150 Salesforce courses

Duration 3 Days 18 CPD hours This course is intended for 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. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. 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. DISCOVERY AND PLANNING * Discovery Meeting * Establishing Your Users and Development Process SET UP USERS AND APPS * Overview of User Access on the Tableau CRM Platform * Creating Tableau CRM Permission Sets * Assigning Licenses and Permission Sets to Users * Creating and Sharing Tableau CRM Apps CONNECT DATA * Overview of Connecting Data * Data Mapping * Overview of the Dataflow Process * Designing a Dataflow * Loading External CSV Data * Creating Dataflows * Optimizing Dataflows * Running, Monitoring, and Scheduling a Dataflow * Preparing Datasets with Recipes with Data Prep * Data Connectors * Additional Transformations DATA SECURITY * Overview of Security in Tableau CRM * Determining Security Requirements * Overview of Using Predicate Filters * Implementing Ownership-Based Row-Level Security * Implementing Role-Based Row-Level Security * Implementing Team-Based Row-Level Security * Overriding Security for Implementation and Testing * Sharing Inheritance EXTENDED METADATA IN A DATASET * Overview of Extended Metadata (XMD) * Updating Field Metadata * Adding Quick Action Menus for Records in Tableau CRM DASHBOARD TEMPLATES AND MOBILE DASHBOARDS * Overview of Tableau CRM Dashboard Templates * Overview of JSON for Dashboards * Building a Dashboard Using a Template * Optimizing Dashboards for a Mobile Device BINDINGS IN DASHBOARDS * Understanding Filters in Lenses and Dashboards * Multi-Dataset Dashboards * Filters with Interactions * Custom Queries QUERY MODIFICATION * Overview of Modifying Queries * Maximizing the Use of the Compare Table * Salesforce Analytics Query Language (SAQL) * SAQL Queries in a Tableau CRM Dashboard ADDITIONAL COURSE DETAILS: 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. 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 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. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 1 Days 6 CPD hours This course is intended for 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: Attainment and maintenance of the Salesforce Administrator Certification Knowledge of the topics discussed in the Service Cloud Consultant Overview When you complete this course, you will be able to: Review the different exam objectives and their weighting on the exam Understand the product areas to focus on to best prepare for the exam Discuss how to design Service Cloud solutions to meet specific business needs Assess your exam readiness by answering practice questions 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. REVIEW THE DIFFERENT EXAM OBJECTIVES AND THEIR WEIGHTING ON THE EXAM UNDERSTAND THE PRODUCT AREAS TO FOCUS ON TO BEST PREPARE FOR THE EXAM DISCUSS HOW TO DESIGN SERVICE CLOUD SOLUTIONS TO MEET SPECIFIC BUSINESS NEEDS ASSESS YOUR EXAM READINESS BY ANSWERING PRACTICE QUESTIONS ADDITIONAL COURSE DETAILS: 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. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Certification Preparation for 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. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 1 Days 6 CPD hours This course is intended for This 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. Overview Enable Digital Experiences in your organization. Describe the capabilities of sites and how they work. Create a new Experience Cloud Site for partner sales. Create an Experience Cloud Site for self-service support. Measure a site's success using dashboards. Keep the site active and engaged with native tools. 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. EXAM OVERVIEW * Review Exam Topics * Review Exam Logistics DIGITAL EXPERIENCES * Get to Know Experiences * Understand How Sites Work * Implement Digital Experiences * Understand Deployment Types * Build Partner Sites * Leverage Experience Builder Templates to Quickly Build Sites SECURITY AND CUSTOMIZATION * Understand Site Limits, Licensing, and Users * Create and Customize Your Sites with Experience Builder * Enable Experience Cloud for Mobile * Serve International Audiences with Multilingual Sites SELF-SERVICE SITES * Understand Self-Service/Public Site Functionality * Go Further with Experience Builder * Classify Articles, Questions, and Ideas with Data Categories and Knowledge * Build a Site Using the Customer Service Template * Add CMS Content to Your Site * Build Responsive Sites with Experience Builder Templates SUCCESS METRICS * Measure Success * Install Dashboards and Insights from the AppExchange SITE ENGAGEMENT * Drive Engagement * Moderate Sites * Recognize and Reward Member Participation with Reputation * Highlight Topic Experts with Knowledgeable People ADDITIONAL COURSE DETAILS: 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. 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 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. 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 3 Days 18 CPD hours This course is intended for 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. Overview When you complete this course, you will be able to: Enable the Pardot Lightning App. Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled. Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects. Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions. Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio. Qualify leads with Pardot Lightning App's scoring and grading functionality. Interpret data generated via Pardot Lightning App's reporting capabilities. Design and execute successful end-to-end marketing workflows using the Pardot Lightning App. 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. COURSE INTRODUCTION * Review Course Objectives * Set Learner Expectations * Review Housekeeping Items * Review Additional Course Resources * Explore Course Case Study SALESFORCE INTEGRATION * Understand the Pardot-Salesforce Relationship * Sync Data Between Salesforce and Pardot * Enable the Pardot Lightning App in Salesforce * Create Custom Fields * Review Salesforce Campaigns ADMINISTRATION * Create a Pardot Dashboard * Authenticate Your Email Sending Domains * Sync with Third-Party Applications Using Connectors * Restore Assets from the Recycle Bin * Create and Assign Users and User Groups * Understand Usage Governance VISITORS AND PROSPECTS * Understand Pardot Visitors * Understand Pardot Prospects LIST MANAGEMENT * Create List Types * Organize Prospects Using Static Lists * Test Emails Using Test Lists PERSONALIZATION AND EMAIL MARKETING * Personalize Your Emails with HML and Advanced Dynamic Content * Automate Email Marketing * Create Email Templates * See What Works Best for Your Audience Using AB Testing * Track Email Performance Using Email Reports FORMS AND LANDING PAGES * Capture Leads with Forms * Convert Visitors to Leads Using Landing Pages * Track Leads with Forms and Landing Page Reports * Track Clicks Using Custom Redirects * Create Custom Redirect Reports LEAD MANAGEMENT * Trigger Page Actions * Automate Actions from a Marketing Element Using Completion Actions * Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules * Create Repeatable, Criteria-Based Automation Rules * Create Dynamic Lists * Choose an Automation Tool LEAD QUALIFICATION * Understand Prospect Scoring * Grade Prospects Based on Profiles LEAD NURTURING * Build an Engagement Program * Create Engagement Program Reports ADDITIONAL COURSE DETAILS: 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. 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 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. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 1 Days 6 CPD hours This course is intended for 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. Overview When you complete this course, you will be able to: Review the different exam objectives and their weighting on the exam Understand the product areas to focus on to best prepare for the exam Discuss how to design Sales Cloud solutions to meet specific business needs Assess your exam readiness by answering practice questions 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. REVIEW THE DIFFERENT EXAM OBJECTIVES AND THEIR WEIGHTING ON THE EXAM UNDERSTAND THE PRODUCT AREAS TO FOCUS ON TO BEST PREPARE FOR THE EXAM DISCUSS HOW TO DESIGN SALES CLOUD SOLUTIONS TO MEET SPECIFIC BUSINESS NEEDS ASSESS YOUR EXAM READINESS BY ANSWERING PRACTICE QUESTIONS ADDITIONAL COURSE DETAILS: 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. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Certification Preparation for 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. 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.

Immerse into the intricacies of Salesforce Experience Cloud with our training course and explore building sites, Salesforce CMS, content moderation, gamification, and partner portal setups. Learn about sharing rules, dashboards, and Salesforce CMS integration with a focus on user management, social login, and Lightning Bolts.

Duration 3 Days 18 CPD hours This course is intended for 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). Overview When you complete this course, you will be able to: Create automated no-code solutions with Salesforce Flow. Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes. Understand and leverage various Flow types, elements, and resources. Build Screen Flows and manage screen layouts and field visibility. Implement Flows on Home and Record pages. Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions. Identify best practices for creating and managing Flows. 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. FOUNDATIONS OF FLOW * Create Variables * Understand Algorithms * Explore Control Structures * Examine Flow Best Practices SCREEN FLOWS * Use Elements and Resources * Control Field Visibility * Manage Data and Navigation * Surface a Flow * Complete the Flow RECORD-TRIGGERED FLOWS * Define Flow Triggers * Use Flow Triggers to Replace Formula Fields * Share Records with Flow ADDITIONAL COURSE DETAILS: 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. 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 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. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for This class is ideal for Salesforce Certified Administrators and Platform Developers responsible for developing and managing Industries CPQ applications, including catalogs and pricing. It's also designed for solution architects and technical architects looking to understand the full capabilities of Industries CPQ in order to formulate industry-specific solutions. This class is also a great foundation builder for anyone looking to earn the Salesforce Certified Industries CPQ Developer credential. Overview When you complete this course, you will be able to: Create 'perfect' orders using order capture and asset-based ordering functionality. Define products and product bundles in the shared catalog. Use pricing components to support simple and complex pricing strategies. Create promotions and discounts to adjust pricing for a limited time. Use rules to ensure the right products are available to the right customers at the right price. Build ordering and quoting solutions using Industries Digital Commerce & CPQ APIs. xplore how to develop Configure, Price, Quote (CPQ) solutions using Industries CPQ. In this class, our Industries CPQ experts will show you how to configure CPQ solutions that ensure your customers get the right products and the right prices at the right time. You?ll learn how to set up and manage products and prices, leverage promotions and rules to drive action, and build a guided experience declaratively using Industries Digital Commerce and CPQ APIs.Note: This class focuses on Industries CPQ, previously known as Vlocity CPQ, and does not cover Salesforce CPQ. INTRODUCTION * Explore Communications, Media, and Energy and Utilities Clouds and Industries CPQ * Understand the Industries CME Data Model ORDER CAPTURE * Create and Configure Orders Using the Cart * Work with MACD and ABO Orders * Cancel an Order * Create Orders with Non-Assetizable Products * Configure Data Movement Across Line Items Using Field Mapper ENTERPRISE PRODUCT CATALOG * Create Attributes and Picklists * Create Object Types and Learn Inheritance Architecture * Create Products * Set Product Attribute Metadata and Override Attribute Defaults * Create Product Bundles and Define Product Cardinality * Work with Product Lifecycle Dates * Manage the Shared Catalog?s Platform Cache PRICING * Configure One-Time and Recurring Prices * Define Price Lists and Child Price Lists * Implement Base and Bundled Prices * Configure Time Plans and Policies * Configure Advanced Pricing Strategies such as Attribute-Based Pricing and Usage Pricing PROMOTIONS AND DISCOUNTS * Determine the Difference Between Products, Product Bundles, and Promotions * Compare Pricing Adjustments and Overrides * Create Promotions for Existing Products * Adjust Prices and Time Plans * Create Contextual Discounts for Orders, Accounts, and Contracts * Identify the Best Type of Pricing Adjustment Given a Scenario RULES * Build Context Rules Components * Create and Apply Context Rules to Products, Promotions, Price Lists, and Price List Entries * Create Product Relationships to Recommend, Exclude, or Require other Products * Create Advanced Rules to Modify Product Attributes During Order Capture * Create Advanced Rules to Auto-Add Products to the Cart * Identify the Best Type of Rule to Use Given a Scenario GUIDED SELLING * Customize a Guided LWC Interaction for Purchasing Products * Explore Industries Digital Commerce LWC, SDK, and Cacheable APIs * Learn About CpqAppHandler Service, Its Methods, and Cart-Based APIs ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Build CPQ Solutions for Industries (IPQ435) 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 CPQ Solutions for Industries (IPQ435) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 1 Days 6 CPD hours This course is intended for 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 Overview Architect and manage the correct data model based on business requirements. Configure application security. Define business logic and process automation declaratively. Design user interfaces. Customize applications for mobile use and Lightning. Deploy applications. 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. SALESFORCE FUNDAMENTALS * Capabilities of core CRM objects * Boundaries of declarative customizations * Use cases for programmatic customizations SECURITY * Restricting and extending object, record, and field access * Determining appropriate sharing solutions DATA MODELING AND MANAGEMENT * Determining an appropriate data model * Relationship types and impact on record access, user interface, and reporting * Considerations for changing field types * Considerations of the schema builder * Considerations for importing and exporting data * Use cases of external objects REPORTING * Creating reports * Report types * Dashboards USER INTERFACE * Customization options * Custom buttons, links, and actions * Declarative options for incorporating Lightning Components MOBILE * Declarative customizations available for the Salesforce1 user interface BUSINESS LOGIC AND PROCESS AUTOMATION * Record types * Formula fields * Roll-up summary fields * Validation rules * Approval processes * Workflow * Visual workflow * Process builder * Automating business processes * Ramifications of field updates and potential for recursion APP DEPLOYMENT * Application lifecycle * Sandboxes * Change sets * Unmanaged and managed packages * Determining an appropriate deployment plan WRAPPING UP * Test preparation * Practice exam

Explore data connectivity and streamline workflows by mastering integrating Salesforce with external systems. Discover a range of tools and techniques to seamlessly connect Salesforce with external apps. Understand concepts such as Auth Providers/Named Credentials, HTTP callouts, and OpenAPI 3.0, and achieve robust integrations without coding.