Salesforce CRM Training
Casablanca, Maroc
Salesforce CRM Training – Become a Salesforce Expert
Enhance your career with our Salesforce CRM training, designed to equip you with the knowledge and skills needed to master the world’s leading Customer Relationship Management (CRM) platform. Whether you are a beginner, business user, administrator, consultant, or developer, our training programs cater to all levels and help you achieve Salesforce certification success.
Why Choose Our Salesforce Training?
✅ Comprehensive Curriculum – Learn key Salesforce concepts, including:
Salesforce Administration (User Management, Security, Automation, Reports & Dashboards)
Salesforce Development (Apex, Visualforce, Lightning Components, API Integration)
Sales & Service Cloud (Lead Management, Case Handling, Omni-Channel, Einstein AI)
Marketing Cloud & Pardot (Email Marketing, Journey Automation, Customer Engagement)
✅ Hands-on Learning – Work on real-world projects, case studies, and practical exercises to gain in-depth knowledge and problem-solving skills.
✅ Certification Preparation – Get expert guidance and study materials to pass Salesforce certifications such as:
Salesforce Administrator (ADM-201)
Salesforce Platform Developer I & II
Salesforce Sales & Service Cloud Consultant
Salesforce Marketing Cloud Consultant
✅ Flexible Training Options – Choose from online, live instructor-led, and in-person training to fit your schedule.
✅ Career Growth & Job Assistance – Gain the skills that are in high demand, get resume tips, and access our Salesforce job network.
COURSE CONTENT
1. INTRODUCTION TO CRM AND CLOUD SOLUTIONS
📌 Overview: Understand the basics of CRM systems and cloud-based solutions.
WHAT IS A CRM? – Learn the purpose and role of CRM systems in business.
HISTORY AND EVOLUTION OF CRMS – Discover how CRM solutions have evolved over time.
CLOUD CRM VS ON-PREMISE CRM – Compare the benefits and drawbacks of cloud-based and on-premise CRM solutions.
KEY CLOUD CRM PLATFORMS – Overview of Salesforce, Microsoft Dynamics 365, HubSpot, and other market leaders.
2. CORE FEATURES OF CLOUD CRM SOLUTIONS
📌 Overview: Explore the fundamental capabilities of cloud CRM platforms.
CONTACT, OPPORTUNITY, AND LEAD MANAGEMENT – Track customer interactions efficiently.
SALES AND CUSTOMER SUPPORT PROCESS AUTOMATION – Automate repetitive tasks to improve efficiency.
MARKETING AUTOMATION – Learn how to set up campaigns, segmentation, and personalization.
REAL-TIME ANALYTICS AND REPORTING – Gain insights using CRM reporting tools.
3. CLOUD CRM SETUP AND ADMINISTRATION
📌 Overview: Learn how to set up and configure your CRM for optimal performance.
INITIAL SETUP AND USER CREATION – Configure your cloud CRM environment.
ROLE AND PERMISSION MANAGEMENT – Manage user roles and security permissions.
SECURITY AND ACCESS CONTROL – Protect your CRM data in a cloud environment.
CUSTOMIZING VIEWS AND DASHBOARDS – Tailor CRM layouts to improve usability.
4. PROCESS INTEGRATION AND AUTOMATION
📌 Overview: Connect your CRM with other systems and automate processes.
INTEGRATING CRM WITH OTHER TOOLS – Connect with ERP, e-commerce, and third-party tools.
AUTOMATING WORKFLOWS – Set up automated workflows for sales and support teams.
USING APIS TO CUSTOMIZE AND CONNECT THE CRM – Leverage APIs for deeper CRM customization.
AI AND MACHINE LEARNING FUNCTIONALITIES – Explore AI-driven insights and automation.
5. MANAGING CUSTOMER DATA IN CLOUD CRM
📌 Overview: Learn how to maintain clean and structured customer data.
IMPORTING, EXPORTING, AND DATA CLEANSING – Ensure data integrity in your CRM.
DATA MIGRATION TOOLS – Move data efficiently between systems.
USING DATA EXTENSIONS – Enhance product and customer data storage.
DATA COMPLIANCE AND PRIVACY – Understand GDPR, CCPA, and other regulations.
6. ADVANCED CRM FUNCTIONS
📌 Overview: Discover advanced features to maximize CRM efficiency.
ADVANCED SEGMENTATION AND CUSTOMER TARGETING – Create highly specific customer groups.
LEAD SCORING AND OPPORTUNITY PREDICTION – Identify high-value leads using predictive analytics.
CUSTOMER SUPPORT AUTOMATION WITH CHATBOTS – Use AI-powered bots to improve support.
LOYALTY MANAGEMENT AND RETENTION PROGRAMS – Design and implement customer loyalty initiatives.
7. INTRODUCTION TO SALESFORCE DEVELOPMENT
📌 Overview: Get an introduction to Salesforce development and its key technologies.
DECLARATIVE TOOLS IN SALESFORCE – Understand the power of clicks over code.
CREATE SALESFORCE DEV ORG – Set up a free Salesforce Developer Org.
CODE EDITORS FOR SALESFORCE DEVELOPMENT – Explore different IDEs for coding in Apex.
8. APEX PROGRAMMING FUNDAMENTALS
📌 Overview: Learn the core programming concepts in Apex, Salesforce’s proprietary language.
VARIABLES, DATA TYPES, AND COLLECTIONS – Learn about variables, lists, sets, and maps.
STRING CLASS METHODS – Explore methods to manipulate text data.
CONDITIONAL STATEMENTS AND LOOPS – Control execution flow with If-Else, Switch, and Loops.
9. OBJECT-ORIENTED PROGRAMMING (OOP) IN APEX
📌 Overview: Master OOP concepts and how they apply to Salesforce development.
APEX CLASSES AND METHODS – Define reusable functions and structure your code efficiently.
ACCESS MODIFIERS – Control access to variables and methods.
STATIC METHODS AND POLYMORPHISM – Understand OOP principles applied in Apex.
CLASS CONSTRUCTORS AND INITIALIZATION BLOCKS – Learn how Apex classes are initialized.
10. APEX TESTING
📌 Overview: Ensure your code is reliable with proper testing techniques.
WRITE YOUR FIRST TEST CLASS – Learn how to write and run Apex test cases.
ASSERT STATEMENTS – Verify that your code behaves as expected.
LATEST ASSERTION METHODS – Explore new improvements in testing Apex code.
11. SOQL - SALESFORCE OBJECT QUERY LANGUAGE
📌 Overview: Retrieve data from Salesforce efficiently with SOQL queries.
UNDERSTANDING SOQL – Introduction to querying Salesforce data.
ADVANCED SOQL – Use filters, relationships, and dynamic queries in Apex.
12. DML - DATA MANIPULATION LANGUAGE
📌 Overview: Learn how to insert, update, and delete records programmatically.
CRUD OPERATIONS – Learn how to manipulate records using DML statements.
DATABASE METHODS VS DML STATEMENTS – Best practices for working with Salesforce data.
13. EXCEPTION HANDLING IN APEX
📌 Overview: Learn how to handle errors and prevent runtime issues.
TRY, CATCH, FINALLY – Manage exceptions gracefully.
THROWING CUSTOM EXCEPTIONS – Learn to create and throw custom error messages.
WHY CHOOSE OUR SALESFORCE TRAINING?
✅ COMPREHENSIVE LEARNING – Covering both fundamental and advanced topics.
✅ HANDS-ON PRACTICE – Real-world projects, challenges, and exercises.
✅ CERTIFICATION PREPARATION – Study materials and mock tests included.
✅ FLEXIBLE TRAINING OPTIONS – Online, instructor-led, or in-person courses.
✅ JOB ASSISTANCE – Career support, resume guidance, and access to job networks.
🚀 ENROLL NOW AND MASTER SALESFORCE CRM!
Cloud CRM Training - Salesforce Online Course
📢 Join Our Salesforce Online Training!
Our Cloud CRM Training is designed to help you master Salesforce, the world's leading CRM platform. This online training will provide you with the essential knowledge and skills to effectively use Salesforce for business success.
Training Details:
📅 Training Date: Details will be sent by email before the session.
⏰ Time: Details will be provided via email.
⏳ Duration: 2 sessions per weekend (Each session lasts 3 hours with a 30-minute break).
💻 Platform: Google Meet (The link will be shared via email before the session).
👉 We highly recommend joining 10-15 minutes before the session starts to test your connection and ensure a smooth learning experience.
📧 Email : abdeljalil.khaloufi@gmail.com
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