42 Salesforce Associate courses

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

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. Benefits of Salesforce Courses [https://salesforcemasters.in/] Investing in Salesforce courses offers a multitude of benefits for individuals and organizations alike: 1. Enhanced Productivity: By mastering Salesforce, professionals can streamline workflows, automate repetitive tasks, and optimize their day-to-day processes, resulting in increased productivity and efficiency. 2. Improved Customer Experiences: Salesforce enables businesses to deliver personalized experiences at every touchpoint, from initial lead capture to post-sale support. Courses on Salesforce CRM empower individuals to leverage customer data effectively, anticipate needs, and provide exceptional service, thereby fostering long-term customer loyalty. 3. Competitive Advantage: In today's competitive market, companies that leverage Salesforce effectively gain a significant edge over their counterparts. By investing in Salesforce training, organizations can ensure that their teams are equipped with the latest tools and techniques to stay ahead of the curve. 4. Career Advancement: Salesforce skills are in high demand across industries, with certifications such as Salesforce Administrator, Salesforce Developer, and Salesforce Architect being highly sought after by employers. Completing Salesforce courses not only enhances one's skill set but also opens up new career opportunities and prospects for advancement. 5. Flexibility and Accessibility: Salesforce courses are available in various formats, including online self-paced modules, live virtual classrooms, and in-person training sessions, making them accessible to learners regardless of their location or schedule. This flexibility allows individuals to learn at their own pace and tailor their learning experience to suit their needs. 6. 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. Look for courses that offer opportunities for application-based learning, allowing you to reinforce your understanding and skills through practical application. 5. Support and Resources: Evaluate the level of support and resources provided by the training provider, including access to instructors, discussion forums, online communities, and supplementary materials. A supportive learning environment can enhance your overall learning experience and facilitate knowledge sharing and collaboration with peers.

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

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

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

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

Have you always dreamt of a high-flying career in the world of sales? Do you love the idea of working with customers on a daily basis? Does the thrill of the chase inspire you to work harder? If so, the Sales Management for Salesforce Course is perfect for you. Starting by building a foundational knowledge of the basics of sales, the course then teaches you a deeper understanding of the sales techniques you can use to boost your selling power to superstar status. The Sales Management for Salesforce Course will ensure you know how to tackle any sales problem you come up against, meaning you can be confident you'll always close the deal!  What You Will Learn From the Sales Management for Salesforce Course: * Discover the mindset you need to excel in the world of sales.  * Build your organisational skills and ensure you're prepared for every sales call. * Learn the importance of product knowledge and how to emphasise the features and benefits of your products.  * Look at how to begin and close sales calls with customers. * Delve into the reasons why people buy and how to use this in the sales process.  * Learn the essential sales techniques you need to know to succeed.  * Discover how to hold a high price and increase average order value. * Look at how to sell in the long term and discover how you can get recommended to other potential customer. WHY CHOOSE THIS COURSE? * Earn a digital Certificate upon successful completion. * Accessible, informative modules taught by expert instructors * Study in your own time, at your own pace, through your computer tablet or mobile device * Benefit from instant feedback through mock exams and multiple-choice assessments * Get 24/7 help or advice from our email and live chat teams * Full tutor support on weekdays COURSE DESIGN The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of * Video lessons * Online study materials * Mock exams * Multiple-choice assessment CERTIFICATION Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99. COURSE CONTENT Sales Skills For Beginners Mindset Attitude 00:01:00 Values 00:03:00 Beliefs 00:02:00 How to Change Beliefs 00:04:00 Goals 00:06:00 Focus 00:02:00 The Extra Mile 00:03:00 Team Player 00:02:00 Accentuate the Positive 00:03:00 Be a Winner! 00:02:00 Organizational Skills Pre-call Research 00:02:00 Gaining Appointments 00:04:00 Pre-call Planning 00:04:00 Route Planning 00:04:00 Prioritizing your Time 00:02:00 Controlling the Controlable 00:03:00 Product Knowledge Know your Products 00:03:00 Features and Benefits 00:03:00 Customer Perception 00:02:00 Sales Calls Beginning Sales Calls 00:03:00 Listening & Question Listening Skills Part 1 00:07:00 Listening Skills Part 2 00:05:00 Uncovering Needs 00:05:00 Closing Sales Calls Closing a Sales Call 00:04:00 Following Up Post Call Analysis 00:05:00 Follow Up Actions 00:02:00 Onwards 00:01:00 Final Thoughts 00:01:00 Mastering Sales Techniques The Guaranteed Way to Improve Your Sales Technique The Number One Universal Killer Question in Selling 00:03:00 The Importance of Establishing the Clients Expectations 00:02:00 How to Close the Sale Without Sounding like a Salesman 00:04:00 Why People Buy and How to Get Them to Buy from Us People Buy Emotionally and Justify Logically. What to Do About It 00:04:00 Don't Assume You Know the Buyer's Priorities 00:05:00 How to Unearth the Buyer's Strategic Needs 00:03:00 The Importance of Implications 00:04:00 Why People Don't Buy and How to Counteract Any Objection Being Prepared for Objections 00:04:00 The Most Common Objections and How to Handle Them 00:04:00 How to Get People to Choose What You Want Them To 00:04:00 What Buyers Say and What They Really Mean 00:03:00 Holding a High Price What Does Value For Money Really Mean? 00:03:00 Five Proven Techniques to Save Money and Make Money 00:04:00 The Words: 'Typically', 'Realistically', 'Currently', 'Given' and 'Yet' 00:02:00 Justifying Your Price - the Power of One 00:04:00 The Final 'Killer Questions' That Allow You to Negotiate More Successfully 00:04:00 Win-Win and Increasing Average Order Value The Real Meaning of 'Win-Win' 00:04:00 The Rules for Discounting 00:03:00 How to Hold a High Price 00:04:00 How to Increase Average Order 00:03:00 The Compromise Effect 00:03:00 Sales Techniques You Need to Know All You Need to Know About Time Management 00:03:00 Recognising the Moment That Matters and the Role of 'Enough' 00:06:00 What to Do When It Starts Going Wrong 00:05:00 How to Understand Other People - Can You Clarify? 00:04:00 How to Build Your Reputation and Getting Your Client to Feel Indebted to You 00:04:00 Selling in the Long Term and Being Recommended 00:04:00 FREQUENTLY ASKED QUESTIONS Are there any prerequisites for taking the course? There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course. Can I access the course at any time, or is there a set schedule? You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience. How long will I have access to the course? For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime. Is there a certificate of completion provided after completing the course? Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks. Can I switch courses or get a refund if I'm not satisfied with the course? We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase. How do I track my progress in the course? Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course. What if I have technical issues or difficulties with the course? If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.

Duration 1 Days 6 CPD hours This course is intended for This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process. Overview Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use Ready to start building in Tableau CRM? In this course, you?ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You?ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you?ve created a dashboard, you?ll also learn how to optimize the dashboard for mobile. Finally you?ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes? Check out the Tableau catalog here. MANAGING APPS, LENSES, DASHBOARDS, AND DATASETS * Overview of building and managing apps * Building an app * Manage apps, lenses, dashboards, and datasets DESIGNING A DASHBOARD AND CREATING A TEMPLATE * Dashboard Building Overview * Designing a Dashboard * Create a dashboard template BUILDING A DASHBOARD * Building a Dashboard * Adding Charts, Tables, and KPIs to a Dashboard * Adding Filters to a Dashboard MODIFY A DASHBOARD FOR MOBILE * Translating Desktop Dashboards to a Mobile Device * Creating/Updating Mobile Dashboard Layouts

Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. INTRODUCTION * Sales Order Process Scenarios * An Introduction to Sales in Dynamics 365 * The Dynamics 365 Platform * Dynamics 365 Sales Fundamentals * Security Considerations * Where to get Help * Further Reading and Resources LEAD MANAGEMENT * The Lead Management Process * Working with Lead Records * Working with the Lead Form * Lead Assignment * Leads and Activities * Qualifying a Lead * Disqualifying a Lead OPPORTUNITIES MANAGEMENT * Introduction to Opportunities * The Opportunity Views * The Opportunity Form * Opportunity Sales Process * Closing an Opportunity * Resolution Activities PRODUCTS * Introduction to the Product Catalog * Adding Products * Configuring Unit Groups * Price Lists and Price List Items QUOTES, ORDERS AND INVOICES * Introduction to Order Processing * Adding Products to an Opportunity * Working with Quotes * Working with Orders * Working with Invoices SALES ANALYSIS * Introduction to Sales Analysis in Dynamics 365 * The Sales Reports * The Reporting Wizard * Working with Sales Charts * Working with Sales Dashboards * Working with Sales Goals and Metrics

Duration 2 Days 12 CPD hours This course is intended for This class is designed for individuals responsible for implementing a new B2B Commerce Cloud on Classic storefront or providing functional storefront maintenance in a support or administrative role. Overview Understand the different types of products and how to configure them. Set up different pricing strategies. Understand how to implement Marketing and Pricing Strategies. Organize your storefront by configuring Categories and Menus. Understand how the B2B Commerce Cloud handles Internationalization by setting up additional currencies and languages. Grasp Attribute Driven Commerce. Configure Facetted Searches. Take the next step toward a B2B Commerce Administrator Accreditation. Design, build, and launch a business-to-business (B2B) commerce solution that enables retailers, wholesalers, or distributors to purchase goods or services from your brand. In this 2-day class, our Commerce Cloud experts will walk you through how to set up and configure the essential elements required to manage a storefront, so you can deliver a buyer experience that satisfies your organization?s unique requirements. PLATFORM OVERVIEW * Understand the Features and Functionality of B2B Commerce SETUP * Administer Commerce Cloud * Adjust Sharing Settings * Configure the Storefront Secure Domain * Style Your Storefronts with Themes * Add Widgets to Storefront Pages * Leverage Indexing * Enable Caching for Storefront Pages B2B BUYERS * Manage Contacts * Create Buyer Users * Understand Community Licenses * Enable a User * Create Account Groups * Create Price Lists * Manage Storefront Access PRODUCTS * Add Standard Products to a Price Book * Create a Product Bundle * Create a Product Kit * Create an Aggregated Product * Create a Dynamic Kit * Create an Assembly Product MARKETING AND PRICING STRATEGIES * Show Related Products * Create Subscription Products * Set Up Promotions * Offer Coupons for Discounts on Storefront Purchases * Offer Tiered Pricing to Give Customers a Price Break * Configure Attribute Pricing * Configure Contract Pricing STOREFRONT ORGANIZATION * Show Your Featured and Spotlight Products * Plan Your Category Structure * Add a Menu Component * Create Page Sections * Customize Storefront Headings with Page Labels LOCALIZATION * Add or Change the List of Available Languages * Add or Change the List of Available Currencies * Localize Objects ADVANCED CONFIGURATIONS * Enable Effective Accounts * Split an Order with Line Level Independence ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Administer and Merchandise a B2B Commerce on Classic Store (B2B101) 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 Administer and Merchandise a B2B Commerce on Classic Store (B2B101) 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.