3115 Associate courses in Congleton delivered Online

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

Do you want to take your company to the next level? Our Business Finance course can help you accomplish that. This course will teach you the skills and knowledge needed to manage financial resources in a business setting. This Business Finance course will examine topics such as financial statements and analysis, budgeting and forecasting, long-term financing, taxation, and mergers and acquisitions. You'll learn how to analyse financial statements and create financial strategies for both short- and long-term planning. You will also be able to comprehend the various types of financial instruments and their applications in business. The course is a fantastic way to understand the financial world thoroughly. You will further learn how to analyse financial statements and develop financial strategies. You will also be able to comprehend the various types of financial instruments and their applications in business. With this knowledge, you can make informed decisions that will assist you in effectively managing your company's financial resources. Along with this Business Finance course, you will get 11 premium courses, an originalHardcopy, 11 PDF Certificates (Main Course + Additional Courses) Student ID card as gifts. This Business Finance Bundle Consists of the following Premium courses: Course 01: Business Finance Course 02: Business Analysis Level 3 Course 03: Financial Analysis Course 04: Financial Management and Trading Course 05: Financial Advisor Course 06: Level 2 Financial Planning and Management Course Course 07: Accountancy Course 08: Team Management Course 09: Business Administration Level 3 Course 10: Business Law Course 11: Fraud Management & Anti Money Laundering Awareness Complete Diploma Learning Outcomes Learn to create business strategies by analysing financial data using accounting and finance principles. Determine and evaluate the financial risks associated with a specific business venture. Acquire how to create financial models to assess the financial health and performance of a company. Make informed decisions and evaluate business operations by using financial statements. Explain taxation principles and their impact on businesses. Examine financial markets and financial institutions' roles in the economy. Create financial strategies to increase profits and reduce losses. Enrol now in Business Finance to advance your career, and use the premium study materials from Apex Learning. The bundle incorporates basic to advanced level skills to shed some light on your way and boost your career. Hence, you can strengthen your Business Financeexpertise and essential knowledge, which will assist you in reaching your goal. Certificate: PDF Certificate: Free (Previously it was £6*11 = £66) Hard Copy Certificate: Free (For The Title Course: Previously it was £10) CPD 110 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The course is intended for those with a basic understanding of accounting and finance. It is also appropriate for those with more advanced knowledge of the subject. The course is ideal for those who want to take their company to the next level. You will be able to make informed decisions that will benefit the success of your business thanks to the knowledge and skills you will gain on the course. Requirements This Business Finance course has been designed to be fully compatible with tablets and smartphones. Career path People in this sector tend to pursue their careers in the following professions Corporate Financial Analyst Risk Manager Investment Banker Financial Planner Tax Accountant The salary range for Business Finance professionals in the UK ranges from £25,000 to £80,000 per annum, depending on experience, qualifications and job role. Certificates Certificate of completion Hard copy certificate - Included You will get the Hard Copy certificate for the title course (Business Finance) absolutely Free! Other Hard Copy certificates are available for £10 each. Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

This online course on Cycling & Bicycle Maintenance provides a comprehensive guide to keeping your bicycle in top condition. Whether you're a recreational cyclist, commuter, or competitive athlete, this course covers everything you need to know about maintaining your bicycle. From basic repairs to more advanced maintenance techniques, you'll learn how to keep your bike running smoothly and safely. The course is taught through resources that will guide you through the process of maintaining and repairing your bicycle, giving you the confidence to tackle any issue that may arise. With a combination of interactive lessons and exercises, you'll develop the skills you need to keep your bike in top condition, no matter what type of cycling you enjoy. This bundle will cover everything regarding your favourite pastime activity - which bicycle to buy, how to adapt to difficult weather conditions while cycling, maintaining your cycle and getting the most out of your cycling in terms of health benefits etc. So, paddle up and get the wheel running, then? Sign up now! Along with this Cycling & Bicycle Maintenance course, you will get 10 premium courses, an originalHardcopy, 11 PDF Certificates (Main Course + Additional Courses) Student ID card as gifts. This Cycling & Bicycle Maintenance Bundle Consists of the following Premium courses: Course 01: Cycling Training Course 02: Bicycle Maintenance Course Course 03: Stretching For Beginner Course 04: Core Stability Course 05: Functional Skills - Fitness Course 06: Motivation For Weight Loss & Mindset Course 07: Sports Nutrition Training Level 3 Course 08: Manual Handling Level 2 Course 09: PUWER Course 10: First Aid Trainer Course Course 11: Personal Hygiene Enrol now in Cycling & Bicycle Maintenance to advance your career, and use the premium study materials from Apex Learning. Learning Outcome Learn from us in this Cycling & Bicycle Maintenance course and attain the skills for - Make wise decisions while buying your cycle Embrace the practice of cycling in daily life Recognise the significance of cycling Understand the risks associated with riding and basic first aid Know the essentials toolbox you need to possess for bicycle maintenance Get detailed instructions on how to practice stretches to increase your flexibility, correct your posture, and release tension Learn quick, efficient joint mobility exercises that take just a few minutes of your day Understand why core stability is important for physical fitness The bundle incorporates basic to advanced level skills to shed some light on your way and boost your career. Hence, you can strengthen your Cycling & Bicycle Maintenanceexpertise and essential knowledge, which will assist you in reaching your goal. Certificate: PDF Certificate: Free (Previously it was £6*11 = £66) Hard Copy Certificate: Free (For The Title Course: Previously it was £10) CPD 110 CPD hours / points Accredited by CPD Quality Standards Who is this course for? This course is intended for anyone taking cycling from a pastime activity to more of a fitness-oriented practice and wanting to know the effective maintenance of their bicycles. This course is ideal for - Cyclists and recreational riders Commuters who use a bicycle for transportation Bicycle tourists and recreational cyclists Competitive cyclists and triathletes Bike enthusiasts and hobbyists New and aspiring cyclists Physical therapy patients and rehabilitation patients who use a bicycle for exercise. Requirements Our Cycling & Bicycle Maintenance is fully compatible with PC's, Mac's, laptops, tablets and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones, so you can access your course on Wi-Fi, 3G or 4G. There is no time limit for completing this course; it can be studied in your own time at your own pace. Career path This Cycling & Bicycle Maintenance bundle will assist you to turn your hobby into a prospective career - Cycling coach - £18,000 to £27,000 Cycling instructor - £18,000 to £27,000 Cycle mechanic - £20,000 to £30,000 bicycle technician - £20,000 to £30,000 Certificates Certificate of completion Digital certificate - Included Certificate of completion Hard copy certificate - Included You will get the Hard Copy certificate for the title course (Cycling Training) absolutely Free! Other Hard Copy certificates are available for £10 each. Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

A healthy body is a happy body. It is as simple as that! You can ensure a happier mood and healthier mental state by maintaining a nutritional diet. If you are interested to know more about this, our Health and Nutrition Training Courses are just what you need. Maintaining a diet high in nutrition will help you control your mood swings and increase your ability to concentrate. Studies have even shown that clean diets, which mostly consist of whole, unprocessed foods, can reduce the symptoms of anxiety and depression. Thus, mental health and development are significantly impacted by nutrition. Besides, stronger immune systems, safer pregnancies and deliveries, a lower risk of non-communicable diseases (such as diabetes and cardiovascular disease), and longer life spans are all associated with better nutrition. By completing our Health and Nutrition Training Courses, you can learn to recognize how eating healthily promotes emotional well-being as well as how emotions may influence eating behaviours. This course bundle also covers a wide range of topics, including the importance of food sanitation as well as how various types of food diet works. Along with this Health and Nutrition course, you will get 08 premium courses, an original hardcopy, 09 PDF Certificates (Main Course + Additional Courses) Student ID card as gifts. Learning Outcome Take this course and get ready to: Be aware of the effect of food on mental health Learn about foods that boost your immunity Gain knowledge about ketogenic and vegan or vegetarian diets Understand the importance of food safety and hygiene Acquire the knowledge of food in diabetes care Be aware of various food allergens This Health and Nutrition Bundle Consists of the following Premium courses: Course 01: Food and Mood: Improving Mental Health Through Diet and Nutrition Course 02: Immunity Boosting Food Course 03: Food Allergen Awareness Course 04: Weight Loss - Intermittent Fasting Course 05: Ketogenic Diet: Lose Weight & Feel Amazing Course 06: Vegan(Vegetarian) Diet Course 07: Level 2 Food Hygiene and Safety Course Course 08: Diabetes Care Diploma Course 09: Home Workout for Fitness, Weight and Health So, enrol now to advance your career! Benefits you'll get choosing Apex Learning for this Health and Nutrition: Pay once and get lifetime access to 09 CPD courses Free e-Learning App for engaging reading materials & helpful assistance Certificates, student ID for the title course included in a one-time fee Free up your time - don't waste time and money travelling for classes Accessible, informative modules designed by expert instructors Learn at your ease - anytime, from anywhere Study the course from your computer, tablet or mobile device CPD accredited course - improve the chance of gaining professional skills How will I get my Certificate? After successfully completing the course, you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement. PDF Certificate: Free (Previously it was £10 * 11 = £110) Hard Copy Certificate: Free (For The Title Course) If you want to get hardcopy certificates for other courses, generally you have to pay £20 for each. But with this special offer, Apex Learning is offering a Flat 50% discount on hard copy certificates, and you can get each for just £10! PS The delivery charge inside the UK is £3.99, and the international students have to pay £9.99. The Health and Nutrition Training Courses are available to you as a combo package from us. These courses have been thoroughly examined to ensure that you have a deeper understanding of all the relevant topics and issues. Course Curriculum of the First Course **Food and Mood: Improving Mental Health Through Diet and Nutrition** Module 01: Introduction to Food & Mood Module 02: The Relationship between Nutrition and Mental Health Module 03: The Second Brain: Trust Your Gut Module 04: Diet and Mental Health in Adults Module 05: Trends in Food Consumption and Mental Health Module 06: Stress Can Make You Fat Module 07: Disorders of Mood and Behaviour CPD 110 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Health and Nutrition Training Courses do not require you to have any prior qualifications or training. These courses are designed for: Anyone interested in a healthy balanced lifestyle Care workers Social workers Food enthusiasts Requirements Our Health and Nutrition is fully compatible with PC's, Mac's, laptops, tablets and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones, so you can access your course on Wi-Fi, 3G or 4G. There is no time limit for completing this course; it can be studied in your own time at your own pace. Career path Completing the Health and Nutrition Training Courses can help you shine in various exciting career opportunities, such as: Nutritional Therapist Catering Manager Nutritionist Dietitian Personal Trainer The average salary for a Dietitian can be £27,055- £47,672 per annum for anyone residing in the United Kingdom. Certificates Certificate of completion Digital certificate - Included

The National Health Service (NHS) remains a beacon of hope and symbol of pride for the United Kingdom. As one of the world's largest employers, it provides an array of opportunities for individuals aiming to make a difference in people's lives. Being part of the NHS or the wider healthcare industry in the UK is not just about having a job; it's a vocation that requires passion, dedication, and most importantly, specialised skills and knowledge. Given the increasing complexities of medical care, there's a soaring demand for professionals equipped with specialized skills, ranging from nursing and clinical care to medical writing and understanding medical law. Enter our 25 courses Healthcare Skill & Knowledge Enhancement Bundle, meticulously crafted for those keen on deepening their understanding and honing their expertise in various niches within the healthcare industry. Why This Bundle? Comprehensive Curriculum: From the foundation of nursing to the complexities of medical law and safety regulations, our courses cover all the essential areas that are crucial for a healthcare professional in today's dynamic environment. Empowerment through Knowledge: Whether it's mastering medical jargon or understanding European Medical Device Regulations, this bundle ensures you stay at the top of your game, making you an indispensable asset in the healthcare sector. This Nursing & Care Bundle Comprises the Following CPD Accredited Courses: Course 1: Care Certificate - 15 Standards Course 2: Health & Social Care Level 3 Course 3: Nursing Assistant Diploma Course 4: Adult Care Management Course 5: Medical Gases Course 6: Basic Principles of Health Care Delivery Course 7: Duty of Care & Safety Responsibilities Course 8: Care Planning and Record Keeping | Health & Safety Course 9: Communication & Information Handling in Care Course 10: Phlebotomy Training Course 11: Medical & Clinical Administration Diploma Course 12: Essentials of European Medical Device Regulations Course 13: Medical Writing Course 14: Medical Transcription Course 15: Medical Terminology Training Course 16: Mental Health Nursing Course 17: Medical Law Course 18: Medical Jargon for Healthcare Assistant Course 19: Clinical Observations Skills Course 20: Introduction to Vaccination Course 21: First Aid Training Course Course 22: Anaphylaxis & BLS Course 23: Verification of Death Course 24: Safe Handling of Medicines Course 25: Adult Nursing Learning Outcomes: Achieve a foundational understanding of nursing with the Nursing Assistant Diploma. Grasp essential principles of effective healthcare delivery. Learn about care duties, health & safety, and safe medicine management. Specialise in health and safety-centric care plans and record-keeping. Hone interpersonal and data management skills for care settings. Master phlebotomy techniques and death verification procedures. Explore European medical device regulations for compliance. Improve medical writing skills and decode intricate terminology. Study mental health nursing, vaccination basics, and anaphylaxis & BLS. Familiarise yourself with the basics of IsiXhosa for enhanced patient communication. Why Invest in This Bundle? Holistic Knowledge Base: The Health & Care bundle offers a diversified range of 25 meticulously curated courses. Whether you're keen to understand the foundational principles of healthcare delivery, medical terminologies, or the intricacies of European medical device regulations, this bundle has got you covered. Aligned with Industry Standards: Courses such as the Care Certificate - 15 Standards and Health & Social Care Level 3 are structured around recognised and essential guidelines, ensuring learners receive information that is compliant and updated. Enhanced Skills for Specialised Roles: Whether it's mastering the art of phlebotomy, diving deep into the mental health nursing realm, or becoming proficient in medical writing, the courses cater to a broad spectrum of specializations, adding immense value to your skill set. Stay Updated: With rapid advancements in medical science and healthcare regulations, it's paramount to stay informed. Courses focusing on areas like European medical device regulations or medical law keep learners at the forefront of essential regulatory changes. Equip for Various Responsibilities: The bundle ensures learners are well-versed in both the clinical and administrative facets of healthcare. From care planning and record-keeping to understanding duty of care and safety responsibilities, the courses equip learners to handle diverse responsibilities with aplomb. Elevate Clinical Expertise: Understanding the nuances of clinical observation skills, safe handling of medicines, and adult nursing are pivotal in the healthcare sector. Through specialised courses, enhance your clinical expertise and be better prepared to manage and respond to real-world situations. Bridge Knowledge Gaps: Whether you're unfamiliar with medical jargon or seek a comprehensive understanding of anaphylaxis & BLS, the bundle helps bridge knowledge gaps, making healthcare concepts more accessible. CPD 250 CPD hours / points Accredited by CPD Quality Standards Who is this course for? This Nursing, Observation skills, Medical Writing, Medical Law, Health and Safety bundle is ideal for the following: Aspiring and current healthcare professionals. Those seeking to excel in medical writing and communication. Individuals are interested in medical law and safety protocols. Healthcare workers aim to enhance patient care skills. Anyone desiring a comprehensive healthcare understanding. Please be informed that this course doesn't provide any formal qualification. To get qualified, you have to join programs such as - Level 3 NVQ Health and Social Care Level 5 NVQ Health and Social Care Level 2 NVQ Health and Social Care Level 4 NVQ Health and Social Care A-Level Health Social Care QCF Level 2 Health and Social Care Health and Social Care Level 3 QCF Level 3 Health and Social Care Level 2 Certificate in Preparing to Work in Adult Social Care Level 2 Diploma in Health and Social Care (Adults) for England (RQF), etc. Requirements Without any formal requirements, you can delightfully enrol on this Nursing, Observation Skills, Medical Writing, Medical Law, Health and Safety bundle. Career path Our bundle will prepare you for a range of careers, including: Certified Nursing Assistant. Medical Writer or Content Creator. Compliance Officer in healthcare. Clinical Observer or Patient Care Technician. Healthcare Administrator or Manager. Versatile Healthcare Professional. The combined salary range for careers associated with this bundle typically varies from £20,000 to £45,000 annually. Certificates CPD Accredited Certificate Digital certificate - Included

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 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 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