41 Salesforce Certified JavaScript Developer courses delivered Live Online

Duration 3 Days 18 CPD hours This course is intended for This class is designed for experienced Salesforce Administrators with little or no Flow experience who need to streamline business processes with no-code automated solutions. This class is not recommended for developers. However, if you are a developer interested in learning Flow, we highly recommend Declarative Development for Platform App Builders in Lightning Experience (DEX403). Overview When you complete this course, you will be able to: Create automated no-code solutions with Salesforce Flow. Analyze use cases and effectively translate requirements into design plans that detail accurate Flow building processes. Understand and leverage various Flow types, elements, and resources. Build Screen Flows and manage screen layouts and field visibility. Implement Flows on Home and Record pages. Automate business processes by creating Record-Triggered Flows (based on record create, update, or delete) to perform specific actions. Identify best practices for creating and managing Flows. Streamline business processes and automate manual tasks across your organization by building no-code automation solutions with Flow Builder. In this 3-day class designed for administrators, our experts will introduce you to Screen and Record-Trigger Flows, in addition to various Flow elements and resources. Learn how to effectively create and manage Flows that champion automation best practices, solve for user requirements, and empower you to get more out of Salesforce. Foundations of Flow Create Variables Understand Algorithms Explore Control Structures Examine Flow Best Practices Screen Flows Use Elements and Resources Control Field Visibility Manage Data and Navigation Surface a Flow Complete the Flow Record-Triggered Flows Define Flow Triggers Use Flow Triggers to Replace Formula Fields Share Records with Flow Additional course details: Nexus Humans Salesforce Automate No-Code Solutions Using Flow (ADX301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Automate No-Code Solutions Using Flow (ADX301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential. Overview Determine and implement appropriate data access and visibility settings. Manage configuration changes in a sandbox environment and move metadata between environments using change sets. Extend the functionality of your implementation with custom objects and apps. Extend your reporting to provide up-to-date views of your business. Customize the Salesforce mobile app and create quick actions to increase efficiency. Improve data quality so that the ongoing task of data maintenance is not so overwhelming. Implement complex business processes using workflow rules, Process Builder, approval processes, and flows. Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce. Record Access and Field Visibility Troubleshoot Record Access Understand the Impact of Territory Management on the Sharing Model Manage Field Visibility Change Management Manage Changes in a Sandbox Deploy Changes Using Change Sets Custom Objects and Apps Build Custom Objects, Tabs, and Apps Create Relationships Between Objects Use Delegated Administration Advanced Reporting Create Custom Report Types Build Exception Reports with Cross Filters Categorize Report Data with Bucketing Extend Summaries in Reports and Dashboards Display Multiple Views of Data Using Joined Reports Analyze Data Over Time with Historical Trending and Reporting Snapshots Salesforce Mobile App and Quick Actions Customize the Salesforce Mobile App Create Object-Specific Quick Actions Create Global Quick Actions Data Quality Assess, Cleanse, and Maintain Data Prevent Duplicate Records Using Duplicate Management Automated Business Processes Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes Approval Processes Manage Approval Processes Troubleshoot Approval Processes Visual Workflow Understand Use Cases for Visual Workflow Build and Deploy a Flow Advanced Business Process Automation Understand When to Use Apex and Visualforce for Extending Business Process Automation Understand the Order of Execution for Automated Processes Use Debug Logs to Troubleshoot Business Process Issues

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 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 1 Days 6 CPD hours This course is intended for This class is designed for experienced administrators who are responsible for setting up, configuring, and managing Experience Cloud Sites in their organization. As a Salesforce Administrator, you should have a solid understanding of Salesforce functionality and concepts, and at least 6 months of experience using Salesforce. Overview Enable Digital Experiences in your organization. Describe the capabilities of sites and how they work. Create a new Experience Cloud Site for partner sales. Create an Experience Cloud Site for self-service support. Measure a site's success using dashboards. Keep the site active and engaged with native tools. Connect with your employees, customers, and partners using Experience Cloud Sites. In this 1-day class, you?ll discover how to build a branded space where you can share information and collaborate with people who are key to your organization. Our Salesforce experts will walk you through how to enable Digital Experiences in your organization, create sites for partners and customers, and measure and drive audience participation. This class also provides an overview of the Salesforce Experience Cloud Consultant certification exam objectives to help support you on your journey toward earning your credential. Exam Overview Review Exam Topics Review Exam Logistics Digital Experiences Get to Know Experiences Understand How Sites Work Implement Digital Experiences Understand Deployment Types Build Partner Sites Leverage Experience Builder Templates to Quickly Build Sites Security and Customization Understand Site Limits, Licensing, and Users Create and Customize Your Sites with Experience Builder Enable Experience Cloud for Mobile Serve International Audiences with Multilingual Sites Self-Service Sites Understand Self-Service/Public Site Functionality Go Further with Experience Builder Classify Articles, Questions, and Ideas with Data Categories and Knowledge Build a Site Using the Customer Service Template Add CMS Content to Your Site Build Responsive Sites with Experience Builder Templates Success Metrics Measure Success Install Dashboards and Insights from the AppExchange Site Engagement Drive Engagement Moderate Sites Recognize and Reward Member Participation with Reputation Highlight Topic Experts with Knowledgeable People Additional course details: Nexus Humans Salesforce Create and Manage Experience Cloud Sites (ADX271) 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 Create and Manage Experience Cloud Sites (ADX271) 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 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 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 2 Days 12 CPD hours This course is intended for This class is designed for experienced Salesforce Administrators who are responsible for setting up, configuring, and managing Service Cloud. Prior to taking this class, you should have a solid understanding of Salesforce functionality and concepts, at least 6 months of experience using Salesforce, and the Salesforce Administrator credential or equivalent knowledge. Overview Set up the case management process automating the support process with queues, assignment/escalation rules, and Process Builder. Configure Salesforce knowledge to help you manage the creation, publication, and maintenance of knowledge articles. Enable entitlements to set up service contracts. Set up the Salesforce Service Console app to help your support reps work more efficiently. Understand the capabilities of the Softphone Utility in the Lightning Console. Configure online chat with customers using Web Chats. Understand and set up communities. Leverage Service Cloud to scale your support efforts and improve customer service. In this 2-day class, Service Cloud experts will walk you through how to configure and maintain Service Cloud for your organization. Learn how to set up service contracts with milestones and entitlements, set up the Service Console application, add the Softphone Utility to your Lightning Console, and set up Web Chats to provide frictionless customer support. Learn how to configure a Customer Community so you can connect customers to knowledge articles and community members to find answers instantly. Case Escalations and Entitlements Create processes to streamline a support team?s workflow and case management. Customize fields, page layouts, and record types for different kinds of support cases. Define picklist values for each new record type. Create case assignment rules, queues, and escalation rules to push cases to the appropriate support team at the appropriate time. Create and manage entitlements to customize the level of support for each customer. Salesforce Knowledge Enable Lightning Knowledge and assign appropriate user licenses. Customize page layouts and record types to support knowledge article management. Customize access to, permissions for, and visibility of knowledge tools and processes. Create and manage articles to ensure quality of information. Manage and close cases more efficiently using knowledge articles. Lightning Service Console Create your own Service Console app. Customize the Lightning Console pages. Add Utilities to your console. Enable and utilize Chat (formerly Live Agent). Optimize the use of Omni-Channel. Salesforce Self-Service Communities Enable communities in your Salesforce org. Create a permission set for effective administration of communities. Customize the look and layout of the community. Add the Reputation component to the community. Additional course details: Nexus Humans Salesforce Administer and Maintain Service Cloud (ADX261) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Administer and Maintain Service Cloud (ADX261) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.