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Salesforce Course
What is Salesforce Course?
Salesforce is a leading Customer Relationship Management (CRM) platform that empowers organisations to streamline operations, enhance customer engagement, and drive growth. This training offers an in-depth understanding of Salesforce features, enabling professionals to leverage the platform for business success. Its relevance is undeniable in today’s data-driven world, where effective CRM solutions are crucial for maintaining a competitive edge.
Proficiency in Salesforce is vital for professionals looking to excel in roles such as CRM Administrators, Sales Managers, Marketing Specialists, and IT Professionals. Mastering Salesforce equips individuals with the tools to manage customer relationships effectively, automate workflows, and analyse business data. This course is particularly beneficial for those aiming to optimise their organisation’s CRM strategies and improve operational efficiency.
This 1- day Salesforce Course offered by Oakwood International equips learners with the skills to use Salesforce effectively, customise its features, and integrate it with organisational processes. This one-day training provides practical insights into managing customer data, creating reports, and automating business workflows. Learners will leave with the confidence to use Salesforce as a tool to enhance productivity and customer satisfaction.
Course Objectives
To understand the core functionalities of Salesforce CRM
To learn how to customise Salesforce to meet organisational needs
To develop skills in managing customer data efficiently
To create detailed reports and dashboards for actionable insights
To automate workflows and streamline business processes
To integrate Salesforce with other tools for enhanced functionality
To enhance user experience through effective application developmen
Upon completion, learners will receive a certification recognising their Salesforce expertise. This certification validates their ability to utilise Salesforce effectively, enhancing career prospects and enabling them to contribute significantly to organisational success.
Course Outline
Salesforce Course
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
Included
Included
- No course includes are available.
Offered In This Course:
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Video Content
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eLearning Materials
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Study Resources
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Completion Certificate
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Tutor Support
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Interactive Quizzes
Individual Training
Individual Training fosters personal growth, enhances professional skills, and builds confidence.
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Corporate Training
Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.
Learning Options
Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.
Online Instructor-Led Training
- Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.
Online Self-Paced Training
- Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.
Build your future with Oakwood International
We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.
Frequently Asked Questions
Q. What is the Salesforce Course about?
The Salesforce Course provides in-depth knowledge of Salesforce, covering advanced features, customisation, automation, and best practices to optimise CRM processes.
Q. Who is the Salesforce Course suitable for?
It is ideal for Salesforce administrators, developers, consultants, project managers, and professionals looking to enhance their CRM management and automation skills.
Q. What will I learn in the Salesforce Course?
Learners will learn about Salesforce customisation, automation tools like Flow and Process Builder, data management, reporting, and strategies to improve user adoption.
Q. How will the Salesforce Course benefit my career?
The course enhances your Salesforce expertise, making you a valuable asset in any organisation and boosting your career prospects in CRM management and related roles.
Q. Can beginners attend the Salesforce Course?
The course is suitable for both beginners and professionals, offering foundational knowledge as well as advanced skills to meet various experience levels.
