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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 ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster. Discovery and Planning Discovery Meeting Establishing Your Users and Development Process Set Up Users and Apps Overview of User Access on the Tableau CRM Platform Creating Tableau CRM Permission Sets Assigning Licenses and Permission Sets to Users Creating and Sharing Tableau CRM Apps Connect Data Overview of Connecting Data Data Mapping Overview of the Dataflow Process Designing a Dataflow Loading External CSV Data Creating Dataflows Optimizing Dataflows Running, Monitoring, and Scheduling a Dataflow Preparing Datasets with Recipes with Data Prep Data Connectors Additional Transformations Data Security Overview of Security in Tableau CRM Determining Security Requirements Overview of Using Predicate Filters Implementing Ownership-Based Row-Level Security Implementing Role-Based Row-Level Security Implementing Team-Based Row-Level Security Overriding Security for Implementation and Testing Sharing Inheritance Extended Metadata in a Dataset Overview of Extended Metadata (XMD) Updating Field Metadata Adding Quick Action Menus for Records in Tableau CRM Dashboard Templates and Mobile Dashboards Overview of Tableau CRM Dashboard Templates Overview of JSON for Dashboards Building a Dashboard Using a Template Optimizing Dashboards for a Mobile Device Bindings in Dashboards Understanding Filters in Lenses and Dashboards Multi-Dataset Dashboards Filters with Interactions Custom Queries Query Modification Overview of Modifying Queries Maximizing the Use of the Compare Table Salesforce Analytics Query Language (SAQL) SAQL Queries in a Tableau CRM Dashboard Additional course details: Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Implement and Manage Tableau CRM (ANC301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification. Overview In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce. In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive. Introduction to Salesforce Administration The Salesforce Data Model SMART Administration Principles Setting Up an Organization Manage the Company Profile Configure Organizational Settings Managing User Accounts Create User Accounts Manage Users Implementing Security Controls Salesforce Security Essentials Configure Profiles Establish Organization-Wide Sharing Defaults Configure Roles Create Sharing Rules Perform a Health Check Configuring the Salesforce Classic User Interface Configure User Interface Settings Customize the Home Page in Salesforce Classic Configure Search in Salesforce Classic Supporting the Lightning Experience User Interface Implement Lightning Experience Customize Lightning Experience Home Pages Customizing Pages Create Page Layouts in Salesforce Classic Customize Record Pages in Lightning Experience Introduction to Opportunity Management Opportunity Management Essentials Design and Implement Opportunity Fields Design and Implement Opportunity Stages Design and Implement Opportunity Contact Roles Design and Create Opportunity Record Types Implementing Additional Opportunity Features Implement and Maintain Opportunity Products and Price Books Implement the Similar Opportunities Function Implement Opportunity Teams Create a Big Deal Alert Implementing Data Validation and Workflows Create and Test Validation Rules Create and Test Workflows Managing Leads Lead Management Essentials Design and Implement Lead Fields Design and Implement Custom Lead Sources Design and Implement Web-to-Lead Forms Design and Implement Lead Assignment Rules Managing Accounts Design an Account Management Model Implement an Account Management Model Managing Contacts Design a Contact Management Strategy Implement a Contact Management Strategy Managing Campaigns Prepare for Campaign Management Administer a Campaign Management Strategy Managing Cases Case Management Essentials Design and Implement Case Fields Design and Implement Case Origins Automate Case Management Providing Apps and Custom Objects Supply Apps in Salesforce Classic Supply Apps in Lightning Experience Managing Data Data Management Essentials Import and Update Data Back Up and Restore Data Configuring Views, Reports, and Dashboards Create Views Create and Manage Reports Create and Manage Dashboards Integrating and Extending Salesforce Integrate Salesforce and Outlook Implement Salesforce1 Implement SalesforceA Additional course details: Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 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 4 Days 24 CPD hours This course is intended for This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential. Overview Determine and implement appropriate data access and visibility settings. Manage configuration changes in a sandbox environment and move metadata between environments using change sets. Extend the functionality of your implementation with custom objects and apps. Extend your reporting to provide up-to-date views of your business. Customize the Salesforce mobile app and create quick actions to increase efficiency. Improve data quality so that the ongoing task of data maintenance is not so overwhelming. Implement complex business processes using workflow rules, Process Builder, approval processes, and flows. Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce. Record Access and Field Visibility Troubleshoot Record Access Understand the Impact of Territory Management on the Sharing Model Manage Field Visibility Change Management Manage Changes in a Sandbox Deploy Changes Using Change Sets Custom Objects and Apps Build Custom Objects, Tabs, and Apps Create Relationships Between Objects Use Delegated Administration Advanced Reporting Create Custom Report Types Build Exception Reports with Cross Filters Categorize Report Data with Bucketing Extend Summaries in Reports and Dashboards Display Multiple Views of Data Using Joined Reports Analyze Data Over Time with Historical Trending and Reporting Snapshots Salesforce Mobile App and Quick Actions Customize the Salesforce Mobile App Create Object-Specific Quick Actions Create Global Quick Actions Data Quality Assess, Cleanse, and Maintain Data Prevent Duplicate Records Using Duplicate Management Automated Business Processes Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes Approval Processes Manage Approval Processes Troubleshoot Approval Processes Visual Workflow Understand Use Cases for Visual Workflow Build and Deploy a Flow Advanced Business Process Automation Understand When to Use Apex and Visualforce for Extending Business Process Automation Understand the Order of Execution for Automated Processes Use Debug Logs to Troubleshoot Business Process Issues

Duration 3.75 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.