Course information

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 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.

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What’s included in this Salesforce CRM Training?

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

Why choose us

Our Berlin 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.

Berlin is the largest and the capital city of Germany. It is located in the East of the country and has an estimated population of about 3.5 million people living and working in the city. The Berlin educational system is compulsory for children and is administered by the German state. The education system in Berlin is divided into four levels: Kindergarten, Primary Education, Secondary Education, and Higher Education. There are over 800 schools in this city with over 340,000 children attending them. The Primary school is a 6 year programme for children. Berlin also has a special school with a bilingual school program implanted in the "Europaschule" where children are able to learn German as well as a foreign language; it start in Primary level and continues to High School.

Children who finish this can go onto College of either Gymnasium, which is a college preparatory school, or Sekundarschule, which is a comprehensive school, for an additional 6 years. The Französisches Gymnasium Berlin, was established in 1689 and teaches Huguenot children refugees in German or French. The John F. Kennedy School, based in Zehlendorf, is a bilingual German–American public school teaches children of diplomats as well as children from the English-speaking community. Berlin also offers four school that teach Latin and Classical Greek language, they are: Steglitzer Gymnasium in Steglitz and Goethe-Gymnasium which are both state school in Wilmersdorf, Protestant, an Evangelisches Gymnasium zum Grauen Kloster, and finally Jesuit, a Canisius-Kolleg based in the Tiergarten "Embassy Quarter".

Berlin also includes four universities and more than 25 professional, technical and private colleges, Hochschulen or Fachhochschulen, when students wish to further their education. There are approximately 130,000 students attend these universities and colleges. The Freie Universität Berlin (Free University of Berlin, FU Berlin) has about 34,000 attending students, the Technische Universität Berlin (TU Berlin) with about 30,000 attending students, and The Universität der Künste (UdK) has about 4,000 students; the  Berlin School of Economics and Law also has about 9,000 students enrolled.

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Address

Friedrichstraße 191,

10117 Berlin,

Germany

T: +49 8000101090

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 Berlin. 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 CRM Training | Salesforce CRM Training in Berlin, 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 CRM Training | Salesforce CRM Training in Berlin. 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 Berlin sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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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

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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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 at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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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

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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

CRM Training | Salesforce CRM Training in Berlin 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 Berlin 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 Berlin starts from €1495
The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.
Please see our CRM Training courses available in Berlin
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Why choose us

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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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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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