Salesforce Understand and Drive Your Salesforce Implementation (BSX101)

Price
$1,800.00 USD

Duration
3 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Discover how to make implementation decisions with confidence by exploring foundational features and functionality of the Salesforce Platform. In this 3-day, heavily discussion-based instructor-led course, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, and security mechanisms. Navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building in order to help deliver robust Salesforce solutions that achieve business goals.

Course Objectives

  • 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.
  • Identify security features used to control org and data access.
  • Discuss which standard or custom objects and applications should be implemented based on specific business requirements and use cases.
  • Recommend data migration techniques that preserve data quality.
  • Understand Salesforce automation tools and how they solve for various business challenges.
  • Analyze Salesforce data using reports and dashboards.
  • Navigate the key phases and milestones of a Salesforce implementation.

Who Should Attend?

  • This course 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 course is not recommended for individuals tasked with solution-building.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/users/auser1343/trailmixes/understand-and-drive-your-salesforce-implementation

Agenda

1. Introduction to Salesforce Implementation Concepts

2. Salesforce Data Model

  • Discover the Customer 360 Platform
  • Examine Salesforce Clouds
  • Navigate the Salesforce Platform
  • Review the Salesforce Platform Data Model
  • Understand Data Visualization

3. Security and Access

  • Create Users
  • Access the Org
  • Control Data

4. Objects and Applications

  • Review Standard Objects
  • Understand Custom Objects
  • Explore Standard Applications
  • Discover Custom Applications

5. Salesforce Customizations

  • Work with Fields
  • Design Page Layouts
  • Understand Record Types
  • Review Dynamic Capabilities

6. Successful Data Management

  • Determine Data Strategy
  • Create Data
  • Ensure Data Quality

7. Process Automation

  • Streamline Business Processes with Automation Tools
  • Learn Purpose-Driven Automation
  • Automate with Flow

8. Data Analysis Using Reports & Dashboards

  • Organize Reports and Dashboards
  • Build Reports
  • Create Dashboards
  • Define an Analytics Strategy

9. Adoption and Continued Improvement

  • Adopt your Implementation
  • Adjust with Continuous Improvements
 

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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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