Live Online Training - CRM for small business users

This is a special training program for all small business owners and users. If you are using (or intend to use Group Edition), this is an excellent course for you to understand the capabilities of and learn how to customize and tame it to give your business the horsepower that it needs to grow. This is a two day training program of 2.5 hours each covering the following topics.

Course Contents

Day 1 : For End Users

  • Setup your personal profile, language, timezone, calendar sharing, changing password
  • How to create / edit / delete records
  • How to search for information in Salesforce
  • Creating Tasks & Events
  • Logging Activities
  • Uploading Notes & Documents
  • Using Chatter to communicate and collaborate with your team and customers
  • Creating Reports
  • Setting up e-mail templates and sending e-mails from CRM
  • Using content library to share contents with your customers (presentations, proposals, quotations etc.)
  • Accessing CRM from mobile devices

Day 2: For Administrators

  • How to create new users and de-activate existing users
  • Customizing
    • Adding new custom fields
    • Modifying pick list values
    • Creating validation rules
    • Modifying page layouts
  • Security Settings - Password policy, restricting network access
  • Viewing Audit Trail
  • Importing & Exporting data in and out of using import wizard
  • Using AppExchange


An excellent course for small business users wanting to make full utilization of CRM for their business. This course is ideal for people who are either already using Group Edition or intend to use Group Edition


Following are the suggested pre-requisites for this course.

  • Basic IT Knowledge

Instructor's profile

Our instructor for this course has exhaustive experience and knowledge on His profile includes the following certifications on

  • Certified Sale Cloud Consultant
  • Certified Service Cloud Consultant
  • Certified Advanced Developer
  • Certified Advanced Administrator
  • Certified Developer
  • Certified Administrator Certification Logo


The total training duration for this course is approximately 5 hours, which excludes the time that you will be spending on doing the lab exercises.

At the end of each theory session, you are expected to finish all the lab exercises before next session. You will need another one hour per day to finish all the lab exercises.

There will be a maximum of only 10 participants per batch.

Lab Environment

For the lab exercises, all participants can either use their own Salesforce environment or register for a developer account with which is provided free of cost by Salesforce.


Click here to view the schedule, course fee & to register for this live online training. To get the full benefit of, check out our special " CRM Implementation Package for Small Business".