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CRM Maintenance and Administration Course

CRM Maintenance and Administration Course
flexible workload from 4 to 360h
valid certificate in your country

What will I learn?

You will learn how to manage users, control data access, and customise the data model to fit real business requirements. The course covers declarative automation tools, including flows and approval processes, so you can eliminate repetitive manual work. You will build reports and dashboards that give stakeholders the insights they need. You will also learn how to maintain system health, manage storage, and deploy changes safely across environments. Advanced topics include integration configuration, AI feature governance, data privacy compliance, and building a CRM governance framework that scales with your organisation.

Elevify advantages

Develop skills

  • User Access Control: Configure profiles, permission sets, and role hierarchies to enforce secure access.
  • Automation Configuration: Build record-triggered flows and approval processes to eliminate manual tasks.
  • Data Quality Management: Design validation rules and duplicate controls to maintain clean, trustworthy records.
  • Reporting and Dashboards: Create targeted reports and visual dashboards that deliver actionable business insights.

Suggested summary

Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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