CRM Salesforce for Beginners

CRM Salesforce for Beginners course is designed to provide delegates with the knowledge and skills required to master the concepts of CRM and its business implementations. The delegates will explore how cloud computing can change the way business use technology for engaging customers. We at Datrix Training provide training in different modes including online, onsite and classroom. We ensure that the training includes practical exercises so that the delegate can have a complete understanding of the subject. In this course, the delegates will also learn how to replace manual work and enhance work efficiency.

Customer Relationship Management (CRM) is a software that enables the users to store the information of the customer including their names, addresses, phone numbers and much more.  It also keeps track of activities of customers such as websites visits, email, phone calls and more.

CRM Salesforce for Beginners course is designed for professionals who are involved in Customer Relationship Management. Salesforce helps the delegates in connecting with their customers in a new way. The delegates will learn how to identify customers needs and opportunities to help and address issues quickly. This will help them in building long-lasting relationships with customers. During the training program, the delegates will learn how to track and manage information of the customer actively. The delegates will learn how to connect the entire team from any device. They will be able to deliver instant insights and recommendations, captures customer emails, extend and customise the business growth and much more.  CRM Salesforce enables the delegates to enhance customer loyalty, retention and satisfaction. Moreover, the delegates will be able to monitor and manage the business at any time and at any location.


There are no prerequisites for attending this course.

Course Objectives

The delegates will learn how to:

  • Reduce manual work
  • Find more leads and close more deals
  • Keep more customers with the business
  • Enhance business growth

Who is this course for?

CRM Salesforce for Beginners course is intended for the professionals who to build a long-lasting relationship with customers by their products or services. The professionals who are responsible for handling client data can also attend this course.

Integrations Overview

  • Key Characteristics of an Integration
  • Salesforce Integration Mechanisms

Security and Authorization, and Authentication

  • com Security
  • Single Sign-on with Federated Identity using SAML
  • Single Sign-on Delegated Authentication

Working with Salesforce Data

  • Retrieving Data: Objects, SOQL and SOSL


  • Working with SOAP API
  • Working with the Partner WSDL
  • Debugging and Testing
  • Advanced API Techniques


  • JSON Basics
  • JSON Java
  • JSON and C# REST APIs

  • The Basics of REST
  • The REST API
  • The Chatter API Bulk API

  • An Overview of the Bulk API
  • Using the Bulk API to Modify Data
  • Querying with the Bulk API Streaming API

  • The Architecture
  • Working with the Streaming API
  • Key Streaming API Facts

Data Loader in Architecture

  • Data Loader Overview
  • Including Data Loader in Architecture

Apex, Data Loader and Integrations

  • Custom Apex Web Services
  • Apex Callouts
  • Email Services

Declarative Integration Features

  • Outbound Messaging
  • Salesforce to Salesforce

Visualforce, Portals, Sites,, and Ideas Integration

  • Mashups and Visualforce
  • Portals Integration
  • Sites
  • com overview
  • Ideas Integration

Design Workshop

  • Review
  • Architecting a Solution




Starting Price:£1865

Duration:2 Days

CRM Salesforce for Beginners Calendar


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Starting Price:£1865

Duration:2 Days

CRM Salesforce for Beginners

Sorry! Our team is updating this schedule!

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Please reach us at+44 20 4571 2395 or or for more information about the schedule

CRM Salesforce for Beginners

Sorry! Our team is updating this schedule!

----- OR -------

Please reach us at+44 20 4571 2395 or or for more information about the schedule

CRM Salesforce for Beginners

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6 Months Access - £219
1 Year Access - £439

Your Online (CRM Salesforce for Beginners) Package

Upon purchase you will receive a password via the email you used to purchase the course.

You will then be able to login to our online learning platform with your email and password.

You will have access to the platform for 90 days to complete your course.

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Onsite Training

Our Onsite/In-house Training method is most selected by organisations, as it allows them to train their employees at their choice of place. We can also tailor the course content to focus on your needs.

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To win in this competitive world, you need to be constantly moving forward, and Silicon Beach Training is the one that can help you. Our courses are highly engaging as we have high-quality and certified training courses for both individuals and organisations that are structured in easy to digest modules. We don't compromise on the quality of our trainers. We have:

Our Clients

With extensive experience working with large organisations, national and local government, universities, charities, SMBs and individuals we believe that no client is too big or too small. This creates a diverse atmosphere on our scheduled courses with the opportunity to discuss solutions for a wide range of problems. We excel at developing bespoke training solutions for prestigious clients including EDF Energy, Sport England and Tesco PLC.

Banco Central Do Brasil

Nationwide Building Society

EDF Energy

EDF Energy

Sport England

Sport England

Tesco PLC

Tesco PLC

Imperial College London

Imperial College London

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