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01344203999 Available 24/7
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Back to course information
One of our training experts will be in touch shortly to go overy your training requirements.
One of our training experts will be in touch shortly to go over your training requirements.
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
Module 2: CRM Data Stream Types
Module 3: CRM Analytics and Permissions
Module 4: Give Your Users Access to CRM Analytics
Module 5: Enable CRM Analytics
Module 6: Plan Data Sharing
Module 7: Gain Insights on Data
Module 8: Integrate Personalisation with Salesforce CRM
Prerequisites
There are no formal prerequisites for attending the Salesforce CRM Masterclass.
Audience
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 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
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.
This training course includes the following:
Why choose us
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.
All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience
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.
Our courses can be adapted to meet your individual project or business requirements regardless of scope.
Cut unnecessary costs and focus your entire budget on what really matters, the training.
This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.
Keep track of your employees’ progression and performance in your own workspace.
Greg was excellent
She was so good.
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Flexible delivery methods are available depending on your learning style.
Resources are included for a comprehensive learning experience.
"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
Back to course information
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.
If you miss out, enquire to get yourself on the waiting list for the next day!
