Duration 5 Days 30 CPD hours This course is intended for Application DevelopersBusiness AnalystsBusiness Intelligence DeveloperData ModelersData Warehouse AdministratorData Warehouse AnalystReports DeveloperTechnical Consultant Overview Build and run analyses to test and validate a repositorySet up query logging for testing and debuggingSet up a multiuser development environmentUse the Administration Tool wizards and utilities to manage, maintain, and enhance repositoriesEnable usage tracking to track queries and database usage, and improve query performancePerform a patch merge in a development-to-production scenarioDescribe Exalytics machine and the Summary Advisor tool used in the machineBuild simple and calculated measures for a fact tableCreate logical dimension hierarchies and level-based measuresCheck the model and then model aggregate tables to speed query processingModel partitions and fragments to improve application performance and usabilityUse variables to streamline administrative tasks and modify metadata content dynamicallyUse time series functions to support historical time comparison analysesSet up security to authenticate users and assign appropriate permissions and privilegesBuild the Physical, Business Model and Mapping, and Presentation layers of a repositoryApply cache management techniques to maintain and enhance query performance This Oracle BI 11g R1: Build Repositories training is based on OBI EE release 11.1.1.7. Expert Oracle University instructors will teach you step-by-step procedures for building and verifying the three layers of an Oracle BI repository. This Oracle BI 11g R1: Build Repositories training is based on OBI EE release 11.1.1.7. Expert Oracle University instructors will teach you step-by-step procedures for building and verifying the three layers of an Oracle BI repository. Additional course details: Nexus Humans Oracle BI 11g R1 - Build Repositories 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 11g R1 - Build Repositories 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 5 Days 30 CPD hours This course is intended for Application Consultant Business Process Owner/ Team Lead/ Power User Overview This course will prepare you to: configure asset accounting manage asset master data perform day to day asset transactions perform periodic asset transactions manual legacy data transfer for assets This course gives you a thorough overview of Asset Accounting configuration and processes with SAP S/4HANA. Course Outline Chart of Depreciation/Depreciation Areas Asset Classes Asset Master Data Daily Asset Accounting Business Processes Valuation and Depreciation Period and Year-End Closing Processes Investment Support Measures Information System Asset Legacy Data Transfer Additional course details: Nexus Humans S4F17 SAP Asset Accounting in SAP S/4HANA 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 S4F17 SAP Asset Accounting in SAP S/4HANA 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 Data Warehouse Administrator Database Administrators Support Engineer Technical Administrator Technical Consultant Overview Use Oracle Flashback Technologies to recover from human error Use Recovery Manager (RMAN) to create backups and perform recovery operations Use the Data Recovery Advisor to diagnose and repair failures Plan effective backup and recovery procedures Describe the Oracle Database architecture components related to backup and recovery operations Perform an encrypted database backup and restore Perform tablespace point-in-time recovery Configure the database for recoverability Describe Cloud Tooling for Backup and Recovery Describe Oracle Database backup methods and recovery operations that can be used to resolve database failure In this Oracle Database 12c R2: Backup and Recovery Workshop, students learn how to perform backup and recovery based on the related Oracle Database architecture components. Various backup, failure, restore, and recovery scenarios are provided so that students learn to evaluate their own recovery requirements and develop an appropriate strategy for backup and recovery procedures. This course includes an interactive workshop, with scenarios that provide participants with opportunities to diagnose and recover from several failure situations. Introduction Curriculum Context Assess your recovery requirements Categories of failures Oracle backup and recovery solutions Oracle Maximum Availability Architecture Oracle Secure Backup Benefits of using Oracle Data Guard Basic Workshop Architecture Getting Started Core Concepts of the Oracle Database, critical for Backup and Recovery Oracle DBA Tools for Backup and Recovery Connecting to Oracle Recovery Manager (RMAN) Configuring for Recoverablility RMAN commands Configuring and managing persistent settings Using the Fast Recovery Area (FRA) Control File Redo Log File Archiving Logs Using the RMAN Recovery Catalog Creating and Configuring the Recovery Catalog Managing Target Database Records in the Recovery Catalog Using RMAN Stored Scripts Maintaining and Protecting the Recovery Catalog Virtual Private Catalogs Backup Strategies and Terminology Backup Solutions Overview and Terminology Balancing Backup and Restore Requirements Backing Up Read-Only Tablespaces Data Warehouse Backup and Recovery: Best Practices Additional Backup Terminology Performing Backups RMAN Backup Types Incrementally Updated Backups Fast Incremental Backup Block Change Tracking Oracle-Suggested Backup Reporting on Backups Managing Backups Improving Your Backups Compressing Backups Using a Media Manager Backup and Restore for Very Large Files Creating RMAN Multi-section Backups, Proxy Copies, Duplexed Backup Sets and Backups of Backup Sets Creating and Managing Archival Backups Backing Up Recovery Files Backing Up the Control File to a Trace File Cataloging Additional Backup Files Using RMAN-Encrypted Backups Creating RMAN-Encrypted Backups Using Transparent-Mode Encryption Using Password-Mode Encryption Using Dual-Mode Encryption Diagnosing Failures Reducing Problem Diagnosis Time Automatic Diagnostic Repository Data Recovery Advisor Handling Block Corruption Restore and Recovery Concepts Restoring and Recovering Instance Failure and Instance/Crash Recovery Media Failure Complete Recovery (Overview) Point-in-Time Recovery (Overview) Recovery with the RESETLOGS Option Performing Recovery, Part I RMAN Recovery in NOARCHIVELOG Mode Performing Complete Recovery (of critical and noncritical data files) Restoring ASM Disk Groups Recovery with Image Files Performing Point-in-Time (PITR) or Incomplete Recovery Performing Recovery, Part II Recovery of Server Parameter File, Control File (One and All) Redo Log File Loss and Recovery Password Authentication File Re-creation Index, Read-Only Tablespace, and Temp file Recovery Restoring the Database to a New Host Disaster Recovery Restoring RMAN Encrypted Backups RMAN and Oracle Secure Backup Oracle Secure Backup Overview and Interface Options RMAN and OSB: Overview and Basic Process Flow Starting with Oracle Secure Backup Configuring Oracle Secure Backup for RMAN RMAN Backup and Restore Operations Oracle Secure Backup Jobs Displaying OSB log files and transcripts for RMAN activities Using Flashback Technologies Flashback Technology: Overview and Setup Using Flashback Technology to Query Data Flashback Table Flashback Transaction (Query and Back out) Flashback Drop and the Recycle Bin Flashback Data Archive Using Flashback Database Flashback Database Architecture Configuring Flashback Database Performing Flashback Database Best Practices for Flashback Database Transporting Data Transporting Data Across Platforms Transporting Data with Backup Sets Database Transport: Using Data Files Performing Point-in-Time Recovery When to use TSPITR TSPITR Architecture Performing RMAN TS Point-in-time Recovery Recovering Tables from Backups Duplicating a Database Using a Duplicate Database Duplicating Database with 'push' and 'pull' techniques Choosing Database Duplication Techniques Creating a Backup-up Based Duplicate Database Understanding the RMAN Duplication Operation RMAN Troubleshooting and Tuning Interpreting RMAN Message Output Tuning Principles Diagnosing Performance Bottlenecks RMAN Multiplexing Restore and Recovery Performance Best Practices Cloud Tooling for Backup and Recovery Backup Destinations Customize Backup Configuration On-Demand Backup and Recovery Oracle Backup Cloud Service Installing the Backup Module Backup and Recovery Workshop Workshop Structure and Approach Business Requirements for Database Availability and Procedures Diagnosing the Failures
Duration 3 Days 18 CPD hours This course is intended for This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam. Overview When you complete this course, you will be able to: Enable the Pardot Lightning App. Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled. Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects. Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions. Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio. Qualify leads with Pardot Lightning App's scoring and grading functionality. Interpret data generated via Pardot Lightning App's reporting capabilities. Design and execute successful end-to-end marketing workflows using the Pardot Lightning App. Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Items Review Additional Course Resources Explore Course Case Study Salesforce Integration Understand the Pardot-Salesforce Relationship Sync Data Between Salesforce and Pardot Enable the Pardot Lightning App in Salesforce Create Custom Fields Review Salesforce Campaigns Administration Create a Pardot Dashboard Authenticate Your Email Sending Domains Sync with Third-Party Applications Using Connectors Restore Assets from the Recycle Bin Create and Assign Users and User Groups Understand Usage Governance Visitors and Prospects Understand Pardot Visitors Understand Pardot Prospects List Management Create List Types Organize Prospects Using Static Lists Test Emails Using Test Lists Personalization and Email Marketing Personalize Your Emails with HML and Advanced Dynamic Content Automate Email Marketing Create Email Templates See What Works Best for Your Audience Using AB Testing Track Email Performance Using Email Reports Forms and Landing Pages Capture Leads with Forms Convert Visitors to Leads Using Landing Pages Track Leads with Forms and Landing Page Reports Track Clicks Using Custom Redirects Create Custom Redirect Reports Lead Management Trigger Page Actions Automate Actions from a Marketing Element Using Completion Actions Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules Create Repeatable, Criteria-Based Automation Rules Create Dynamic Lists Choose an Automation Tool Lead Qualification Understand Prospect Scoring Grade Prospects Based on Profiles Lead Nurturing Build an Engagement Program Create Engagement Program Reports Additional course details: Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) 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 Drive Sales with the Pardot Lightning App (PDX101) 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 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
Duration 1 Days 6 CPD hours This course is intended for Certification Preparation for Service Cloud Consultant is designed for individuals who have experience designing Service Cloud solutions and are preparing to take the Salesforce Service Cloud Consultant Certification exam. You should have the following experience before attending this class: Attainment and maintenance of the Salesforce Administrator Certification Knowledge of the topics discussed in the Service Cloud Consultant Overview When you complete this course, you will be able to: Review the different exam objectives and their weighting on the exam Understand the product areas to focus on to best prepare for the exam Discuss how to design Service Cloud solutions to meet specific business needs Assess your exam readiness by answering practice questions Are you ready to take the next step in your career by becoming a Salesforce Certified Service Cloud Consultant? Instructors will present scenarios that will help reinforce your knowledge of Service Cloud functionality by thinking through requirements and design considerations. The course provides an overview of the exam objectives to help you focus your efforts to prepare for the Salesforce Service Cloud Consultant Certification exam. Review the different exam objectives and their weighting on the examUnderstand the product areas to focus on to best prepare for the examDiscuss how to design Service Cloud solutions to meet specific business needsAssess your exam readiness by answering practice questions Additional course details: Nexus Humans Salesforce Certification Preparation for Service Cloud Consultant (CRT261) 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 Certification Preparation for Service Cloud Consultant (CRT261) 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.