Salesforce CRM Masterclass Overview

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

Show moredowndown

Who should attend this Salesforce CRM Masterclass?

The Salesforce CRM Training 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

There are no formal prerequisites for attending this Salesforce CRM Training.

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 masterclass 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 Salesforce Masterclass 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, participants 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.

Show moredowndown

What’s included in this Salesforce CRM Masterclass?

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

Show moredowndown

Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce CRM Masterclass. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Salesforce CRM Masterclass, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Salesforce CRM Masterclass. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce CRM Masterclass sessions.


Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training 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

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment


Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Salesforce CRM Masterclass at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs


Maximise your training budget

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


Team building opportunity

Our Salesforce CRM Masterclass offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

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.
Basic Salesforce CRM functionality doesn't require coding, but advanced customisation may require prior coding knowledge.
Coding is not required for basic Salesforce operation but can be beneficial for advanced customisation and integration. So, while coding is not mandatory for the Salesforce CRM Certification Training, it can be extremely beneficial.
Salesforce CRM demand is high globally, particularly in countries with strong tech sectors like the USA, UK, and India.
Salesforce CRM is suitable for freshers, offering an intuitive platform to learn and grow in Customer Relationship Management.
Careers like Salesforce Developer, Administrator, and Analyst are highly sought-after in the Salesforce ecosystem.
Salesforce CRM can benefit businesses by improving efficiency, enhancing the customer experience, increasing sales, and providing valuable insights into customer data.
This Salesforce CRM Masterclass is beneficial for sales professionals, marketers, administrators, developers, and anyone looking to enhance their CRM skills and understanding to improve business processes and customer relationships.
Choose the right Salesforce CRM Course by considering your current skill level, specific role-related needs, desired certification, and the course's content depth, instructor expertise, and reviews from past delegates.
Yes, The Knowledge Academy provides this Salesforce CRM Course online, offering flexibility with self-paced courses, live virtual classes, and webinars to accommodate different learning styles and schedules.
There are no formal prerequisites for this Salesforce CRM Course.
This Salesforce CRM Masterclass spans 1 day.
In this Salesforce CRM Certification Course, you will learn about CRM data stream types, CRM analytics and permissions, assigning permissions to administrators and analytics integration users.
The Knowledge Academy in the United Kingdom stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Salesforce CRM Course.
This Salesforce CRM Masterclass can enhance your career by equipping you with the skills and knowledge required to use Salesforce effectively in various business contexts. It can open up opportunities in sales, marketing, customer service, and CRM administration roles across industries.
The average salary of a Salesforce CRM professional in the United Kingdom ranges between £65,000 - £80,000. This can vary according to factors like location, experience, and industry. Register for The Knowledge Academy’s Salesforce CRM Masterclass to avail high paying jobs.
While having experience can be beneficial, landing a Salesforce job with no prior experience is possible by obtaining relevant certifications, completing training courses, participating in internships, and showcasing transferable skills such as problem-solving and communication during interviews.
After completing this Salesforce CRM Masterclass, pursue certifications to validate skills. Gain practical experience through internships or freelancing. Network with professionals and join user groups. Keep learning and stay updated with Salesforce developments to enhance career prospects.
The training fees 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
Show more down

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.

barclays Logo
deloitte Logo
Thames Water Logo

"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

santander logo
bmw Logo
Google Logo

Looking for more information on CRM Training?

backBack to course information

Get a custom course package

We may not have any package deals available including this course. If you enquire or give us a call on 01344203999 and speak to our training experts, we should be able to help you with your requirements.



Special Discounts




Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.



Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.