4293 Sales courses delivered Online

Duration 1 Days 6 CPD hours This course is intended for Certification Preparation for Platform App Builder is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in sharpening the development, deployment, and administrative skills required to succeed in becoming a Salesforce Certified Platform App Builder Overview Architect and manage the correct data model based on business requirements. Configure application security. Define business logic and process automation declaratively. Design user interfaces. Customize applications for mobile use and Lightning. Deploy applications. Are you ready to take the next step in your career by becoming a Salesforce Certified Platform App Builder? By covering the details around the exam objectives, this course will help hone your knowledge of Salesforce application lifecycle management and the declarative and programmatic solutions available to you through guided scenarios, lecture, and discussion. Salesforce Fundamentals Capabilities of core CRM objects Boundaries of declarative customizations Use cases for programmatic customizations Security Restricting and extending object, record, and field access Determining appropriate sharing solutions Data Modeling and Management Determining an appropriate data model Relationship types and impact on record access, user interface, and reporting Considerations for changing field types Considerations of the schema builder Considerations for importing and exporting data Use cases of external objects Reporting Creating reports Report types Dashboards User Interface Customization options Custom buttons, links, and actions Declarative options for incorporating Lightning Components Mobile Declarative customizations available for the Salesforce1 user interface Business Logic and Process Automation Record types Formula fields Roll-up summary fields Validation rules Approval processes Workflow Visual workflow Process builder Automating business processes Ramifications of field updates and potential for recursion App Deployment Application lifecycle Sandboxes Change sets Unmanaged and managed packages Determining an appropriate deployment plan Wrapping Up Test preparation Practice exam

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 designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce Application Architect credential, or for application architects looking to get more hands-on experience. Overview Design data models that scale gracefully Leverage Salesforce sharing mechanisms at an advanced level Evaluate the nuances of field types and pick the right one for the circumstances Make data model decisions that minimize record locking and other performance degradations Dive into the two cornerstone domains of being an Application Architect: Data Architecture and Management, and Sharing and Visibility. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions. Application Architect Overview Assess the Requirements to Become an Application Architect Understand the Real-World Expectations of Application Architects Review the Core Characteristics of Successful Application Architects Scenario Introduction Review the Application Architecture Scenario Identify Scenario Problem Areas Identify Scenario Actors and Licensing Architecture Documentation Understand Key Architecture Documentation Requirements Learn About Best Practices for Artifact Documentation Produce Architecture Documents Data Modeling Identify Relationship Types and Their Impact on Record Access, User Interface, and Reporting Review the Considerations for Changing Field Types Review the Considerations for Modifying Data Models with Schema Builder Review the Considerations for Importing and Exporting Data Identify Use Cases of External Objects Determine an Appropriate Data Model Understand Design Implications with Complex Environments and Large Data Volumes (LDV) Data Management Review the Considerations for Working with LDV Review Data Lifecycle Concepts and Mechanisms Review Master Data Management and System of Record Concepts Review Data Migration, Planning, Preparation, and Execution Identify Potential LDV and Calculate Expected Volumes Go Further with Indexes Standard and Custom Skinny Tables Lock Records Security Model Review the Considerations for Working with Internal and External Sharing Models Restrict and Extend Object and Field Access Determine Sharing Solutions Identify Record Sharing Mechanisms (Declarative, Programmatic, Implicit) Understand Teams Concepts (Account, Opportunity, Case) Understand Person Accounts and Its Implication on Sharing Encrypt Data Sharing in Communities Understand Community Security Mechanisms Secure Integration Endpoints Integrate and Specify Connected Apps and Named Credentials Advanced Security & Visibility Concepts Implement Security & Visibility Controls with Apex and Visualforce Review Territory Management and Its Implication on Data Management, Sharing, and Visibility Review Divisions and Its Implication on Data Management, Sharing, and Visibility Understand Security and Visibility Controls on 'Special' Objects Solution Design Determine When to Leverage Standard Products Functionality vs. Custom Build vs. AppExchange Understand Declarative and Programmatic Configuration Get to Know the Order of Execution Automate Business Processes Consider Reporting and Analytics Needs Consider How to Store and Access Content/Files Apply Solution Design Concepts to Real-World Problems and Scenarios Deployment & Integration Best Practices Review the Application Lifecycle Understand How Sandboxes Should Be Used Review Deployment Options Identify Integration Patterns Wrap-up Review a Practice Scenario Review What Was Covered Additional course details: Nexus Humans Salesforce Build Application Architect Expertise (ARC901) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Build Application Architect Expertise (ARC901) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours In this course, you?ll learn how to program Lightning Web Components with markup, JavaScript, CSS, Apex, and the Salesforce Lightning Design System (SLDS). Additional course details: Nexus Humans Salesforce Programming Lightning Web Components (DEX602) 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 Programming Lightning Web Components (DEX602) 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 class is designed for administrators preparing to take the Salesforce Marketing Cloud Administrator exam who are able to configure Marketing Cloud products using industry and product best practices. You should be generally familiar with data structure in subscriber data management. You should also be able to thoroughly navigate Setup, troubleshoot account configuration, and manage user requests. Overview When you complete this course, you will be able to: Recall exam objectives. Discuss product features and functionality covered on the exam. Assess your exam readiness by answering practice questions. Familiarize yourself with additional resources necessary to prepare for the exam. Take the next step in your career and become a Salesforce Certified Marketing Cloud Administrator. In this 1-day, expert-led certification prep class, boost your exam readiness with a detailed exam overview, exam resources, and practice exam questions to test your knowledge. This course includes a voucher to sit for the Salesforce Marketing Cloud Administrator exam. Course Outline Exam Overview Digital Marketing Proficiency Review Governance and Compliance in Relation to Digital Marketing Review Security Best Practices for Date, Permissions, and PII Review Marketing Cloud Product Inventory and Offerings Subscriber Data Management Review the Contact Model Review Data Quality Evaluation Review Preference and Profile Center Setup Review Business Units, Users, and Security Configuration Review Integrations Configuration Review Features in Setup Home Review Marketing Cloud Extension Products Channel Management Review Mobile Studio Configuration Review Email Studio Configuration Review Social Studio and Advertising Configuration Review Journey Builder Concepts and Use Cases Maintenance Review Data Extraction and Report Generation Solutions Review Monitoring and System Availability Review Additional Marketing Cloud Product Benefits Practice Exam and Wrap-up Complete a Practice Exam Review Next Steps

Duration 1 Days 6 CPD hours This course is intended for This course is intended for an individual who has experience developing and deploying basic business logic and user interfaces using the programmatic capabilities of the Force.com platform, including practical application of the skills and concepts noted in the exam objectives below. Overview When you complete this course, you will be able to:Describe the structure of the exam and the exam?s objectives.List the most heavily weighted exam objectives.Describe key features of the Force.com programming languages, including: Apex, SOQL, SOSL, and Visualforce.Explain important Force.com concepts, such as the testing framework, governor limits, and the save order of execution.Explain the ALM of a Salesforce development project. By covering the details around the exam objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key topics. A mock exam at the end of the course will help you assess your readiness. Introduction to the Course and the Exam Introduction to AW computing Introduction to the Platform Developer I certification Salesforce FundamentalsLogic & Process Automation (Part 1) Working with Formulas and Rollup Summary Fields Working with Basic Constructs in Apex Working with SOQL Working with SOSL Working with DML Working with Exceptions and Governor Limits Logic & Process Automation (Part 2) Working with Apex classes Working with Apex triggers Describe the save order of execution User Interface Working with Visualforce Pages Working with Visualforce Controllers Working with the Lightning Component Framework Testing Describing the Testing Framework and Requirements Creating Test Data and Tests Executing a Test Testing Considerations Debug & Deployment Tools Debugging Deploying Certification Preparation Resources

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 5 Days 30 CPD hours This course is intended for This class is designed for email digital marketers who manage the email channel for their organization. Whether you are new to Marketing Cloud or looking for tips on how to improve your existing customer journeys, this class is a great place to start. No prior knowledge of Marketing Cloud is needed. Overview When you complete this course, you will be able to: Explain compliance concepts to ensure optimal deliverability. Use tools within Marketing Cloud to uphold deliverability standards. Utilize Email Design best practices to ensure the best customer experience. Develop effective, relevant messages using Content Builder. Design and test different delivery methods and options when sending an email message. Design and execute customer journeys using automation tools within Marketing Cloud. Differentiate the use cases for different automation activities in Automation Studio and Journey Builder. Define fundamental data management and structure terminology. Use data segmentation tools to create targeted emails. Apply a simple data model concept to a real-world scenario. Define subscriber statuses, unsubscribe methods, and preferences. Analyze marketing campaigns using common KPIs. Solve a common marketing problem using troubleshooting guidance. Prioritize testing methods and tools to ensure quality control. Explain fundamental account and sending administration. Know where to go for more information, guidance, and support. Describe capabilities across the platform. Start your journey to becoming a Marketing Cloud Specialist. In this 5-day, expert-led class, you will learn how to build customer journeys within Marketing Cloud. Our team of Marketing Cloud pros will walk you through best practices related to executing, monitoring, and analyzing your journeys, arming you with the tools and know-how to design personalized journeys and engage with your customers in a whole new way. Course Outline Introduction to Salesforce Marketing Cloud Administration Subscriber and Data Management Email Message Design and Creation Message Testing, Delivery, and Email Marketing Best Practices Marketing Automation Analytics and Troubleshooting Summary

It's a fact of life that costs generally increase and as a result prices must go up too. Implementing an increase without losing customers is challenging. Talking about a price increase with customers never makes for an easy conversation. Your customers will generally decide whether to accept the increase based upon value, as well as the hassle cost of switching and going elsewhere. Even the most experienced salesperson who has implemented price increases before will be fighting back the nerves when faced with the task of 'selling' the increase. In this flexible programme, we will support your internal preparations at whichever stage you and your colleagues are at. From making the decision to increase prices, right through to those on the frontline already dealing with any push-back. This programme will help participants: Understand the business case for increasing prices Take steps to research the market Consider their customers' motivations Use the six principles of influence Identify and adapt for different personality styles Assess their level of trust with customers Build rapport rapidly with their customers and prospects 1 Raising prices - keys to success Understanding the business case Researching the market Assessing the value of your offering 2 Understanding your customer base Assessing your key accounts What is your 'target' customer range? Creating consistency in pricing approach 3 Planning the increase Timing your implementation Communication strategy Elements of a good price increase letter 4 Developing influencing skills The Trust Equation The six principles of influence Discovering your customer's buying decisions 5 Emotional intelligence and price increases The part emotion plays Developing strategies for keeping calm Handling your customer's responses 6 Understanding different customer styles Discover your own style Recognising behaviour traits in others Adapting your approach to their style 7 Preparing for customer contact Preparing for specific customers Anticipating their response Dealing with challenging customers 8 Following through Maintaining a consistent approach Resisting requests for discounts Confirming the increase in writing

Duration 1 Days 6 CPD hours This course is intended for This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process. Overview Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use Ready to start building in Tableau CRM? In this course, you?ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You?ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you?ve created a dashboard, you?ll also learn how to optimize the dashboard for mobile. Finally you?ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes? Check out the Tableau catalog here. Managing Apps, Lenses, Dashboards, and Datasets Overview of building and managing apps Building an app Manage apps, lenses, dashboards, and datasets Designing a Dashboard and Creating a Template Dashboard Building Overview Designing a Dashboard Create a dashboard template Building a Dashboard Building a Dashboard Adding Charts, Tables, and KPIs to a Dashboard Adding Filters to a Dashboard Modify a Dashboard for Mobile Translating Desktop Dashboards to a Mobile Device Creating/Updating Mobile Dashboard Layouts