CRM with Salesforce

Course overview

This training covers CRM with Salesforce from the perspective of data modeling: the data structure of companies, contacts, and sales opportunities, their connections, and the use of this structure in everyday sales activities. Your competencies Describe and explain the data structure of a CRM in Salesforce Understand the connections between companies, contacts, and sales opportunities Create and maintain records in Salesforce according to the structure Assess the impact of new fields on data entry and evaluation Data modeling in Salesforce Companies, contacts, and sales opportunities as building blocks Types of relationships, such as a company with multiple contacts Evaluability through a clean structure The data model in everyday sales Company hierarchies with parent and subsidiary companies Shared views for multiple teams Changes to the model and their consequences Application in professional life Collect and justify requests for changes to the data model Clean up missing or duplicate entries in Salesforce Introduce new team members to the data structure Professional fields of application Corporate sales with a shared customer database in Salesforce CRM maintenance in sales departments Leads and their qualification are covered by the offering "CRM and Lead Management with Salesforce", while marketing data in the CRM with workflows and campaigns in the Marketing Cloud is addressed in the offering "CRM and Marketing with Salesforce - Marketing Cloud and Campaigns".

Upcoming dates

• 2026-10-29T23:00:00.000Z · 2026-12-24T23:00:00.000Z · Aachen · Combined Learning
• 2026-10-29T23:00:00.000Z · 2026-12-24T23:00:00.000Z · Wuppertal · Combined Learning
• 2026-10-29T23:00:00.000Z · 2026-12-24T23:00:00.000Z · Wiesbaden · Combined Learning
• 2026-10-29T23:00:00.000Z · 2026-12-24T23:00:00.000Z · Stuttgart · Combined Learning
• 2026-10-29T23:00:00.000Z · 2026-12-24T23:00:00.000Z · Oberhausen, Rheinland · Combined Learning

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