CRM Training - Sri Lanka

CRM Training

CRM is crucial for businesses, enhancing customer experiences and driving growth. The Knowledge Academy's CRM Courses offer top-notch training for Microsoft Dynamics CRM, Salesforce, and Oracle, ensuring a competitive edge for career growth in the CRM domain.

REASONS TO CHOOSE

Acquire skills to effectively manage and organise customer data
Utilise CRM systems to enhance communication within the team and with customers
Use CRM data to create targeted and effective marketing campaigns
Gain insights into customer behaviour and preferences with our CRM Courses
Attend training sessions led by industry experts and trainers

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CRM Training

Duration

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 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

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Duration

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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Duration

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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Duration

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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Duration

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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Duration

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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Duration

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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More information

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Duration

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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Duration

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

More information

See dates & prices

More information

See dates & prices

Duration

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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More information

See dates & prices

Duration

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. HubSpot CRM 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. The Knowledge Academy’s 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. HubSpot CRM Training is designed to enhance delegates’ 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

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More information

See dates & prices

Duration

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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More information

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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 +44 1344 203 999 or Enquire.

CRM Training FAQs

What is CRM Training?

CRM Training refers to educational courses that focus on teaching the skills and knowledge necessary to effectively use Customer Relationship Management (CRM) software. This training helps users understand how to manage customer interactions, data, and processes to improve business relationships, increase customer retention, and drive sales growth.

Can CRM be learned online?

Yes, individuals can acquire CRM skills through CRM Courses Online that are provided by The Knowledge Academy, which offers extensive training in CRM systems and strategies.

What are the popular CRM Courses?

The top CRM Courses available online include Salesforce CRM Masterclass, Salesforce Admin Training and Microsoft Dynamics AX Masterclass. These CRM Qualifications can be extremely beneficial in a Customer Relation based field.

How can I establish a career in CRM?

To start a career in CRM, get certified in a CRM software system, gain experience working with CRM systems, and apply for entry-level CRM jobs.

What are the job opportunities I can choose after learning CRM?‎

Learning CRM can open a variety of career opportunities, including CRM Specialist, Coordinator, Administrator, Analyst, Consultant, Sales Representative, Account Manager, and Customer Service Representative.

How can choosing online courses help me in learning CRM?‎

Choosing online courses for learning CRM can provide flexibility in your schedule, allowing you to study at your own pace. Additionally, our online courses offer practical, hands-on exercises and resources that enable you to apply CRM concepts in real-world scenarios, enhancing your understanding and skill development.

What is the average and maximum salary of a CRM professional?

The salary for a CRM professional can typically range from £3,315 - £20,970. However, salaries can vary depending on experience, location, and the specific CRM software system that you are certified in. On an average a CRM professional is likely to earn an average of £8,338.

What are the benefits of taking these CRM Courses?

Benefits of taking these CRM Courses this training include enhanced understanding of customer interactions, improved data management and analytics skills, increased productivity, and the ability to leverage CRM software to boost sales and customer satisfaction.

What is the duration of these CRM Courses?

The duration of these CRM Courses spans over 1-4 days.

How can these CRM Courses help in my current job?

These CRM Courses can help in your current job by enabling you to manage customer relationships more effectively, streamline sales processes, improve customer service, and utilise data from the CRM system to make informed business decisions.

What should I do after completing this CRM Course?

After completing the CRM Course, you should apply the learned concepts and tools in your job, continuously practice to improve your CRM skills, and stay updated with new features and best practices in CRM software.

How do I become CRM certified?

To become CRM certified, you need to select a specific CRM platform, complete the relevant training, and pass the certification exam offered by the CRM provider or a recognised certification body.

Is CRM easy to learn?

The ease of learning CRM depends on your familiarity with software and data management. While basic CRM concepts can be straightforward, mastering advanced features and customisation might require more effort and practice.

Why are these CRM Training Courses important?

These CRM Training Courses are important because it equips professionals with the necessary skills to effectively use CRM software, leading to better customer relationship management, enhanced data-driven decision-making, and ultimately contributing to the growth and success of an organisation.

Why choose The Knowledge Academy over others?

The Knowledge Academy 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 CRM Training Courses.

What are the best CRM Training courses in Sri Lanka?

Please see our CRM Training courses available in Sri Lanka

Which is the best training institute/provider of CRM Training in Sri Lanka?

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

What is the cost/training fees for CRM Training in Sri Lanka

The training fees for CRM Training in Sri Lanka starts from $1595

Why we're the go to training provider for you

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.

Trusted & Approved

We are accredited by PeopleCert on behalf of AXELOS

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