687 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 5 Days 30 CPD hours This course is intended for This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. INTRODUCTION TO SALESFORCE ADMINISTRATION * The Salesforce Data Model * SMART Administration Principles SETTING UP AN ORGANIZATION * Manage the Company Profile * Configure Organizational Settings MANAGING USER ACCOUNTS * Create User Accounts * Manage Users IMPLEMENTING SECURITY CONTROLS * Salesforce Security Essentials * Configure Profiles * Establish Organization-Wide Sharing Defaults * Configure Roles * Create Sharing Rules * Perform a Health Check CONFIGURING THE SALESFORCE CLASSIC USER INTERFACE * Configure User Interface Settings * Customize the Home Page in Salesforce Classic * Configure Search in Salesforce Classic SUPPORTING THE LIGHTNING EXPERIENCE USER INTERFACE * Implement Lightning Experience * Customize Lightning Experience Home Pages CUSTOMIZING PAGES * Create Page Layouts in Salesforce Classic * Customize Record Pages in Lightning Experience INTRODUCTION TO OPPORTUNITY MANAGEMENT * Opportunity Management Essentials * Design and Implement Opportunity Fields * Design and Implement Opportunity Stages * Design and Implement Opportunity Contact Roles * Design and Create Opportunity Record Types IMPLEMENTING ADDITIONAL OPPORTUNITY FEATURES * Implement and Maintain Opportunity Products and Price Books * Implement the Similar Opportunities Function * Implement Opportunity Teams * Create a Big Deal Alert IMPLEMENTING DATA VALIDATION AND WORKFLOWS * Create and Test Validation Rules * Create and Test Workflows MANAGING LEADS * Lead Management Essentials * Design and Implement Lead Fields * Design and Implement Custom Lead Sources * Design and Implement Web-to-Lead Forms * Design and Implement Lead Assignment Rules MANAGING ACCOUNTS * Design an Account Management Model * Implement an Account Management Model MANAGING CONTACTS * Design a Contact Management Strategy * Implement a Contact Management Strategy MANAGING CAMPAIGNS * Prepare for Campaign Management * Administer a Campaign Management Strategy MANAGING CASES * Case Management Essentials * Design and Implement Case Fields * Design and Implement Case Origins * Automate Case Management PROVIDING APPS AND CUSTOM OBJECTS * Supply Apps in Salesforce Classic * Supply Apps in Lightning Experience MANAGING DATA * Data Management Essentials * Import and Update Data * Back Up and Restore Data CONFIGURING VIEWS, REPORTS, AND DASHBOARDS * Create Views * Create and Manage Reports * Create and Manage Dashboards INTEGRATING AND EXTENDING SALESFORCE * Integrate Salesforce and Outlook * Implement Salesforce1 * Implement SalesforceA ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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 3.75 Days 22.5 CPD hours This course is intended for New systems administrators Overview 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 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. GETTING AROUND THE APP * Data Model and Navigation * Lightning Experience * Help & Training GETTING YOUR ORGANIZATION READY FOR USERS * Setting Up the Company Profile * Configuring the User Interface * Setting Up Activities and Calendars * Configuring Search Settings * Setting Up Chatter Groups * Mobile Access with Salesforce1 SETTING UP & MANAGING USERS * Managing User Profiles * Managing Users * Setting Up Chatter Free Users and Invites * Troubleshooting Login Issues SECURITY & DATA ACCESS * Restricting Logins * Determining Object Access * Setting Up Record Access * Creating a Role Hierarchy * Dealing with Record Access Exceptions * Managing Field-level Security OBJECT CUSTOMIZATIONS * Administering Standard Fields * Creating New Custom Fields * Creating Selection Fields: Picklists and Lookups * Creating Formula Fields * Working with Page Layouts * Working with Record Types and Business Processes * Maintaining Data Quality MANAGING DATA * Import Wizards * Data Loader * Data.com * Mass Transfer * Backing Up Data * Mass Delete and Recycle Bin REPORTS & DASHBOARDS * Running and Modifying Reports * Creating New Reports with the Report Builder * Working with Report Filters * Summarizing with Formulas and Visual Summaries * Printing, Exporting, and Emailing Reports * Building Dashboards AUTOMATION * Email Templates * Workflow Rules * Process Builder * Lead Automation MANAGING THE SUPPORT PROCESS * Managing and Resolving Cases * Customizing a Support Process * Automating Support * Understanding the Salesforce Console for Service * Collaborating in the Service Cloud * Analyzing Support Data ADDITIONAL COURSE DETAILS: 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. 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 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. 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 ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential. Overview Determine and implement appropriate data access and visibility settings. Manage configuration changes in a sandbox environment and move metadata between environments using change sets. Extend the functionality of your implementation with custom objects and apps. Extend your reporting to provide up-to-date views of your business. Customize the Salesforce mobile app and create quick actions to increase efficiency. Improve data quality so that the ongoing task of data maintenance is not so overwhelming. Implement complex business processes using workflow rules, Process Builder, approval processes, and flows. Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce. RECORD ACCESS AND FIELD VISIBILITY * Troubleshoot Record Access * Understand the Impact of Territory Management on the Sharing Model * Manage Field Visibility CHANGE MANAGEMENT * Manage Changes in a Sandbox * Deploy Changes Using Change Sets CUSTOM OBJECTS AND APPS * Build Custom Objects, Tabs, and Apps * Create Relationships Between Objects * Use Delegated Administration ADVANCED REPORTING * Create Custom Report Types * Build Exception Reports with Cross Filters * Categorize Report Data with Bucketing * Extend Summaries in Reports and Dashboards * Display Multiple Views of Data Using Joined Reports * Analyze Data Over Time with Historical Trending and Reporting Snapshots SALESFORCE MOBILE APP AND QUICK ACTIONS * Customize the Salesforce Mobile App * Create Object-Specific Quick Actions * Create Global Quick Actions DATA QUALITY * Assess, Cleanse, and Maintain Data * Prevent Duplicate Records Using Duplicate Management AUTOMATED BUSINESS PROCESSES * Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes APPROVAL PROCESSES * Manage Approval Processes * Troubleshoot Approval Processes VISUAL WORKFLOW * Understand Use Cases for Visual Workflow * Build and Deploy a Flow ADVANCED BUSINESS PROCESS AUTOMATION * Understand When to Use Apex and Visualforce for Extending Business Process Automation * Understand the Order of Execution for Automated Processes * Use Debug Logs to Troubleshoot Business Process Issues

Build 9 projects to master 2 essential and modern technologies: Python and PostgreSQL

Duration 4 Days 24 CPD hours This course is intended for This course is designed for platform developers, UI developers, solution architects, and technical architects who are responsible for the setup, configuration, or maintenance of OmniStudio applications or Salesforce Industry Cloud apps. You should have a solid understanding of basic Salesforce concepts and functionality, including Lightning Web Components (LWC), as well as experience working with relational databases and familiarity with JSON. Ideally, you hold the Salesforce Administrator or Salesforce Platform Developer I credential. This class is recommended for anyone looking to earn their Salesforce Certified OmniStudio Developer credential. Overview Create FlexCards and build an OmniStudio Interaction Console to improve customer experience. Create OmniScripts to ensure productive, consistent user engagement. Use Integration Procedures to execute complex operations on the server and incorporate external data sources. Create and modify DataRaptors to get data from Salesforce, transform data, and save data back to Salesforce. Create Calculation Matrices and Calculation Procedures to execute data lookups and calculations. Discover how to develop engaging, digital-first guided experiences using OmniStudio tools. In this class, our OmniStudio experts will show you how to use FlexCards, OmniScripts, and the OmniStudio Interaction Console to configure applications that elevate the user experience. You?ll learn how to retrieve and transform internal and external data using declarative OmniStudio data tools to get a 360-degree view of customer accounts, empowering you to quickly deliver high-quality, consumer-grade experiences that your users expect. INTRODUCTION TO OMNISTUDIO * Explore OmniStudio Tools and Resources OMNISTUDIO LWC * Learn the Benefits and Features of OmniStudio LWC and Component Types FLEXCARDS AND OMNISTUDIO INTERACTION CONSOLES * Design and Build Parent and Child FlexCards * Assign Data Sources to FlexCards, Including External Data Sources * Configure Fields to Display Data and Configure Actions to Launch OmniScripts from FlexCards * Configure FlexCard Flyouts to Display Additional Data * Configure Conditions to Display Different Flexcard States * Build an OmniStudio Interaction Console OMNISCRIPTS * Design and Build Simple and Complex OmniScripts * Configure OmniScript Elements such as Type Ahead Blocks * Configure Element Properties such as Branching Conditions * Configure Simple Error Checking * Add External Data to an OmniScript * Connect an Interaction Launcher to a Console Toolbar INTEGRATION PROCEDURES AND OMNISTUDIO DATA TOOLS * Learn How OmniStudio uses Salesforce sObjects and Fields * Learn How Data Flows Between OmniScripts and Integration Procedures * Build Integration Procedures and DataRaptors for OmniScripts and FlexCards * Use a DataRaptor to Transform FlexCard Data JSONs * Build Calculation Matrices and Procedures * Test and Troubleshoot Components in the OmniStudio Interaction Console ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Build Guided Experiences with OmniStudio (OMS435) 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 Guided Experiences with OmniStudio (OMS435) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for This course is designed for programmatic developers looking to write programmatic customizations to both business logic and UI layers using Apex and Visualforce. You should have a good understanding of core object-oriented programming concepts and experience building declarative solutions on the Salesforce Platform. This course is also a great foundation builder if you're looking to earn your Salesforce Platform Developer I credential. IMPORTANT: Students are expected to follow the steps detailed in the Computer Set-up Guide for this class if you'll be using your own computer when attending a virtual or in-person class. Overview Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack, and the Salesforce CLI. Write business logic customizations using Apex triggers and classes; those customizations will use SOQL and DML. Design programmatic solutions that take advantage of declarative customizations. Describe how your trigger code works within the basics of the Save Order of Execution. Describe some of the fundamental aspects of designing programs on a multi-tenant platform. Write Visualforce markup and code to customize the user interface. Use the built-in testing framework to test Apex and Visualforce. Learn how to customize and design applications programmatically on the Salesforce Platform. In this 5-day class, our platform experts will introduce you to Apex (Salesforce?s programming language) and Visualforce markup, so you can customize your Salesforce applications using code and explore how Apex interacts with declarative customizations on the platform. Learn how to retrieve, manipulate, and store data programmatically in data objects (sObjects), write and test custom logic, write Visualforce pages to customize your user interface, and deploy your solutions to another environment. Get an overview of the declarative automation tools available on the platform and a brief introduction to the Lightning Component framework. Plus, explore the nuances of working on a multi-tenant platform so you can extend the platform to meet business demands. DECLARATIVE AUTOMATION * Create Formula Fields * Create Roll-Up Summary Fields * Understand Record Types * Review Other Automation Tools * Build a Data Model on the Salesforce Platform PROGRAMMING WITH APEX * Describe Key Aspects of Apex That Differentiate It from Other Languages, Such as Java and C# * Describe Why Apex Transactions and Governor Limits Must Be Considered When Writing Apex * Execute Simple Apex * Use the sObject Data Type, the Primitive Data Types, and Basic Control Statements in Apex USING SOQL AND SOSL TO RETRIEVE YOUR ORG?S DATA * Write a Basic Query Using Salesforce?s Query Language, SOQL * Process the Result of a Query in Apex * Create a Query Dynamically at Run-Time * Use SOQL to Query Parent-Child Relationships * Describe a Relationship Query * Write a Query That Traverses a Child-to-Parent Relationship * Write a Query That Traverses a Parent-to-Child Relationship * Use SOSL to Search Data USING DML TO MANIPULATE YOUR ORG?S DATA * List the Differences Between the Ways You Can Invoke DML Operations * Write Apex to Invoke DML Operations and Handle DML Errors DEPLOYMENT * What Is Deployment? * Deploy Code Using Change Sets * Use the Ant Migration Tool * Review Managed and Unmanaged Packages * Explore Salesforce DX TRIGGER ESSENTIALS * Describe What a Trigger Is Used For * Describe the Syntax of a Trigger Definition * Use Trigger Context Variables APEX CLASS ESSENTIALS * Describe How Apex Classes Are Used * Define an Apex Class * Determine What Data an Apex Class Can Access THE SAVE ORDER OF EXECUTION, APEX TRANSACTIONS, AND PLATFORM EVENTS * Describe Key Points in the Order of Execution * Describe How Triggers Fit Into and Can Be Impacted by the Order of Execution * Describe the Lifecycle of an Apex Transaction * Describe the Memory Lifecycle for Static Attributes * Use Platform Events for Immediate Error Logging APEX TESTING * Describe the Apex Testing Framework * Create Test Data * Write and Run an Apex Test * Test Best Practices STRATEGIES FOR DESIGNING EFFICIENT APEX SOLUTIONS * Describe Best Practices for Writing Code That Is Easy to Maintain and Extend * Write Triggers and Classes That Assume Batches of Data as Input * Write Code That Works Efficiently with the Database, Both in Querying and Using DML TRIGGER DESIGN STRATEGIES * List Declarative Mechanisms You Can Use to Implement Complex Business Logic, What Types of Problems They?re Best Used for, and Their Limitations * Describe Ways in Which You Can Use Declarative Functionality to Improve Your Programmatic Solutions WORKING WITH VISUALFORCE * Create a Visualforce Page * Reference a Standard Controller * Launch a Visualforce Page Using a Custom Button * Display Data from a Record in a Visualforce Page * Reference Custom Controllers and Controller Extensions * Work with List Controllers VISUALFORCE DEVELOPMENT CONSIDERATIONS AND TESTING * Describe Common Limit Issues and Security Concerns * Describe Strategies for Testing Visualforce Controllers * Write Tests for Controller Constructors * Write Tests for Action Methods, Getters, Setters, and Properties LIGHTNING COMPONENTS * Create and Surface an Aura Component * Create and Surface a Lightning Web Component ADDITIONAL COURSE DETAILS: Nexus Humans Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 3 Days 18 CPD hours This course is intended for This class is designed for individuals who are (or will soon be) supporting a Salesforce implementation in a decision-making capacity. This includes, but is not limited to, business analysts, IT managers, project managers, executive leaders, and executive sponsors. This class is not recommended for individuals tasked with solution-building. Overview When you complete this course, you will be able to: Identify key stakeholders needed for a successful Salesforce implementation. Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform. Communicate the appropriate security measures needed to control org and data access. Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases. Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality. Understand Salesforce automation tools and how they solve for various business challenges. Analyze Salesforce data with Reports and Dashboards. Navigate the key phases and milestones of a Salesforce implementation. Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals. SALESFORCE DATA MODEL * Discover the Customer 360 Platform * Examine Salesforce Clouds * Navigate the Salesforce Platform * Review the Salesforce Platform Data Model * Understand Data Visualization SECURITY & ACCESS * Create Users * Access the Org * Control Data OBJECTS & APPLICATIONS * Review Standard Objects * Understand Custom Objects * Explore Standard Applications * Discover Custom Applications SALESFORCE CUSTOMIZATIONS * Work with Fields * Design Page Layouts * Understand Record Types * Review Dynamic Capabilities SUCCESSFUL DATA MANAGEMENT * Determine Data Strategy * Create Data * Ensure Data Quality PROCESS AUTOMATION * Streamline Business Processes Using Automation Tools * Learn Purpose-Driven Automation * Automate With Flow DATA ANALYSIS USING REPORTS & DASHBOARDS * Organize Reports and Dashboards * Build Reports * Create Dashboards * Create an Analytics Strategy ADOPTION & CONTINUED IMPROVEMENT * Adopt Your Implementation * Evaluate Continued Improvements ADDITIONAL COURSE DETAILS: Nexus Humans Understand and Drive Your Salesforce Implementation ( BSX101 ) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Understand and Drive Your Salesforce Implementation ( BSX101 ) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 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.