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3 Salesforce Associate courses in Nottingham delivered On Demand
Salesforce Heroku
By Course Cloud
The comprehensive Salesforce Heroku has been designed by industry experts to provide learners with everything they need to enhance their skills and knowledge in their chosen area of study. Enrol on the Salesforce Heroku today, and learn from the very best the industry has to offer! This best selling Salesforce Heroku has been developed by industry professionals and has already been completed by hundreds of satisfied students. This in-depth Salesforce Heroku is suitable for anyone who wants to build their professional skill set and improve their expert knowledge. The Salesforce Heroku is CPD-accredited, so you can be confident you're completing a quality training course which will boost your CV and enhance your career potential. The Salesforce Heroku is made up of several information-packed modules which break down each topic into bite-sized chunks to ensure you understand and retain everything you learn. After successfully completing the Salesforce Heroku, you will be awarded a certificate of completion as proof of your new skills. If you are looking to pursue a new career and want to build your professional skills to excel in your chosen field, the certificate of completion from the Salesforce Heroku will help you stand out from the crowd. You can also validate your certification on our website. We know that you are busy and that time is precious, so we have designed the Salesforce Heroku to be completed at your own pace, whether that's part-time or full-time. Get full course access upon registration and access the course materials from anywhere in the world, at any time, from any internet-enabled device. Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email.
Best Salesforce Training in Hyderabad
By Salesforce Masters
Salesforce coursesare structured learning programs designed to equip individuals with the knowledge and skills needed to leverage Salesforce effectively. Whether you're a sales professional aiming to boost your productivity, a marketer seeking to optimize campaign performance, or a business owner looking to enhance customer relationships, there's a Salesforce course tailored to your specific goals and requirements. These courses cover a wide range of topics, including Salesforce basics, advanced administration, automation, app development, and more. They are typically delivered through a combination of online modules, instructor-led sessions, hands-on exercises, and real-world case studies, ensuring that learners not only grasp theoretical concepts but also gain practical experience that can be applied directly in their roles. Benefits of Salesforce Courses Investing in Salesforce courses offers a multitude of benefits for individuals and organizations alike: Enhanced Productivity: By mastering Salesforce, professionals can streamline workflows, automate repetitive tasks, and optimize their day-to-day processes, resulting in increased productivity and efficiency. Improved Customer Experiences: Salesforce enables businesses to deliver personalized experiences at every touchpoint, from initial lead capture to post-sale support. Courses on Salesforce CRM empower individuals to leverage customer data effectively, anticipate needs, and provide exceptional service, thereby fostering long-term customer loyalty. Competitive Advantage: In today's competitive market, companies that leverage Salesforce effectively gain a significant edge over their counterparts. By investing in Salesforce training, organizations can ensure that their teams are equipped with the latest tools and techniques to stay ahead of the curve. Career Advancement: Salesforce skills are in high demand across industries, with certifications such as Salesforce Administrator, Salesforce Developer, and Salesforce Architect being highly sought after by employers. Completing Salesforce courses not only enhances one's skill set but also opens up new career opportunities and prospects for advancement. Flexibility and Accessibility: Salesforce courses are available in various formats, including online self-paced modules, live virtual classrooms, and in-person training sessions, making them accessible to learners regardless of their location or schedule. This flexibility allows individuals to learn at their own pace and tailor their learning experience to suit their needs. Continuous Learning and Growth: The Salesforce platform is constantly evolving with new features, updates, and enhancements being rolled out regularly. By enrolling in Salesforce courses, professionals can stay updated with the latest trends and best practices, ensuring that their skills remain relevant and in-demand in the ever-changing landscape of technology. Choosing the Right Salesforce Course With a plethora of Salesforce courses available in the market, choosing the right one can seem daunting. However, by considering the following factors, individuals can make informed decisions that align with their learning objectives: Reputation and Accreditation: Look for courses offered by reputable training providers with a proven track record of delivering high-quality content and certified instructors. Accredited courses endorsed by Salesforce are particularly valuable as they adhere to industry standards and best practices. Curriculum and Learning Objectives: Review the course curriculum to ensure that it covers topics relevant to your goals and skill level. Whether you're a beginner looking to master the basics or an experienced professional seeking advanced training, the course content should be comprehensive and aligned with your learning objectives. Delivery Mode and Flexibility: Consider your preferred learning style and schedule when choosing a course delivery mode. Online courses offer flexibility and convenience, while instructor-led sessions provide opportunities for interactive learning and real-time feedback. Choose a format that suits your preferences and availability. Hands-on Experience and Practical Exercises: Effective Salesforce training goes beyond theoretical concepts, providing hands-on experience through practical exercises, case studies, and real-world simulations. Look for courses that offer opportunities for application-based learning, allowing you to reinforce your understanding and skills through practical application. Support and Resources: Evaluate the level of support and resources provided by the training provider, including access to instructors, discussion forums, online communities, and supplementary materials. A supportive learning environment can enhance your overall learning experience and facilitate knowledge sharing and collaboration with peers.
Have you always dreamt of a high-flying career in the world of sales? Do you love the idea of working with customers on a daily basis? Does the thrill of the chase inspire you to work harder? If so, the Sales Management for Salesforce Course is perfect for you. Starting by building a foundational knowledge of the basics of sales, the course then teaches you a deeper understanding of the sales techniques you can use to boost your selling power to superstar status. The Sales Management for Salesforce Course will ensure you know how to tackle any sales problem you come up against, meaning you can be confident you'll always close the deal! What You Will Learn From the Sales Management for Salesforce Course: Discover the mindset you need to excel in the world of sales. Build your organisational skills and ensure you're prepared for every sales call. Learn the importance of product knowledge and how to emphasise the features and benefits of your products. Look at how to begin and close sales calls with customers. Delve into the reasons why people buy and how to use this in the sales process. Learn the essential sales techniques you need to know to succeed. Discover how to hold a high price and increase average order value. Look at how to sell in the long term and discover how you can get recommended to other potential customer. Why Choose this Course? Earn a digital Certificate upon successful completion. Accessible, informative modules taught by expert instructors Study in your own time, at your own pace, through your computer tablet or mobile device Benefit from instant feedback through mock exams and multiple-choice assessments Get 24/7 help or advice from our email and live chat teams Full tutor support on weekdays Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Video lessons Online study materials Mock exams Multiple-choice assessment Certification Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99. Course Content Sales Skills For Beginners Mindset Attitude 00:01:00 Values 00:03:00 Beliefs 00:02:00 How to Change Beliefs 00:04:00 Goals 00:06:00 Focus 00:02:00 The Extra Mile 00:03:00 Team Player 00:02:00 Accentuate the Positive 00:03:00 Be a Winner! 00:02:00 Organizational Skills Pre-call Research 00:02:00 Gaining Appointments 00:04:00 Pre-call Planning 00:04:00 Route Planning 00:04:00 Prioritizing your Time 00:02:00 Controlling the Controlable 00:03:00 Product Knowledge Know your Products 00:03:00 Features and Benefits 00:03:00 Customer Perception 00:02:00 Sales Calls Beginning Sales Calls 00:03:00 Listening & Question Listening Skills Part 1 00:07:00 Listening Skills Part 2 00:05:00 Uncovering Needs 00:05:00 Closing Sales Calls Closing a Sales Call 00:04:00 Following Up Post Call Analysis 00:05:00 Follow Up Actions 00:02:00 Onwards 00:01:00 Final Thoughts 00:01:00 Mastering Sales Techniques The Guaranteed Way to Improve Your Sales Technique The Number One Universal Killer Question in Selling 00:03:00 The Importance of Establishing the Clients Expectations 00:02:00 How to Close the Sale Without Sounding like a Salesman 00:04:00 Why People Buy and How to Get Them to Buy from Us People Buy Emotionally and Justify Logically. What to Do About It 00:04:00 Don't Assume You Know the Buyer's Priorities 00:05:00 How to Unearth the Buyer's Strategic Needs 00:03:00 The Importance of Implications 00:04:00 Why People Don't Buy and How to Counteract Any Objection Being Prepared for Objections 00:04:00 The Most Common Objections and How to Handle Them 00:04:00 How to Get People to Choose What You Want Them To 00:04:00 What Buyers Say and What They Really Mean 00:03:00 Holding a High Price What Does Value For Money Really Mean? 00:03:00 Five Proven Techniques to Save Money and Make Money 00:04:00 The Words: 'Typically', 'Realistically', 'Currently', 'Given' and 'Yet' 00:02:00 Justifying Your Price - the Power of One 00:04:00 The Final 'Killer Questions' That Allow You to Negotiate More Successfully 00:04:00 Win-Win and Increasing Average Order Value The Real Meaning of 'Win-Win' 00:04:00 The Rules for Discounting 00:03:00 How to Hold a High Price 00:04:00 How to Increase Average Order 00:03:00 The Compromise Effect 00:03:00 Sales Techniques You Need to Know All You Need to Know About Time Management 00:03:00 Recognising the Moment That Matters and the Role of 'Enough' 00:06:00 What to Do When It Starts Going Wrong 00:05:00 How to Understand Other People - Can You Clarify? 00:04:00 How to Build Your Reputation and Getting Your Client to Feel Indebted to You 00:04:00 Selling in the Long Term and Being Recommended 00:04:00 Frequently Asked Questions Are there any prerequisites for taking the course? There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course. Can I access the course at any time, or is there a set schedule? You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience. How long will I have access to the course? For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime. Is there a certificate of completion provided after completing the course? Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks. Can I switch courses or get a refund if I'm not satisfied with the course? We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase. How do I track my progress in the course? Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course. What if I have technical issues or difficulties with the course? If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.
Online Options
Show all 42Salesforce Develop and Customize a B2B Commerce on Classic Store (B2B201)
By Nexus Human
Duration 2 Days 12 CPD hours This course is intended for The audience for B2B Commerce Developer is any individual who will participate in a new implementation who needs working knowledge and experience with B2B Commerce technical components. Attendees should have intermediate skills in: Object Oriented Programming (Apex or Java) Full-Stack Development (VisualForce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery) Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships)This class is designed for individuals responsible for implementing the technical components of a new B2B Commerce Cloud storefront. You should have some experience with the following: Object-oriented programming (Apex or Java) Full-stack development (Visualforce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery) Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships) Overview Identify where and what events require code extension. Effectively navigate and configure in B2B Commerce on Classic Admin. Implement UI, Logic Class, and Service Class Overrides along with Subscriber Code Integration. Create your own B2B Commerce on Classic solution and troubleshoot problem areas during the development cycle. Take the next step toward a B2B Commerce Developer Accreditation. Explore the Salesforce B2B Commerce platform on Classic and discover how and when to extend your events with code. In this 2-day class, our B2B Commerce Cloud experts will walk you through how to use code to customize the UI and extend functionality in your B2B Commerce Cloud on Classic storefront so you can deliver a buyer experience that satisfies your organization?s unique requirements. Technical Overview Review Key Terms Understand B2B Commerce on Classic Architecture and Technology Stack Take a Tour of the UI Understand B2C Commerce Cloud on Classic Admin Configuration vs. Code Extension Storefront Overview Implement B2B Commerce on Classic Create a Storefront Load Data Enable Buyers User Interface Review UI Best Practices Familiarize Yourself with Key Terms Explore UI Themes Customize UI Layouts Use Subscriber Templates Use Page Includes Manage Subscriber Pages Extensions Override Handlebars Extend My Account Extend B2B Commerce Checkout Flow Explore Global JavaScript Functions Understand B2B Commerce Event Handling Explore Handlebars Functions Explore Localization Functions Extend Utility Functions and Objects Extend Global Extension Points Core Capabilities Handle Cases Using Process Builder Configure Payment Types
Salesforce Reporting Fundamentals in Lightning Experience (RPX101)
By Nexus Human
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.
Salesforce.com - Sales Cloud for Sales Representatives
By Nexus Human
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
Salesforce Implementing Field Service Lightning (FSL201)
By Nexus Human
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
Salesforce Certification Preparation for Salesforce JavaScript Developer I (CRT600)
By Nexus Human
Duration 1 Days 6 CPD hours This course is intended for Individuals who have knowledge, skills, and experience developing front-end and/or back-end JavaScript applications for the web stack. Developers who have experience designing, developing, testing, and deploying applications using an object-oriented programming language and would like to transfer those skills to building applications with JavaScript. Overview When you complete this course, you will be able to: Understand the different exam objectives and their weighting on the exam. Know which JavaScript concepts to focus on to best prepare for your exam. Study the provided repository of JavaScript sample code. Are you ready to take the next step in your career by becoming a Salesforce Certified JavaScript Developer I? By covering the details around the exam structure and objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key features and concepts of the JavaScript programming language. This course includes a voucher to sit for the Salesforce JavaScript Developer I certification exam. JavaScript Basics Data Types and Variables Type Conversion (explicit and implicit) Collections Working with Strings, Numbers, and Dates Working with JSON Objects, Functions, and Classes Creating Objects Defining Functions Object Prototypes Declaring Classes Using JavaScript Modules Browser and Events Document Object Model DOM Events Browser Dev Tools Debugging and Error Handling Throwing and Catching Errors Working with the Console Asynchronous Programming Callback Functions Promises Async/Await Server Side JavaScript Node.js CLI Node.js Libraries Debugging in Node.js npm Testing Assertions Types of Testing Additional course details: Nexus Humans Salesforce Certification Preparation for Salesforce JavaScript Developer I (CRT600) 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 Salesforce JavaScript Developer I (CRT600) 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.
Salesforce.com - Sales Cloud Administration Essentials
By Nexus Human
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.
Salesforce Implement and Manage Tableau CRM (ANC301)
By Nexus Human
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.
Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)
By Nexus Human
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.
Salesforce Automate No-Code Solutions Using Flow (ADX301)
By Nexus Human
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.