CRM Training | Salesforce CRM Training in Exeter

Salesforce Masterclass Outline

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

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 Fields

• Create a Custom Field
• Delete Custom Fields

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

Who should attend this Salesforce CRM Training?

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 Training

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

Salesforce CRM Training 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 Salesforce CRM Training 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 CRM Training 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 Training, 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.

What’s included in this Salesforce CRM Training?

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