<div id="course-pills-1">Duration<p>5 Days</p><p>30 CPD hours</p>This course is intended for<p>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.</p>Overview<p>When you complete this course, you'll be able to:<br />Set Up Products, Bundles, and Product Rules<br />Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle<br />Set Up Appropriate System Discounts and Pricing Methods<br />Configure Dynamic Output Document Generation<br />Manage Subscription Products (Including the Processes for Renewing and/or Amending Them)<br />Formulate Sound Solutions to Common CPQ Business Requirements<br />Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam</p><p>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.</p></div><div id="course-pills-2"><h4>Course Introduction</h4><ul><li>Review Course Objectives</li><li>Set Learner Expectations</li><li>Review Housekeeping Rules</li><li>Explore Additional Course Resources</li><li>Review Exam Quick Facts</li></ul><h4>Introduction to CPQ</h4><ul><li>Understand the Business Case for CPQ</li><li>Watch an End-to-End Solution Demo</li><li>Build a Quote</li></ul><h4>Object Model Foundations</h4><ul><li>Get Familiar with Products, Price Books, and Price Book Entries</li><li>Review Product Fields Integral to Basic Salesforce CPQ Functionality</li></ul><h4>Product Selection</h4><ul><li>Modify Out-of-the-Box Button Behavior for Product Selection</li><li>Review Guided Selling</li><li></li></ul><h4>Bundle Configuration</h4><ul><li>Define and Build Product Bundles</li><li>Enforce Business Logic with Product Features</li></ul><h4>Option Selection Guidelines</h4><ul><li>Enforce Business Logic with Option Constraints</li></ul><h4>Product Rules</h4><ul><li>Define Product Rules </li><li>Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles)</li><li>Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes)</li></ul><h4>Pricing Methods</h4><ul><li>Discover Pricing Waterfall Default Flows</li><li>Review List Pricing, Cost Plus Markup, and Block Pricing </li><li>Use Contracted Pricing for Negotiated Prices</li></ul><h4>Subscription Pricing</h4><ul><li>Configure Subscription and Proration Pricing Methods</li><li>Understand How Subscription Pricing Methods Affect List and Regular Price</li></ul><h4>Discounting</h4><ul><li>Compare Discounting Strategies</li><li>Build a Discount Schedule</li></ul><h4>Price Rules</h4><ul><li>Set Values for Quote and Quote Line Fields Declaratively</li><li>Review CPQ Advanced Quote Calculator Calculation Events and Conditions</li><li>Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables)</li><li>Create Lookup Queries to Outsource Evaluation to a Lookup Object</li></ul><h4>Advanced Approvals </h4><ul><li>Compare and Contrast the Advanced Approval Package Versus Native Approvals</li><li>Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements</li></ul><h4>Quote Templates</h4><ul><li>Generate Dynamic Output Documents </li><li>Create Conditional Template Content</li></ul><h4>Localization and Multicurrency</h4><ul><li>Make Accommodations for Localization</li><li>Define Localization and How It Works in CPQ </li></ul><h4>Orders</h4><ul><li>Review Business Purposes of an Order</li><li>Define the Data Model for Orders </li><li>Define Data Requirements to Generate Orders</li></ul><h4>Contracts, Renewals, and Amendments</h4><ul><li>Generate New Contracts to Manage Active Subscriptions Related to an Account</li><li>Review Amendment and Renewal Processes</li><li>Review Renewal Pricing Methods</li></ul><h4>Capstone</h4><ul><li>Class Project: Troubleshoot Common Scenarios in Salesforce CPQ</li><li>Design a Solution</li></ul></div>

Nexus Human

Salesforce Associate

Certified SAFe Product Owner

Online Course Marketing

Salesforce Certified JavaScript Developer

Salesforce

Salesforce Certified Marketing Cloud Email Specialist

Salesforce Configure and Administer a Salesforce CPQ Solution (CPQ301)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam.</p>Overview<p>When you complete this course, you will be able to:<br />Enable the Pardot Lightning App.<br />Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled.<br />Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects.<br />Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions.<br />Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio.<br />Qualify leads with Pardot Lightning App's scoring and grading functionality.<br />Interpret data generated via Pardot Lightning App's reporting capabilities.<br />Design and execute successful end-to-end marketing workflows using the Pardot Lightning App.</p><p>Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales.</p></div><div id="course-pills-2"><h4>Course Introduction</h4><ul><li>Review Course Objectives</li><li>Set Learner Expectations</li><li>Review Housekeeping Items</li><li>Review Additional Course Resources</li><li>Explore Course Case Study</li></ul><h4>Salesforce Integration</h4><ul><li>Understand the Pardot-Salesforce Relationship</li><li>Sync Data Between Salesforce and Pardot</li><li>Enable the Pardot Lightning App in Salesforce</li><li>Create Custom Fields</li><li>Review Salesforce Campaigns</li></ul><h4>Administration</h4><ul><li>Create a Pardot Dashboard</li><li>Authenticate Your Email Sending Domains</li><li>Sync with Third-Party Applications Using Connectors</li><li>Restore Assets from the Recycle Bin</li><li>Create and Assign Users and User Groups</li><li>Understand Usage Governance</li></ul><h4>Visitors and Prospects</h4><ul><li>Understand Pardot Visitors</li><li>Understand Pardot Prospects</li></ul><h4>List Management</h4><ul><li>Create List Types</li><li>Organize Prospects Using Static Lists</li><li>Test Emails Using Test Lists</li></ul><h4>Personalization and Email Marketing</h4><ul><li>Personalize Your Emails with HML and Advanced Dynamic Content</li><li>Automate Email Marketing</li><li>Create Email Templates</li><li>See What Works Best for Your Audience Using AB Testing</li><li>Track Email Performance Using Email Reports</li></ul><h4>Forms and Landing Pages</h4><ul><li>Capture Leads with Forms</li><li>Convert Visitors to Leads Using Landing Pages</li><li>Track Leads with Forms and Landing Page Reports</li><li>Track Clicks Using Custom Redirects</li><li>Create Custom Redirect Reports</li></ul><h4>Lead Management</h4><ul><li>Trigger Page Actions</li><li>Automate Actions from a Marketing Element Using Completion Actions</li><li>Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules</li><li>Create Repeatable, Criteria-Based Automation Rules</li><li>Create Dynamic Lists</li><li>Choose an Automation Tool</li></ul><h4>Lead Qualification</h4><ul><li>Understand Prospect Scoring</li><li>Grade Prospects Based on Profiles</li></ul><h4>Lead Nurturing</h4><ul><li>Build an Engagement Program</li><li>Create Engagement Program Reports</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Drive Sales with the Pardot Lightning App (PDX101) 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.  <p></p>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.<p></p></div>

Professional Selling Skills (PSS)

Salesforce Drive Sales with the Pardot Lightning App (PDX101)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>This class is designed for experienced administrators who are responsible for setting up, configuring, and managing Experience Cloud Sites in their organization. As a Salesforce Administrator, you should have a solid understanding of Salesforce functionality and concepts, and at least 6 months of experience using Salesforce.</p>Overview<p>Enable Digital Experiences in your organization.<br />Describe the capabilities of sites and how they work.<br />Create a new Experience Cloud Site for partner sales.<br />Create an Experience Cloud Site for self-service support.<br />Measure a site's success using dashboards.<br />Keep the site active and engaged with native tools.</p><p>Connect with your employees, customers, and partners using Experience Cloud Sites. In this 1-day class, you?ll discover how to build a branded space where you can share information and collaborate with people who are key to your organization. Our Salesforce experts will walk you through how to enable Digital Experiences in your organization, create sites for partners and customers, and measure and drive audience participation. This class also provides an overview of the Salesforce Experience Cloud Consultant certification exam objectives to help support you on your journey toward earning your credential.</p></div><div id="course-pills-2"><h4>Exam Overview</h4><ul><li>Review Exam Topics</li><li>Review Exam Logistics</li></ul><h4>Digital Experiences</h4><ul><li>Get to Know Experiences</li><li>Understand How Sites Work</li><li>Implement Digital Experiences</li><li>Understand Deployment Types</li><li>Build Partner Sites </li><li>Leverage Experience Builder Templates to Quickly Build Sites</li></ul><h4>Security and Customization</h4><ul><li>Understand Site Limits, Licensing, and Users</li><li>Create and Customize Your Sites with Experience Builder</li><li>Enable Experience Cloud for Mobile</li><li>Serve International Audiences with Multilingual Sites</li></ul><h4>Self-Service Sites </h4><ul><li>Understand Self-Service/Public Site Functionality </li><li>Go Further with Experience Builder</li><li>Classify Articles, Questions, and Ideas with Data Categories and Knowledge</li><li>Build a Site Using the Customer Service Template</li><li>Add CMS Content to Your Site</li><li>Build Responsive Sites with Experience Builder Templates</li></ul><h4>Success Metrics</h4><ul><li>Measure Success</li><li>Install Dashboards and Insights from the AppExchange</li></ul><h4>Site Engagement</h4><ul><li>Drive Engagement</li><li>Moderate Sites </li><li>Recognize and Reward Member Participation with Reputation</li><li>Highlight Topic Experts with Knowledgeable People</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Create and Manage Experience Cloud Sites (ADX271) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Create and Manage Experience Cloud Sites (ADX271) 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.  <p></p>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.<p></p></div>

Service Design Courses (SDC)

Salesforce Create and Manage Experience Cloud Sites (ADX271)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>Certification Preparation for Service Cloud Consultant is designed for individuals who have experience designing Service Cloud solutions and are preparing to take the Salesforce Service Cloud Consultant Certification exam. You should have the following experience before attending this class:<br />Attainment and maintenance of the Salesforce Administrator Certification<br />Knowledge of the topics discussed in the Service Cloud Consultant</p>Overview<p>When you complete this course, you will be able to:<br />Review the different exam objectives and their weighting on the exam<br />Understand the product areas to focus on to best prepare for the exam<br />Discuss how to design Service Cloud solutions to meet specific business needs<br />Assess your exam readiness by answering practice questions</p><p>Are you ready to take the next step in your career by becoming a Salesforce Certified Service Cloud Consultant? Instructors will present scenarios that will help reinforce your knowledge of Service Cloud functionality by thinking through requirements and design considerations. The course provides an overview of the exam objectives to help you focus your efforts to prepare for the Salesforce Service Cloud Consultant Certification exam.</p></div><div id="course-pills-2"><h4>Review the different exam objectives and their weighting on the exam</h4><h4>Understand the product areas to focus on to best prepare for the exam</h4><h4>Discuss how to design Service Cloud solutions to meet specific business needs</h4><h4>Assess your exam readiness by answering practice questions</h4></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Certification Preparation for Service Cloud Consultant (CRT261) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Certification Preparation for Service Cloud Consultant (CRT261) 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.  <p></p>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.<p></p></div>

AWS Certified Cloud Practitioner

Salesforce Certification Preparation for Service Cloud Consultant (CRT261)

<div id="course-pills-1">Duration<p>2 Days</p><p>12 CPD hours</p>This course is intended for<p>This class is designed for experienced Salesforce Administrators who are responsible for setting up, configuring, and managing Service Cloud. Prior to taking this class, you should have a solid understanding of Salesforce functionality and concepts, at least 6 months of experience using Salesforce, and the Salesforce Administrator credential or equivalent knowledge.</p>Overview<p>Set up the case management process automating the support process with queues, assignment/escalation rules, and Process Builder.<br />Configure Salesforce knowledge to help you manage the creation, publication, and maintenance of knowledge articles.<br />Enable entitlements to set up service contracts.<br />Set up the Salesforce Service Console app to help your support reps work more efficiently.<br />Understand the capabilities of the Softphone Utility in the Lightning Console.<br />Configure online chat with customers using Web Chats.<br />Understand and set up communities.</p><p>Leverage Service Cloud to scale your support efforts and improve customer service. In this 2-day class, Service Cloud experts will walk you through how to configure and maintain Service Cloud for your organization. Learn how to set up service contracts with milestones and entitlements, set up the Service Console application, add the Softphone Utility to your Lightning Console, and set up Web Chats to provide frictionless customer support. Learn how to configure a Customer Community so you can connect customers to knowledge articles and community members to find answers instantly.</p></div><div id="course-pills-2"><h4>Case Escalations and Entitlements</h4><ul><li>Create processes to streamline a support team?s workflow and case management.</li><li>Customize fields, page layouts, and record types for different kinds of support cases.</li><li>Define picklist values for each new record type.</li><li>Create case assignment rules, queues, and escalation rules to push cases to the appropriate support team at the appropriate time.</li><li>Create and manage entitlements to customize the level of support for each customer.</li></ul><h4>Salesforce Knowledge</h4><ul><li>Enable Lightning Knowledge and assign appropriate user licenses.</li><li>Customize page layouts and record types to support knowledge article management.</li><li>Customize access to, permissions for, and visibility of knowledge tools and processes.</li><li>Create and manage articles to ensure quality of information.</li><li>Manage and close cases more efficiently using knowledge articles.</li></ul><h4>Lightning Service Console</h4><ul><li>Create your own Service Console app.</li><li>Customize the Lightning Console pages.</li><li>Add Utilities to your console.</li><li>Enable and utilize Chat (formerly Live Agent).</li><li>Optimize the use of Omni-Channel.</li></ul><h4>Salesforce Self-Service Communities</h4><ul><li>Enable communities in your Salesforce org.</li><li>Create a permission set for effective administration of communities.</li><li>Customize the look and layout of the community.</li><li>Add the Reputation component to the community.</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Administer and Maintain Service Cloud (ADX261) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Administer and Maintain Service Cloud (ADX261) 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.  <p></p>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.<p></p></div>

AWS Certified Solutions Architect

Salesforce Administer and Maintain Service Cloud (ADX261)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>Certification Preparation for Sales Cloud Consultant is designed for individuals who have experience designing Sales Cloud solutions and are preparing to take the Salesforce Sales Cloud Consultant Certification exam.</p>Overview<p>When you complete this course, you will be able to:<br />Review the different exam objectives and their weighting on the exam<br />Understand the product areas to focus on to best prepare for the exam<br />Discuss how to design Sales Cloud solutions to meet specific business needs<br />Assess your exam readiness by answering practice questions</p><p>Are you ready to take the next step in your career by becoming a Salesforce Certified Sales Cloud Consultant? Instructors will present scenarios that will help reinforce your knowledge of Sales Cloud functionality by thinking through requirements design considerations. The course provides an overview of the exam objectives to help you focus your efforts to prepare for the Salesforce Sales Cloud Consultant Certification exam.</p></div><div id="course-pills-2"><h4>Review the different exam objectives and their weighting on the exam</h4><h4>Understand the product areas to focus on to best prepare for the exam</h4><h4>Discuss how to design Sales Cloud solutions to meet specific business needs</h4><h4>Assess your exam readiness by answering practice questions</h4></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Certification Preparation for Sales Cloud Consultant (CRT251) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Certification Preparation for Sales Cloud Consultant (CRT251) 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.  <p></p>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.<p></p></div>

Salesforce Certification Preparation for Sales Cloud Consultant (CRT251)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>This class is designed for experienced administrators and platform developers as well as solution, enterprise, and technical architects responsible for designing or building integration solutions on the Salesforce Platform. It's also designed for project or program managers looking to understand the big picture of integration in order to better manage their projects and programs. Ideally, you hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential and/or are knowledgeable about standard and custom objects; how to work with flows and Process Builder; how to navigate Salesforce, Lightning Components, and Schema Builder; and Apex basics such as creating a Class and Anonymous Blocks. This class is recommended for anyone looking to earn their Salesforce Certified Integration Designer credential.</p>Overview<p>When you complete this course, you will be able to:<br />Identify integration requirements by asking relevant integration questions to business stakeholders.<br />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, Data Virtualization) to design integration solutions.<br />Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, Outbound Messaging, Callouts, and Salesforce Connect) to build integration solutions.</p><p>Explore architectural concepts and the big picture thinking of how to integrate on the Salesforce Platform. In this 3-day class, our Salesforce integration experts will demonstrate how to build solutions that provide a single view of your customers. You?ll learn about integration capabilities and the considerations that should be made when architecting an integration solution. Through a combination of demos, discussions, and hands-on exercises, you?ll design and build secure, scalable, and high-performing integration solutions that seamlessly surface the information that matters most</p></div><div id="course-pills-2"><h4>Integration Overview</h4><ul><li>Understand the Importance of Integration</li><li>Explore Integration Architecture</li><li>Explore the Meaning of Single View of the Customer</li><li>Explore the Meaning of System Landscape</li><li>Understand the Role of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape</li></ul><h4>Integration Capabilities</h4><ul><li>Introduction to Salesforce APIs</li><li>Create External Applications Using SOAP API</li><li>Build Mobile Applications Using REST API</li><li>Work with Large Data Volumes Using BULK API</li><li>Build Event-Driven Applications Using Streaming API</li><li>Build Event-Driven Applications Using Platform Events</li><li>Build Event-Driven Applications Using Change Data Capture</li><li>Send Data from Salesforce to External Applications Using Outbound Message</li><li>Call External APIs Programmatically Using Callouts</li><li>Integrate Data from an External Data Source Using Salesforce Connect</li><li>Synchronize Data with Heroku Connect</li><li>Call External APIs Declaratively Using External Services</li></ul><h4>Integration Patterns</h4><ul><li>Understand Use Cases for a Request and Reply Pattern</li><li>Understand Use Cases for a Fire and Forget Pattern</li><li>Understand Use Cases for a Batch Data Synchronization Pattern</li><li>Understand Use Cases for a Remote Call-In Pattern</li><li>Understand Use Cases for a UI Update Based on Data Changes Pattern</li><li>Understand Use Cases for a Data Virtualization Pattern</li></ul><h4>Integration Security</h4><ul><li>Explore Two-Way Transport Layer Security (TLS)</li><li>Understand When to Use Remote Site Settings</li><li>Understand the Benefits of Using Named Credentials</li><li>Understand Certificates</li><li>Encrypt Your Data at Rest Using Salesforce Shield Platform Encryption</li></ul><h4>Advanced Integration Discussions</h4><ul><li>Design Solutions for Performance</li><li>Design Solutions for Scale</li><li>Review Integration Regulatory Requirements</li><li>Review Integration Best Practices</li></ul><h4>Case Study</h4><ul><li>Draw a System Landscape Diagram</li><li>Evaluate Business Needs</li><li>Translate Needs to Integration Requirements</li><li>Design an Integration Solution</li><li>Build an Integration Solution</li><li>Maintain an Integration Solution</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Design and Build Integration Solutions (ARC101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Design and Build Integration Solutions (ARC101) 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.  <p></p>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.<p></p></div>

Salesforce Design and Build Integration Solutions (ARC101)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>Certification Preparation for Administrator is designed for experienced Salesforce administrators who are planning to take the Salesforce Administrator Certification.</p>Overview<p>Understand the different exam objectives and their weighting on the exam<br />Know which product areas to focus on to best prepare for your exam<br />How to approach exam questions Additional resources available to help prepare for the exam</p><p>Are you ready to take the next step in your career by becoming a Salesforce Certified Administrator? By covering the details around the exam objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key topics. Instructors will present different administration and configuration scenarios tied to the exam objectives. Questions related to these scenarios will help prepare you to help prepare you for your exam.</p></div><div id="course-pills-2"><h4>Introduction and Overview</h4><h4>Security and Record Access</h4><h4>Standard and Custom Objects </h4><h4>Automation and Validation</h4><h4>Data Management </h4><h4>Reports and Dashboards</h4><h4>Practice Test and Discussion</h4><h4>Conclusion and Next Steps</h4></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Certification Preparation for Administrator (CRT101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Certification Preparation for Administrator (CRT101) 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.  <p></p>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.<p></p></div>

Finance Cert & Exam Prep

Salesforce Certification Preparation for Administrator (CRT101)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>Certification Preparation for Platform App Builder is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in sharpening the development, deployment, and administrative skills required to succeed in becoming a Salesforce Certified Platform App Builder</p>Overview<p>Architect and manage the correct data model based on business requirements.<br />Configure application security.<br />Define business logic and process automation declaratively.<br />Design user interfaces.<br />Customize applications for mobile use and Lightning.<br />Deploy applications.</p><p>Are you ready to take the next step in your career by becoming a Salesforce Certified Platform App Builder? By covering the details around the exam objectives, this course will help hone your knowledge of Salesforce application lifecycle management and the declarative and programmatic solutions available to you through guided scenarios, lecture, and discussion.</p></div><div id="course-pills-2"><h4>Salesforce Fundamentals</h4><ul><li>Capabilities of core CRM objects</li><li>Boundaries of declarative customizations</li><li>Use cases for programmatic customizations</li></ul><h4>Security</h4><ul><li>Restricting and extending object, record, and field access</li><li>Determining appropriate sharing solutions</li></ul><h4>Data Modeling and Management</h4><ul><li>Determining an appropriate data model</li><li>Relationship types and impact on record access, user interface, and reporting</li><li>Considerations for changing field types</li><li>Considerations of the schema builder</li><li>Considerations for importing and exporting data</li><li>Use cases of external objects</li></ul><h4>Reporting</h4><ul><li>Creating reports</li><li>Report types</li><li>Dashboards</li></ul><h4>User Interface</h4><ul><li>Customization options</li><li>Custom buttons, links, and actions</li><li>Declarative options for incorporating Lightning Components</li></ul><h4>Mobile</h4><ul><li>Declarative customizations available for the Salesforce1 user interface</li></ul><h4>Business Logic and Process Automation</h4><ul><li>Record types</li><li>Formula fields</li><li>Roll-up summary fields</li><li>Validation rules</li><li>Approval processes</li><li>Workflow</li><li>Visual workflow</li><li>Process builder</li><li>Automating business processes</li><li>Ramifications of field updates and potential for recursion</li></ul><h4>App Deployment</h4><ul><li>Application lifecycle</li><li>Sandboxes</li><li>Change sets</li><li>Unmanaged and managed packages</li><li>Determining an appropriate deployment plan</li></ul><h4>Wrapping Up</h4><ul><li>Test preparation</li><li>Practice exam</li></ul></div>

Salesforce Certification Preparation for Platform App Builder (CRT403)

<div id="course-pills-1">Duration<p>5 Days</p><p>30 CPD hours</p>This course is intended for<p>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.</p>Overview<p>When you complete this course, you will be able to:<br />Explain compliance concepts to ensure optimal deliverability.<br />Use tools within Marketing Cloud to uphold deliverability standards.<br />Utilize Email Design best practices to ensure the best customer experience.<br />Develop effective, relevant messages using Content Builder.<br />Design and test different delivery methods and options when sending an email message.<br />Design and execute customer journeys using automation tools within Marketing Cloud.<br />Differentiate the use cases for different automation activities in Automation Studio and Journey Builder.<br />Define fundamental data management and structure terminology.<br />Use data segmentation tools to create targeted emails.<br />Apply a simple data model concept to a real-world scenario.<br />Define subscriber statuses, unsubscribe methods, and preferences.<br />Analyze marketing campaigns using common KPIs.<br />Solve a common marketing problem using troubleshooting guidance.<br />Prioritize testing methods and tools to ensure quality control.<br />Explain fundamental account and sending administration.<br />Know where to go for more information, guidance, and support.<br />Describe capabilities across the platform.</p><p>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.</p></div><div id="course-pills-2"><h4>Course Outline</h4><ul><li>Introduction to Salesforce Marketing Cloud</li><li>Administration</li><li>Subscriber and Data Management</li><li>Email Message Design and Creation</li><li>Message Testing, Delivery, and Email Marketing Best Practices</li><li>Marketing Automation</li><li>Analytics and Troubleshooting</li><li>Summary</li></ul></div>

Customer Journey

Salesforce Build and Analyze Customer Journeys using Marketing Cloud (MKT101)

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					<div><p>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!</p></div>
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					<div><p>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.</p><p>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.</p><p>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.</p><p>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. </p><p>Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email.</p></div>
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Course Cloud

Salesforce Heroku

General Admission

<div id="course-pills-1">Duration<p>2 Days</p><p>12 CPD hours</p>This course is intended for<p>The audience for B2B Commerce Developer is any individual who will participate in a new implementation who needs working knowledge and experience with B2B Commerce technical components. Attendees should have intermediate skills in:<br />Object Oriented Programming (Apex or Java)<br />Full-Stack Development (VisualForce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery)<br />Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships)This class is designed for individuals responsible for implementing the technical components of a new B2B Commerce Cloud storefront. You should have some experience with the following:<br />Object-oriented programming (Apex or Java)<br />Full-stack development (Visualforce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery)<br />Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships)</p>Overview<p>Identify where and what events require code extension.<br />Effectively navigate and configure in B2B Commerce on Classic Admin.<br />Implement UI, Logic Class, and Service Class Overrides along with Subscriber Code Integration.<br />Create your own B2B Commerce on Classic solution and troubleshoot problem areas during the development cycle.<br />Take the next step toward a B2B Commerce Developer Accreditation.</p><p>Explore the Salesforce B2B Commerce platform on Classic and discover how and when to extend your events with code. In this 2-day class, our B2B Commerce Cloud experts will walk you through how to use code to customize the UI and extend functionality in your B2B Commerce Cloud on Classic storefront so you can deliver a buyer experience that satisfies your organization?s unique requirements.</p></div><div id="course-pills-2"><h4>Technical Overview</h4><ul><li>Review Key Terms</li><li>Understand B2B Commerce on Classic Architecture and Technology Stack</li><li>Take a Tour of the UI</li><li>Understand B2C Commerce Cloud on Classic Admin Configuration vs. Code Extension</li></ul><h4>Storefront Overview</h4><ul><li>Implement B2B Commerce on Classic</li><li>Create a Storefront </li><li>Load Data</li><li>Enable Buyers</li></ul><h4>User Interface</h4><ul><li>Review UI Best Practices</li><li>Familiarize Yourself with Key Terms</li><li>Explore UI Themes</li><li>Customize UI Layouts</li><li>Use Subscriber Templates</li><li>Use Page Includes</li><li>Manage Subscriber Pages</li></ul><h4>Extensions</h4><ul><li>Override Handlebars</li><li>Extend My Account</li><li>Extend B2B Commerce Checkout Flow</li><li>Explore Global JavaScript Functions</li><li>Understand B2B Commerce Event Handling</li><li>Explore Handlebars Functions</li><li>Explore Localization Functions</li><li>Extend Utility Functions and Objects</li><li>Extend Global Extension Points</li></ul><h4>Core Capabilities</h4><ul><li>Handle Cases Using Process Builder</li><li>Configure Payment Types</li></ul></div>

B2B Sales

B2C Sales

B2B Marketing

Salesforce Develop and Customize a B2B Commerce on Classic Store (B2B201)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.</p>Overview<p>When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning</p><p>This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.</p></div><div id="course-pills-2"><h4>Introducing the Course</h4><h4>Reports Tab, Folders, and Formats</h4><ul><li>Navigate the Reports Tab to Find Suitable Reports</li><li>Create Custom Folders in Classic to be Used in Lightning</li><li>Describe the Different Formats of Reports</li><li>Run and Modify Existing Reports</li></ul><h4>Using the Report Builder</h4><ul><li>Establish a Report Building Process</li><li>Navigate the Report Builder</li><li>Create Custom Reports Using a Standard Report Type</li><li>Use Filters and Filter Logic</li><li>Export Your Report</li></ul><h4>Summarizing Your Data</h4><ul><li>Understand the Difference Between a Summary and Matrix Report</li><li>Use Bucket Fields to Segment Your Data</li><li>Use Custom Summary Formulas to Perform Calculations on Your Report Data</li></ul><h4>Getting More Insight from Your Data</h4><ul><li>Add Conditional Highlighting to a Report</li><li>Create Charts to Display Summary Data</li><li>Schedule and Email a Report to Run</li></ul><h4>Dashboards</h4><ul><li>Articulate What a Dashboard Is</li><li>Understand the Benefits of Creating Dashboards in Lightning</li><li>Create a Dashboard Using the Dashboard Builder</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) 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.  <p></p>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.<p></p></div>

Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>Salesforce consultants and administrators</p>Overview<p>When you complete this course, you will be able to:Enable Field Service Lightning.Describe the capabilities and components of Field Service Lightning.Know the right questions to ask prior to implementing Field Service Lightning.Understand the steps to successfully implement Field Service Lightning</p><p>In this hands-on course, you will learn about Field Service Lightning components and even have the opportunity to implement Field Service Lightning for AW Computing, our fictitious company.</p></div><div id="course-pills-2"><h4>What is Field Service Lightning?</h4><ul><li>Define Field Service Lightning</li><li>Identify the challenges of field service management and how FSL can overcome those challenges</li><li>Describe what connected field service looks like</li><li>Explain the main components and capabilities of FSL</li></ul><h4>Meet AW Computing</h4><ul><li>Learn about AW Computing</li><li>Understand the business reason why AW Computing has purchased FSL</li></ul><h4>Plan for Field Service Lightning</h4><ul><li>Learn the essential questions to ask before setting up FSL</li><li>Consider FSL limitations</li></ul><h4>Set Up Field Service Lightning</h4><ul><li>(Long Module) Set up FSL Components and Managed Package</li></ul><h4>Walk Through the FSL Process by Role</h4><ul><li>View and perform FSL actions as a Service Agent</li><li>View and perform FSL actions as a Dispatcher</li><li>View and perform FSL actions as a Field Resource</li><li>View and run FSL reports as a Supervisor / Manager</li></ul></div>

Action Learning Facilitator

Salesforce Implementing Field Service Lightning (FSL201)

<div id="course-pills-1">Duration<p>1 Days</p><p>6 CPD hours</p>This course is intended for<p>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.</p>Overview<p>In this course, students will create and manage records in the trial version of SalesforceÂ© Sales CloudÂ© 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.</p><p>This course will give students the knowledge and skills they need to use SalesforceÂ© in the real world?ultimately enabling them to meet and exceed their sales targets.</p></div><div id="course-pills-2"><h4>Getting Started with Salesforce</h4><ul><li>Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition</li><li>Navigate the Salesforce LE Interface</li><li>Navigate in the Salesforce Classic Interface</li></ul><h4>Optimizing Lead Qualification</h4><ul><li>View Leads</li><li>Manage Leads</li><li>Work Leads</li><li>Convert Leads</li></ul><h4>Managing Accounts and Contacts</h4><ul><li>Manage Accounts</li><li>Manage Contacts</li></ul><h4>Managing the Opportunity Pipeline</h4><ul><li>Manage Opportunities</li><li>Work Opportunities</li><li>Close Opportunities</li></ul><h4>Using Salesforce Email</h4><ul><li>Use Salesforce Email in Salesforce Classic</li><li>Use Salesforce Email in Salesforce LE</li></ul><h4>Working with Reports and Dashboards</h4><ul><li>View Reports and Dashboards</li><li>Create and Edit Reports and Dashboards</li></ul></div>

Sales Manager

Sales Management

Salesforce.com - Sales Cloud for Sales Representatives

<div id="course-pills-1">Duration<p>5 Days</p><p>30 CPD hours</p>This course is intended for<p>This course is intended for individuals who need to manage instances of Salesforce Sales CloudÂ©. 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.comÂ© 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.</p>Overview<p>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.</p><p>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.</p></div><div id="course-pills-2"><h4>Introduction to Salesforce Administration</h4><ul><li>The Salesforce Data Model</li><li>SMART Administration Principles</li></ul><h4>Setting Up an Organization </h4><ul><li>Manage the Company Profile</li><li>Configure Organizational Settings</li></ul><h4>Managing User Accounts</h4><ul><li>Create User Accounts</li><li>Manage Users</li></ul><h4>Implementing Security Controls</h4><ul><li>Salesforce Security Essentials</li><li>Configure Profiles</li><li>Establish Organization-Wide Sharing Defaults</li><li>Configure Roles</li><li>Create Sharing Rules</li><li>Perform a Health Check</li></ul><h4>Configuring the Salesforce Classic User Interface</h4><ul><li>Configure User Interface Settings</li><li>Customize the Home Page in Salesforce Classic</li><li>Configure Search in Salesforce Classic </li></ul><h4>Supporting the Lightning Experience User Interface </h4><ul><li>Implement Lightning Experience</li><li>Customize Lightning Experience Home Pages</li></ul><h4>Customizing Pages</h4><ul><li>Create Page Layouts in Salesforce Classic</li><li>Customize Record Pages in Lightning Experience</li></ul><h4>Introduction to Opportunity Management</h4><ul><li>Opportunity Management Essentials</li><li>Design and Implement Opportunity Fields</li><li>Design and Implement Opportunity Stages</li><li>Design and Implement Opportunity Contact Roles</li><li>Design and Create Opportunity Record Types</li></ul><h4>Implementing Additional Opportunity Features</h4><ul><li>Implement and Maintain Opportunity Products and Price Books</li><li>Implement the Similar Opportunities Function</li><li>Implement Opportunity Teams</li><li>Create a Big Deal Alert</li></ul><h4>Implementing Data Validation and Workflows</h4><ul><li>Create and Test Validation Rules</li><li>Create and Test Workflows</li></ul><h4>Managing Leads </h4><ul><li>Lead Management Essentials</li><li>Design and Implement Lead Fields</li><li>Design and Implement Custom Lead Sources</li><li>Design and Implement Web-to-Lead Forms</li><li>Design and Implement Lead Assignment Rules</li></ul><h4>Managing Accounts</h4><ul><li>Design an Account Management Model</li><li>Implement an Account Management Model</li></ul><h4>Managing Contacts</h4><ul><li>Design a Contact Management Strategy</li><li>Implement a Contact Management Strategy</li></ul><h4>Managing Campaigns</h4><ul><li>Prepare for Campaign Management</li><li>Administer a Campaign Management Strategy</li></ul><h4>Managing Cases</h4><ul><li>Case Management Essentials</li><li>Design and Implement Case Fields</li><li>Design and Implement Case Origins</li><li>Automate Case Management</li></ul><h4>Providing Apps and Custom Objects</h4><ul><li>Supply Apps in Salesforce Classic</li><li>Supply Apps in Lightning Experience</li></ul><h4>Managing Data</h4><ul><li>Data Management Essentials</li><li>Import and Update Data</li><li>Back Up and Restore Data</li></ul><h4>Configuring Views, Reports, and Dashboards</h4><ul><li>Create Views</li><li>Create and Manage Reports</li><li>Create and Manage Dashboards</li></ul><h4>Integrating and Extending Salesforce</h4><ul><li>Integrate Salesforce and Outlook</li><li>Implement Salesforce1</li><li>Implement SalesforceA</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>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. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>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.  <p></p>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.<p></p></div>

Salesforce.com - Sales Cloud Administration Essentials

<div id="course-pills-1">Duration<p>3.75 Days</p><p>22.5 CPD hours</p>This course is intended for<p>New systems administrators</p>Overview<p>When you complete this course, you will be able to:Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.Learn how security settings created in Salesforce Classic are applied in Lightning.Maintain and import clean data in Lightning.Use Lightning features to create high-value reports and dashboards.Understand how workflow automation complies with Lightning</p><p>This course is the core training that ensures your success with Salesforce Lightning. It?s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.</p></div><div id="course-pills-2"><h4>Getting Around the App</h4><ul><li>Data Model and Navigation</li><li>Lightning Experience</li><li>Help &amp; Training</li></ul><h4>Getting Your Organization Ready for Users</h4><ul><li>Setting Up the Company Profile</li><li>Configuring the User Interface</li><li>Setting Up Activities and Calendars</li><li>Configuring Search Settings</li><li>Setting Up Chatter Groups</li><li>Mobile Access with Salesforce1</li></ul><h4>Setting Up &amp; Managing Users</h4><ul><li>Managing User Profiles</li><li>Managing Users</li><li>Setting Up Chatter Free Users and Invites</li><li>Troubleshooting Login Issues</li></ul><h4>Security &amp; Data Access</h4><ul><li>Restricting Logins</li><li>Determining Object Access</li><li>Setting Up Record Access</li><li>Creating a Role Hierarchy</li><li>Dealing with Record Access Exceptions</li><li>Managing Field-level Security</li></ul><h4>Object Customizations</h4><ul><li>Administering Standard Fields</li><li>Creating New Custom Fields</li><li>Creating Selection Fields: Picklists and Lookups</li><li>Creating Formula Fields</li><li>Working with Page Layouts</li><li>Working with Record Types and Business Processes</li><li>Maintaining Data Quality </li></ul><h4>Managing Data</h4><ul><li>Import Wizards</li><li>Data Loader</li><li>Data.com</li><li>Mass Transfer</li><li>Backing Up Data</li><li>Mass Delete and Recycle Bin</li></ul><h4>Reports &amp; Dashboards</h4><ul><li>Running and Modifying Reports</li><li>Creating New Reports with the Report Builder</li><li>Working with Report Filters</li><li>Summarizing with Formulas and Visual Summaries</li><li>Printing, Exporting, and Emailing Reports</li><li>Building Dashboards</li></ul><h4>Automation</h4><ul><li>Email Templates</li><li>Workflow Rules</li><li>Process Builder</li><li>Lead Automation</li></ul><h4>Managing the Support Process</h4><ul><li>Managing and Resolving Cases</li><li>Customizing a Support Process</li><li>Automating Support</li><li>Understanding the Salesforce Console for Service</li><li>Collaborating in the Service Cloud</li><li>Analyzing Support Data</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) 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.  <p></p>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.<p></p></div>

Learning & Development

Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

<div id="course-pills-1">Duration<p>4 Days</p><p>24 CPD hours</p>This course is intended for<p>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.</p>Overview<p>Determine and implement appropriate data access and visibility settings.<br />Manage configuration changes in a sandbox environment and move metadata between environments using change sets.<br />Extend the functionality of your implementation with custom objects and apps.<br />Extend your reporting to provide up-to-date views of your business.<br />Customize the Salesforce mobile app and create quick actions to increase efficiency.<br />Improve data quality so that the ongoing task of data maintenance is not so overwhelming.<br />Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.</p><p>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.</p></div><div id="course-pills-2"><h4>Record Access and Field Visibility</h4><ul><li>Troubleshoot Record Access</li><li>Understand the Impact of Territory Management on the Sharing Model </li><li>Manage Field Visibility</li></ul><h4>Change Management</h4><ul><li>Manage Changes in a Sandbox</li><li>Deploy Changes Using Change Sets</li></ul><h4>Custom Objects and Apps</h4><ul><li>Build Custom Objects, Tabs, and Apps </li><li>Create Relationships Between Objects</li><li>Use Delegated Administration</li></ul><h4>Advanced Reporting</h4><ul><li>Create Custom Report Types</li><li>Build Exception Reports with Cross Filters</li><li>Categorize Report Data with Bucketing</li><li>Extend Summaries in Reports and Dashboards</li><li>Display Multiple Views of Data Using Joined Reports</li><li>Analyze Data Over Time with Historical Trending and Reporting Snapshots</li></ul><h4>Salesforce Mobile App and Quick Actions</h4><ul><li>Customize the Salesforce Mobile App</li><li>Create Object-Specific Quick Actions</li><li>Create Global Quick Actions</li></ul><h4>Data Quality</h4><ul><li>Assess, Cleanse, and Maintain Data </li><li>Prevent Duplicate Records Using Duplicate Management</li></ul><h4>Automated Business Processes </h4><ul><li>Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes </li></ul><h4>Approval Processes</h4><ul><li>Manage Approval Processes</li><li>Troubleshoot Approval Processes</li></ul><h4>Visual Workflow</h4><ul><li>Understand Use Cases for Visual Workflow</li><li>Build and Deploy a Flow</li></ul><h4>Advanced Business Process Automation</h4><ul><li>Understand When to Use Apex and Visualforce for Extending Business Process Automation </li><li>Understand the Order of Execution for Automated Processes </li><li>Use Debug Logs to Troubleshoot Business Process Issues</li></ul></div>

Certified SAFe Agilist

Salesforce Administer, Extend, and Automate Salesforce (ADX211)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>This class is designed for experienced Salesforce Administrators with little or no Flow experience who need to streamline business processes with no-code automated solutions. This class is not recommended for developers. However, if you are a developer interested in learning Flow, we highly recommend Declarative Development for Platform App Builders in Lightning Experience (DEX403).</p>Overview<p>When you complete this course, you will be able to:<br />Create automated no-code solutions with Salesforce Flow.<br />Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes.<br />Understand and leverage various Flow types, elements, and resources.<br />Build Screen Flows and manage screen layouts and field visibility.<br />Implement Flows on Home and Record pages.<br />Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions.<br />Identify best practices for creating and managing Flows.</p><p>Streamline business processes and automate manual tasks across your organization by building no-code automation solutions with Flow Builder. In this 3-day class designed for administrators, our experts will introduce you to Screen and Record-Trigger Flows, in addition to various Flow elements and resources. Learn how to effectively create and manage Flows that champion automation best practices, solve for user requirements, and empower you to get more out of Salesforce.</p></div><div id="course-pills-2"><h4>Foundations of Flow</h4><ul><li>Create Variables</li><li>Understand Algorithms</li><li>Explore Control Structures</li><li>Examine Flow Best Practices</li></ul><h4>Screen Flows</h4><ul><li>Use Elements and Resources</li><li>Control Field Visibility</li><li>Manage Data and Navigation</li><li>Surface a Flow</li><li>Complete the Flow</li></ul><h4>Record-Triggered Flows</h4><ul><li>Define Flow Triggers</li><li>Use Flow Triggers to Replace Formula Fields</li><li>Share Records with Flow</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Automate No-Code Solutions Using Flow (ADX301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Automate No-Code Solutions Using Flow (ADX301) 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.  <p></p>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.<p></p></div>

Trainers Course

Microsoft Power Automate

Salesforce Automate No-Code Solutions Using Flow (ADX301)

<div id="course-pills-1">Duration<p>3 Days</p><p>18 CPD hours</p>This course is intended for<p>This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards.</p>Overview<p>When you complete this course, you will be able to:<br />Determine your user, data, and security requirements, and establish a development process.<br />Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions.<br />Load external data to Tableau CRM.<br />Create and run dataflows to load Salesforce data, and join it with data from other datasets.<br />Understand and use Data Sync effectively.<br />Understand Recipes and Data Prep.<br />Understand and implement data security in Tableau CRM, and override security for implementation and testing.<br />Understand how filters on dashboards function and be able to use interactions when necessary.<br />Understand a dashboard's JSON file.<br />Explain the process of dashboard queries and modify a query to meet specific analytic requirements.<br />Modify dataset metadata.</p><p>Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.</p></div><div id="course-pills-2"><h4>Discovery and Planning</h4><ul><li>Discovery Meeting</li><li>Establishing Your Users and Development Process</li></ul><h4>Set Up Users and Apps</h4><ul><li>Overview of User Access on the Tableau CRM Platform</li><li>Creating Tableau CRM Permission Sets</li><li>Assigning Licenses and Permission Sets to Users</li><li>Creating and Sharing Tableau CRM Apps</li></ul><h4>Connect Data</h4><ul><li>Overview of Connecting Data</li><li>Data Mapping</li><li>Overview of the Dataflow Process</li><li>Designing a Dataflow</li><li>Loading External CSV Data</li><li>Creating Dataflows</li><li>Optimizing Dataflows</li><li>Running, Monitoring, and Scheduling a Dataflow</li><li>Preparing Datasets with Recipes with Data Prep</li><li>Data Connectors</li><li>Additional Transformations</li></ul><h4>Data Security</h4><ul><li>Overview of Security in Tableau CRM</li><li>Determining Security Requirements</li><li>Overview of Using Predicate Filters</li><li>Implementing Ownership-Based Row-Level Security</li><li>Implementing Role-Based Row-Level Security</li><li>Implementing Team-Based Row-Level Security</li><li>Overriding Security for Implementation and Testing</li><li>Sharing Inheritance</li></ul><h4>Extended Metadata in a Dataset</h4><ul><li>Overview of Extended Metadata (XMD)</li><li>Updating Field Metadata</li><li>Adding Quick Action Menus for Records in Tableau CRM </li></ul><h4>Dashboard Templates and Mobile Dashboards</h4><ul><li>Overview of Tableau CRM Dashboard Templates</li><li>Overview of JSON for Dashboards</li><li>Building a Dashboard Using a Template</li><li>Optimizing Dashboards for a Mobile Device</li></ul><h4>Bindings in Dashboards</h4><ul><li>Understanding Filters in Lenses and Dashboards</li><li>Multi-Dataset Dashboards</li><li>Filters with Interactions</li><li>Custom Queries</li></ul><h4>Query Modification</h4><ul><li>Overview of Modifying Queries</li><li>Maximizing the Use of the Compare Table</li><li>Salesforce Analytics Query Language (SAQL)</li><li>SAQL Queries in a Tableau CRM Dashboard</li></ul></div><div id="course-pills-3"><h4>Additional course details:</h4><br /><p>Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. </p><p></p> This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. <p></p>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.  <p></p>While we feel this is the best course for the Salesforce Implement and Manage Tableau CRM (ANC301) 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.  <p></p>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.<p></p></div>

42 Salesforce Associate courses delivered Online

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Salesforce Administer and Maintain Service Cloud (ADX261)

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