4293 Sales courses delivered Online

Duration 3 Days 18 CPD hours This course is intended for This class is designed for experienced administrators and platform developers as well as solution, enterprise, and technical architects responsible for designing or building integration solutions on the Salesforce Platform. It's also designed for project or program managers looking to understand the big picture of integration in order to better manage their projects and programs. Ideally, you hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential and/or are knowledgeable about standard and custom objects; how to work with flows and Process Builder; how to navigate Salesforce, Lightning Components, and Schema Builder; and Apex basics such as creating a Class and Anonymous Blocks. This class is recommended for anyone looking to earn their Salesforce Certified Integration Designer credential. Overview When you complete this course, you will be able to: Identify integration requirements by asking relevant integration questions to business stakeholders. Recommend appropriate integration patterns (Remote Process Invocation - Request and Reply, Remote Process Invocation - Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes, Data Virtualization) to design integration solutions. Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, Outbound Messaging, Callouts, and Salesforce Connect) to build integration solutions. Explore architectural concepts and the big picture thinking of how to integrate on the Salesforce Platform. In this 3-day class, our Salesforce integration experts will demonstrate how to build solutions that provide a single view of your customers. You?ll learn about integration capabilities and the considerations that should be made when architecting an integration solution. Through a combination of demos, discussions, and hands-on exercises, you?ll design and build secure, scalable, and high-performing integration solutions that seamlessly surface the information that matters most Integration Overview Understand the Importance of Integration Explore Integration Architecture Explore the Meaning of Single View of the Customer Explore the Meaning of System Landscape Understand the Role of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape Integration Capabilities Introduction to Salesforce APIs Create External Applications Using SOAP API Build Mobile Applications Using REST API Work with Large Data Volumes Using BULK API Build Event-Driven Applications Using Streaming API Build Event-Driven Applications Using Platform Events Build Event-Driven Applications Using Change Data Capture Send Data from Salesforce to External Applications Using Outbound Message Call External APIs Programmatically Using Callouts Integrate Data from an External Data Source Using Salesforce Connect Synchronize Data with Heroku Connect Call External APIs Declaratively Using External Services Integration Patterns Understand Use Cases for a Request and Reply Pattern Understand Use Cases for a Fire and Forget Pattern Understand Use Cases for a Batch Data Synchronization Pattern Understand Use Cases for a Remote Call-In Pattern Understand Use Cases for a UI Update Based on Data Changes Pattern Understand Use Cases for a Data Virtualization Pattern Integration Security Explore Two-Way Transport Layer Security (TLS) Understand When to Use Remote Site Settings Understand the Benefits of Using Named Credentials Understand Certificates Encrypt Your Data at Rest Using Salesforce Shield Platform Encryption Advanced Integration Discussions Design Solutions for Performance Design Solutions for Scale Review Integration Regulatory Requirements Review Integration Best Practices Case Study Draw a System Landscape Diagram Evaluate Business Needs Translate Needs to Integration Requirements Design an Integration Solution Build an Integration Solution Maintain an Integration Solution Additional course details: Nexus Humans Salesforce Design and Build Integration Solutions (ARC101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Design and Build Integration Solutions (ARC101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce System Architect credential, for consultants or technical experts working to earn their individual Architect Designer credential, and for Salesforce Developers and Administrators looking to expand their overall capabilities with the Salesforce Platform. Overview Recommend appropriate integration patterns (Remote Process Invocation - Request and Reply, Remote Process Invocation - Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes) to address integration requirements. Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, canvas, Workflow outbound, Apex, and Salesforce Connect) to address integration requirements. Recommend the appropriate SSO Flow or OAuth flow to address identity and access management requirements. Dive into the two cornerstone domains of being a System Architect: Integration Architecture, and Identity and Access Management. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing integration and identity solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions. Integration Capabilities Create, Retrieve, Update, or Delete Records with SOAP API Integrate with Salesforce Using REST API Insert, Update, Upsert, or Delete Large Volumes of Data with BULK API Push Relevant Data to Users in Real Time with Streaming API Send Information to a Designated Endpoint with Outbound Message Integrate Your Apex with an External Service Using Callouts Integrate Data from an External Data Source Using Salesforce Connect Synchronize Data with Heroku Connect Connect Business Processes in Salesforce with Platform Events Publish Change Events with Change Data Capture Integration Patterns Invoke Remote Call-In Patterns Invoke Request and Reply Patterns Invoke Fire and Forget Patterns Synchronize Batch Data Update UI Based on Data Changes Visualize Data Identity Management Review SSO Fundamentals Review Identity Management Review Identity Management Concepts Understand Salesforce as an Identity Provider Accept Third-Party Identity in Salesforce Understand Social Sign-On and Open ID Connect Enable Users to Authenticate with SSO Flows Initiate Flows with IDP Initiate Flows with SP Troubleshoot Identity Issues Authentication Grant Client Application Access with OAuth Flow Generate Access Tokens with Username Password Flow Initiate Web Server Flow Grant Application Access with User Agent Flow Connect to Salesforce Using JWT Flow

Duration 2 Days 12 CPD hours This course is intended for This class is designed for experienced Salesforce Administrators who are responsible for setting up, configuring, and managing Service Cloud. Prior to taking this class, you should have a solid understanding of Salesforce functionality and concepts, at least 6 months of experience using Salesforce, and the Salesforce Administrator credential or equivalent knowledge. Overview Set up the case management process automating the support process with queues, assignment/escalation rules, and Process Builder. Configure Salesforce knowledge to help you manage the creation, publication, and maintenance of knowledge articles. Enable entitlements to set up service contracts. Set up the Salesforce Service Console app to help your support reps work more efficiently. Understand the capabilities of the Softphone Utility in the Lightning Console. Configure online chat with customers using Web Chats. Understand and set up communities. Leverage Service Cloud to scale your support efforts and improve customer service. In this 2-day class, Service Cloud experts will walk you through how to configure and maintain Service Cloud for your organization. Learn how to set up service contracts with milestones and entitlements, set up the Service Console application, add the Softphone Utility to your Lightning Console, and set up Web Chats to provide frictionless customer support. Learn how to configure a Customer Community so you can connect customers to knowledge articles and community members to find answers instantly. Case Escalations and Entitlements Create processes to streamline a support team?s workflow and case management. Customize fields, page layouts, and record types for different kinds of support cases. Define picklist values for each new record type. Create case assignment rules, queues, and escalation rules to push cases to the appropriate support team at the appropriate time. Create and manage entitlements to customize the level of support for each customer. Salesforce Knowledge Enable Lightning Knowledge and assign appropriate user licenses. Customize page layouts and record types to support knowledge article management. Customize access to, permissions for, and visibility of knowledge tools and processes. Create and manage articles to ensure quality of information. Manage and close cases more efficiently using knowledge articles. Lightning Service Console Create your own Service Console app. Customize the Lightning Console pages. Add Utilities to your console. Enable and utilize Chat (formerly Live Agent). Optimize the use of Omni-Channel. Salesforce Self-Service Communities Enable communities in your Salesforce org. Create a permission set for effective administration of communities. Customize the look and layout of the community. Add the Reputation component to the community. Additional course details: Nexus Humans Salesforce Administer and Maintain Service Cloud (ADX261) 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 Administer and Maintain Service Cloud (ADX261) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This course is 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 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 1 Days 6 CPD hours This course is intended for New administrators, business analysts or report writers who are new to creating reports or dashboards within Salesforce. Overview A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards. This course is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce. Introductions / Login to Training OrgsOverview of Salesforce Object ModelTabular, Summary, Matrix, Join ReportsCharts, Bucket Fields, Report Summary Fields, Conditional HighlightingCustom Report TypesDashboardsReport & Dashboard Scheduling Additional course details: Nexus Humans Introduction to Salesforce.com Analytics - Building Reports and Dashboards 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 Salesforce.com Analytics - Building Reports and Dashboards 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 Certification Preparation for Administrator is designed for experienced Salesforce administrators who are planning to take the Salesforce Administrator Certification. Overview Understand the different exam objectives and their weighting on the exam Know which product areas to focus on to best prepare for your exam How to approach exam questions Additional resources available to help prepare for the exam Are you ready to take the next step in your career by becoming a Salesforce Certified Administrator? By covering the details around the exam objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key topics. Instructors will present different administration and configuration scenarios tied to the exam objectives. Questions related to these scenarios will help prepare you to help prepare you for your exam. Introduction and OverviewSecurity and Record AccessStandard and Custom Objects Automation and ValidationData Management Reports and DashboardsPractice Test and DiscussionConclusion and Next Steps Additional course details: Nexus Humans Salesforce Certification Preparation for Administrator (CRT101) 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 Administrator (CRT101) 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 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.

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 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.