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Salesforce CRM Masterclass

Key points about this course

Duration: 1 Days*

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  • Includes all course materials, refreshments, & a completion certificate
  • Delivered by our experienced CRM training instructors
  • Learn the essentials of Salesforce CRM in just 1 day with our Masterclass

Available delivery methods for this course

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Course Information

Salesforce Masterclass Outline

Salesforce encompasses a range of products that provides integrated solutions to manage all customer interactions. These products include Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, Salesforce Platform, and IOT Cloud. This world leader in customer service solutions is all cloud based meaning that expensive hardware and software set up is redundant.


This one day course is precise and eliminates the unnecessary jargon that often accompanies longer, drawn out courses. Salesforce Masterclass shall equip delegates with the key components of the Salesforce products so that delegates are able to utilise the learnt skills immediately and effectively incorporate them into their enterprises. 

Salesforce Masterclass Overview

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:

Integrations Overview

  • Key Characteristics of an Integration
  • Salesforce Integration Mechanisms

Security and Authorization, and Authentication

  • Security
  • Single Sign-on with Federated Identity using SAML
  • Single Sign-on Delegated Authentication

Working with Salesforce Data

  • Retrieving Data: Objects, SOQL and SOSL


  • Working with SOAP API
  • Working with the Partner WSDL
  • Debugging and Testing
  • Advanced API Techniques


  • JSON Basics
  • JSON Java
  • JSON and C# REST APIs

  • The Basics of REST
  • The REST API
  • The Chatter API Bulk API

  • An Overview of the Bulk API
  • Using the Bulk API to Modify Data
  • Querying with the Bulk API Streaming API

  • The Architecture
  • Working with the Streaming API
  • Key Streaming API Facts

Data Loader in Architecture

  • Data Loader Overview
  • Including Data Loader in Architecture

Apex, Data Loader and Integrations

  • Custom Apex Web Services
  • Apex Callouts
  • Email Services

Declarative Integration Features

  • Outbound Messaging
  • Salesforce to Salesforce

Visualforce, Portals, Sites,, and Ideas Integration

  • Mashups and Visualforce
  • Portals Integration
  • Sites
  • Overview
  • Ideas Integration

Design Workshop

  • Review
  • Architecting a Solution

Who should attend?

Integrating with is ideal for independent software vendors (ISVs), customer developers, and system integrators wanting to learn how to design and build integrations with cloud platform applications.



There are no firm pre-requisites for this course; however, we do recommend that participants be familiar with the platform and proficient in an object-oriented programming language such as Java or C#.

Salesforce encompasses a range of products that provides integrated solutions to manage all customer interactions. These products include Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, Salesforce Platform, and IOT Cloud.
No, there is not examination for this course. Full participation and attendance shall guarantee certification.
Salesforce Masterclass is a one day course.
We are able to provide support via phone & email prior to attending, during and after the course.
No, there are no prerequisites for this Salesforce Masterclass course.


What’s Included

This training course includes the following:

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

There is no examination for this course as this is an interactive, practical-learning based workshop. 

Dates & Prices

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How will you be funding your training?

Self funding

Company funding

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Key points about this course

Duration: 1 Days*

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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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Various delivery methods

Flexible delivery methods are available depending on your learning style.

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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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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell