M1
CRM and platform overview
CRM concepts; customers, leads, accounts, contacts, opportunities, cases; how Salesforce supports sales/service processes.
Core Platform & Admin · Learning Path ASalesforce CRM & Platform Fundamentals
Salesforce CRM & Platform Fundamentals
Training Course
Learn how Salesforce works as a customer relationship management platform, from leads and accounts to opportunities, cases, reports, and everyday sales or service workflows. This foundation course helps learners understand the platform before choosing an administrator, developer, or consulting path.
CRM lifecycle and core objects
Lightning interface navigation
Data model fundamentals
Hands-on project and review
Practical learning pathProject-led curriculumCareer guidance available
5Core modules
12–16 hoursGuided learning
1+Practical project
Course overview
What you will learn in this Salesforce CRM & Platform Fundamentals program
A clear understanding of CRM records, relationships, and workflows makes later Salesforce learning easier. Use the course to explore the ecosystem, practise navigation, and decide which specialist pathway matches your interests.
Skills covered
- CRM lifecycle and core objects
- Lightning interface navigation
- Data model fundamentals
- Reports and dashboards
Who should join?
Students, career switchers, and sales or operations professionals. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
Before you enrol
Prerequisites & learning approach
No Salesforce experience required. Basic computer and web application skills are enough.
- Instructor-led concept sessions and guided demonstrations.
- Practice tasks and scenario-based discussions.
- Project documentation and review checkpoints.
- Interview preparation or certification-aligned revision where relevant to the chosen track.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Module-wise curriculum
Ask for batch details →Salesforce CRM & Platform Fundamentals syllabus
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
M2
Navigation and environment
Lightning Experience, app launcher, objects, records, list views, search, help, Trailhead, Trailhead Playground basics.
M3
Data model basics
Standard vs custom objects, fields, record types overview, relationships, page layouts and schema concepts.
M4
Reports and business use cases
List views, report types, filters, charts, dashboards, basic KPI design and data quality.
M5
Guided mini project
Set up a small training-sales CRM with leads, follow-ups, activities, report and dashboard.
Applied learning
Practical project: build and explain a real business scenario
Configure a sample training-business CRM with leads, follow-up activities, a sales report, and a management dashboard.
Career relevance
Roles this learning path can support
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
CRM Trainee
Sales Operations Associate
CRM Support Associate
Common questions
FAQs about Salesforce CRM & Platform Fundamentals
Do I need coding experience?
No. This introductory pathway focuses on CRM concepts, platform navigation, data structures, and reports rather than programming.
What will I practise?
You will work through a sample training-sales workflow using leads, follow-ups, activities, reports, and dashboards.
Can I continue to Salesforce Administrator?
Yes. This course is designed as a foundation for Administrator, Platform App Builder, and other role-based learning paths.
Is an official Salesforce certification included?
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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