294 Builder courses

Duration 3 Days 18 CPD hours This course is intended for Analyst Developer End User Implementer Overview Schedule and Burst Reports Perform Translations Create Reports Integrated With Oracle BI EE Administer BI Publisher Server Describe BI Publisher Technology and Architecture Create reports from OBI EE data sources Create and Modify Data Models Create RTF Templates by Using Template Builder Explore and Use the Form Field Method for Creating RTF Templates Create Layouts by Using the Layout Editor This Oracle BI Publisher 12c training will help you build a foundation of understanding how to best leverage this solution. Through Classroom Training or Live Virtual Class Training, you'll learn the ins and outs of how to use this solution. BI Publisher Technology and Architecture Functional Components Layout Templates Multitier Architecture Enterprise Server Architecture and Performance and Scalability Document Generation Process and Output Formats Supported Data Sources Bursting Overview Internationalization and Language Support Getting Started with BI Publisher Logging In, the Home Page, and Global Header, and Setting Account Preferences Viewing Reports Managing Repository Objects Managing Favorites Using Create Report wizard to Create Reports Selecting Data: Data Model, Spreadsheet, and BI Subject Area Configuring Report Properties Using the Data Model Editor Exploring the Schemas Used in the Course Exploring the Data Model Editor UI and the Supported Data Sources Creating a Private Data Source Creating a Simple Data Model based on a SQL Query Data Set Using Query Builder to Build a Query Viewing Data and Saving Sample Data Sets Adding Parameters and LOVs to the Query Configuring Parameter Settings and Viewing Reports with Parameters Working with Layout Editor Opening the Layout Editor and Navigating the Layout Editor UI Creating a Layout by Using a Basic Template Inserting a Layout Grid Adding a Table, Formatting Columns, Defining Sorts and Groups, and Applying Conditional Formats Inserting and Editing Charts, and Converting Charts to a Pivot Tables Adding Repeating Sections, Text Items, and Images Working with Lists, Gauges and Pivot Tables Creating Boilerplates Using Template Builder to Create RTF Templates Using the BI Publisher Menu Bar Creating an RTF Template from a Sample, Changing Field Properties, and Previewing Table Data Adding a Chart to an RTF Template Designing an RTF Template for a BI Publisher Report Creating a BI Publisher Report by Using Template Builder in Online Mode Exploring the Basic and Form Field Methods Exploring Advanced RTF Template Techniques Including Conditional Formats, Watermarks, Page-Level Calculations, Running Totals, Grouping, and Sorting BI Publisher Server: Administration and Security Describing the Administration Page Creating the JDBC Connections Setting, Viewing, and Updating Data Sources Describing the Security Model for BI Publisher and Oracle Fusion Middleware Describing Groups, Users, Roles, and Permissions Describing Delivery Options Including Print, Fax, Email, WebDav, HTTP Server, FTP, and CUPS Describing and Configuring BI Publisher Scheduler Integrating with Oracle BI Presentation Services and Oracle Endeca Server Scheduling and Bursting Reports Scheduling and Describing a Report Job and Related Options Managing and Viewing a Report Job Viewing Report Job History Scheduling a Report with Trigger Describing Bursting Adding a Bursting Definition to a Data Model Scheduling a Bursting Job Integrating BI Publisher with Oracle BI Enterprise Edition Configuring Presentation Services Integration Navigating Oracle BI EE Creating a Report based on OBI EE Subject Area Creating a Data Model and Report based on a BI Server SQL Query Creating a Data Model and Report based on an Oracle BI Analysis Adding a BI Publisher Report to an Oracle BI EE Dashboard Creating Data Models and BI Publisher Reports Based on Other Data Sources Configuring Presentation Services Integration Describing the Web Services Data Source Describing the HTTP (XML/RSS Feed) Data Source Explaining Proxy Setting for Web Services and HTTP Data Sources Creating a BI Publisher Report based on an External Web Service Creating a BI Publisher Report based on an HTTP Data Set Creating a BI Publisher Report Based on XML File Creating a BI Publisher Report Based on CSV Data source Performing Translations Describing Translation Types Translating by Using the Localized Template Option Translating by Using the XLIFF Option Managing XLIFF Translations on BI Publisher Server Describing the Overall Translation Process Describing Catalog Translation Exporting and Importing the XLIFF for a Catalog Folder Additional course details: Nexus Humans Oracle BI Publisher 12c R1: Fundamentals 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 Oracle BI Publisher 12c R1: Fundamentals 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 is an introductory level SQL course, appropriate for anyone needing to interface with an Oracle database or those needing a general understanding of Oracle database functionality. That would include end users, business analysts, application developers and database administrators. Overview Working in a hands on learning environment led by our expert practitioner, attendees will explore: Basic RDBMS Principles The SQL Language and Tools Using SQL Developer SQL Query Basics WHERE and ORDER BY Functions ANSI 92 Joins ANSI 99 Joins Subqueries Regular Expressions Analytics A company?s success hinges on responsible, accurate database management. Organizations rely on highly available data to complete all sorts of tasks, from creating marketing reports and invoicing customers to setting financial goals. Data professionals like analysts, developers and architects are tasked with creating, optimizing, managing and analyzing data from databases ? with little room for error. When databases aren?t built or maintained correctly, it?s easy to mishandle or lose valuable data. Our SQL Programming and Database Training Series provides students with the skills they require to develop, analyze and maintain data and in correctly structured, modern and secure databases. A full presentation of the basics of relational databases and their use are also covered. Basic RDBMS Principles Relational design principles Accessing data through a structured query language Entity relationship diagrams Data Domains Null values Indexes Views Denormalization Data Model Review The SQL Language and Tools Using SQL*Plus Why Use SQL*Plus When Other Tools Are Available? Starting SQL*Plus EZConnect SQL Commands PL/SQL Commands SQL*Plus Commands The COLUMN Command The HEADING Clause The FORMAT Clause The NOPRINT Clause The NULL Clause The CLEAR Clause Predefined define variables LOGIN.SQL Command history Copy and paste in SQL*Plus Entering SQL commands Entering PL/SQL commands Entering SQL*Plus commands Default output from SQL*Plus Entering Queries What about PL/SQL? Using SQL Developer Choosing a SQL Developer version Configuring connections Creating A Basic Connection Creating A TNS Connection Connecting Configuring preferences Using SQL Developer The Columns Tab The Data Tab The Constraints Tab The Grants Tab The Statistics Tab Other Tabs Queries In SQL Developer Query Builder Accessing Objects Owned By Other Users The Actions Pulldown Menu Differences between SQL Developer and SQL*Plus Reporting Commands Missing In SQL Developer General Commands Missing In SQL Developer Data Dictionary report User Defined reports Using scripts in SQL Developer WHERE and ORDER BY WHERE clause basics Comparison operators Literals and Constants in SQL Simple pattern matching Logical operations The DUAL table Arithmetic operations Expressions in SQL Character operators Pseudo columns Order by clause basics Ordering Nulls Accent and case sensitive sorts Sampling data WHERE and ORDER BY in SQL Developer All, Any, Some Functions The basics of Oracle functions Number functions Character functions Date functions Conversion functions Other functions Large object functions Error functions The RR format mode; Leveraging your knowledge ANSI 92 JOINS Basics of ANSI 92 Joins Using Query Builder with multiple tables Table Aliases Outer joins Outer Joins In Query Builder Set operators Self-referential joins Non-Equijoins ANSI 99 Joins Changes with ANSI99 CROSS Join NATURAL Join JOIN USING JOIN ON LEFT / RIGHT OUTER JOIN FULL OUTER JOIN Subqueries Why use subqueries? WHERE clause subqueries FROM clause subqueries HAVING clause subqueries CORRELATED subqueries SCALAR subqueries DML and subqueries EXISTS subqueries Hierarchical queries TOP N AND BOTTOM N queries Creating subqueries using Query Builder Regular Expressions Available Regular Expressions Regular Expression Operators Character Classes Pattern matching options REGEX_LIKE REGEXP_SUBSTR REGEXP_INSTR REGEXP_REPLACE REGEXP_COUNT Analytics The WITH clause Reporting aggregate functions Analytical functions User-Defined bucket histograms The MODEL clause PIVOT and UNPIVOT Temporal validity More Analytics RANKING functions RANK DENSE_RANK CUME_DIST PERCENT_RANK ROW_NUMBER Windowing aggregate functions RATIO_TO_REPORT LAG / LEAD Linear Regression functions Inverse Percentile functions Hypothetical ranking functions Pattern Matching Additional course details: Nexus Humans Introduction to SQL Programming Basics (TTSQL002) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Introduction to SQL Programming Basics (TTSQL002) 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 designed for email digital marketers who manage the email channel for their organization. Whether you are new to Marketing Cloud or looking for tips on how to improve your existing customer journeys, this class is a great place to start. No prior knowledge of Marketing Cloud is needed. Overview When you complete this course, you will be able to: Explain compliance concepts to ensure optimal deliverability. Use tools within Marketing Cloud to uphold deliverability standards. Utilize Email Design best practices to ensure the best customer experience. Develop effective, relevant messages using Content Builder. Design and test different delivery methods and options when sending an email message. Design and execute customer journeys using automation tools within Marketing Cloud. Differentiate the use cases for different automation activities in Automation Studio and Journey Builder. Define fundamental data management and structure terminology. Use data segmentation tools to create targeted emails. Apply a simple data model concept to a real-world scenario. Define subscriber statuses, unsubscribe methods, and preferences. Analyze marketing campaigns using common KPIs. Solve a common marketing problem using troubleshooting guidance. Prioritize testing methods and tools to ensure quality control. Explain fundamental account and sending administration. Know where to go for more information, guidance, and support. Describe capabilities across the platform. Start your journey to becoming a Marketing Cloud Specialist. In this 5-day, expert-led class, you will learn how to build customer journeys within Marketing Cloud. Our team of Marketing Cloud pros will walk you through best practices related to executing, monitoring, and analyzing your journeys, arming you with the tools and know-how to design personalized journeys and engage with your customers in a whole new way. Course Outline Introduction to Salesforce Marketing Cloud Administration Subscriber and Data Management Email Message Design and Creation Message Testing, Delivery, and Email Marketing Best Practices Marketing Automation Analytics and Troubleshooting Summary

Duration 1 Days 6 CPD hours This course is intended for This course is intended for solution architects, developers, business analysts, system administrators, or anyone who works as a solution builder within their company. Overview Build and deploy a solution Create properties and document classes Create roles and in-baskets Create a case type and tasks Create a workflow Use preconditions and sets Automate case packaging Add case stages Apply solution design principles In this course you will create basic case management solutions with IBM Case Manager Builder and Process Designer. Using an iterative solution development process, you will create, deploy, test, and revise your solutions, adding complexity and functionality to your solutions as you gain skills. You will create properties and document classes, configure roles and in-baskets, and define case stages. You will work with case types, tasks, and workflows. This course includes some guidelines on solution design principles. After completing this course, you can build on these skills by taking more advanced or specialized courses in security, user-interface customization, and solution deployment. Build and Deploy a Solution Build a solution Deploy a solution Test a solution Manage roles Redeploy a solution Create Properties and Document Classes Create case properties Create task properties Create a business object Create document classes Create Roles and In-Baskets Create roles Create in-baskets Create Tasks Create a to-do task Create a container task Add the to-do list widget to the Case Details pag Create a Step Map Open a task in Step Designer Create a step map Add a workgroup to a step map Add an attachment to a step map Use Preconditions and Sets Organize tasks with preconditions Organize tasks with inclusive sets Organize tasks with exclusive sets Automate Case Packaging Open a task in Process Designer Add a component step to a task Use a component step to package a case Add Case Stages Add case stages to a solution Use a system step to perform a case stage operation Use a case stage as a task precondition Solution Design Principles Describe solution design principles

This is a comprehensive course for using HashiCorp Packer in your organization. The course teaches you about using HCL2 to create your Packer templates, the new standard moving forward. Explore the core HashiCorp Packer components and access hands-on labs you can perform in your environment.

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

Duration 3 Days 18 CPD hours This course is intended for This class is designed for experienced administrators and platform developers as well as solution, enterprise, and technical architects responsible for designing or building integration solutions on the Salesforce Platform. It's also designed for project or program managers looking to understand the big picture of integration in order to better manage their projects and programs. Ideally, you hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential and/or are knowledgeable about standard and custom objects; how to work with flows and Process Builder; how to navigate Salesforce, Lightning Components, and Schema Builder; and Apex basics such as creating a Class and Anonymous Blocks. This class is recommended for anyone looking to earn their Salesforce Certified Integration Designer credential. Overview When you complete this course, you will be able to: Identify integration requirements by asking relevant integration questions to business stakeholders. Recommend appropriate integration patterns (Remote Process Invocation - Request and Reply, Remote Process Invocation - Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes, Data Virtualization) to design integration solutions. Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, Outbound Messaging, Callouts, and Salesforce Connect) to build integration solutions. Explore architectural concepts and the big picture thinking of how to integrate on the Salesforce Platform. In this 3-day class, our Salesforce integration experts will demonstrate how to build solutions that provide a single view of your customers. You?ll learn about integration capabilities and the considerations that should be made when architecting an integration solution. Through a combination of demos, discussions, and hands-on exercises, you?ll design and build secure, scalable, and high-performing integration solutions that seamlessly surface the information that matters most Integration Overview Understand the Importance of Integration Explore Integration Architecture Explore the Meaning of Single View of the Customer Explore the Meaning of System Landscape Understand the Role of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape Integration Capabilities Introduction to Salesforce APIs Create External Applications Using SOAP API Build Mobile Applications Using REST API Work with Large Data Volumes Using BULK API Build Event-Driven Applications Using Streaming API Build Event-Driven Applications Using Platform Events Build Event-Driven Applications Using Change Data Capture Send Data from Salesforce to External Applications Using Outbound Message Call External APIs Programmatically Using Callouts Integrate Data from an External Data Source Using Salesforce Connect Synchronize Data with Heroku Connect Call External APIs Declaratively Using External Services Integration Patterns Understand Use Cases for a Request and Reply Pattern Understand Use Cases for a Fire and Forget Pattern Understand Use Cases for a Batch Data Synchronization Pattern Understand Use Cases for a Remote Call-In Pattern Understand Use Cases for a UI Update Based on Data Changes Pattern Understand Use Cases for a Data Virtualization Pattern Integration Security Explore Two-Way Transport Layer Security (TLS) Understand When to Use Remote Site Settings Understand the Benefits of Using Named Credentials Understand Certificates Encrypt Your Data at Rest Using Salesforce Shield Platform Encryption Advanced Integration Discussions Design Solutions for Performance Design Solutions for Scale Review Integration Regulatory Requirements Review Integration Best Practices Case Study Draw a System Landscape Diagram Evaluate Business Needs Translate Needs to Integration Requirements Design an Integration Solution Build an Integration Solution Maintain an Integration Solution Additional course details: Nexus Humans Salesforce Design and Build Integration Solutions (ARC101) 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 Design and Build Integration Solutions (ARC101) 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.

Bayfield Training and the University of Cambridge Department of Land Economy This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise. If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you. This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.  Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment. On this course you will: Become a competent model builder, building Real Estate Financial Models from scratch Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia Learn how to use Real Estate Financial Models to make informed investment decisions Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill This course is suitable for: Chartered Surveyors Asset Managers Financial Controllers Financial Analysts Investment Managers Property Managers Real Estate Students/Recent Graduates Course Outline: Module 1 - Economic Context Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. Why Real Estate Asset Modelling is important Understanding the occupier, asset and development markets and the relevant modelling approaches for each Real Estate Sub-Sector Key Performance Indicators Introduction to conventional valuations and financial mathematics Understanding and minimising errors in Financial Models Module 2 - Cash Flow Fundamentals Constructing a financial model from first principles. Understanding all the components of a basic cash flow model Understand why Corporate Finance Models and Real Estate Models are different Financial Model Design Making the link between valuations, income mathematics and discounted cash flows Internal Rate of Return, Net Present Value,Worth and other metrics Features and techniques to aid fast model building Module 3 - Developing the Cash Flow Adapting financial models for different periodicities and building rent functions for different rent behaviour. Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc. Developing the concept of a Rent Function in Excel Logic mathematics and Logic functions Projecting rent to adapt to different lease contracts and growth patterns Alternative solutions to Logic functions Comparative analysis of lease structures in different jurisdictions and adapting financial models Module 4 - Real Estate Data Understanding the different sources of data, constructing basic time series models and recognising basic patterns. Key Property market indicators Characteristics and application of key input metrics for Real Estate Appraisals Understanding the eight components of Real Estate Price Dynamics Awareness of the different sources of data Reading and using general property market reports Constructing basic time series models and recognising basic patterns Module 5 - Development Appraisals Constructing a development appraisal from first principles and understanding development return metrics. Understanding the key components of a development project Understanding the difference between development and investment appraisals Residual Appraisals and Profit Calculations Cost orientated cash flows and phased sales Cumulative construction cost patterns: incidental, fixed, loaded and S-curve Development return metrics and Modified IRRs Module 6 - Multi-let Cash Flows Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions. Multi-let and portfolio model design principles Building complex date functions and date series The three multi-let rent projection techniques Perpendicular Rent Functions Incorporate advanced rent adjustments into the Rent Function Incorporate sector and period varying rental growth rates Simplifying OPEX and CAPEX projections Discounting techniques on complex and volatile cash flows Module 7 - Project Finance Constructing a flexible Real Estate Debt Finance model. Revision of the Mathematics of amortisation and debt finance Basic senior debt models and geared net cash flow LTV, IRR and Interest Rate Dynamics Flexible term, repayment options and deferred interest Loan covenant tests Understanding different tranches of debt Understanding how complex debt structures impact the returns to different parties Module 8 - Model Interpretation and Risk Analysis Learn how to read, analyse and report on real estate financial models. Understand how to read models and develop an investment narrative Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins Learn how to construct varied project scenarios in a systematic way Introduction to Monte Carlo Analysis and VBA Optimising sale dates and other parameters Create well written, attractive and persuasive reports Included in the Course Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge 64 CPD Hours 1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee Course Files Q&A Webinars and Guest Speaker Webinars Further Learning Resources (Reading, Files and Videos) Post Course Support - Two Months of Questions & Answers 2024 Cohort Dates Include: 3rd June to 29th July 5th August to 25th September 2024 30th September to 25th November For more information, please contact Sam on the Bayfield Training Sales team: E - s.musgrave@bayfieldtraining.com T - 01223 517851 W - www.bayfieldtraining.com

Duration 3 Days 18 CPD hours This course is intended for This class is ideal for business users - the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis 'super user,' this class is just what you need to better understand the business value of the Salesforce Platform. Overview Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration. Explore what?s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you?ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment. Introduction Understand How Salesforce Works Explore Salesforce Applications Review Salesforce Organization Data Access and Security Control Org Access Manage Who Views and Modifies Objects Unlock Access to Records Share Access to Records Lock Down Individual Fields User Management and Troubleshooting Create New Users Troubleshoot Login, Record Access, and Field Visibility Issues Salesforce Customizations Think About Your Implementation Explore Custom Fields, Picklists, Page Layouts, and Record Types Create Email Templates Business Processes Automation Review Validation Rules Review Assignment and Escalation Rules Review Web-to-Lead and Entitlements Review Lightning Process Builder and Workflow Review Approval Processes and Visual Workflow Reports Explore the Reports Tab, Folders, and Formats Explore the Report Builder Summarize Your Data Dashboards and Data Insights Get More Insight from Your Data Visualize Your Data with Dashboards Create Your Analytics Strategy Everyday Salesforce Collaborate with Chatter, Groups, and Communities Share Feedback with Chatter Answers and Ideas Go Mobile with Salesforce1 Make Salesforce Part of Your Day Data Management Create a Data Migration Strategy Ensure Data Quality Extending Salesforce Drive a Salesforce Implementation Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange Build It Yourself Wrap-up and Certification Review the Certification Process and Resources

Learn the advanced concepts of the Laravel and Vue.js frameworks and build a complete real-world project