42 Salesforce Associate courses

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.

Duration 4 Days 24 CPD hours This course is intended for Developers who have: At least two years of experience with Java or JavaScript programming Familiarity with the jQuery library and JSON syntax Overview When you complete this course, you will be able to: Create cartridges to add reusable functionality to a site. Use JavaScript controllers to add business logic to a site. Create reusable code using ISML templates. Use content slots and page designer to improve the appearance and flexibility of a site. Use B2C Commerce Script in ISML templates and script files. Use the Forms Framework to control the validation, rendering, and storing of consumer-entered values. Create hooks to configure functionality that is called a specific event. Measure and ensure site performance. Install and use SFRA command line tools to perform testing. This course introduces the core programming concepts, relevant files, and scripting language for Salesforce B2C Commerce. It is a must for developers new to Salesforce B2C Commerce and experienced developers looking to ramp up on Storefront Reference Architecture. Using real-world scenarios, this course covers how to customize the Storefront Reference Architecture and modify a B2C Commerce Cloud storefront. Overview of B2C Commerce Salesforce B2C Commerce Overview Storefront Reference Architecture Overview Business Manager Organization Getting Started Accessing Storefront Reference Architecture Creating a Workspace Creating a Server Connection Navigating Cartridges CartridgesCartridges Cartridge Types Cartridge Path Working with Plugin Cartridges Using a Custom Storefront Cartridge Controllers Introduction to JavaScript Controllers Creating a JavaScript Controller Script & JavaScript Controller Debugging Middleware Functions B2C Commerce Script API Models Introduction to Models Extending Models ISML ISML Tags and Expressions Reusing Code in Templates Conditional Statements & Loops Resource API & Resource Bundles Content Slots Creating & Configuring Content Slots Content Link Functions Page Designer Introduction to Page Designer Business & Developer Tasks Creating Custom Components Forms Framework Custom & System Objects XML Metadata File Server-Side Validation Script ISML Form Template Custom Logging Client-Side Validation Script Site Maintenance Site and Page Caching Site Performance Storefront Reference Architecture Tools GitHub NPM Tools Functional and Unit Tests

Duration 3 Days 18 CPD hours This course is intended for This class is designed for individuals who are (or will soon be) supporting a Salesforce implementation in a decision-making capacity. This includes, but is not limited to, business analysts, IT managers, project managers, executive leaders, and executive sponsors. This class is not recommended for individuals tasked with solution-building. Overview When you complete this course, you will be able to: Identify key stakeholders needed for a successful Salesforce implementation. Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform. Communicate the appropriate security measures needed to control org and data access. Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases. Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality. Understand Salesforce automation tools and how they solve for various business challenges. Analyze Salesforce data with Reports and Dashboards. Navigate the key phases and milestones of a Salesforce implementation. Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals. Salesforce Data Model Discover the Customer 360 Platform Examine Salesforce Clouds Navigate the Salesforce Platform Review the Salesforce Platform Data Model Understand Data Visualization Security & Access Create Users Access the Org Control Data Objects & Applications Review Standard Objects Understand Custom Objects Explore Standard Applications Discover Custom Applications Salesforce Customizations Work with Fields Design Page Layouts Understand Record Types Review Dynamic Capabilities Successful Data Management Determine Data Strategy Create Data Ensure Data Quality Process Automation Streamline Business Processes Using Automation Tools Learn Purpose-Driven Automation Automate With Flow Data Analysis Using Reports & Dashboards Organize Reports and Dashboards Build Reports Create Dashboards Create an Analytics Strategy Adoption & Continued Improvement Adopt Your Implementation Evaluate Continued Improvements Additional course details: Nexus Humans Understand and Drive Your Salesforce Implementation ( BSX101 ) 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 Understand and Drive Your Salesforce Implementation ( BSX101 ) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for This course is designed for programmatic developers looking to write programmatic customizations to both business logic and UI layers using Apex and Visualforce. You should have a good understanding of core object-oriented programming concepts and experience building declarative solutions on the Salesforce Platform. This course is also a great foundation builder if you're looking to earn your Salesforce Platform Developer I credential. IMPORTANT: Students are expected to follow the steps detailed in the Computer Set-up Guide for this class if you'll be using your own computer when attending a virtual or in-person class. Overview Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack, and the Salesforce CLI. Write business logic customizations using Apex triggers and classes; those customizations will use SOQL and DML. Design programmatic solutions that take advantage of declarative customizations. Describe how your trigger code works within the basics of the Save Order of Execution. Describe some of the fundamental aspects of designing programs on a multi-tenant platform. Write Visualforce markup and code to customize the user interface. Use the built-in testing framework to test Apex and Visualforce. Learn how to customize and design applications programmatically on the Salesforce Platform. In this 5-day class, our platform experts will introduce you to Apex (Salesforce?s programming language) and Visualforce markup, so you can customize your Salesforce applications using code and explore how Apex interacts with declarative customizations on the platform. Learn how to retrieve, manipulate, and store data programmatically in data objects (sObjects), write and test custom logic, write Visualforce pages to customize your user interface, and deploy your solutions to another environment. Get an overview of the declarative automation tools available on the platform and a brief introduction to the Lightning Component framework. Plus, explore the nuances of working on a multi-tenant platform so you can extend the platform to meet business demands. Declarative Automation Create Formula Fields Create Roll-Up Summary Fields Understand Record Types Review Other Automation Tools Build a Data Model on the Salesforce Platform Programming with Apex Describe Key Aspects of Apex That Differentiate It from Other Languages, Such as Java and C# Describe Why Apex Transactions and Governor Limits Must Be Considered When Writing Apex Execute Simple Apex Use the sObject Data Type, the Primitive Data Types, and Basic Control Statements in Apex Using SOQL and SOSL to Retrieve Your Org?s Data Write a Basic Query Using Salesforce?s Query Language, SOQL Process the Result of a Query in Apex Create a Query Dynamically at Run-Time Use SOQL to Query Parent-Child Relationships Describe a Relationship Query Write a Query That Traverses a Child-to-Parent Relationship Write a Query That Traverses a Parent-to-Child Relationship Use SOSL to Search Data Using DML to Manipulate Your Org?s Data List the Differences Between the Ways You Can Invoke DML Operations Write Apex to Invoke DML Operations and Handle DML Errors Deployment What Is Deployment? Deploy Code Using Change Sets Use the Ant Migration Tool Review Managed and Unmanaged Packages Explore Salesforce DX Trigger Essentials Describe What a Trigger Is Used For Describe the Syntax of a Trigger Definition Use Trigger Context Variables Apex Class Essentials Describe How Apex Classes Are Used Define an Apex Class Determine What Data an Apex Class Can Access The Save Order of Execution, Apex Transactions, and Platform Events Describe Key Points in the Order of Execution Describe How Triggers Fit Into and Can Be Impacted by the Order of Execution Describe the Lifecycle of an Apex Transaction Describe the Memory Lifecycle for Static Attributes Use Platform Events for Immediate Error Logging Apex Testing Describe the Apex Testing Framework Create Test Data Write and Run an Apex Test Test Best Practices Strategies for Designing Efficient Apex Solutions Describe Best Practices for Writing Code That Is Easy to Maintain and Extend Write Triggers and Classes That Assume Batches of Data as Input Write Code That Works Efficiently with the Database, Both in Querying and Using DML Trigger Design Strategies List Declarative Mechanisms You Can Use to Implement Complex Business Logic, What Types of Problems They?re Best Used for, and Their Limitations Describe Ways in Which You Can Use Declarative Functionality to Improve Your Programmatic Solutions Working with Visualforce Create a Visualforce Page Reference a Standard Controller Launch a Visualforce Page Using a Custom Button Display Data from a Record in a Visualforce Page Reference Custom Controllers and Controller Extensions Work with List Controllers Visualforce Development Considerations and Testing Describe Common Limit Issues and Security Concerns Describe Strategies for Testing Visualforce Controllers Write Tests for Controller Constructors Write Tests for Action Methods, Getters, Setters, and Properties Lightning Components Create and Surface an Aura Component Create and Surface a Lightning Web Component Additional course details: Nexus Humans Salesforce Build Applications Programmatically on the Salesforce Platform (DEX450) 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 Applications Programmatically on the Salesforce Platform (DEX450) 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 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 3 Days 18 CPD hours This course is intended for This class is ideal for business users - the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis 'super user,' this class is just what you need to better understand the business value of the Salesforce Platform. Overview Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration. Explore what?s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you?ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment. Introduction Understand How Salesforce Works Explore Salesforce Applications Review Salesforce Organization Data Access and Security Control Org Access Manage Who Views and Modifies Objects Unlock Access to Records Share Access to Records Lock Down Individual Fields User Management and Troubleshooting Create New Users Troubleshoot Login, Record Access, and Field Visibility Issues Salesforce Customizations Think About Your Implementation Explore Custom Fields, Picklists, Page Layouts, and Record Types Create Email Templates Business Processes Automation Review Validation Rules Review Assignment and Escalation Rules Review Web-to-Lead and Entitlements Review Lightning Process Builder and Workflow Review Approval Processes and Visual Workflow Reports Explore the Reports Tab, Folders, and Formats Explore the Report Builder Summarize Your Data Dashboards and Data Insights Get More Insight from Your Data Visualize Your Data with Dashboards Create Your Analytics Strategy Everyday Salesforce Collaborate with Chatter, Groups, and Communities Share Feedback with Chatter Answers and Ideas Go Mobile with Salesforce1 Make Salesforce Part of Your Day Data Management Create a Data Migration Strategy Ensure Data Quality Extending Salesforce Drive a Salesforce Implementation Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange Build It Yourself Wrap-up and Certification Review the Certification Process and Resources

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 This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam. Overview When you complete this course, you will be able to: Enable the Pardot Lightning App. Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled. Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects. Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions. Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio. Qualify leads with Pardot Lightning App's scoring and grading functionality. Interpret data generated via Pardot Lightning App's reporting capabilities. Design and execute successful end-to-end marketing workflows using the Pardot Lightning App. Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Items Review Additional Course Resources Explore Course Case Study Salesforce Integration Understand the Pardot-Salesforce Relationship Sync Data Between Salesforce and Pardot Enable the Pardot Lightning App in Salesforce Create Custom Fields Review Salesforce Campaigns Administration Create a Pardot Dashboard Authenticate Your Email Sending Domains Sync with Third-Party Applications Using Connectors Restore Assets from the Recycle Bin Create and Assign Users and User Groups Understand Usage Governance Visitors and Prospects Understand Pardot Visitors Understand Pardot Prospects List Management Create List Types Organize Prospects Using Static Lists Test Emails Using Test Lists Personalization and Email Marketing Personalize Your Emails with HML and Advanced Dynamic Content Automate Email Marketing Create Email Templates See What Works Best for Your Audience Using AB Testing Track Email Performance Using Email Reports Forms and Landing Pages Capture Leads with Forms Convert Visitors to Leads Using Landing Pages Track Leads with Forms and Landing Page Reports Track Clicks Using Custom Redirects Create Custom Redirect Reports Lead Management Trigger Page Actions Automate Actions from a Marketing Element Using Completion Actions Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules Create Repeatable, Criteria-Based Automation Rules Create Dynamic Lists Choose an Automation Tool Lead Qualification Understand Prospect Scoring Grade Prospects Based on Profiles Lead Nurturing Build an Engagement Program Create Engagement Program Reports Additional course details: Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) 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 Drive Sales with the Pardot Lightning App (PDX101) 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 experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features Option Selection Guidelines Enforce Business Logic with Option Constraints Product Rules Define Product Rules Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price Discounting Compare Discounting Strategies Build a Discount Schedule Price Rules Set Values for Quote and Quote Line Fields Declaratively Review CPQ Advanced Quote Calculator Calculation Events and Conditions Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) Create Lookup Queries to Outsource Evaluation to a Lookup Object Advanced Approvals Compare and Contrast the Advanced Approval Package Versus Native Approvals Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements Quote Templates Generate Dynamic Output Documents Create Conditional Template Content Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods Capstone Class Project: Troubleshoot Common Scenarios in Salesforce CPQ Design a Solution