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Course Information

Salesforce Masterclass Outline

This 1-day intensive CRM Salesforce Training  shall cover a range of topics within Salesforce and shall focus on the most important and necessary aspects. The modules covered are as follows:

Module 1: Introduction to Salesforce CRM

  • Definition and Purpose
  • Importance in Modern Business Landscape
  • Key Features and Capabilities

Module 2: CRM Data Stream Types

  • Changing Dimensions Type
  • Lead Stage Dimension
  • Importing Data
  • Changing Data Status

Module 3: CRM Analytics and Permissions

  • Assign Permissions to Administrators and Users
  • Set Field-Level Security for Analytics Integration Users

Module 4: Give Your Users Access to CRM Analytics

  • Create a Permission Set for CRM Analytics Users
  • Set Up Dashboards
  • Add Picklist Values and Page Layouts for CRM Analytics

Module 5: Manage Custom Objects

  • Deployment Status for Custom Objects and External Objects
  • Create a Custom Object
  • Custom Object Standard Fields
  • Delete Custom Objects
  • Truncate Custom Objects

Module 6: Plan Data Sharing

  • Determine Match Field for Merging
  • Match Works According to Priority Order

Module 7: Gain Insights on Data

  • Introduction to Salesforce CRM Data Insights 
  • Creating New Custom Objects
  • Creating Tabs for Custom Objects

Module 8: Integrate Personalisation with Salesforce CRM

  • Define Validation Rules
  • Clone Validation Rules

 

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Who should attend this Salesforce CRM Masterclass Course?

The Salesforce CRM Masterclass Course is designed for individuals and professionals who are seeking to enhance their skills and expertise in using Microsoft Dynamics AX, a comprehensive enterprise resource planning (ERP) solution. This course can benefit a wide range of professionals, including:

  • Business Professionals
  • Salesforce Administrators
  • Managers and Executives
  • IT Professionals
  • Entrepreneurs and Small Business Owners
  • Aspiring Salesforce Professionals
  • Customer Support Teams

Prerequisites of the Salesforce CRM Masterclass Course

There are no formal prerequisites for this Salesforce CRM Masterclass Course. 

Salesforce Masterclass Overview

In today’s digital era, effective Customer Relationship Management (CRM) is pivotal for business success. As a leading CRM platform, Salesforce offers dynamic solutions for managing customer interactions. This CRM Salesforce Course delves into the Salesforce environment, underscoring its significance in streamlining customer engagement and data management.

Understanding Salesforce is crucial for professionals in sales, marketing, customer support, and IT sectors who seek to enhance customer relationships and business processes. Mastering this tool is essential for those aiming to leverage CRM for strategic business growth, improved customer satisfaction, and efficient data handling.

This 1-day CRM Salesforce Course by The Knowledge Academy provides a focused yet thorough CRM Training experience. Specifically crafted to impart practical skills and insights, this course ensures that delegates gain a comprehensive understanding of Salesforce's capabilities. By the end of the training, delegates will be well-equipped to navigate and effectively utilise Salesforce in their professional roles.

Course Objectives:

  • To automate business processes with workflows, process builder, and approval processes
  • To understand how to enable CRM analytics and assign permissions
  • To acquire skills to assign analytics for admin and user permission
  • To learn how to schedule dataflow for the app and embed analytics
  • To gain skills to access CRM analytics from a calculated insights object
  • To comprehend how to integrate personalisation with Salesforce CRM

At the end of this Salesforce CRM Course, delegates will be able to access CRM analytics from a calculated insights object. They will also be able to integrate personalisation with Salesforce CRM by planning, setting, and automating data sharing.

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What’s included in this Salesforce CRM Masterclass Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce CRM Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

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Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

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This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

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This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

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What our customers are saying

Salesforce CRM Masterclass FAQs

Salesforce CRM is a cloud-based Customer Relationship Management platform that helps businesses manage their sales, marketing, and customer service activities.

Yes, proficiency in Salesforce CRM is a valuable skill, particularly in sales, marketing, and customer management sectors.

Sales management, marketing automation, customer service management, collaboration tools, analytics, and mobile access are the amazing features of Salesforce CRM. Delegates will get a clear understanding of CRM features in this Salesforce CRM Course.

Basic Salesforce CRM functionality doesn't require coding, but advanced customisation may require prior coding knowledge.

Salesforce CRM is suitable for freshers, offering an intuitive platform to learn and grow in Customer Relationship Management.

Salesforce primarily uses Apex for programming and SOQL for database queries.

Salesforce is primarily a CRM tool, focusing on customer relationship aspects rather than the broader scope of an ERP.

Careers like Salesforce Developer, Administrator, and Analyst are highly sought-after in the Salesforce ecosystem.

Salesforce CRM Course is a one-day course.

Salesforce CRM can benefit businesses by improving efficiency, enhancing the customer experience, increasing sales, and providing valuable insights into customer data.

There are no formal prerequisites for attending the Salesforce CRM Masterclass. However, a basic understanding of CRM concepts can be beneficial for this Salesforce CRM Training.

Salesforce CRM has built-in security features, such as two-factor authentication, role-based access control, and data encryption, to ensure the security and privacy of customer data.

In this Salesforce CRM Masterclass, you will learn about CRM data stream types, visualising CRM data, CRM analytics and permissions, assigning permissions to administrators, users, and analytics integration users, setting up dashboards, planning data sharing, integrating personalisation with Salesforce CRM, setting up automated data sharing, showing and troubleshooting personalisation data, and other knowledgeable concepts.

Salesforce often outperforms Zoho in scalability, customisation options, and comprehensive integration capabilities. This makes Salesforce CRM Training an excellent choice to go for.

Java is not required for basic Salesforce operation but can be beneficial for advanced customisation and integration. So, while Java is not mandatory for the Salesforce CRM Training, it can be extremely beneficial.

Demand for Salesforce skills is high globally, particularly in countries with strong tech sectors like the USA, UK, and India.

The price for Salesforce CRM Masterclass certification in the United Kingdom starts from £1295

The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.

Please see our CRM Training courses available in the United Kingdom
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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