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Salesforce CRM Masterclass

Christchurch

Attain in-depth knowledge about how to configure CRM settings and test connections
Learn how to enable CRM analytics with the Salesforce CRM Training
Understand how to plan data sharing by integrating personalisation with Salesforce CRM

Dates & Prices Dates & Prices

Course information

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

Who should attend this Salesforce CRM Masterclass?

The Salesforce CRM Masterclass 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 Masterclass.

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 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.

What’s included in this Salesforce CRM Masterclass Course?

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

Why choose us

Our Christchurch venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Christchurch is the largest city in the south island of New Zealand and has a population of around 350,000. Christchurch has several educational institutes including primary, secondary, college and Universities. Christchurch is home to Burnside High School which is the fourth largest school in New Zealand, and houses over 2,500 students. Cashmere High School is also another large secondary school. Another secondary school of similar size is Papanui High School. Christchurch is very well known for its traditional schools, for example, St Thomas of Canterbury College and St Andrew’s College. Christchurch has a number of Universities and Institutes located in or around the city. The University of Canterbury is New Zealand’s second oldest University. The University was founded in 1873 and became the second institution in New Zealand to offer tertiary level education. The University of Canterbury offers degrees in various departments such as, Social Work, Fine Arts, Education and Sports Coaching. The University currently has around 14,900 students in attendance, with 10,000 undergraduates and 2000 post graduates. Another institute located in Christchurch is the Christchurch Polytechnic Institute of Technology which provides students with full and part time education in technologies and trade. Christchurch Polytechnic Institute of Technology is the largest institute on the island to offer Applied Sciences. The University has around 25,000 full and part time students in attendance. The University offers degrees in departments such as: Music Arts, Nursing, Applied Science and Information Technology. The University Of Otago Christchurch School Of Medicine is also located in Christchurch and is one of three schools that make up the University of Otago and is primarily based at Christchurch Hospital. The University of Otago Christchurch School Of Medicine was established in 1924 and became a clinical school in 1973. The school is linked with the University Of Otago Dunedin School Of Medicine, where students can choose to study their final year there.

Address

Pavilions Hotel Church
42 Papanui Rd
Merivale
Christchurch
8014

T: +64 98874342

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led CRM Training | Salesforce CRM Training in Christchurch. 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.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's CRM Training | Salesforce CRM Training in Christchurch, 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.

Learn more in our FAQs

Experience the most sought-after learning style with The Knowledge Academy's CRM Training | Salesforce CRM Training in Christchurch. 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 CRM Training | Salesforce CRM Training in Christchurch 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

Learn more in our FAQs

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite 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 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

Learn more in our FAQs

What our customers are saying

CRM Training | Salesforce CRM Training in Christchurch FAQs

What is Salesforce CRM?

Salesforce CRM is a cloud-based Customer Relationship Management platform that helps businesses manage their sales, marketing, and customer service activities.

Does Salesforce CRM require coding?

Basic Salesforce CRM functionality doesn't require coding, but advanced customisation may require prior coding knowledge.

Is Java required for Salesforce?

Java is not required for basic Salesforce operation but can be beneficial for advanced customisation and integration. So, while Java is not mandatory for the Salesforce CRM Certification Training, it can be extremely beneficial.

Which country does Salesforce have high demand in?

Demand for skills and Certification in Salesforce CRM is high globally, particularly in countries with strong tech sectors like the USA, UK, and India.

Is Salesforce CRM good for freshers?

Salesforce CRM is suitable for freshers, offering an intuitive platform to learn and grow in Customer Relationship Management.

Which career is best in Salesforce?

Careers like Salesforce Developer, Administrator, and Analyst are highly sought-after in the Salesforce ecosystem.

How does Salesforce CRM benefit businesses?

Salesforce CRM can benefit businesses by improving efficiency, enhancing the customer experience, increasing sales, and providing valuable insights into customer data.

Who can benefit from Salesforce CRM Certification Training?

Salesforce CRM Certification Training 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.

How do I choose the right Salesforce CRM Training Course?

Choose the right Salesforce CRM Training 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.

Is Salesforce CRM Training available online?

Yes, Salesforce CRM Training is widely available online, offering flexibility with self-paced courses, live virtual classes, and webinars to accommodate different learning styles and schedules.

Are there any prerequisites for this course?

There are no formal prerequisites for attending the Salesforce CRM Masterclass. However, a basic understanding of CRM concepts can be beneficial for this Salesforce CRM Training.

How many days does this Salesforce CRM Course span across?

Salesforce CRM Course spans over a duration of 1 day.

What will I learn in this Salesforce CRM Masterclass?

In this Salesforce CRM Masterclass, you will learn about CRM data stream types, CRM analytics and permissions, assigning permissions to administrators and analytics integration users.

What topics are covered in Salesforce CRM Training?

Salesforce CRM Courses covers a wide range of topics including Salesforce fundamentals, data management, user interface customisation, sales and marketing automation, analytics and reporting, security settings, and application development on the Salesforce platform.

Why choose The Knowledge Academy over others?

The Knowledge Academy in Christchurch 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 Salesforce CRM Courses.

What is the cost/training fees for Salesforce CRM Masterclass certification in Christchurch?

The training fees for Salesforce CRM Masterclass certification in Christchurch starts from NZD2695

Which is the best training institute/provider of Salesforce CRM Masterclass in Christchurch?

The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.

What are the best CRM Training courses in Christchurch?

Please see our CRM Training courses available in Christchurch

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.

"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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