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Duration 1 Days 6 CPD hours This course is intended for New administrators, business analysts or report writers who are new to creating reports or dashboards within Salesforce. Overview A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards. This course is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce. INTRODUCTIONS / LOGIN TO TRAINING ORGS OVERVIEW OF SALESFORCE OBJECT MODEL TABULAR, SUMMARY, MATRIX, JOIN REPORTS CHARTS, BUCKET FIELDS, REPORT SUMMARY FIELDS, CONDITIONAL HIGHLIGHTING CUSTOM REPORT TYPES DASHBOARDS REPORT & DASHBOARD SCHEDULING ADDITIONAL COURSE DETAILS: Nexus Humans Introduction to Salesforce.com Analytics - Building Reports and Dashboards training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Introduction to Salesforce.com Analytics - Building Reports and Dashboards course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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Duration 4 Days 24 CPD hours This course is intended for This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce Application Architect credential, or for application architects looking to get more hands-on experience. Overview Design data models that scale gracefully Leverage Salesforce sharing mechanisms at an advanced level Evaluate the nuances of field types and pick the right one for the circumstances Make data model decisions that minimize record locking and other performance degradations Dive into the two cornerstone domains of being an Application Architect: Data Architecture and Management, and Sharing and Visibility. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions. APPLICATION ARCHITECT OVERVIEW * Assess the Requirements to Become an Application Architect * Understand the Real-World Expectations of Application Architects * Review the Core Characteristics of Successful Application Architects SCENARIO INTRODUCTION * Review the Application Architecture Scenario * Identify Scenario Problem Areas * Identify Scenario Actors and Licensing ARCHITECTURE DOCUMENTATION * Understand Key Architecture Documentation Requirements * Learn About Best Practices for Artifact Documentation * Produce Architecture Documents DATA MODELING * Identify Relationship Types and Their Impact on Record Access, User Interface, and Reporting * Review the Considerations for Changing Field Types * Review the Considerations for Modifying Data Models with Schema Builder * Review the Considerations for Importing and Exporting Data * Identify Use Cases of External Objects * Determine an Appropriate Data Model * Understand Design Implications with Complex Environments and Large Data Volumes (LDV) DATA MANAGEMENT * Review the Considerations for Working with LDV * Review Data Lifecycle Concepts and Mechanisms * Review Master Data Management and System of Record Concepts * Review Data Migration, Planning, Preparation, and Execution * Identify Potential LDV and Calculate Expected Volumes * Go Further with Indexes Standard and Custom Skinny Tables * Lock Records SECURITY MODEL * Review the Considerations for Working with Internal and External Sharing Models * Restrict and Extend Object and Field Access * Determine Sharing Solutions * Identify Record Sharing Mechanisms (Declarative, Programmatic, Implicit) * Understand Teams Concepts (Account, Opportunity, Case) * Understand Person Accounts and Its Implication on Sharing * Encrypt Data SHARING IN COMMUNITIES * Understand Community Security Mechanisms * Secure Integration Endpoints * Integrate and Specify Connected Apps and Named Credentials ADVANCED SECURITY & VISIBILITY CONCEPTS * Implement Security & Visibility Controls with Apex and Visualforce * Review Territory Management and Its Implication on Data Management, Sharing, and Visibility * Review Divisions and Its Implication on Data Management, Sharing, and Visibility * Understand Security and Visibility Controls on 'Special' Objects SOLUTION DESIGN * Determine When to Leverage Standard Products Functionality vs. Custom Build vs. AppExchange * Understand Declarative and Programmatic Configuration * Get to Know the Order of Execution * Automate Business Processes * Consider Reporting and Analytics Needs * Consider How to Store and Access Content/Files * Apply Solution Design Concepts to Real-World Problems and Scenarios DEPLOYMENT & INTEGRATION BEST PRACTICES * Review the Application Lifecycle * Understand How Sandboxes Should Be Used * Review Deployment Options * Identify Integration Patterns WRAP-UP * Review a Practice Scenario * Review What Was Covered ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Build Application Architect Expertise (ARC901) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Build Application Architect Expertise (ARC901) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect. Overview When you complete this course, you will be able to: Explain Marketing Cloud Connect. Connect a Marketing Cloud account to a Salesforce org. Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content. Create an email in Content Builder. Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in Marketing Cloud and Sales and Service Clouds. Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder. Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud. Segment data using Reports, Filter Activity, and Query Activity. Create journeys using Salesforce Activities in Journey Builder. Review tracking data in Marketing Cloud and Sales and Service Clouds. Create analytics reports in Marketing Cloud. Create and customize Marketing Cloud reports in Sales and Service Clouds. Create a dashboard based on Marketing Cloud reports. Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them. SALESFORCE MARKETING CLOUD OVERVIEW * Review the Customer Success Platform * Get to Know Marketing Cloud MARKETING CLOUD CONNECT * Review Marketing Cloud Connect * Review the Various Ways to Connect the Clouds MARKETING CLOUD CONNECT CONFIGURATION * Explore How to Connect the Clouds * Review the Prerequisites for Marketing Cloud Connect * Review Salesforce Terminology * Connect a Marketing Cloud Account to a Salesforce Org * Review Prework PERSONALIZED DIGITAL MARKETING * Review What Functionality Can Be Accomplished in Each Cloud * Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder * Use Testing Tools * Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign * Automate the Sending of an Email via a Triggered Email, Automation Studio, and Journey Builder * Understand What Happens When an Email Is Sent * Understand Subscriber Statuses SYNCHRONIZED CRM DATA * Explain How and Why to Bring Salesforce CRM Data into Marketing Cloud * Synchronize Data Sources in Contact Builder * Create Segments Using Filters and the Query Activity * Create a Salesforce Data Extension for Sending * Create a Journey Using Synchronized Data Sources * Test a Journey JOURNEY BUILDER * Explain Sales and Service Cloud Activities * Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting * Understand the Tracking Data Available in Marketing Cloud * Create and Automate Tracking Reports in Marketing Cloud * Understand the Tracking Data Available in Sales and Service Cloud * Create and Customize Marketing Cloud Reports in Sales and Service Cloud * Create a Dashboard for Marketing Cloud Tracking Reports ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for This class is designed for email digital marketers who manage the email channel for their organization. Whether you are new to Marketing Cloud or looking for tips on how to improve your existing customer journeys, this class is a great place to start. No prior knowledge of Marketing Cloud is needed. Overview When you complete this course, you will be able to: Explain compliance concepts to ensure optimal deliverability. Use tools within Marketing Cloud to uphold deliverability standards. Utilize Email Design best practices to ensure the best customer experience. Develop effective, relevant messages using Content Builder. Design and test different delivery methods and options when sending an email message. Design and execute customer journeys using automation tools within Marketing Cloud. Differentiate the use cases for different automation activities in Automation Studio and Journey Builder. Define fundamental data management and structure terminology. Use data segmentation tools to create targeted emails. Apply a simple data model concept to a real-world scenario. Define subscriber statuses, unsubscribe methods, and preferences. Analyze marketing campaigns using common KPIs. Solve a common marketing problem using troubleshooting guidance. Prioritize testing methods and tools to ensure quality control. Explain fundamental account and sending administration. Know where to go for more information, guidance, and support. Describe capabilities across the platform. Start your journey to becoming a Marketing Cloud Specialist. In this 5-day, expert-led class, you will learn how to build customer journeys within Marketing Cloud. Our team of Marketing Cloud pros will walk you through best practices related to executing, monitoring, and analyzing your journeys, arming you with the tools and know-how to design personalized journeys and engage with your customers in a whole new way. COURSE OUTLINE * Introduction to Salesforce Marketing Cloud * Administration * Subscriber and Data Management * Email Message Design and Creation * Message Testing, Delivery, and Email Marketing Best Practices * Marketing Automation * Analytics and Troubleshooting * Summary

Duration 4 Days 24 CPD hours This course is intended for This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce System Architect credential, for consultants or technical experts working to earn their individual Architect Designer credential, and for Salesforce Developers and Administrators looking to expand their overall capabilities with the Salesforce Platform. Overview Recommend appropriate integration patterns (Remote Process Invocation - Request and Reply, Remote Process Invocation - Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes) to address integration requirements. Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, canvas, Workflow outbound, Apex, and Salesforce Connect) to address integration requirements. Recommend the appropriate SSO Flow or OAuth flow to address identity and access management requirements. Dive into the two cornerstone domains of being a System Architect: Integration Architecture, and Identity and Access Management. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing integration and identity solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions. INTEGRATION CAPABILITIES * Create, Retrieve, Update, or Delete Records with SOAP API * Integrate with Salesforce Using REST API * Insert, Update, Upsert, or Delete Large Volumes of Data with BULK API * Push Relevant Data to Users in Real Time with Streaming API * Send Information to a Designated Endpoint with Outbound Message * Integrate Your Apex with an External Service Using Callouts * Integrate Data from an External Data Source Using Salesforce Connect * Synchronize Data with Heroku Connect * Connect Business Processes in Salesforce with Platform Events * Publish Change Events with Change Data Capture INTEGRATION PATTERNS * Invoke Remote Call-In Patterns * Invoke Request and Reply Patterns * Invoke Fire and Forget Patterns * Synchronize Batch Data * Update UI Based on Data Changes * Visualize Data IDENTITY MANAGEMENT * Review SSO Fundamentals * Review Identity Management * Review Identity Management Concepts * Understand Salesforce as an Identity Provider * Accept Third-Party Identity in Salesforce * Understand Social Sign-On and Open ID Connect * Enable Users to Authenticate with SSO Flows * Initiate Flows with IDP * Initiate Flows with SP * Troubleshoot Identity Issues AUTHENTICATION * Grant Client Application Access with OAuth Flow * Generate Access Tokens with Username Password Flow * Initiate Web Server Flow * Grant Application Access with User Agent Flow * Connect to Salesforce Using JWT Flow

Duration 4 Days 24 CPD hours This course is intended for This class is designed for experienced B2C Commerce Technical Leads, Solution Architects, B2C Commerce Developers, Technical Directors, Owners of Technical Design and Quality Implementations, and anyone looking to earn their Salesforce B2C Commerce Architect credential. We recommend earning the Salesforce B2C Commerce Developer credential, or having equivalent experience, prior to attending this class. Overview When you complete this course, you will be able to: Familiarize yourself with B2C Commerce Cloud and industry best practices Understand ecommerce platform migration strategies Design B2C Commerce implementations that scale gracefully Design multi-site and multi-region solutions Maximize success on the B2C Commerce Architect Exam In this 4-day, expert-led class, learn the industry-standard steps to take a B2C Commerce site through the complete implementation lifecycle. Through expert-led demo, hands-on exercises, and workshops, learn how to design and build secure, scalable B2C Commerce sites that address real-world customer requirements and deliver better digital commerce experiences. DISCOVERY AND DESIGN * Assess Your Delivery Approach * Document the System Landscape * Plan for Growth * Use the Commerce Cloud Partner LINK Marketplace BUILDING ESSENTIALS * Define the Implementation Process * Review Implementation Best Practices * Solve Complex Business Requirements * Understand the Build Process and Unit Testing * Learn How to Conduct Load Testing INTEGRATIONS AND CUSTOMIZATIONS * Review the Available Integration Approaches * Understand Integration Frameworks * Review Integration Design Patterns * Review Legacy Implementation Considerations MONITORING AND TROUBLESHOOTING * Learn About the Log Settings Capabilities in Business Manager * Understand Platform Governance Best Practices * Learn How to Do Performance Analysis Especially During Critical Sales Events * Discover How to Optimize Implementations LAUNCH * Review SEO Configuration Best Practices * Understand Launch Activities * Monitor Post-Launch Activities * Manage Launch Schedules * Migrate Data from Legacy Systems ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Architect B2C Commerce Solutions (ARC300) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Architect B2C Commerce Solutions (ARC300) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.