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Course Information

Salesforce Masterclass Outline

This one-day intensive masterclass 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: Configure the CRM

  • Configure Settings
  • Test the Connection in Marketing Cloud Connect
  • Upgrade to Marketing Cloud Connect
  • Disconnect Account

Module 2: CRM Data Stream Types

  • Changing Dimensions Type
  • Lead Stage Dimension
  • Storing CRM Data
  • Lead Modified Data in the CRM Data Stream Type
  • Measurements in the CRM Data Stream Types
  • Visualising CRM Data

Module 3: CRM Analytics and Permissions

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

Module 4: Give Your Users Access to CRM Analytics

  • Set Up and Start Risk Scoring Dataflow
  • Set Up Dashboards
  • Add Picklist Values and Page Layouts for CRM Analytics
  • Add Risk Scoring Record Types to the Admin Profile

Module 5: Enable CRM Analytics

  • Set Security to Enable Creation
  • Create and Share an App for Template
  • Schedule the Dataflow for the App
  • Embed Analytics in Lightning Pages
  • Get Actionable Insights from Your Data
  • Deploy Statistical Order Forecasting Predictions

Module 6: Plan Data Sharing

  • Determine Match Field for Merging
  • Match and Merge User Data
  • Match and Merge Account Data
  • Match and Merge Lead Data
  • Match Works According to Priority Order

Module 7: Gain Insights on Data

  • Access CRM Analytics from a Calculated Insights Object
  • Access CRM Analytics from a Data Lake Object
  • Access CRM Analytics from a Data Model Object

Module 8: Integrate Personalisation with Salesforce CRM

  • Integrating Personalisation with Salesforce CRM
  • Prerequisites and Considerations for Integration
  • Plan Data Sharing Between Personalisation and Salesforce CRM
  • Set Up Integration with Salesforce CRM
  • Set Up Automated Data Sharing
  • Show and Troubleshoot Personalisation Data

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Who should attend this Salesforce Training Course?


There are no formal prerequisites for attending the Salesforce CRM Masterclass.


This course is ideal for anyone who wants to integrate Salesforce CRM with Marketing Cloud to improve their CRM analytics, but it is more beneficial for administrators and marketers.

Salesforce Masterclass Overview

Salesforce CRM is a cloud-based customer relationship management platform that helps businesses manage their sales, marketing, and customer service activities. It offers insights into consumer behaviour and demands, assisting businesses in managing their customer interactions. Salesforce enables sales teams to comprehend consumer trends and enhance client engagement throughout the whole sales process. This masterclass will equip individuals to make better decisions, make them more marketable to potential employers, and enable them to identify trends and patterns. Salesforce fosters creativity and lifelong learning by providing endless opportunities to engage in a variety of projects and access to in-depth training. Pursuing this Salesforce CRM Masterclass helps individuals advance their careers, become experts on the platform, and get higher salaries and better job opportunities.

The Knowledge Academy’s 1-day Salesforce CRM Masterclass will provide the delegates with comprehensive knowledge about how to enable CRM analytics and assign permissions to administrators, users, and analytics integration users. They will also learn how to create dashboards and automate data sharing. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of this course.

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 masterclass, 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 Training Course?

This training course includes the following:

  • The Knowledge Academy’s Salesforce CRM Course Materials
  • Experienced Instructor
  • Completion Certificate
  • Refreshments

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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.

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.

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.


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.


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


Small class sizes

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


Great value for money

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

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.


Tailored learning experience

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


Maximise your training budget

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


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.


Monitor employees progress

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

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.
Sales management, marketing automation, customer service management, collaboration tools, analytics, and mobile access are the amazing features of Salesforce CRM.
Salesforce Masterclass 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.
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.
The price for Salesforce CRM Masterclass certification in Australia starts from AUD2295
The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.
Please see our CRM Training courses available in Australia

Why choose us


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.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


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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