Duration 3 Days 18 CPD hours This course is intended for Data Analysts, Business Analysts, Business Intelligence professionals Cloud Data Engineers who will be partnering with Data Analysts to build scalable data solutions on Google Cloud Platform Overview This course teaches students the following skills: Derive insights from data using the analysis and visualization tools on Google Cloud Platform Interactively query datasets using Google BigQuery Load, clean, and transform data at scale Visualize data using Google Data Studio and other third-party platforms Distinguish between exploratory and explanatory analytics and when to use each approach Explore new datasets and uncover hidden insights quickly and effectively Optimizing data models and queries for price and performance Want to know how to query and process petabytes of data in seconds? Curious about data analysis that scales automatically as your data grows? Welcome to the Data Insights course! This four-course accelerated online specialization teaches course participants how to derive insights through data analysis and visualization using the Google Cloud Platform. The courses feature interactive scenarios and hands-on labs where participants explore, mine, load, visualize, and extract insights from diverse Google BigQuery datasets. The courses also cover data loading, querying, schema modeling, optimizing performance, query pricing, and data visualization. This specialization is intended for the following participants: Data Analysts, Business Analysts, Business Intelligence professionals Cloud Data Engineers who will be partnering with Data Analysts to build scalable data solutions on Google Cloud Platform To get the most out of this specialization, we recommend participants have some proficiency with ANSI SQL. Introduction to Data on the Google Cloud Platform Highlight Analytics Challenges Faced by Data Analysts Compare Big Data On-Premises vs on the Cloud Learn from Real-World Use Cases of Companies Transformed through Analytics on the Cloud Navigate Google Cloud Platform Project Basics Lab: Getting started with Google Cloud Platform Big Data Tools Overview Walkthrough Data Analyst Tasks, Challenges, and Introduce Google Cloud Platform Data Tools Demo: Analyze 10 Billion Records with Google BigQuery Explore 9 Fundamental Google BigQuery Features Compare GCP Tools for Analysts, Data Scientists, and Data Engineers Lab: Exploring Datasets with Google BigQuery Exploring your Data with SQL Compare Common Data Exploration Techniques Learn How to Code High Quality Standard SQL Explore Google BigQuery Public Datasets Visualization Preview: Google Data Studio Lab: Troubleshoot Common SQL Errors Google BigQuery Pricing Walkthrough of a BigQuery Job Calculate BigQuery Pricing: Storage, Querying, and Streaming Costs Optimize Queries for Cost Lab: Calculate Google BigQuery Pricing Cleaning and Transforming your Data Examine the 5 Principles of Dataset Integrity Characterize Dataset Shape and Skew Clean and Transform Data using SQL Clean and Transform Data using a new UI: Introducing Cloud Dataprep Lab: Explore and Shape Data with Cloud Dataprep Storing and Exporting Data Compare Permanent vs Temporary Tables Save and Export Query Results Performance Preview: Query Cache Lab: Creating new Permanent Tables Ingesting New Datasets into Google BigQuery Query from External Data Sources Avoid Data Ingesting Pitfalls Ingest New Data into Permanent Tables Discuss Streaming Inserts Lab: Ingesting and Querying New Datasets Data Visualization Overview of Data Visualization Principles Exploratory vs Explanatory Analysis Approaches Demo: Google Data Studio UI Connect Google Data Studio to Google BigQuery Lab: Exploring a Dataset in Google Data Studio Joining and Merging Datasets Merge Historical Data Tables with UNION Introduce Table Wildcards for Easy Merges Review Data Schemas: Linking Data Across Multiple Tables Walkthrough JOIN Examples and Pitfalls Lab: Join and Union Data from Multiple Tables Advanced Functions and Clauses Review SQL Case Statements Introduce Analytical Window Functions Safeguard Data with One-Way Field Encryption Discuss Effective Sub-query and CTE design Compare SQL and Javascript UDFs Lab: Deriving Insights with Advanced SQL Functions Schema Design and Nested Data Structures Compare Google BigQuery vs Traditional RDBMS Data Architecture Normalization vs Denormalization: Performance Tradeoffs Schema Review: The Good, The Bad, and The Ugly Arrays and Nested Data in Google BigQuery Lab: Querying Nested and Repeated Data More Visualization with Google Data Studio Create Case Statements and Calculated Fields Avoid Performance Pitfalls with Cache considerations Share Dashboards and Discuss Data Access considerations Optimizing for Performance Avoid Google BigQuery Performance Pitfalls Prevent Hotspots in your Data Diagnose Performance Issues with the Query Explanation map Lab: Optimizing and Troubleshooting Query Performance Advanced Insights Introducing Cloud Datalab Cloud Datalab Notebooks and Cells Benefits of Cloud Datalab Data Access Compare IAM and BigQuery Dataset Roles Avoid Access Pitfalls Review Members, Roles, Organizations, Account Administration, and Service Accounts
Duration 3 Days 18 CPD hours This course is intended for The intended audience for this course is experienced web developers who are new to User Experience (UX) and Responsive Design principles. These professionals typically have a solid understanding of front-end development technologies such as HTML, CSS, and JavaScript but seek to expand their skillset to create more user-centric, adaptable, and accessible web experiences. Roles that would benefit from this course include: Front-end Web Developers Full-stack Developers Web Designers Team Leads and Project Managers Freelance Web Developers Overview Working in a hands-on learning environment led by our expert UX coach, you'll learn to: Understand and apply UX principles and user-centered design processes: Participants will learn to identify the needs and preferences of users, create user personas, and apply UX best practices to develop intuitive, user-friendly web experiences. Design and implement responsive web layouts: Participants will gain the skills to create fluid grid layouts, use flexible images, and apply media queries to design web pages that adapt seamlessly across various devices and screen sizes. Optimize web performance for responsive designs: Participants will learn techniques to improve website performance, including image optimization, responsive images, and minification and concatenation of assets, ensuring a fast and smooth user experience across devices. Implement accessible web designs: Participants will understand the importance of accessibility in web design and learn to apply WCAG principles and accessible design patterns to create websites that are usable by a wide range of users, including those with disabilities. Collaborate effectively with designers, developers, and stakeholders: Participants will gain insights into design collaboration and handoff processes, enhancing their ability to communicate design decisions, provide and receive feedback, and work efficiently with team members and clients. In today's fast-paced digital world, user-centric and adaptable websites are no longer a luxury ? they're a necessity. By embracing UX and responsive design, you'll unlock the potential to elevate your websites, boosting user satisfaction and engagement. This, in turn, leads to higher conversion rates and a stronger online presence for your clients or organization, as well as better collaboration within your team, bridging the gap between designers, developers, and stakeholders.UX Design & Responsive Design for Experienced Web Developers is a three day, engaging hands-on workshop designed to equip you with the latest skills and best practices in User Experience (UX) and Responsive Web Design required to create seamless, user-friendly websites that adapt effortlessly across devices. This course will immerse you in the latest skills, best practices, and hands-on activities, empowering you to create exceptional, accessible websites that excel across devices and captivate users. Throughout the program you?ll explore the fundamentals of UX and responsive design, including user-centered design processes, mobile-first and desktop-first approaches, and design techniques for various devices and screen sizes. You'll gain practical experience creating responsive layouts, optimizing performance, and implementing accessible web designs, all while leveraging popular frameworks and design tools. You'll also gain valuable insights into performance optimization, accessibility, and collaboration strategies, ensuring you have the complete toolkit to excel in your field.By the end of this workshop, you?ll have gained a solid understanding of UX and responsive design principles, as well as hands-on experience in applying these concepts to real-world projects. You?ll be able to create more user-friendly, responsive, and accessible websites, and collaborate more effectively with your design and development teams. Introduction to UX and Responsive Design: Understanding User Experience What is UX? Importance of UX in web development UX principles and best practices User-centered design process Responsive Web Design Basics What is Responsive Web Design? Importance of Responsive Design in modern web development Fluid grid layout, flexible images, and media queries Hands-on Activity: Creating a Responsive Layout Designing a simple responsive layout using HTML, CSS, and media queries Breakdown and explanation of the code Testing responsiveness across different devices Mobile-first vs. Desktop-first Approaches Pros and cons of each approach Deciding which approach to use Designing for Different Devices and Screen Sizes Common breakpoints and device considerations Accessibility and usability across devices Typography, color, and other design elements in responsive design Hands-on Activity: Designing for Different Devices Modifying the previously created responsive layout to optimize for various devices Discussion and feedback on designs Advanced UX and Responsive Design Techniques: UX Research and Testing Importance of UX research Usability testing and user feedback A/B testing and heatmaps Navigation and Information Architecture Designing effective and user-friendly navigation Organizing content and information Common navigation patterns in responsive design Hands-on Activity: Designing Navigation for Responsive Websites Adding navigation elements to the previously created responsive layout Testing navigation on different devices and screen sizes Discussion and feedback on navigation designs Responsive Web Design Frameworks and Tools Overview of popular frameworks (Bootstrap, Foundation, etc.) Pros and cons of using frameworks Introduction to design tools (Sketch, Figma, Adobe XD) Hands-on Activity: Exploring Frameworks and Tools Experimenting with a chosen framework or design tool Redesigning the responsive layout using the selected framework/tool Sharing experiences and discussing the benefits and drawbacks UX and Responsive Design Best Practices: Design Patterns and UI Components Common design patterns in responsive web design Designing reusable UI components Consistency and usability in UI components Performance Optimization Importance of performance in responsive design Image optimization and responsive images Minification and concatenation of assets Hands-on Activity: Optimizing Performance (1.5 hours) Applying performance optimization techniques to the responsive layout Testing the improvements in performance Sharing results and discussing best practices Accessibility in UX and Responsive Design Importance of accessibility in web design Accessibility principles (WCAG) Accessible design patterns and techniques Hands-on Activity: Evaluating and Improving Accessibility Assessing the accessibility of the responsive layout Implementing accessibility improvements Testing and discussing the results Design Collaboration and Handoff Collaborating with designers, developers, and stakeholders Effective communication and documentation Design handoff tools and techniques Hands-on Activity: Simulating Design Handoff Participants will work in pairs to simulate a design handoff Reviewing, discussing, and providing feedback on each other's responsive layouts Sharing experiences and lessons learned
Duration 4 Days 24 CPD hours This course is intended for This in an intermediate-level Java development course geared for students experienced with Java and Spring programming essentials. This course does not cover Java or Spring development basics. Overview Working within in an engaging, hands-on learning environment, guided by our expert team, attendees will: Understand the ReactiveX specification Understand the basics of Reactive Programming Discuss the advantages and limitations of Observables Write a client application capable of handling Reactive events Apply operators to event streams to filter, modify and combine the objects emitted by event publishers Select the appropriate type of Event Source Use both Cold and Hot Observables Deal with backpressure problems in reactive programming Develop a reactive web application using Spring WebFlux Define application flows of a WebFlux application Use the WebClient API to work with both synchronous and streaming APIs Develop Unit and Integration tests to test WebFlux endpoints Creating a reactive REST endpoint Become familiar with the basics of WebSockets Create a WebSocket endpoint using Spring Create a WebSocket client Understand the basics of NoSQL Become familiar with the basics of MongoDB Understand how the data in MongoDB can be retrieved using a Reactive API Define Spring Data MongoDB repositories Query the MongoDB using Spring Data Define a reactive repository using MongoDB Explore the Spring Data R2DBC API to perform reactive CRUD operations against a relational database Spring Data reative allow us to implement database operations relying on Reative Programming APIs. While the Spring R2DBC initiative aims to bring reactive programming to relational databaes, several NoSQL databases already provide this possibility. After an introduction to NoSQL and the MongoDB, this courses covers the APIs available to communicate with this NoSQL database using both blocking and reactive APIs.Introdcution to Reactive Spring is a comprehensive Java training workshop geared for experienced developers who wish to explore concurrent, asynchronous and reactive programming APIs and techniques using Spring. After an introduction to reactive programming, Reactive Streams and the Project Reactor APIs, this course will show how this APIs are integrated into Spring. Spring 5 includes Spring WebFlux, providing a reactive programming model for web applications, including support for Reactive REST APIs. Spring WebSocket assists in the creation of web applications which provide a full-duplex, two-way communication between client and server. Introduction to Reactive Programming Reactive Manifesto Introduce ReactiveX ReactiveX implementations The Observer, Iterator pattern and functional programming Discuss hot and cold publishers Reactive Streams API Introduce the Reactive Streams specification Publisher and Subscribers java.util.concurrent.Flow Transformation of Messages (Processor) Controlling messages Tutorial: Setup Eclipse for Using Maven Introduction Introduce the Reactor Building blocks Flux and Mono Creating observables Subscribing to a stream Testing Event Sources (introduction) Testing reactive implementations StepVerifier : test sequence of emitted items Defining expectations TestPublisher: produce test data to test downstream operators Reactive Operators Introduce Operators Show the use of marble diagrams Explain some commonly used operators Callback operators Schedulers (Multithreading) Thread usage of subscriber and consumer Using the subscribeOn method Introduce the Scheduler interface Using the observeOn method Backpressure Strategies for dealing with Backpressure ?reactive pull? backpressure Exception Handling Handling errors in onError Exception handling strategies Using onErrorReturn or onErrorNext operators Using the retry operators The Global Error Handler Spring Data Review Quick review of Spring Data repositories Query return types Defining Query methods Pagination and sorting R2DBC Reactive Relational Database Connectivity DatabaseClient Performing CRUD operations Reactive Query annotated methods Spring WebFlux: Introduction Annotated Controllers Functional Endpoints WebFlux configuration Creating a reactive REST endpoint Defining flows Defining the application flow Actions Defining decision Navigating flows RouterFunction View Technologies View technologies Using Thymeleaf to create the view View Configuration Spring WebClient: Introduction to WebClient Working with asynchronous and streaming APIs Making requests Handling the response Lab: WebClient WebTestClient Testing WebFlux server endpoints Testing controllers or functions Define integration tests Introduction to Spring Reactive WebSockets Be familiar with the basics of WebSockets Understand the HTTP handshake and upgrade Name some of the advantages of WebSockets Defining the WebSocket WebSocket Message Handling WebSocketSession Implementing the WebSockethandler Creating a Browser WebSocket Client WebSocket STOMP Streaming (or Simple) text-orientated messaging protocol Introduce SockJS Connecting to the STOMP endpoint Configuring the message broker STOMP destinations Reactive WebSocket Reactive WebSocket support Implement the reactive WebSocketHandler BigData Introduce Big Data Explain the need for enhanced data storage Introduction to MongoDB JavaScript Object Notation Overview Introduce Binary JSON (BSON) Starting the database Creating Collections and Documents Executing ?simple? database commands Introduce the ObjectID Searching for documents using query operators Updating and deleting documents MongoDB Compass Spring and MongoDB MongoDB Support in Spring Data MongoClient and MongoTemplate Spring Data MongoDB configuration @EnableMongoRepositories Adding documents to the database The @Document and @Field annotations Polymorphism and the _class property The Criteria object Spring Data MongoDB MongoRepository Field naming strategy Using JSON queries to find documents The @PersistenceConstructor annotation Reactive Repositories with MongoDB Using reactive repositories ReactiveMongoTemplate RxJava or Reactor Additional course details: Nexus Humans Introduction to Reactive Spring (TT3355 ) 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 Reactive Spring (TT3355 ) 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 1 Days 6 CPD hours This course is intended for Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects. Overview When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Introducing the CourseReports Tab, Folders, and Formats Navigate the Reports Tab to Find Suitable Reports Create Custom Folders in Classic to be Used in Lightning Describe the Different Formats of Reports Run and Modify Existing Reports Using the Report Builder Establish a Report Building Process Navigate the Report Builder Create Custom Reports Using a Standard Report Type Use Filters and Filter Logic Export Your Report Summarizing Your Data Understand the Difference Between a Summary and Matrix Report Use Bucket Fields to Segment Your Data Use Custom Summary Formulas to Perform Calculations on Your Report Data Getting More Insight from Your Data Add Conditional Highlighting to a Report Create Charts to Display Summary Data Schedule and Email a Report to Run Dashboards Articulate What a Dashboard Is Understand the Benefits of Creating Dashboards in Lightning Create a Dashboard Using the Dashboard Builder Additional course details: Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) 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 Reporting Fundamentals in Lightning Experience (RPX101) 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 1 Days 6 CPD hours This course is intended for This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM. Overview In this course, students will create and manage records in the trial version of Salesforce© Sales Cloud© Lightning Enterprise Edition.Students will:- Create a basic Salesforce Sales Cloud environment and navigate the interface.- Optimize lead qualification.- Manage accounts and contacts.- Manage the opportunity pipeline.- Use Salesforce email.- Work with reports and dashboards. This course will give students the knowledge and skills they need to use Salesforce© in the real world?ultimately enabling them to meet and exceed their sales targets. Getting Started with Salesforce Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition Navigate the Salesforce LE Interface Navigate in the Salesforce Classic Interface Optimizing Lead Qualification View Leads Manage Leads Work Leads Convert Leads Managing Accounts and Contacts Manage Accounts Manage Contacts Managing the Opportunity Pipeline Manage Opportunities Work Opportunities Close Opportunities Using Salesforce Email Use Salesforce Email in Salesforce Classic Use Salesforce Email in Salesforce LE Working with Reports and Dashboards View Reports and Dashboards Create and Edit Reports and Dashboards
Duration 3 Days 18 CPD hours This course is intended for Salesforce consultants and administrators Overview When you complete this course, you will be able to:Enable Field Service Lightning.Describe the capabilities and components of Field Service Lightning.Know the right questions to ask prior to implementing Field Service Lightning.Understand the steps to successfully implement Field Service Lightning In this hands-on course, you will learn about Field Service Lightning components and even have the opportunity to implement Field Service Lightning for AW Computing, our fictitious company. What is Field Service Lightning? Define Field Service Lightning Identify the challenges of field service management and how FSL can overcome those challenges Describe what connected field service looks like Explain the main components and capabilities of FSL Meet AW Computing Learn about AW Computing Understand the business reason why AW Computing has purchased FSL Plan for Field Service Lightning Learn the essential questions to ask before setting up FSL Consider FSL limitations Set Up Field Service Lightning (Long Module) Set up FSL Components and Managed Package Walk Through the FSL Process by Role View and perform FSL actions as a Service Agent View and perform FSL actions as a Dispatcher View and perform FSL actions as a Field Resource View and run FSL reports as a Supervisor / Manager
Duration 3 Days 18 CPD hours This course is intended for This class is designed for experienced Salesforce Administrators with little or no Flow experience who need to streamline business processes with no-code automated solutions. This class is not recommended for developers. However, if you are a developer interested in learning Flow, we highly recommend Declarative Development for Platform App Builders in Lightning Experience (DEX403). Overview When you complete this course, you will be able to: Create automated no-code solutions with Salesforce Flow. Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes. Understand and leverage various Flow types, elements, and resources. Build Screen Flows and manage screen layouts and field visibility. Implement Flows on Home and Record pages. Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions. Identify best practices for creating and managing Flows. Streamline business processes and automate manual tasks across your organization by building no-code automation solutions with Flow Builder. In this 3-day class designed for administrators, our experts will introduce you to Screen and Record-Trigger Flows, in addition to various Flow elements and resources. Learn how to effectively create and manage Flows that champion automation best practices, solve for user requirements, and empower you to get more out of Salesforce. Foundations of Flow Create Variables Understand Algorithms Explore Control Structures Examine Flow Best Practices Screen Flows Use Elements and Resources Control Field Visibility Manage Data and Navigation Surface a Flow Complete the Flow Record-Triggered Flows Define Flow Triggers Use Flow Triggers to Replace Formula Fields Share Records with Flow Additional course details: Nexus Humans Salesforce Automate No-Code Solutions Using Flow (ADX301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Automate No-Code Solutions Using Flow (ADX301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3.75 Days 22.5 CPD hours This course is intended for New systems administrators Overview When you complete this course, you will be able to:Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.Learn how security settings created in Salesforce Classic are applied in Lightning.Maintain and import clean data in Lightning.Use Lightning features to create high-value reports and dashboards.Understand how workflow automation complies with Lightning This course is the core training that ensures your success with Salesforce Lightning. It?s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment. Getting Around the App Data Model and Navigation Lightning Experience Help & Training Getting Your Organization Ready for Users Setting Up the Company Profile Configuring the User Interface Setting Up Activities and Calendars Configuring Search Settings Setting Up Chatter Groups Mobile Access with Salesforce1 Setting Up & Managing Users Managing User Profiles Managing Users Setting Up Chatter Free Users and Invites Troubleshooting Login Issues Security & Data Access Restricting Logins Determining Object Access Setting Up Record Access Creating a Role Hierarchy Dealing with Record Access Exceptions Managing Field-level Security Object Customizations Administering Standard Fields Creating New Custom Fields Creating Selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with Record Types and Business Processes Maintaining Data Quality Managing Data Import Wizards Data Loader Data.com Mass Transfer Backing Up Data Mass Delete and Recycle Bin Reports & Dashboards Running and Modifying Reports Creating New Reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, Exporting, and Emailing Reports Building Dashboards Automation Email Templates Workflow Rules Process Builder Lead Automation Managing the Support Process Managing and Resolving Cases Customizing a Support Process Automating Support Understanding the Salesforce Console for Service Collaborating in the Service Cloud Analyzing Support Data Additional course details: Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3 Days 18 CPD hours This course is intended for This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster. Discovery and Planning Discovery Meeting Establishing Your Users and Development Process Set Up Users and Apps Overview of User Access on the Tableau CRM Platform Creating Tableau CRM Permission Sets Assigning Licenses and Permission Sets to Users Creating and Sharing Tableau CRM Apps Connect Data Overview of Connecting Data Data Mapping Overview of the Dataflow Process Designing a Dataflow Loading External CSV Data Creating Dataflows Optimizing Dataflows Running, Monitoring, and Scheduling a Dataflow Preparing Datasets with Recipes with Data Prep Data Connectors Additional Transformations Data Security Overview of Security in Tableau CRM Determining Security Requirements Overview of Using Predicate Filters Implementing Ownership-Based Row-Level Security Implementing Role-Based Row-Level Security Implementing Team-Based Row-Level Security Overriding Security for Implementation and Testing Sharing Inheritance Extended Metadata in a Dataset Overview of Extended Metadata (XMD) Updating Field Metadata Adding Quick Action Menus for Records in Tableau CRM Dashboard Templates and Mobile Dashboards Overview of Tableau CRM Dashboard Templates Overview of JSON for Dashboards Building a Dashboard Using a Template Optimizing Dashboards for a Mobile Device Bindings in Dashboards Understanding Filters in Lenses and Dashboards Multi-Dataset Dashboards Filters with Interactions Custom Queries Query Modification Overview of Modifying Queries Maximizing the Use of the Compare Table Salesforce Analytics Query Language (SAQL) SAQL Queries in a Tableau CRM Dashboard Additional course details: Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Implement and Manage Tableau CRM (ANC301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. Introduction to Salesforce Administration The Salesforce Data Model SMART Administration Principles Setting Up an Organization Manage the Company Profile Configure Organizational Settings Managing User Accounts Create User Accounts Manage Users Implementing Security Controls Salesforce Security Essentials Configure Profiles Establish Organization-Wide Sharing Defaults Configure Roles Create Sharing Rules Perform a Health Check Configuring the Salesforce Classic User Interface Configure User Interface Settings Customize the Home Page in Salesforce Classic Configure Search in Salesforce Classic Supporting the Lightning Experience User Interface Implement Lightning Experience Customize Lightning Experience Home Pages Customizing Pages Create Page Layouts in Salesforce Classic Customize Record Pages in Lightning Experience Introduction to Opportunity Management Opportunity Management Essentials Design and Implement Opportunity Fields Design and Implement Opportunity Stages Design and Implement Opportunity Contact Roles Design and Create Opportunity Record Types Implementing Additional Opportunity Features Implement and Maintain Opportunity Products and Price Books Implement the Similar Opportunities Function Implement Opportunity Teams Create a Big Deal Alert Implementing Data Validation and Workflows Create and Test Validation Rules Create and Test Workflows Managing Leads Lead Management Essentials Design and Implement Lead Fields Design and Implement Custom Lead Sources Design and Implement Web-to-Lead Forms Design and Implement Lead Assignment Rules Managing Accounts Design an Account Management Model Implement an Account Management Model Managing Contacts Design a Contact Management Strategy Implement a Contact Management Strategy Managing Campaigns Prepare for Campaign Management Administer a Campaign Management Strategy Managing Cases Case Management Essentials Design and Implement Case Fields Design and Implement Case Origins Automate Case Management Providing Apps and Custom Objects Supply Apps in Salesforce Classic Supply Apps in Lightning Experience Managing Data Data Management Essentials Import and Update Data Back Up and Restore Data Configuring Views, Reports, and Dashboards Create Views Create and Manage Reports Create and Manage Dashboards Integrating and Extending Salesforce Integrate Salesforce and Outlook Implement Salesforce1 Implement SalesforceA Additional course details: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.