Salesforce CRM Masterclass Overview

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

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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 Course?

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

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Why choose us

Ways to take this course

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

Unlock your potential with The Knowledge Academy's Salesforce CRM Masterclass, 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.

What our customers are saying

Salesforce CRM Masterclass FAQs

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The training fees for certification in the United States starts from $1595
The Knowledge Academy is the Leading global training provider for .
Please see our courses available in the United States
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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

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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