a profile that opens doors to your dream career.
- Course Completed ?
- Need Interview Supports?
- Need Job Assistance?
- Came from Any Other Institute ?
- Join our Brush up Session & Get Support until You find a Job!
Radical Learning Eco-System
Exam simulator
Cloud SandBox
Hands - on Cloud Lab
Developer Coding Ground
Testimonials
Our Alumni
Online Batches Available for the Areas
Kochi | Fort Kochi | Mattancherry | Ernakulam | Marine Drive | Kakkanad | Palarivattom | Kadavanthra | Chullikkal | Elamakkara | Kochi Port | Vyttila | Aluva | Thrippunithura | Panampilly Nagar | Edappally | Kothad | Njarackal
Salesforce Functional Crm Course Certification With Training In Kochi
At Radical Technologies, we are committed to providing world-class Azure Data Engineer Training in Bangalore, helping aspiring data professionals master the skills needed to excel in the rapidly growing field of cloud data engineering. As the leading institute for Azure Data Engineer Course In Bangalore, we offer comprehensive, hands-on training designed to meet the demands of today’s data-driven organizations.
Our Azure Data Engineer Training Bangalore program covers every aspect of the Azure Data Engineer Syllabus, ensuring that students receive in-depth knowledge of data architecture, data processing, and data storage on Microsoft Azure. Whether you prefer attending classes in-person or via Azure Data Engineer Online Training, Radical Technologies provides flexible learning options to suit your needs.
Our Azure Data Engineering Training is renowned for its practical, real-world approach. Students have access to an industry-leading Azure Data Engineer Bootcamp, which combines theory and hands-on labs to ensure they are fully prepared for their certification exams. The Microsoft Azure Data Engineer Training is tailored to cover all key topics, from data integration to security, and is led by experienced professionals who are experts in their field.
For professionals and organizations seeking Azure Data Engineering Corporate Training, we offer tailored courses that address specific business needs. Our Azure Data Engineering Corporate Training Course ensures that teams gain practical experience in building scalable, secure, and efficient data solutions on Azure.
At Radical Technologies, our Azure Data Engineer Courses are structured to ensure that both beginners and experienced professionals alike can enhance their knowledge. The Azure Data Engineer Certification Training offered here equips students with the skills and credentials needed to stand out in a competitive job market.
Our institute also offers the Azure Data Engineer Full Course, which provides a comprehensive pathway for mastering Azure Data Engineering concepts and techniques. We take pride in being one of the top Azure Data Engineer Institutes in Bangalore, with a proven track record of helping students achieve their Azure Data Engineering Certification.
Whether you are looking for Azure Data Engineer Training Online or prefer our in-person classes in Bangalore, Radical Technologies is your trusted partner for career advancement in data engineering. Join us today to enroll in the Best Azure Data Engineer Course and kick-start your journey towards becoming a certified data engineer.
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