39 Salesforce Associate courses delivered Live Online

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 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 4 Days 24 CPD hours This course is intended for This class is designed for experienced B2C Commerce Technical Leads, Solution Architects, B2C Commerce Developers, Technical Directors, Owners of Technical Design and Quality Implementations, and anyone looking to earn their Salesforce B2C Commerce Architect credential. We recommend earning the Salesforce B2C Commerce Developer credential, or having equivalent experience, prior to attending this class. Overview When you complete this course, you will be able to: Familiarize yourself with B2C Commerce Cloud and industry best practices Understand ecommerce platform migration strategies Design B2C Commerce implementations that scale gracefully Design multi-site and multi-region solutions Maximize success on the B2C Commerce Architect Exam In this 4-day, expert-led class, learn the industry-standard steps to take a B2C Commerce site through the complete implementation lifecycle. Through expert-led demo, hands-on exercises, and workshops, learn how to design and build secure, scalable B2C Commerce sites that address real-world customer requirements and deliver better digital commerce experiences. Discovery and Design Assess Your Delivery Approach Document the System Landscape Plan for Growth Use the Commerce Cloud Partner LINK Marketplace Building Essentials Define the Implementation Process Review Implementation Best Practices Solve Complex Business Requirements Understand the Build Process and Unit Testing Learn How to Conduct Load Testing Integrations and Customizations Review the Available Integration Approaches Understand Integration Frameworks Review Integration Design Patterns Review Legacy Implementation Considerations Monitoring and Troubleshooting Learn About the Log Settings Capabilities in Business Manager Understand Platform Governance Best Practices Learn How to Do Performance Analysis Especially During Critical Sales Events Discover How to Optimize Implementations Launch Review SEO Configuration Best Practices Understand Launch Activities Monitor Post-Launch Activities Manage Launch Schedules Migrate Data from Legacy Systems Additional course details: Nexus Humans Salesforce Architect B2C Commerce Solutions (ARC300) 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 Architect B2C Commerce Solutions (ARC300) 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 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

Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics

Duration 2 Days 12 CPD hours This course is intended for This class is designed for individuals responsible for implementing a new B2B Commerce Cloud on Classic storefront or providing functional storefront maintenance in a support or administrative role. Overview Understand the different types of products and how to configure them. Set up different pricing strategies. Understand how to implement Marketing and Pricing Strategies. Organize your storefront by configuring Categories and Menus. Understand how the B2B Commerce Cloud handles Internationalization by setting up additional currencies and languages. Grasp Attribute Driven Commerce. Configure Facetted Searches. Take the next step toward a B2B Commerce Administrator Accreditation. Design, build, and launch a business-to-business (B2B) commerce solution that enables retailers, wholesalers, or distributors to purchase goods or services from your brand. In this 2-day class, our Commerce Cloud experts will walk you through how to set up and configure the essential elements required to manage a storefront, so you can deliver a buyer experience that satisfies your organization?s unique requirements. Platform Overview Understand the Features and Functionality of B2B Commerce Setup Administer Commerce Cloud Adjust Sharing Settings Configure the Storefront Secure Domain Style Your Storefronts with Themes Add Widgets to Storefront Pages Leverage Indexing Enable Caching for Storefront Pages B2B Buyers Manage Contacts Create Buyer Users Understand Community Licenses Enable a User Create Account Groups Create Price Lists Manage Storefront Access Products Add Standard Products to a Price Book Create a Product Bundle Create a Product Kit Create an Aggregated Product Create a Dynamic Kit Create an Assembly Product Marketing and Pricing Strategies Show Related Products Create Subscription Products Set Up Promotions Offer Coupons for Discounts on Storefront Purchases Offer Tiered Pricing to Give Customers a Price Break Configure Attribute Pricing Configure Contract Pricing Storefront Organization Show Your Featured and Spotlight Products Plan Your Category Structure Add a Menu Component Create Page Sections Customize Storefront Headings with Page Labels Localization Add or Change the List of Available Languages Add or Change the List of Available Currencies Localize Objects Advanced Configurations Enable Effective Accounts Split an Order with Line Level Independence Additional course details: Nexus Humans Salesforce Administer and Merchandise a B2B Commerce on Classic Store (B2B101) 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 Merchandise a B2B Commerce on Classic Store (B2B101) 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 merchants, marketers, and content managers who want to learn more about using B2C Commerce Cloud Business Manager to manage end-to-end business operations for a Commerce Cloud storefront. This course is also useful for developers preparing for the B2C Commerce Developer certification, providing information on working with a B2C site and data management using Business Manager. Overview Organize a storefront using catalogs, categories, products, pricing, and search refinements. Improve results in search engines using SEO best practices. Improve on-site search using the search index, Einstein Search dictionaries, and sorting rules. Entice and target online shoppers using customer groups, qualifiers, campaigns, and promotions. Create shopper experiences using content slots, Page Designer, and Einstein Recommendations. Leverage analytics and reports to determine success. Create A/B tests to make decisions on storefront experiences. Discover how to present products in a compelling way on a B2C Commerce Cloud storefront so you can turn customers into repeat customers. In this 5-day extended* class, you?ll learn how to improve conversion rates and increase the average order size of shoppers. Our B2C Commerce Cloud experts will walk you through how to organize an existing site, use best practices in search and online marketing, enhance the shopper experience, and leverage analytics to understand what products are selling best and why. NOTE: This course does not include site creation, programming, or site design. This class is taught using the SFRA reference architecture site and not the client?s specific site. Client specific site is used during the Launch Readiness Bootcamp conducted by Services. Getting Started Introductions Housekeeping B2C Commerce Overview Shop Organization Explain How Catalogs Work Create Categories Manage Products Manage Pricing & Inventory Configure Search Refinements Search & Sort Manage Search Engine Optimization Implement Searchandizing Strategies Online Marketing Use Qualifiers (coupon codes, source codes, customer groups) Create Promotions Create and Manage Campaigns Refine Campaigns Shopper Experience Identify Content Management Basics Create and Manage Content Slots Create a Page Using Page Designer Identify Einstein Recommender Types and Related Strategies Analysis and Optimization View Production Reports Create an A/B Test

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