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Salesforce CRM Masterclass Overview
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
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.
Live classes
Join a scheduled class with a live instructor and other delegates.
Interactive
Engage in activities, and communicate with your trainer and peers.
Global Pool of the Best Trainers
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
Expertise
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
Global Reach
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
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.
Experience the most sought-after learning style with The Knowledge Academy's Salesforce CRM Masterclass. 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 Salesforce CRM Masterclass 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
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Salesforce CRM Masterclass 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 Salesforce CRM Masterclass 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
What our customers are saying
Salesforce CRM Masterclass FAQs
Salesforce CRM is a cloud-based Customer Relationship Management platform that helps businesses manage their sales, marketing, and customer service activities.
Basic Salesforce CRM functionality doesn't require coding, but advanced customisation may require prior coding knowledge.
Salesforce CRM Certification demand is high globally, particularly in countries with strong tech sectors like the USA, UK, and India.
Salesforce CRM is suitable for freshers, offering an intuitive platform to learn and grow in Customer Relationship Management.
Salesforce CRM Certification Training benefits various professionals, including sales and marketing teams, business analysts, CRM administrators, project managers, and anyone looking to enhance their skills in customer relationship management and Salesforce technology.
Yes, The Knowledge Academy provides this Salesforce CRM Course online, offering flexibility with self-paced courses, live virtual classes, and webinars to accommodate different learning styles and schedules.
There are no formal prerequisites for this Salesforce CRM Course.
This Salesforce CRM Training spans 1 day.
In the Salesforce CRM Training, you will learn about the Salesforce platform's features, customer relationship management principles, how to configure and customise Salesforce, manage data effectively, and implement automation to enhance business processes.
This Salesforce CRM Training can enhance your career by equipping you with the skills and knowledge required to use Salesforce effectively in various business contexts. It can open up opportunities in Sales, Marketing, Customer Service, and CRM Administration Roles across industries.
The average salary of a Salesforce CRM professional in the United Kingdom ranges between £65,000 - £80,000. This can vary according to factors like location, experience, and industry. Register for The Knowledge Academy’s Salesforce CRM Masterclass to avail high paying jobs.
While having experience can be beneficial, landing a Salesforce job with no prior experience is possible by obtaining relevant certifications, completing training courses, participating in internships, and showcasing transferable skills such as problem-solving and communication during interviews.
After completing the Salesforce CRM Training Course, you should consider obtaining Salesforce certification to validate your skills, apply your knowledge in real-world projects, and seek job opportunities in roles like Salesforce administrator or developer.
The Knowledge Academy in the United Kingdom stands out as a prestigious training provider for Salesforce CRM Course known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this course.
The training fees for Salesforce CRM Masterclassin the United Kingdom starts from £1295
The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.
Please see our CRM Training courses available in the United Kingdom
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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