Duration 5 Days 30 CPD hours This course is intended for The primary audience for this course are Application Consultants, Business Process Architects, Business Process Owners/Team Leads/Power Users, Program/Project Managers, and Users. Overview Make selected configurations for the implementation of the Materials Management component of the SAP system This course will give students an overview and in-depth knowledge of Materials Management Configuration in SAP. After attending this class, students will understand the business processes, functions and configuration in Materials Management. Solution Manager and Customizing Projects Defining Customizing Projects General Settings Checking Countries and Currencies Defining Units of Measurements Setting Up a Factory Calendar Organizational Units Defining Organizational Units in Materials Management Defining and Assigning Plants Master Data Setting Up Material Master Records Creating Material Types Setting Up Field Selection for Material Master Records Defining Field References for Material Master Records Configuring the Material Master Defining Settings for Vendor Master Records Valuation & Account Assignment Describing Automatic Account Determination Determining the Relevance of Company Codes and Valuation Areas Creating Valuation Classes and Account Category References Setting Up Account Determination for Specific Transactions Subdividing a Transaction with the Account Grouping Code Adjusting Account Determination for Special Cases Adjusting Settings for Split Valuation Purchasing Creating Document Types in Purchasing Using Document Types in Purchasing Creating Account Assignment Categories Adjusting the Screen Layout of Purchasing Documents Defining Text Types and Text Adoption Specifying Texts for Output Processing Controlling the Output of Messages in Purchasing Using Condition Technique for Message Determination Inventory Management Adjusting Settings for Material and Accounting Documents Adjusting Settings for Goods Movements Adjusting the Output of Messages in Inventory Management Additional course details: Nexus Humans SCM550 SAP Cross-Functional Customizing in Materials Management 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 SCM550 SAP Cross-Functional Customizing in Materials Management 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 Project team members & Consultants In this course, students become familiar with logistics invoice verification as the final stage in the external procurement process. Students also learn how to enter invoices relating to purchase orders, block them, and release them for payment. Course Outline Introduction to invoice verification Invoice entry and parking Taxes, cash discounts, and foreign currency Invoices for purchase orders with account assignment Variances with and without reference to an item, invoice blocking reasons Invoice reduction, releasing blocked invoices Delivery costs Subsequent debits and credits Credit memos and cancellations Invoice verification in the background Automated processing GR/IR clearing account maintenance Customizing for invoice verification
Duration 4 Days 24 CPD hours This course is intended for Application Consultants, Developers, System Administrators, and System Architects Overview Understand the need for an enterprise portalLog on to, navigate, and personalize the portalDescribe the components of SAP Enterprise PortalBuild-up a portal navigation structureAdapt the portal user interface to company specificationsExplain and use the main functions of the SAP Enterprise Portal, Knowledge Management and CollaborationExplain and use the community features of the portal add-ons Forums and WikisExplain and use the SAP Fiori Launchpad on Portal' In this course, students will gain knowledge of the basic fundamentals surrounding the SAP Enterprise Portal. Enterprise Portal Explaining Business Motivations for Portals Describing SAP NetWeaver Explaining the Basics of SAP Enterprise Portal The End User's Perspective Logging On and Navigating in SAP Enterprise Portal Personalizing SAP Enterprise Portal Technical Infrastructure Determining System Requirements Outlining SAP Enterprise Portal's Architecture Portal Platform Content Explaining the Object Model for Portal Content Managing iViews Managing Portal Pages Managing Worksets and Portal Roles Explaining Business Packages Outlining Portal Content Development Tools Translating Portal Content Look and Feel of the Portal Managing Portal Themes Managing Framework Pages Managing Portal Desktops Managing Portal Rules (Rule Collections) Security Aspects Identifying Security Aspects Managing Users and Authentication Options Describing Authorization Concepts Describing Single Sign-On (SSO) Evaluating Network Security Knowledge Management (KM) Outlining Knowledge Management (KM) Describing Content Management (CM) Functions Using Web Page Composer (WPC) Describing Search and Classification (TREX) Enterprise Workspaces Explaining Enterprise Workspaces Managing Personal Workspaces Managing Shared Workspaces Collaboration Outlining Collaboration Functions Using Forums Using Wikis Fiori Launchpad on the Portal Outlining SAP Fiori Launchpad on Portal Additional course details: Nexus Humans SAPEP SAP Enterprise Portal - 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 SAPEP SAP Enterprise Portal - 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 Technology Consultant System Administrator Application Consultant Overview This course will prepare you to: Set up SLT configurations, replicate data into different targets (such as SAP HANA, SAP BW or Central Finance) and monitor the data replication. In this course, you will learn how to use the trigger based real time data replication technology of the SAP LT Replication Server (SLT). SAP Landscape Replication Server Overview Explaining Positioning and Key Concepts Identifying Use Cases Understanding SLT as Part of the DMIS Product Family SAP Landscape Transformation Server Introduction Understanding the Architectural Concept Explaining the Landscape Strategy and Sizing Aspects Outlining the SLT Installation Procedure Replication to SAP HANA Setting Up Data Replication Executing Data Replication Understanding Advanced Replication Settings Outlining Operations and Monitoring Describing SLT Handling in Special Cases Replication to SAP BW Providing a Scenario Overview Explaining Open Data Provisioning (ODP) Describing Table-Based Replication Comparing Table-Based Replication and ODP Replication to SAP Data Services Explaining SAP Data Services and Architecture Describing the Setup of Replication to SAP Data Services Replication to ABAP Systems Describing the Architecture for Replication into an ABAP System Outlining the Setup for Replication into an ABAP System Replication to Non-SAP Databases Describing the Architecture for Replication to Non-SAP Databases Understanding the Setup of ABAP to Non-ABAP Replication Replication to Central Finance Describing the Architecture for Replication to Central Finance Understanding the Setup and Configuration of Replication to Central Finance SAP Landscape Transformation Replication Server Summary Providing a Summary of the SAP Landscape Transformation Replication Server SAP Landscape Transformation Replication Server 3.0 and Recent Updates Outlining SAP Landscape Transformation Replication Server 3 Updates Additional course details: Nexus Humans SAP Real-time Replication with SAP LT Replication Server (SLT100) 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 SAP Real-time Replication with SAP LT Replication Server (SLT100) 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 course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect. Overview When you complete this course, you will be able to: Explain Marketing Cloud Connect. Connect a Marketing Cloud account to a Salesforce org. Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content. Create an email in Content Builder. Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in Marketing Cloud and Sales and Service Clouds. Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder. Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud. Segment data using Reports, Filter Activity, and Query Activity. Create journeys using Salesforce Activities in Journey Builder. Review tracking data in Marketing Cloud and Sales and Service Clouds. Create analytics reports in Marketing Cloud. Create and customize Marketing Cloud reports in Sales and Service Clouds. Create a dashboard based on Marketing Cloud reports. Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them. Salesforce Marketing Cloud Overview Review the Customer Success Platform Get to Know Marketing Cloud Marketing Cloud Connect Review Marketing Cloud Connect Review the Various Ways to Connect the Clouds Marketing Cloud Connect Configuration Explore How to Connect the Clouds Review the Prerequisites for Marketing Cloud Connect Review Salesforce Terminology Connect a Marketing Cloud Account to a Salesforce Org Review Prework Personalized Digital Marketing Review What Functionality Can Be Accomplished in Each Cloud Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder Use Testing Tools Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign Automate the Sending of an Email via a Triggered Email, Automation Studio, and Journey Builder Understand What Happens When an Email Is Sent Understand Subscriber Statuses Synchronized CRM Data Explain How and Why to Bring Salesforce CRM Data into Marketing Cloud Synchronize Data Sources in Contact Builder Create Segments Using Filters and the Query Activity Create a Salesforce Data Extension for Sending Create a Journey Using Synchronized Data Sources Test a Journey Journey Builder Explain Sales and Service Cloud Activities Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting Understand the Tracking Data Available in Marketing Cloud Create and Automate Tracking Reports in Marketing Cloud Understand the Tracking Data Available in Sales and Service Cloud Create and Customize Marketing Cloud Reports in Sales and Service Cloud Create a Dashboard for Marketing Cloud Tracking Reports Additional course details: Nexus Humans Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) 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 Link Your Salesforce Data using Marketing Cloud Connect (MCC201) 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 class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features Option Selection Guidelines Enforce Business Logic with Option Constraints Product Rules Define Product Rules Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price Discounting Compare Discounting Strategies Build a Discount Schedule Price Rules Set Values for Quote and Quote Line Fields Declaratively Review CPQ Advanced Quote Calculator Calculation Events and Conditions Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) Create Lookup Queries to Outsource Evaluation to a Lookup Object Advanced Approvals Compare and Contrast the Advanced Approval Package Versus Native Approvals Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements Quote Templates Generate Dynamic Output Documents Create Conditional Template Content Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods Capstone Class Project: Troubleshoot Common Scenarios in Salesforce CPQ Design a Solution
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 class is ideal for Salesforce Certified Administrators and Platform Developers responsible for developing and managing Industries CPQ applications, including catalogs and pricing. It's also designed for solution architects and technical architects looking to understand the full capabilities of Industries CPQ in order to formulate industry-specific solutions. This class is also a great foundation builder for anyone looking to earn the Salesforce Certified Industries CPQ Developer credential. Overview When you complete this course, you will be able to: Create 'perfect' orders using order capture and asset-based ordering functionality. Define products and product bundles in the shared catalog. Use pricing components to support simple and complex pricing strategies. Create promotions and discounts to adjust pricing for a limited time. Use rules to ensure the right products are available to the right customers at the right price. Build ordering and quoting solutions using Industries Digital Commerce & CPQ APIs. xplore how to develop Configure, Price, Quote (CPQ) solutions using Industries CPQ. In this class, our Industries CPQ experts will show you how to configure CPQ solutions that ensure your customers get the right products and the right prices at the right time. You?ll learn how to set up and manage products and prices, leverage promotions and rules to drive action, and build a guided experience declaratively using Industries Digital Commerce and CPQ APIs.Note: This class focuses on Industries CPQ, previously known as Vlocity CPQ, and does not cover Salesforce CPQ. Introduction Explore Communications, Media, and Energy and Utilities Clouds and Industries CPQ Understand the Industries CME Data Model Order Capture Create and Configure Orders Using the Cart Work with MACD and ABO Orders Cancel an Order Create Orders with Non-Assetizable Products Configure Data Movement Across Line Items Using Field Mapper Enterprise Product Catalog Create Attributes and Picklists Create Object Types and Learn Inheritance Architecture Create Products Set Product Attribute Metadata and Override Attribute Defaults Create Product Bundles and Define Product Cardinality Work with Product Lifecycle Dates Manage the Shared Catalog?s Platform Cache Pricing Configure One-Time and Recurring Prices Define Price Lists and Child Price Lists Implement Base and Bundled Prices Configure Time Plans and Policies Configure Advanced Pricing Strategies such as Attribute-Based Pricing and Usage Pricing Promotions and Discounts Determine the Difference Between Products, Product Bundles, and Promotions Compare Pricing Adjustments and Overrides Create Promotions for Existing Products Adjust Prices and Time Plans Create Contextual Discounts for Orders, Accounts, and Contracts Identify the Best Type of Pricing Adjustment Given a Scenario Rules Build Context Rules Components Create and Apply Context Rules to Products, Promotions, Price Lists, and Price List Entries Create Product Relationships to Recommend, Exclude, or Require other Products Create Advanced Rules to Modify Product Attributes During Order Capture Create Advanced Rules to Auto-Add Products to the Cart Identify the Best Type of Rule to Use Given a Scenario Guided Selling Customize a Guided LWC Interaction for Purchasing Products Explore Industries Digital Commerce LWC, SDK, and Cacheable APIs Learn About CpqAppHandler Service, Its Methods, and Cart-Based APIs Additional course details: Nexus Humans Salesforce Build CPQ Solutions for Industries (IPQ435) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Build CPQ Solutions for Industries (IPQ435) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 4 Days 24 CPD hours This course is intended for This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce Application Architect credential, or for application architects looking to get more hands-on experience. Overview Design data models that scale gracefully Leverage Salesforce sharing mechanisms at an advanced level Evaluate the nuances of field types and pick the right one for the circumstances Make data model decisions that minimize record locking and other performance degradations Dive into the two cornerstone domains of being an Application Architect: Data Architecture and Management, and Sharing and Visibility. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions. Application Architect Overview Assess the Requirements to Become an Application Architect Understand the Real-World Expectations of Application Architects Review the Core Characteristics of Successful Application Architects Scenario Introduction Review the Application Architecture Scenario Identify Scenario Problem Areas Identify Scenario Actors and Licensing Architecture Documentation Understand Key Architecture Documentation Requirements Learn About Best Practices for Artifact Documentation Produce Architecture Documents Data Modeling Identify Relationship Types and Their Impact on Record Access, User Interface, and Reporting Review the Considerations for Changing Field Types Review the Considerations for Modifying Data Models with Schema Builder Review the Considerations for Importing and Exporting Data Identify Use Cases of External Objects Determine an Appropriate Data Model Understand Design Implications with Complex Environments and Large Data Volumes (LDV) Data Management Review the Considerations for Working with LDV Review Data Lifecycle Concepts and Mechanisms Review Master Data Management and System of Record Concepts Review Data Migration, Planning, Preparation, and Execution Identify Potential LDV and Calculate Expected Volumes Go Further with Indexes Standard and Custom Skinny Tables Lock Records Security Model Review the Considerations for Working with Internal and External Sharing Models Restrict and Extend Object and Field Access Determine Sharing Solutions Identify Record Sharing Mechanisms (Declarative, Programmatic, Implicit) Understand Teams Concepts (Account, Opportunity, Case) Understand Person Accounts and Its Implication on Sharing Encrypt Data Sharing in Communities Understand Community Security Mechanisms Secure Integration Endpoints Integrate and Specify Connected Apps and Named Credentials Advanced Security & Visibility Concepts Implement Security & Visibility Controls with Apex and Visualforce Review Territory Management and Its Implication on Data Management, Sharing, and Visibility Review Divisions and Its Implication on Data Management, Sharing, and Visibility Understand Security and Visibility Controls on 'Special' Objects Solution Design Determine When to Leverage Standard Products Functionality vs. Custom Build vs. AppExchange Understand Declarative and Programmatic Configuration Get to Know the Order of Execution Automate Business Processes Consider Reporting and Analytics Needs Consider How to Store and Access Content/Files Apply Solution Design Concepts to Real-World Problems and Scenarios Deployment & Integration Best Practices Review the Application Lifecycle Understand How Sandboxes Should Be Used Review Deployment Options Identify Integration Patterns Wrap-up Review a Practice Scenario Review What Was Covered Additional course details: Nexus Humans Salesforce Build Application Architect Expertise (ARC901) 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 Application Architect Expertise (ARC901) 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.