CRM Training

Online Instructor-led (1 days)

Online Self-paced (8 hours)

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

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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.

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What’s included in this Salesforce CRM Masterclass?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics CRM Masterclass Outline

Module 1: Introduction to Microsoft Dynamics CRM

  • What is Microsoft Dynamics CRM?
  • What is CRM?
  • CRM and Default Solutions
  • Default Solutions
  • Creating a New Solution
  • Publisher for the Solution
  • Prefix for the Solution
  • Creating a Publisher for the Solution
  • Multiple Client Support
  • Dynamics Portfolio

Module 2: Application Areas

  • Financial Management
  • Inventory Management
  • Sales
  • Purchasing
  • Project Management
  • Reporting and Analytics

Module 3: User Interface

  • Searching for Pages and Reports
  • My Settings
  • Navigation Pane

Module 4: Learning the Basics

  • Enter and Edit Information
  • Excel
  • Sending Reports
  • Sorting Information

Module 5: Sales and Marketing

  • Power of a Customer Relationship Management
  • How to Understand Customers?

Module 6: Master Data for Sales and Purchase Processes

  • Create a New Items Card
  • Filter by Attributes
  • Customers
  • Vendors
  • GL Accounts

Module 7: Process Sales and Purchases

  • Process Flows
  • Purchase Order
  • Create Purchase Invoices
  • Tools to Increase Productivity
  • Outlook for Business Edition

Module 8: Components of CRM

  • Creating New Entries and Leads
  • Creating New Opportunities and Account
  • Exporting Accounts into Excel
  • Add Word Template

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Who should attend this Microsoft Dynamics CRM Course?

The Microsoft Dynamics CRM Masterclass is designed for individuals who want to gain an in-depth understanding of Microsoft Dynamics CRM and develop advanced skills in its implementation, customisation, and management. This course can benefit a wide range of professionals, including:

  • CRM Professionals
  • Business Analysts
  • CRM Administrators
  • Sales and Marketing Professionals
  • IT Managers
  • CRM Consultants
  • Developers

Prerequisites of the Microsoft Dynamics CRM Masterclass

There are no formal prerequisites for attending this Microsoft Dynamics CRM Masterclass. However, prior knowledge of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices would be useful.

Microsoft Dynamics CRM Masterclass Overview

Microsoft Dynamics CRM stands as a cornerstone in the domain of Customer Relationship Management, offering a robust platform for businesses to manage and nurture their client relationships. The relevance of this system is paramount in today's competitive landscape, where effective customer engagement is a key driver of success.

Knowing Microsoft Dynamics CRM is essential for professionals in sales, marketing, and customer service roles who aim to master a versatile tool for client relationship management. As businesses increasingly rely on CRM systems to drive customer engagement, proficiency in Microsoft Dynamics CRM becomes a valuable skill for those seeking to enhance their career prospects in these fields.

The Knowledge Academy's 1-day Microsoft Dynamics CRM Masterclass is tailored to empower delegates with practical insights and skills. This intensive training equips participants with the ability to navigate and leverage Microsoft Dynamics CRM effectively. By the end of the course, delegates will have gained the knowledge needed to optimise customer relationships, streamline processes, and maximise the benefits of this dynamic CRM system in their professional roles.

Course Objectives

  • To understand the core functionalities and structure of Microsoft Dynamics CRM
  • To gain proficiency in using Microsoft Dynamics CRM for customer engagement
  • To navigate and leverage the features of Microsoft Dynamics CRM effectively
  • To optimise customer relationships through Microsoft Dynamics CRM
  • To streamline business processes using Microsoft Dynamics CRM
  • To maximise the benefits of Microsoft Dynamics CRM in professional roles

Upon completion of this course, delegates will benefit from enhanced skills in customer relationship management, empowering them to navigate Microsoft Dynamics CRM proficiently. This mastery will enable participants to streamline processes, optimise customer relationships, and contribute significantly to the success of their respective organisations.

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What’s included in this Microsoft Dynamics CRM Masterclass?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Oracle Sales CRM Masterclass Outline

Module 1: Introduction to Oracle CRM

  • Overview of CRM
  • Overview of Oracle CRM
  • Personal Preference Window
  • Password Policies
  • Personalisation
  • Account Settings

Module 2: Sales Techniques in Oracle CRM

  • Oracle CRM Sales Prospector on Demand

Module 3: Setting Up Users with the Oracle CRM

  • Oracle Sales Cloud
  • Creating Users

Module 4: Managing Users in the Oracle CRM

  • Managing Users

Module 5: Resources

  • Resources and Resources Manager
  • Locating a Resource

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Who should attend this Oracle CRM Training?

The Oracle CRM Course is designed for professionals who are seeking to enhance their skills and knowledge in the realm of Customer Relationship Management (CRM), specifically within the context of Oracle's Sales CRM software. This course can benefit a wide range of professionals, including:

  • Sales Professionals
  • Marketing Professionals
  • Customer Service Representatives
  • Business Development Managers
  • CRM Administrators
  • IT Managers and System Administrators
  • Entrepreneurs and Business Owners

Prerequisites of the Oracle CRM Training

There are no formal prerequisites for attending this Oracle CRM Course.

Oracle CRM Training Course Overview

The Oracle CRM Course focuses on leveraging Oracle's comprehensive CRM tools to optimise sales processes and Customer Relationship Management. In today's fast-paced business environment, CRM Training is vital for managing customer interactions efficiently, ensuring both customer satisfaction and business growth.

This course is particularly crucial for sales professionals, CRM Managers, and Business Development Executives. Understanding Oracle CRM is essential for these professionals to streamline sales processes, enhance customer engagement, and drive effective sales strategies using data-driven insights.

The Knowledge Academy's 1-day training is designed to provide delegates with a thorough understanding of Oracle CRM functionalities. This CRM Training will equip participants with practical skills to implement Oracle CRM solutions effectively in their respective business environments, enhancing both customer relationships and sales outcomes.

Course Objectives

  • To introduce the fundamental concepts and functionalities of Oracle CRM
  • To demonstrate techniques for managing customer relationships using Oracle CRM
  • To enhance skills in leveraging Oracle CRM for sales process optimisation
  • To provide hands-on experience with Oracle CRM tools and features
  • To teach best practices for data management and analysis within Oracle CRM
  • To prepare delegates for practical application of Oracle CRM in their professional roles

Upon completing the Oracle CRM Course, delegates will possess a comprehensive understanding of Oracle's CRM tools and their application in the sales domain. This knowledge will empower them to effectively manage customer relationships and drive sales growth within their organisations.

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What’s included in this Oracle Sales CRM Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics AX Course Outline

Module 1: Architecture and Planning

  • Microsoft Dynamics AX Architecture
  • Plan an implementation

Module 2: Deployment

  • Install Microsoft Dynamics AX
  • Deploy Microsoft Dynamics AX R3 on Azure Using Lifecycle Services
  • Upgrade to Microsoft Dynamics AX
  • Apply Updates and Hotfixes
  • Models, Layers, and the Model Store
  • Microsoft Dynamics ERP RapidStart Services

Module 3: System Setup for Microsoft Dynamics AX

  • Initialise Microsoft Dynamics AX
  • Set Up User Security
  • Virtual Company Accounts
  • Global Address Books and Address Reference Data
  • Workflow
  • Data Import, Export, and Migration
  • Master Data Management
  • Integrating with Microsoft Outlook and Microsoft Exchange Server

Module 4: Microsoft Dynamics AX Client

  • Client Architecture
  • Install the Microsoft Dynamics AX Client
  • Client Security and Protection
  • Client Operations

Module 5: Application Object Servers

  • Application Object Server Planning and Architecture
  • Deploy Application Object Servers
  • Application Object Server
    • Security and Protection
    • Operations
  • Troubleshooting Application Object Servers 

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Who should attend this Microsoft Dynamics AX Course?

The Microsoft Dynamics AX Training Course 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 Microsoft Dynamics AX Training Course can benefit a wide range of professionals, including:

  • ERP Professionals
  • Business Analysts
  • IT Managers and Consultants
  • Finance and Accounting Professionals
  • Supply Chain and Operations Specialists
  • Sales and Customer Service Personnel
  • Project Managers

Prerequisites of the Microsoft Dynamics AX Course

There are no formal prerequisites for this Microsoft Dynamics AX Training.

Microsoft Dynamics AX Course Overview

Microsoft Dynamics AX, a multifaceted Enterprise Resource Planning (ERP) software, is pivotal in modern business operations. Its integration of business processes across finance, HR, and operations makes it crucial for businesses seeking streamlined and efficient workflows. The relevance of Dynamics AX in managing complex business functions underlines the importance of specialised CRM Training in this field.

Professionals in business management, IT, and finance sectors should aim to master Microsoft Dynamics AX. The knowledge of this software is indispensable for those looking to optimise business processes, manage financials effectively, and enhance customer relationships. CRM Training in Dynamics AX is essential for professionals striving to leverage technology for business growth and efficiency.

This 1-day Microsoft Dynamics AX Training by The Knowledge Academy offers a thorough grasp of utilising this comprehensive enterprise resource management solution. Commencing with foundational concepts, the session centres on acquiring the skills required for navigating the interface adeptly, locating and organising data, and handling routine activities.

Course Objectives

  • To provide an in-depth understanding of Microsoft Dynamics AX functionality
  • To equip delegates with the skills to navigate and utilise Dynamics AX effectively
  • To enhance knowledge in managing financials and operations using Dynamics AX
  • To develop proficiency in leveraging Dynamics AX for improved CRM
  • To foster practical application skills for immediate workplace implementation
  • To prepare delegates for addressing real-world business challenges

Upon completing this Microsoft Dynamics AX Training, delegates will possess a robust understanding of Microsoft Dynamics AX, ready to implement their skills in enhancing business processes. They will be well-equipped to contribute to their organisations' growth and efficiency, leveraging the software to its full potential.

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What’s included in this Microsoft Dynamics AX Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Microsoft Dynamics AX Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Salesforce Lightning Training Course Outline

Module 1: Navigating Salesforce

  • Using Search
  • Personal Settings
  • Help Portal
  • AppExchange
  • Salesforce Trailblazer Community
  • Salesforce Tabs
  • Customise the Home Page

Module 2: Managing Leads

  • Searching for Leads
  • Pulling Lists of Leads
  • Creating New Leads
  • Updating Existing Leads
  • Merging Duplicate Leads
  • Logging Tasks and Calls Against Leads
  • Converting and Reassigning Leads

Module 3: Working with Contacts and Accounts

  • Relationships Between Contacts and Accounts
  • Searching for Contacts and Accounts
  • Pulling Lists of Contacts and Accounts
  • Creating New Contacts and Accounts
  • Updating Existing Contacts and Accounts
  • Merging Duplicate Contacts and Accounts
  • Create New Task and Log a Call
  • Reassigning Accounts

Module 4: Tracking Opportunities

  • Opportunities, and How They are Different from Leads, Contacts, and Accounts
  • Searching for Opportunities
  • Pulling Lists of Opportunities by Stage, Amount, Close Date, and Owner
  • Creating New Opportunities
  • Adding Products to Opportunities
  • Working with Opportunity Teams
  • Updating Existing Opportunities
  • Logging Tasks and Calls Against Opportunities
  • Reassigning Opportunities

Module 5: Managing Campaigns

  • Introduction to Campaigns
  • Searching for Campaigns
  • Pulling Lists of Campaigns
  • Updating Existing Campaigns
  • Creating New Campaigns
  • Adding Campaign Members
  • Tracking Campaign Member Status
  • Set Up Campaign Hierarchies
  • Salesforce Tasks
  • How to Manually Log Calls in Salesforce?

Module 6: Working with Cases

  • What are Cases?
  • Searching for Cases
  • Pulling Lists of Cases
  • Creating New Cases
  • Updating Existing Cases
  • Case Feed 'Log a Call' Options
  • Reassigning Cases

Module 7: Collaborating with Chatter

  • Introduction to Chatter
  • Chatter Vs Email
  • Chat Session Records
  • Chatter Groups and Notifications
  • Update Email Notifications in Chatter
  • Enabling Collaboration in a Report

Module 8: Reports and Dashboards

  • Difference Between a Report and Dashboard
  • Difference Between a List View and a Report
  • Who Sees What Data?
  • Who can Access My Reports?
  • How to Find and Use Existing Reports and Dashboards?
  • How to Modify Existing Reports and Dashboards?
  • Understanding Report Types
  • How to Create New Reports?
  • Excel Add-Ins

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Who should attend this Salesforce Lightning Training?

The Salesforce Lightning Training is ideally suited for individuals who are looking to enhance their proficiency in using Salesforce Lightning, the modern and intuitive interface for Salesforce. This course can benefit a wide range of professionals, including:

  • Salesforce Administrators
  • Developers
  • Salesforce Users
  • Business Analysts
  • Sales and Marketing Professionals
  • Project Managers
  • System Administrators

Prerequisites of the Salesforce Lightning Training

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

Salesforce Lightning Training Overview

The Salesforce Lightning Training delves into the revolutionary Salesforce Lightning platform, a game-changer in the CRM (Customer Relationship Management) landscape. This platform's enhanced interface and customisation capabilities have redefined how businesses interact with their CRM systems, making it a crucial tool for modern business operations.

Understanding and mastering Salesforce Lightning is vital for professionals in sales, marketing, and CRM administration. As the demand for more dynamic and user-friendly CRM solutions grows, those skilled in Salesforce Lightning become invaluable assets to their organisations. This mastery is essential for anyone looking to leverage CRM systems to drive business success effectively.

The Knowledge Academy's 1-day Salesforce Lightning Training is designed to equip delegates with the skills and knowledge to navigate and utilise Salesforce Lightning efficiently. This CRM Training will cover practical applications, customisation techniques, and best practices, enabling delegates to maximise the platform's potential in their professional roles.

Course Objectives

  • To familiarise the delegates with the Salesforce Lightning interface and functionalities
  • To enable customisation of Lightning components for tailored sales processes
  • To optimise workflows and automate tasks using Lightning tools
  • To empower delegates in creating dynamic and interactive dashboards
  • To facilitate effective integration of Lightning within existing Salesforce setups
  • To impart knowledge on leveraging Lightning for enhanced customer engagement

After completing this course, delegates receive a prestigious certification, validating their proficiency in Salesforce Lightning. This certification is a testament to their expertise, enhancing career prospects and signalling a solid command over Salesforce's dynamic Lightning platform.

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What’s included in this Salesforce Lightning Training?

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

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Online Instructor-led (4 days)

Online Self-paced (32 hours)

Salesforce Admin Training Course Outline

Module 1: Salesforce Overview

  • What is Salesforce?
  • Why Salesforce?
  • Salesforce Architecture
  • Features of Salesforce
  • Salesforce Products
  • Difference Between Traditional CRM vs Salesforce CRM
  • How are Companies Using Salesforce?
  • How to Access Salesforce?
  • What is APEX?

Module 2: Quote Templates

  • Set Up Quote templates
  • Manage Quote
  • Create Quotes Pdf
  • Things to Learn About

Module 3: Data Types, Field Types, and Components

  • Different Data Types in Salesforce
  • Different Salesforce Field Types
  • Salesforce Components

Module 4: Custom Buttons and Links

  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Samples
  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Considerations

Module 5: Process Builder

  • Process Limits and Considerations
  • Setting Values in the Process Builder
  • Setting Advanced Options in the Process Builder
  • Create a Process
  • Troubleshoot Processes

Module 6: Validation Rule Considerations

  • Require Field Input to Ensure Data Quality
  • Field Sets
  • Roll-Up
  • Lookup Filters

Module 7: Controlling Access Using Hierarchies

  • Create a User Role
  • Assign Users to Roles
  • Viewing and Editing Roles
  • Success with Roles
  • Role Fields
  • Role and Territory Sharing Groups
  • Managers in the Role Hierarchy

Module 8: Salesforce Data Security Model

  • Basics
  • Scenario
  • Types of Record-Level Security

Module 9: Profiles

  • Standard Profiles
  • Manage Profile Lists
  • Work in the Enhanced Profile User Interface Page
  • Work in the Original Profile Interface
  • View and Edit Password Policies in Profiles

Module 10: Reports and Dashboards

  • Analytics Tab
  • Reports
  • Dashboards
  • Report and Dashboard Folders
  • Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements

Module 11: Manage Salesforce Data

  • Move Tracking Data
  • Reports
  • Tracking Workspace
  • Triggered Sends Tracking
  • Enable Email Tracking
  • Update Job Links Overview
  • View Tracking History
  • Field History Tracking
  • View Tracking Results for an Email Send
  • Link Tracking
  • Understand Timing and Tracking

Module 12: AppExchange

  • What Is AppExchange?
  • Business Plans for AppExchange Listings
  • Accessing AppExchange
  • How Does AppExchange Search Work?
  • Email Notifications
  • Collect AppExchange Leads

Module 13: Deploy a Change Set

  • Create an Outbound Message
  • When Change Sets Become Unavailable

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Who should attend this Salesforce Admin Training Course?

The Salesforce Admin Training Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:

  • Aspiring Salesforce Administrators
  • CRM Managers
  • Business Analysts
  • Sales Managers
  • Technical Support Representatives
  • Project Managers
  • Solution Architects

Prerequisites of the Salesforce Admin Training Course

There are no formal prerequisites required for the Salesforce Admin Training Course.

Salesforce Admin Training Course Overview

Salesforce, a leader in CRM (Customer Relationship Management) software, revolutionises how businesses interact with their customers. This Salesforce Admin Training delves into the core functionalities and advanced features of Salesforce, highlighting its relevance in today's customer-centric business environment. It's essential for managing customer information and enhancing customer experiences effectively.

Understanding Salesforce is crucial for professionals involved in sales, customer service, and marketing. By mastering this tool, individuals can streamline client interactions, manage sales pipelines, and create comprehensive customer profiles. This CRM Training is particularly beneficial for those looking to elevate their careers in sales and customer relationship management.

The Knowledge Academy’s 4-day Salesforce Admin Training is designed to provide a thorough understanding of Salesforce administration and its applications. It helps delegates in comprehensively managing customer data, automating business processes, and deriving insights for strategic decisions. This training will empower participants with practical skills to efficiently use Salesforce in their respective roles.

Course Objectives

  • To learn about traditional CRM and Salesforce CRM
  • To know about the nature salesforce of the architect’s service
  • To gain knowledge of custom buttons and link considerations
  • To know the key difference between traditional CRM vs Salesforce CRM
  • To get familiar with the setting values and advanced options in the process builder

At the end of this course, delegates will be able to modify default functionality and produce unique pages, components, and apps. They will also be able to manage data structures with fields, relationships, and objects.

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What’s included in this Salesforce Admin Training Course?

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

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Online Instructor-led (4 days)

Online Self-paced (32 hours)

Salesforce Developer Training Course Outline

Module 1: Salesforce Overview

  • What is Salesforce?
  • Uses of Salesforce
  • Why is Salesforce So Popular?
  • Salesforce Platform Services
  • What is Salesforce Cloud?
  • Easy-to-Use Salesforce Implementation
  • Explicit Salesforce Architecture
  • Better Audits for Salesforce Projects

Module 2: Introduction Metadata API

  • Understanding Metadata API     
  • Use Cases for Metadata API
  • Metadata API Developer Tools
  • Supported Salesforce Editions
  • Development Platforms
  • Standards Compliance
  • Metadata API Support Policy
  • API End-of-Life
  • Developing with Metadata API

Module 3: Data Model

  • Sales Objects
  • Task and Event Objects
  • Service Cloud Objects
  • Document, Note, and Attachment Objects
  • User, Sharing, and Permission Objects
  • Profile and Permission Objects
  • Record Type Objects

Module 4: Add Business Logic

  • Add a Formula Field
  • Add a Validation Rule
  • Create Flow Using Flow Builder
  • Build a Salesforce App
  • Try Out the App

Module 5: Apex

  • What is Apex?
  • When Should Developer Choose Apex
  • Working Structure of Apex
  • Apex Syntax
  • Apex Development Environment
  • Data Type in Apex
  • Apex Access Specifier
  • Keywords in Apex
  • Apex String
  • Apex Governor Limits
  • Apex Getter and Setter
  • Apex Class
  • Apex Trigger
  • Batch Class in Apex

Module 6: Data Types, Field Types, and Components

  • Different Data Types in Salesforce
  • Different Salesforce Field Types
  • Salesforce Components

Module 7: Salesforce Object Search Language (SOSL)

  • Typographical Conventions in this Document
  • SOSL Limits on Search Results
  • SOSL Syntax
  • Example Text Searches

Module 8: Salesforce Apex Triggers

  • What are Triggers in Salesforce?
  • Writing Apex Triggers
  • What are Context Variables in Triggers?
  • Using Trigger Exceptions
  • Triggers in Salesforce Vs Workflows in Salesforce

Module 9: Exception Handling

  • Basics
  • System Defined Exceptions and Types
  • Custom or User Defined Exceptions

Module 10: Testing Apex

  • Understanding Testing in Apex
  • What to Test in Apex
  • What are Apex Unit Tests?
  • Understanding Test Data
  • Run Unit Test Methods
  • Testing Best Practices
  • Testing Example
  • Testing and Code Coverage
  • Code Coverage Best Practices
  • Build a Mocking Framework with the Stub API

Module 11: Standard List Controllers

  • Creating a Visualforce Page
  • Editing a Visualforce Page
  • Using Page Block and Page Block Section
  • Creating Standard List Controller
  • Adding Records using Standard Controller

Module 12: Lightning Web Components

  • Introducing Lightning Web Components
  • Create Lightning Web Components
  • Create a Component Event
  • Work with Salesforce Data
  • Develop Secure Code
  • Viewing Lightning Components in your Organisation
  • Migrate Aura Components
  • Debug Lightning Web Components

Module 13: Options for Deploying Salesforce Changes

  • First Generation Packaging
  • Change Sets
  • Third-Party Release Management Tools
  • Salesforce DX
  • DevOps Centre

Module 14: Debug and Run Diagnostics

  • Learning Objectives
  • Taking a Step Back
  • Your Friend, the Debug Log
  • Use the Log Inspector
  • Set Checkpoints

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Who should attend this Salesforce Developer Training Course?

The Salesforce Developer Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:

  • Aspiring Salesforce Administrators
  • CRM Managers
  • Business Analysts
  • Sales Managers
  • Technical Support Representatives
  • Project Managers
  • Solution Architects

Prerequisites of the Salesforce Developer Training Course

There are no formal prerequisites required for the Salesforce Developer Course.

Salesforce Developer Training Course Overview

Salesforce Developer Training stands at the forefront of CRM Training, offering cutting-edge solutions in Customer Relationship Management (CRM). This training delves into the multifaceted Salesforce platform, which is pivotal in today’s digital economy for managing customer interactions and data effectively.

Understanding Salesforce is essential for professionals in CRM, IT, and business development sectors. Those aiming to excel in customer management and technical solution implementation will find this training crucial. It is tailored for Developers, Project Managers, and Business Analysts seeking to harness the full potential of the Salesforce platform.

The Knowledge Academy's 4-day Salesforce Developer Training provides a concise yet comprehensive exploration of Salesforce’s capabilities. Delegates will gain practical insights into the platform, enhancing their skills in CRM strategies and technical deployment, thus preparing them for advanced roles in their respective fields.

Course Objectives

  • To work on custom and standard objects to enforce data quality and validation rules
  • To learn the capabilities and use cases for the approval process
  • To know about lightning web components and creating web components
  • To complete the deployment process in the Salesforce environment
  • To become familiar with the effect of the sharing model on reports

At the end of this training, delegates will be able to identify business logic, build specific data models, design user interfaces, and ensure security for customised applications. They will also be able to use Salesforce Object Search Language (SOSL), which would be beneficial for performing text searches in the records.

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What’s included in this Salesforce Developer Training Course?

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

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Salesforce Development Lifecycle and Deployment Architect Training Course Outline

Module 1: Introduction to Salesforce Development Lifecycle and Deployment

  • Overview of Salesforce Development Lifecycle and Deployment
  • Importance of Effective Development Lifecycle
  • Key Elements of Salesforce Development Lifecycle
  • Benefits of a Well-Defined Development Lifecycle

Module 2: Development Lifecycle Phases

  • Planning and Analysis Phase
  • Design and Architecture Phase
  • Development and Testing Phase
  • Deployment and Release Management Phase
  • Post-Deployment Maintenance and Support

Module 3: Key Concepts in Salesforce Development

  • Salesforce Metadata
  • Version Control and Source Code Management
  • Sandboxes and Development Environments
  • Change Management and Release Strategies

Module 4: Development Methodologies

  • Waterfall Methodology
  • Agile Methodology
  • Hybrid Methodology
  • Choosing the Right Development Methodology for Salesforce Projects

Module 5: Continuous Integration and Continuous Deployment

  • Overview of CI/CD in Salesforce Development
  • Setting up CI/CD Pipelines
  • Automated Testing and Quality Assurance
  • Benefits of CI/CD in Salesforce Projects

Module 6: Release Management and Governance

  • Release Planning and Scheduling
  • Release Validation and Approvals
  • Release Documentation and Communication
  • Governance and Compliance in Release Management

Module 7: Data Migration and Deployment Strategies

  • Data Migration Best Practices
  • Tools and Techniques for Data Migration
  • Deployment Strategies for Salesforce Projects
  • Considerations for Large-Scale Data Migration

Module 8: Change Sets and Packages

  • Understanding Change Sets and Packages
  • Creating and Managing Change Sets
  • Deploying Change Sets across Environments
  • Best Practices for Change Set Management

Module 9: Version Control and Collaboration

  • Version Control Systems for Salesforce Projects
  • Branching and Merging Strategies
  • Collaborative Development and Teamwork
  • Resolving Conflicts and Managing Code Changes

Module 10: Deployment Automation and Tools

  • Introduction to Salesforce CLI
  • Deployment Automation with Salesforce DX
  • Third-Party Deployment Tools and Integrations
  • Monitoring and Troubleshooting Deployments

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Who should attend this Salesforce Development Lifecycle and Deployment Architect Training Course?

The Salesforce Development Lifecycle and Deployment Architect Training is designed for professionals seeking expertise in architecting and managing the development and deployment processes within the Salesforce ecosystem. The training is suitable for:

  • Salesforce Architects
  • Salesforce Developers
  • Release Managers
  • Technical Leads
  • System Administrators
  • Quality Assurance Engineers
  • DevOps Engineers
  • Solution Architects

Prerequisites of the Salesforce Development Lifecycle and Deployment Architect Training Course

There are no formal prerequisites required for Salesforce Development Lifecycle and Deployment Architect Training Course. However, basic understanding of Salesforce concepts and cloud technologies can be beneficial.

Salesforce Development Lifecycle and Deployment Architect Training Course Overview

The role of a Salesforce Development Lifecycle and Deployment Architect is crucial for ensuring the successful implementation and management of Salesforce applications. This position requires a deep understanding of development processes, methodologies, and best practices to optimise deployment efficiency and enhance organisational productivity.

Professionals such as Salesforce Developers, System Administrators, and IT Project Managers will greatly benefit from this Salesforce Development Lifecycle and Deployment Architect Course. It is designed for individuals looking to deepen their understanding of Salesforce architecture and enhance their project management capabilities.

This 1-day Salesforce Development Lifecycle and Deployment Architect Course by The Knowledge Academy equips professionals with essential knowledge and practical skills needed to navigate the Salesforce development lifecycle. Delegates will learn about various deployment strategies, tools, and best practices, enabling them to streamline their processes and increase project success rates. The training also covers critical aspects of change management and testing procedures to ensure seamless transitions and robust application performance.

Course Objectives

  • To understand the Salesforce development lifecycle stages
  • To learn deployment strategies and best practices
  • To explore tools for managing Salesforce applications
  • To implement effective change management processes
  • To master testing procedures for quality assurance
  • To develop skills in problem-solving and troubleshooting
  • To enhance collaboration among development teams
  • To create efficient deployment plans for Salesforce projects

Upon completion of the Salesforce Development Lifecycle and Deployment Architect Course, delegates will possess valuable skills that can be immediately applied to improve Salesforce project outcomes, leading to increased efficiency and effectiveness in their roles.

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What’s Included in this Salesforce Development Lifecycle and Deployment Architect Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Salesforce Development Lifecycle and Deployment Architect Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Salesforce Apex Programming Language Training​ Course Outline

Module 1: Introduction to Salesforce CRM

  • Introduction to Apex Programming
  • Apex Syntax
  • Setup Developer Account
  • Introduction to Developer Console

Module 2: What is a Programming Language?

  • What is Variable?
  • Adding Three Numbers Using Variables

Module 3: Data Types and Operators in Apex

  • Date Data Type in Apex
  • Time Data Type in Apex
  • Datetime Class
  • String Data Type in Apex
  • Operators in Apex

Module 4: Decision Control Statements If-else Statements in Apex

  • If else Statement in Apex with Example
  • If else If Statement in Apex with Example

Module 5: Switch Statement in Apex

  • Switch Statement with Example
  • Expressions and Statements

Module 6: Loops in Apex

  • What are Loops in Apex?
  • Different Types of Loops in Apex
  • While Loop in Apex
  • For Loop in Apex
  • Infinite Loop in Apex
  • Break Vs Continue Statements in Loops
  • Nested for Loop in Salesforce

Module 7: Object Oriented Concepts in Apex

  • Classes and Objects
  • Static and Non-Static Method
  • Access Modifiers
  • What are Constructors?
  • Inheritance in Apex
  • Collections in Apex

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Who should attend this Salesforce Apex Programming Language Training Course?

This Salesforce Apex Programming Language Training Course is ideal for individuals who want to develop a solid understanding of the Apex programming language and its applications within the Salesforce ecosystem. This course can benefit a wide range of professionals, including:

  • Salesforce Developers
  • CRM Administrators
  • Technical Architects
  • Salesforce Professionals
  • App Builders
  • System Integrators
  • IT Managers
  • Salesforce Developers

Prerequisites of the Salesforce Apex Programming Language Training Course

There are no formal prerequisites for this Salesforce Apex Programming Language Training Course.

Salesforce Apex Programming Language Training Course Overview

Salesforce holds a prominent position in the Customer Relationship Management (CRM) domain, and its proprietary Apex Programming Language serves as a cornerstone within this framework. The significance of this language is closely linked to its robustness and adaptability in tailoring Salesforce applications, making it an essential skill in CRM Training.

Understanding Apex is crucial for Developers, Salesforce Administrators, and IT professionals who aspire to tailor CRM solutions to specific business needs. Mastery in Apex enables these professionals to enhance Salesforce functionality, automate complex business processes, and create more efficient CRM systems.

The Knowledge Academy’s 1-day Salesforce Apex Training offered by The Knowledge Academy offers a comprehensive overview, equipping delegates with essential Apex skills. This training is designed to be both practical and accessible, ensuring that delegates can immediately apply their new skills in real-world scenarios, thereby enhancing their proficiency in CRM systems.

Course Objectives

  • To understand the role of Salesforce Apex in CRM customisation
  • To gain proficiency in tailoring Salesforce applications using Apex
  • To automate complex business processes within the Salesforce framework
  • To enhance Salesforce functionality through Apex programming
  • To apply Apex skills to create more efficient CRM system
  • To immediately implement acquired skills in practical scenarios

Upon completion of this course, delegates will benefit from a heightened ability to customise Salesforce applications, automate business processes, and optimise CRM systems, contributing to increased efficiency and effectiveness in their professional roles.

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What’s included in this Salesforce Apex Programming Language Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce Apex Programming Language Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

Salesforce Platform App Builder Certification Training Course Outline

Module 1: Introduction to Salesforce

  • What is Salesforce?
  • Home Page Customisation
  • User Management and App Creation
  • Core CRM Objects in the Salesforce Schema
  • Declarative Customisations Boundaries
  • Use Cases for Programmatic Customisation

Module 2: Data Modelling and Management

  • Introduction to Data Management
  • Understand Record Access, User Interface, And Reporting
  • Importing 
    • Leads
    • Contacts
    • Accounts
  • What is Salesforce Data Loader?
  • Features of Salesforce Data Loader
  • Install Salesforce Data Loader on Windows
  • Mass Delete and Records
  • Determine the Appropriate Data Model
  • Addition of Field to Schema Builder

Module 3: Security

  • Restricting Logins
  • Object Access Determination
  • Creating Custom Profile
  • Creation of Role Hierarchy
  • Record Access Exceptions
  • Record Access Configuration

Module 4: Social

  • Use Cases for Social Features
  • Setting Up Social Accounts and Contacts

Module 5: User Interface

  • User Interface
  • General Options
  • Sidebar Options
  • Calendar Settings
  • Name Settings
  • Setup Options and Other Settings

Module 6: Reporting

  • Create a Report
  • Describe the Features and Capabilities of Report
  • Create a Dashboard
  • Describe the Features and Capabilities of Dashboard
  • Report Type Reference

Module 7: Mobile

  • Salesforce Mobile App Introduction
  • Create App and Navigation
  • Configuring Salesforce Mobile for Organisation
  • Data Security
  • Deployment Tools

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Who should attend this Salesforce Platform App Builder Certification Training?

This Salesforce Platform App Builder Training Course is designed for individuals who want to enhance their skills and expertise in developing applications using the Salesforce platform. This Salesforce Platform App Builder Course can benefit a wide range of professionals, including:

  • Aspiring Developers
  • Salesforce Administrators
  • Business Analysts
  • IT Professionals
  • App Builders
  • CRM Consultants

Prerequisites of the Salesforce Platform App Builder Certification Training Course

There are no formal prerequisites for this Salesforce Platform App Builder Training Course.

Salesforce Platform App Builder Training Course Overview

In the evolving landscape of customer relationship management (CRM), the Salesforce Platform App Builder stands out as a pivotal tool. This training dives into the intricacies of Salesforce, a leading CRM platform, highlighting its relevance in managing customer interactions and data efficiently in today’s digital age.

Understanding Salesforce is essential for professionals in sales, marketing, and customer service roles. It's particularly crucial for those aspiring to harness the power of CRM technologies to streamline business processes and enhance customer experiences. A CRM Course in Salesforce equips professionals with the skills to effectively utilise this versatile platform.

The Knowledge Academy's 1-day Salesforce Platform App Builder Training offers a concise yet comprehensive learning experience. Delegates will gain hands-on knowledge about building custom applications on the Salesforce platform, enabling them to tailor CRM solutions to their organisation's specific needs.

Course Objectives

  • To understand the core functionalities of the Salesforce Platform.
  • To learn how to customise and deploy applications using Salesforce.
  • To gain skills in managing Salesforce environments effectively.
  • To explore ways to enhance user experience through tailored CRM solutions.
  • To develop an understanding of data management within Salesforce.
  • To learn how to troubleshoot common issues in Salesforce applications

Upon completion of this CRM Training, delegates will possess a solid foundation in Salesforce App Building, equipping them to contribute significantly to their organisation’s CRM strategies. They will be prepared to create bespoke solutions, optimising customer interactions and business processes.

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What’s included in this Salesforce Platform App Builder Certification Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Salesforce Platform App Builder Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Online Self-paced (8 hours)

HubSpot CRM Training​ Course Outline

Module 1: Introduction to HubSpot CRM

  • What is CRM?
  • HubSpot CRM Features List
  • What HubSpot has to Offer?
  • Launch HubSpot CRM

Module 2: Create Contacts, Companies, and Deals

  • Create Contacts Manually
  • Import Contacts
  • Edit Contact Information
  • Add and Edit Companies
  • Adding and Updating Deals

Module 3: Track and Report

  • Work with Reports
  • Create and use Snippets
  • Work with Email Templates
  • Add and Maintain Documents

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Who should attend this HubSpot CRM Training Course?

This HubSpot CRM Training Course is beneficial for a wide range of individuals and professionals looking to enhance their understanding and skills in using the HubSpot CRM platform. This HubSpot CRM Training can benefit a wide range of professionals, including:

  • Sales Representatives
  • Marketing Professionals
  • Business Owners
  • Customer Service Teams
  • Managers and Team Leads
  • Entrepreneurs and Startups
  • Sales Managers

Prerequisites of the HubSpot CRM Training Course

There are no formal prerequisites for attending this HubSpot CRM Training Course.

HubSpot CRM Training Course Overview

HubSpot is a powerful CRM that is designed to work seamlessly with the HubSpot sales, customer service, and marketing tools. It can help you sell better, market better, and gain more powerful insights from customer interactions. This HubSpot CRM Training offers an in-depth exploration of its functionalities, focusing on how it streamlines customer interactions and enhances business efficiency.

Understanding HubSpot CRM is essential for marketing and sales professionals aiming to optimise customer relationships and drive business growth. This training is particularly beneficial for those looking to leverage digital tools for customer engagement, data management, and sales processes. HubSpot CRM Training is a vital resource for professionals seeking to integrate advanced CRM strategies into their business operations.

This 1-day HubSpot CRM Training provides the delegates with the sales tools and strategy to help your sales team focus on the best prospects in your funnel, dives into the basics of using HubSpot CRM, and examines how to streamline the sales process with the management and automation tools. This training is designed to enhance participants' proficiency in managing customer relationships, ensuring they can apply these skills immediately in their professional roles.

Course Objectives

  • To familiarise delegates with the interface and features of HubSpot CRM
  • To demonstrate effective techniques for managing customer data within HubSpot
  • To provide insights into customising and automating HubSpot CRM processes
  • To teach strategies for using HubSpot CRM in sales and marketing campaigns
  • To enhance skills in analysing customer interactions and data through HubSpot
  • To empower delegates with practical knowledge for immediate application in their roles

Upon completion of this HubSpot CRM Training, delegates will possess a thorough understanding and practical knowledge of HubSpot CRM. This expertise will empower them to effectively manage customer relationships and data, significantly contributing to their organisation's marketing and sales success.

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What’s included in this HubSpot CRM Training Course?

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

Show moredown

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Salesforce Service Cloud Training​ Course Outline

Module 1: Introduction to Salesforce Service Cloud

  • Salesforce Overview
  • Architecture
  • Environment
  • Sales Cloud
  • Service Cloud

Module 2: Salesforce Objects

  • What are Salesforce Objects?
  • Standard Objectives
  • Custom Objects
  • Schema Builder

Module 3: Data Security

  • Create a Role Hierarchy
  • Sharing Rules
  • Control Access Records

Module 4: Process Builder

  • Automating Business Processes
  • Exporting Data
  • Reports and Dashboards

Module 5: Visualforce

  • Visualforce Pages
  • Variables and Formulas
  • Standard Controllers
  • List Controllers
  • Using Forms

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Who should attend this Salesforce Service Cloud Training Course?

This Salesforce Service Cloud Training Course is a good choice for delegates who want to improve how they handle customer service management. It is great for the people who work with support processes while using the Salesforce Service Cloud platform. As a result, this course can benefit a wide range of professionals, including: 

  • Customer Service Professionals
  • Salesforce Administrators
  • Salesforce Consultants
  • Business Managers
  • IT Professionals
  • Business Analysts
  • Entrepreneurs and Business Owners

Prerequisites of the Salesforce Service Cloud Training Course

There are no formal prerequisites for attending this Salesforce Service Cloud Training Course.

Salesforce Service Cloud Training Course Overview

Salesforce Service Cloud Training offers a deep dive into one of the most dynamic and powerful customer service platforms available today. Its relevance lies in the platform's ability to streamline customer service processes, enhance customer satisfaction, and drive efficient case resolution, making it an indispensable tool in the modern customer service landscape.

This training is crucial for Customer Service Managers, IT professionals, and Salesforce Administrators aiming to leverage Salesforce Service Cloud to its full potential. Understanding how to navigate and utilise this platform is essential for those who wish to enhance their organisation's customer service experience and increase operational efficiency.

The Knowledge Academy’s 1-day Salesforce Service Cloud Training is designed to impart practical, hands-on experience with the platform. Delegates will learn through real-world scenarios, enabling them to apply the skills acquired immediately in their professional roles. This training offers a concise yet comprehensive understanding, perfect for busy professionals.

Course Objectives

  • To understand the fundamentals of Salesforce Service Cloud and its interface
  • To learn effective management of customer interactions and case handling
  • To master the configuration and customisation of the Service Cloud platform
  • To gain insights into analytics and reporting features within Service Cloud
  • To develop skills in automating and streamlining customer service processes
  • To understand best practices for optimising the customer experience using Service Cloud

Upon completing the Salesforce Service Cloud Training, delegates will have a robust understanding of the platform, empowering them to improve their organisation's customer service efficiency and effectiveness. They will be equipped with the skills needed to make impactful changes and drive customer satisfaction.

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What’s included in this SalesForce Service Cloud Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • SalesForce Service Cloud Certificate
  • Digital Delegate Pack

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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +1 7204454674 or Inquire.

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