150 Salesforce courses

The comprehensive Salesforce Heroku has been designed by industry experts to provide learners with everything they need to enhance their skills and knowledge in their chosen area of study. Enrol on the Salesforce Heroku today, and learn from the very best the industry has to offer! This best selling Salesforce Heroku has been developed by industry professionals and has already been completed by hundreds of satisfied students. This in-depth Salesforce Heroku is suitable for anyone who wants to build their professional skill set and improve their expert knowledge. The Salesforce Heroku is CPD-accredited, so you can be confident you're completing a quality training course which will boost your CV and enhance your career potential. The Salesforce Heroku is made up of several information-packed modules which break down each topic into bite-sized chunks to ensure you understand and retain everything you learn. After successfully completing the Salesforce Heroku, you will be awarded a certificate of completion as proof of your new skills. If you are looking to pursue a new career and want to build your professional skills to excel in your chosen field, the certificate of completion from the Salesforce Heroku will help you stand out from the crowd. You can also validate your certification on our website. We know that you are busy and that time is precious, so we have designed the Salesforce Heroku to be completed at your own pace, whether that's part-time or full-time. Get full course access upon registration and access the course materials from anywhere in the world, at any time, from any internet-enabled device.  Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email.

Duration 4 Days 24 CPD hours This course is intended for This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential. Overview Determine and implement appropriate data access and visibility settings. Manage configuration changes in a sandbox environment and move metadata between environments using change sets. Extend the functionality of your implementation with custom objects and apps. Extend your reporting to provide up-to-date views of your business. Customize the Salesforce mobile app and create quick actions to increase efficiency. Improve data quality so that the ongoing task of data maintenance is not so overwhelming. Implement complex business processes using workflow rules, Process Builder, approval processes, and flows. Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce. RECORD ACCESS AND FIELD VISIBILITY * Troubleshoot Record Access * Understand the Impact of Territory Management on the Sharing Model * Manage Field Visibility CHANGE MANAGEMENT * Manage Changes in a Sandbox * Deploy Changes Using Change Sets CUSTOM OBJECTS AND APPS * Build Custom Objects, Tabs, and Apps * Create Relationships Between Objects * Use Delegated Administration ADVANCED REPORTING * Create Custom Report Types * Build Exception Reports with Cross Filters * Categorize Report Data with Bucketing * Extend Summaries in Reports and Dashboards * Display Multiple Views of Data Using Joined Reports * Analyze Data Over Time with Historical Trending and Reporting Snapshots SALESFORCE MOBILE APP AND QUICK ACTIONS * Customize the Salesforce Mobile App * Create Object-Specific Quick Actions * Create Global Quick Actions DATA QUALITY * Assess, Cleanse, and Maintain Data * Prevent Duplicate Records Using Duplicate Management AUTOMATED BUSINESS PROCESSES * Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes APPROVAL PROCESSES * Manage Approval Processes * Troubleshoot Approval Processes VISUAL WORKFLOW * Understand Use Cases for Visual Workflow * Build and Deploy a Flow ADVANCED BUSINESS PROCESS AUTOMATION * Understand When to Use Apex and Visualforce for Extending Business Process Automation * Understand the Order of Execution for Automated Processes * Use Debug Logs to Troubleshoot Business Process Issues

Duration 3 Days 18 CPD hours This course is intended for This class is ideal for business users - the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis 'super user,' this class is just what you need to better understand the business value of the Salesforce Platform. Overview Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration. Explore what?s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you?ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment. INTRODUCTION * Understand How Salesforce Works * Explore Salesforce Applications * Review Salesforce Organization DATA ACCESS AND SECURITY * Control Org Access * Manage Who Views and Modifies Objects * Unlock Access to Records * Share Access to Records * Lock Down Individual Fields USER MANAGEMENT AND TROUBLESHOOTING * Create New Users * Troubleshoot Login, Record Access, and Field Visibility Issues SALESFORCE CUSTOMIZATIONS * Think About Your Implementation * Explore Custom Fields, Picklists, Page Layouts, and Record Types * Create Email Templates BUSINESS PROCESSES AUTOMATION * Review Validation Rules * Review Assignment and Escalation Rules * Review Web-to-Lead and Entitlements * Review Lightning Process Builder and Workflow * Review Approval Processes and Visual Workflow REPORTS * Explore the Reports Tab, Folders, and Formats * Explore the Report Builder * Summarize Your Data DASHBOARDS AND DATA INSIGHTS * Get More Insight from Your Data * Visualize Your Data with Dashboards * Create Your Analytics Strategy EVERYDAY SALESFORCE * Collaborate with Chatter, Groups, and Communities * Share Feedback with Chatter Answers and Ideas * Go Mobile with Salesforce1 * Make Salesforce Part of Your Day DATA MANAGEMENT * Create a Data Migration Strategy * Ensure Data Quality EXTENDING SALESFORCE * Drive a Salesforce Implementation * Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange * Build It Yourself WRAP-UP AND CERTIFICATION * Review the Certification Process and Resources

Duration 5 Days 30 CPD hours This course is intended for This course is designed for programmatic developers looking to write programmatic customizations to both business logic and UI layers using Apex and Visualforce. You should have a good understanding of core object-oriented programming concepts and experience building declarative solutions on the Salesforce Platform. This course is also a great foundation builder if you're looking to earn your Salesforce Platform Developer I credential. IMPORTANT: Students are expected to follow the steps detailed in the Computer Set-up Guide for this class if you'll be using your own computer when attending a virtual or in-person class. Overview Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack, and the Salesforce CLI. Write business logic customizations using Apex triggers and classes; those customizations will use SOQL and DML. Design programmatic solutions that take advantage of declarative customizations. Describe how your trigger code works within the basics of the Save Order of Execution. Describe some of the fundamental aspects of designing programs on a multi-tenant platform. Write Visualforce markup and code to customize the user interface. Use the built-in testing framework to test Apex and Visualforce. Learn how to customize and design applications programmatically on the Salesforce Platform. In this 5-day class, our platform experts will introduce you to Apex (Salesforce?s programming language) and Visualforce markup, so you can customize your Salesforce applications using code and explore how Apex interacts with declarative customizations on the platform. Learn how to retrieve, manipulate, and store data programmatically in data objects (sObjects), write and test custom logic, write Visualforce pages to customize your user interface, and deploy your solutions to another environment. Get an overview of the declarative automation tools available on the platform and a brief introduction to the Lightning Component framework. Plus, explore the nuances of working on a multi-tenant platform so you can extend the platform to meet business demands. DECLARATIVE AUTOMATION * Create Formula Fields * Create Roll-Up Summary Fields * Understand Record Types * Review Other Automation Tools * Build a Data Model on the Salesforce Platform PROGRAMMING WITH APEX * Describe Key Aspects of Apex That Differentiate It from Other Languages, Such as Java and C# * Describe Why Apex Transactions and Governor Limits Must Be Considered When Writing Apex * Execute Simple Apex * Use the sObject Data Type, the Primitive Data Types, and Basic Control Statements in Apex USING SOQL AND SOSL TO RETRIEVE YOUR ORG?S DATA * Write a Basic Query Using Salesforce?s Query Language, SOQL * Process the Result of a Query in Apex * Create a Query Dynamically at Run-Time * Use SOQL to Query Parent-Child Relationships * Describe a Relationship Query * Write a Query That Traverses a Child-to-Parent Relationship * Write a Query That Traverses a Parent-to-Child Relationship * Use SOSL to Search Data USING DML TO MANIPULATE YOUR ORG?S DATA * List the Differences Between the Ways You Can Invoke DML Operations * Write Apex to Invoke DML Operations and Handle DML Errors DEPLOYMENT * What Is Deployment? * Deploy Code Using Change Sets * Use the Ant Migration Tool * Review Managed and Unmanaged Packages * Explore Salesforce DX TRIGGER ESSENTIALS * Describe What a Trigger Is Used For * Describe the Syntax of a Trigger Definition * Use Trigger Context Variables APEX CLASS ESSENTIALS * Describe How Apex Classes Are Used * Define an Apex Class * Determine What Data an Apex Class Can Access THE SAVE ORDER OF EXECUTION, APEX TRANSACTIONS, AND PLATFORM EVENTS * Describe Key Points in the Order of Execution * Describe How Triggers Fit Into and Can Be Impacted by the Order of Execution * Describe the Lifecycle of an Apex Transaction * Describe the Memory Lifecycle for Static Attributes * Use Platform Events for Immediate Error Logging APEX TESTING * Describe the Apex Testing Framework * Create Test Data * Write and Run an Apex Test * Test Best Practices STRATEGIES FOR DESIGNING EFFICIENT APEX SOLUTIONS * Describe Best Practices for Writing Code That Is Easy to Maintain and Extend * Write Triggers and Classes That Assume Batches of Data as Input * Write Code That Works Efficiently with the Database, Both in Querying and Using DML TRIGGER DESIGN STRATEGIES * List Declarative Mechanisms You Can Use to Implement Complex Business Logic, What Types of Problems They?re Best Used for, and Their Limitations * Describe Ways in Which You Can Use Declarative Functionality to Improve Your Programmatic Solutions WORKING WITH VISUALFORCE * Create a Visualforce Page * Reference a Standard Controller * Launch a Visualforce Page Using a Custom Button * Display Data from a Record in a Visualforce Page * Reference Custom Controllers and Controller Extensions * Work with List Controllers VISUALFORCE DEVELOPMENT CONSIDERATIONS AND TESTING * Describe Common Limit Issues and Security Concerns * Describe Strategies for Testing Visualforce Controllers * Write Tests for Controller Constructors * Write Tests for Action Methods, Getters, Setters, and Properties LIGHTNING COMPONENTS * Create and Surface an Aura Component * Create and Surface a Lightning Web Component ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) 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 Applications Programmatically on the Salesforce Platform (DEX450) 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 ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. COURSE INTRODUCTION * Review Course Objectives * Set Learner Expectations * Review Housekeeping Rules * Explore Additional Course Resources * Review Exam Quick Facts INTRODUCTION TO CPQ * Understand the Business Case for CPQ * Watch an End-to-End Solution Demo * Build a Quote OBJECT MODEL FOUNDATIONS * Get Familiar with Products, Price Books, and Price Book Entries * Review Product Fields Integral to Basic Salesforce CPQ Functionality PRODUCT SELECTION * Modify Out-of-the-Box Button Behavior for Product Selection * Review Guided Selling * BUNDLE CONFIGURATION * Define and Build Product Bundles * Enforce Business Logic with Product Features OPTION SELECTION GUIDELINES * Enforce Business Logic with Option Constraints PRODUCT RULES * Define Product Rules * Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) * Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) PRICING METHODS * Discover Pricing Waterfall Default Flows * Review List Pricing, Cost Plus Markup, and Block Pricing * Use Contracted Pricing for Negotiated Prices SUBSCRIPTION PRICING * Configure Subscription and Proration Pricing Methods * Understand How Subscription Pricing Methods Affect List and Regular Price DISCOUNTING * Compare Discounting Strategies * Build a Discount Schedule PRICE RULES * Set Values for Quote and Quote Line Fields Declaratively * Review CPQ Advanced Quote Calculator Calculation Events and Conditions * Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) * Create Lookup Queries to Outsource Evaluation to a Lookup Object ADVANCED APPROVALS * Compare and Contrast the Advanced Approval Package Versus Native Approvals * Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements QUOTE TEMPLATES * Generate Dynamic Output Documents * Create Conditional Template Content LOCALIZATION AND MULTICURRENCY * Make Accommodations for Localization * Define Localization and How It Works in CPQ ORDERS * Review Business Purposes of an Order * Define the Data Model for Orders * Define Data Requirements to Generate Orders CONTRACTS, RENEWALS, AND AMENDMENTS * Generate New Contracts to Manage Active Subscriptions Related to an Account * Review Amendment and Renewal Processes * Review Renewal Pricing Methods CAPSTONE * Class Project: Troubleshoot Common Scenarios in Salesforce CPQ * Design a Solution

Duration 1 Days 6 CPD hours This course is intended for Individuals who have knowledge, skills, and experience developing front-end and/or back-end JavaScript applications for the web stack. Developers who have experience designing, developing, testing, and deploying applications using an object-oriented programming language and would like to transfer those skills to building applications with JavaScript. Overview When you complete this course, you will be able to: Understand the different exam objectives and their weighting on the exam. Know which JavaScript concepts to focus on to best prepare for your exam. Study the provided repository of JavaScript sample code. Are you ready to take the next step in your career by becoming a Salesforce Certified JavaScript Developer I? By covering the details around the exam structure and objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key features and concepts of the JavaScript programming language. This course includes a voucher to sit for the Salesforce JavaScript Developer I certification exam. JAVASCRIPT BASICS * Data Types and Variables * Type Conversion (explicit and implicit) * Collections * Working with Strings, Numbers, and Dates * Working with JSON OBJECTS, FUNCTIONS, AND CLASSES * Creating Objects * Defining Functions * Object Prototypes * Declaring Classes * Using JavaScript Modules BROWSER AND EVENTS * Document Object Model * DOM Events * Browser Dev Tools DEBUGGING AND ERROR HANDLING * Throwing and Catching Errors * Working with the Console ASYNCHRONOUS PROGRAMMING * Callback Functions * Promises * Async/Await * SERVER SIDE JAVASCRIPT * Node.js CLI * Node.js Libraries * Debugging in Node.js * npm TESTING * Assertions * Types of Testing ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Certification Preparation for Salesforce JavaScript Developer I (CRT600) 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 Certification Preparation for Salesforce JavaScript Developer I (CRT600) 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 course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. INTRODUCTION TO SALESFORCE ADMINISTRATION * The Salesforce Data Model * SMART Administration Principles SETTING UP AN ORGANIZATION * Manage the Company Profile * Configure Organizational Settings MANAGING USER ACCOUNTS * Create User Accounts * Manage Users IMPLEMENTING SECURITY CONTROLS * Salesforce Security Essentials * Configure Profiles * Establish Organization-Wide Sharing Defaults * Configure Roles * Create Sharing Rules * Perform a Health Check CONFIGURING THE SALESFORCE CLASSIC USER INTERFACE * Configure User Interface Settings * Customize the Home Page in Salesforce Classic * Configure Search in Salesforce Classic SUPPORTING THE LIGHTNING EXPERIENCE USER INTERFACE * Implement Lightning Experience * Customize Lightning Experience Home Pages CUSTOMIZING PAGES * Create Page Layouts in Salesforce Classic * Customize Record Pages in Lightning Experience INTRODUCTION TO OPPORTUNITY MANAGEMENT * Opportunity Management Essentials * Design and Implement Opportunity Fields * Design and Implement Opportunity Stages * Design and Implement Opportunity Contact Roles * Design and Create Opportunity Record Types IMPLEMENTING ADDITIONAL OPPORTUNITY FEATURES * Implement and Maintain Opportunity Products and Price Books * Implement the Similar Opportunities Function * Implement Opportunity Teams * Create a Big Deal Alert IMPLEMENTING DATA VALIDATION AND WORKFLOWS * Create and Test Validation Rules * Create and Test Workflows MANAGING LEADS * Lead Management Essentials * Design and Implement Lead Fields * Design and Implement Custom Lead Sources * Design and Implement Web-to-Lead Forms * Design and Implement Lead Assignment Rules MANAGING ACCOUNTS * Design an Account Management Model * Implement an Account Management Model MANAGING CONTACTS * Design a Contact Management Strategy * Implement a Contact Management Strategy MANAGING CAMPAIGNS * Prepare for Campaign Management * Administer a Campaign Management Strategy MANAGING CASES * Case Management Essentials * Design and Implement Case Fields * Design and Implement Case Origins * Automate Case Management PROVIDING APPS AND CUSTOM OBJECTS * Supply Apps in Salesforce Classic * Supply Apps in Lightning Experience MANAGING DATA * Data Management Essentials * Import and Update Data * Back Up and Restore Data CONFIGURING VIEWS, REPORTS, AND DASHBOARDS * Create Views * Create and Manage Reports * Create and Manage Dashboards INTEGRATING AND EXTENDING SALESFORCE * Integrate Salesforce and Outlook * Implement Salesforce1 * Implement SalesforceA ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials 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.com - Sales Cloud Administration Essentials 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.

Salesforce courses [https://salesforcemasters.in/]are structured learning programs designed to equip individuals with the knowledge and skills needed to leverage Salesforce effectively. Whether you're a sales professional aiming to boost your productivity, a marketer seeking to optimize campaign performance, or a business owner looking to enhance customer relationships, there's a Salesforce course tailored to your specific goals and requirements. These courses cover a wide range of topics, including Salesforce basics, advanced administration, automation, app development, and more. They are typically delivered through a combination of online modules, instructor-led sessions, hands-on exercises, and real-world case studies, ensuring that learners not only grasp theoretical concepts but also gain practical experience that can be applied directly in their roles. 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Continuous Learning and Growth: The Salesforce platform is constantly evolving with new features, updates, and enhancements being rolled out regularly. By enrolling in Salesforce courses, professionals can stay updated with the latest trends and best practices, ensuring that their skills remain relevant and in-demand in the ever-changing landscape of technology. Choosing the Right Salesforce Course With a plethora of Salesforce courses [https://salesforcemasters.in/] available in the market, choosing the right one can seem daunting. However, by considering the following factors, individuals can make informed decisions that align with their learning objectives: 1. Reputation and Accreditation: Look for courses offered by reputable training providers with a proven track record of delivering high-quality content and certified instructors. Accredited courses endorsed by Salesforce are particularly valuable as they adhere to industry standards and best practices. 2. Curriculum and Learning Objectives: Review the course curriculum to ensure that it covers topics relevant to your goals and skill level. Whether you're a beginner looking to master the basics or an experienced professional seeking advanced training, the course content should be comprehensive and aligned with your learning objectives. 3. Delivery Mode and Flexibility: Consider your preferred learning style and schedule when choosing a course delivery mode. Online courses offer flexibility and convenience, while instructor-led sessions provide opportunities for interactive learning and real-time feedback. Choose a format that suits your preferences and availability. 4. Hands-on Experience and Practical Exercises: Effective Salesforce training [https://salesforcemasters.in/] goes beyond theoretical concepts, providing hands-on experience through practical exercises, case studies, and real-world simulations. 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Duration 3 Days 18 CPD hours This course is intended for This class is designed for individuals who are (or will soon be) supporting a Salesforce implementation in a decision-making capacity. This includes, but is not limited to, business analysts, IT managers, project managers, executive leaders, and executive sponsors. This class is not recommended for individuals tasked with solution-building. Overview When you complete this course, you will be able to: Identify key stakeholders needed for a successful Salesforce implementation. Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform. Communicate the appropriate security measures needed to control org and data access. Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases. Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality. Understand Salesforce automation tools and how they solve for various business challenges. Analyze Salesforce data with Reports and Dashboards. Navigate the key phases and milestones of a Salesforce implementation. Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals. SALESFORCE DATA MODEL * Discover the Customer 360 Platform * Examine Salesforce Clouds * Navigate the Salesforce Platform * Review the Salesforce Platform Data Model * Understand Data Visualization SECURITY & ACCESS * Create Users * Access the Org * Control Data OBJECTS & APPLICATIONS * Review Standard Objects * Understand Custom Objects * Explore Standard Applications * Discover Custom Applications SALESFORCE CUSTOMIZATIONS * Work with Fields * Design Page Layouts * Understand Record Types * Review Dynamic Capabilities SUCCESSFUL DATA MANAGEMENT * Determine Data Strategy * Create Data * Ensure Data Quality PROCESS AUTOMATION * Streamline Business Processes Using Automation Tools * Learn Purpose-Driven Automation * Automate With Flow DATA ANALYSIS USING REPORTS & DASHBOARDS * Organize Reports and Dashboards * Build Reports * Create Dashboards * Create an Analytics Strategy ADOPTION & CONTINUED IMPROVEMENT * Adopt Your Implementation * Evaluate Continued Improvements ADDITIONAL COURSE DETAILS: Nexus Humans Understand and Drive Your Salesforce Implementation ( BSX101 ) 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 Understand and Drive Your Salesforce Implementation ( BSX101 ) 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 1 Days 6 CPD hours This course is intended for This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM. Overview In this course, students will create and manage records in the trial version of Salesforce© Sales Cloud© Lightning Enterprise Edition.Students will:- Create a basic Salesforce Sales Cloud environment and navigate the interface.- Optimize lead qualification.- Manage accounts and contacts.- Manage the opportunity pipeline.- Use Salesforce email.- Work with reports and dashboards. This course will give students the knowledge and skills they need to use Salesforce© in the real world?ultimately enabling them to meet and exceed their sales targets. GETTING STARTED WITH SALESFORCE * Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition * Navigate the Salesforce LE Interface * Navigate in the Salesforce Classic Interface OPTIMIZING LEAD QUALIFICATION * View Leads * Manage Leads * Work Leads * Convert Leads MANAGING ACCOUNTS AND CONTACTS * Manage Accounts * Manage Contacts MANAGING THE OPPORTUNITY PIPELINE * Manage Opportunities * Work Opportunities * Close Opportunities USING SALESFORCE EMAIL * Use Salesforce Email in Salesforce Classic * Use Salesforce Email in Salesforce LE WORKING WITH REPORTS AND DASHBOARDS * View Reports and Dashboards * Create and Edit Reports and Dashboards