Business, Finance & Office

Platform Manager for Salesforce (m/f/d)

by Bold Academy GmbH

Provider
Bold Academy GmbH
Category
Business, Finance & Office
Duration
3 months
Schedule
Vollzeit
Locations
Köln, Dortmund, Wuppertal, Duisburg, Erfurt
Next start
23 Oct 2026

Course overview

The training program for Platform Manager for Salesforce (m/f/d) in the areas of Salesforce, CRM, and platform management imparts comprehensive skills for the administration, management, and optimization of Salesforce platforms within a company. The focus is on the efficient use of Salesforce in sales, the automation of business processes, the integration of CRM systems, and the data-driven management of sales, service, and marketing processes. The goal is to strategically and operationally use the Salesforce platform as a central management tool in Customer Relationship Management (CRM). Basics of Salesforce and CRM Understand the structure and functions of the Salesforce platform in CRM Classify the relationship between Salesforce, sales, marketing, and service processes Analyze the role of Salesforce in digital sales and CRM management Ensure data structures and data quality in Salesforce systems Platform Management and Administration Administer Salesforce as a platform in CRM and platform management Implement user management and role models in Salesforce Customize and adapt the Salesforce platform to business processes Conduct data management and maintenance of CRM data in Salesforce Automation and Process Optimization Analyze and automate business processes in Salesforce CRM Implement workflows, automations, and processes in Salesforce Efficiently manage sales processes in the Salesforce system Utilize interfaces and integrations between Salesforce and other systems Reporting, Analysis, and Performance Create and evaluate dashboards and reports in Salesforce Define and monitor KPIs in the CRM and Salesforce system Make data-driven decisions in Salesforce CRM and sales Analyze and optimize the performance of Salesforce processes Integration and Further Development Integrate Salesforce into existing IT and CRM landscapes Coordinate collaboration between sales, marketing, and IT via Salesforce Manage the further development of the Salesforce platform within the company Apply best practices in Salesforce platform management The training program for Platform Manager for Salesforce (m/f/d) enables professional management and further development of Salesforce CRM systems. Participants optimize sales and business processes in Salesforce, automate workflows, and utilize the platform to increase efficiency, transparency, and business success.

Upcoming dates

  • 2026-10-22T22:00:00.000Z · 2027-01-13T23:00:00.000Z · Köln · Hybrid Learning
  • 2026-10-22T22:00:00.000Z · 2027-01-13T23:00:00.000Z · Dortmund · Hybrid Learning
  • 2026-10-22T22:00:00.000Z · 2027-01-13T23:00:00.000Z · Wuppertal · Hybrid Learning
  • 2026-10-22T22:00:00.000Z · 2027-01-13T23:00:00.000Z · Duisburg · Hybrid Learning
  • 2026-10-22T22:00:00.000Z · 2027-01-13T23:00:00.000Z · Erfurt · Hybrid Learning

Funding

Bildungsgutschein funding depends on the course details and the decision of the responsible authority.

Data last synced: 2026-09-26