186 Salesforce courses

Duration 4 Days 24 CPD hours This course is intended for This course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect. Overview When you complete this course, you will be able to: Explain Marketing Cloud Connect. Connect a Marketing Cloud account to a Salesforce org. Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content. Create an email in Content Builder. Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in Marketing Cloud and Sales and Service Clouds. Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder. Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud. Segment data using Reports, Filter Activity, and Query Activity. Create journeys using Salesforce Activities in Journey Builder. Review tracking data in Marketing Cloud and Sales and Service Clouds. Create analytics reports in Marketing Cloud. Create and customize Marketing Cloud reports in Sales and Service Clouds. Create a dashboard based on Marketing Cloud reports. Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them. Salesforce Marketing Cloud Overview Review the Customer Success Platform Get to Know Marketing Cloud Marketing Cloud Connect Review Marketing Cloud Connect Review the Various Ways to Connect the Clouds Marketing Cloud Connect Configuration Explore How to Connect the Clouds Review the Prerequisites for Marketing Cloud Connect Review Salesforce Terminology Connect a Marketing Cloud Account to a Salesforce Org Review Prework Personalized Digital Marketing Review What Functionality Can Be Accomplished in Each Cloud Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder Use Testing Tools Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign Automate the Sending of an Email via a Triggered Email, Automation Studio, and Journey Builder Understand What Happens When an Email Is Sent Understand Subscriber Statuses Synchronized CRM Data Explain How and Why to Bring Salesforce CRM Data into Marketing Cloud Synchronize Data Sources in Contact Builder Create Segments Using Filters and the Query Activity Create a Salesforce Data Extension for Sending Create a Journey Using Synchronized Data Sources Test a Journey Journey Builder Explain Sales and Service Cloud Activities Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting Understand the Tracking Data Available in Marketing Cloud Create and Automate Tracking Reports in Marketing Cloud Understand the Tracking Data Available in Sales and Service Cloud Create and Customize Marketing Cloud Reports in Sales and Service Cloud Create a Dashboard for Marketing Cloud Tracking Reports Additional course details: Nexus Humans Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) 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 Link Your Salesforce Data using Marketing Cloud Connect (MCC201) 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 designed for experienced administrators and platform developers as well as solution, enterprise, and technical architects responsible for designing or building integration solutions on the Salesforce Platform. It's also designed for project or program managers looking to understand the big picture of integration in order to better manage their projects and programs. Ideally, you hold the Salesforce Administrator, Salesforce App Builder, or Salesforce Platform Developer I credential and/or are knowledgeable about standard and custom objects; how to work with flows and Process Builder; how to navigate Salesforce, Lightning Components, and Schema Builder; and Apex basics such as creating a Class and Anonymous Blocks. This class is recommended for anyone looking to earn their Salesforce Certified Integration Designer credential. Overview When you complete this course, you will be able to: Identify integration requirements by asking relevant integration questions to business stakeholders. Recommend appropriate integration patterns (Remote Process Invocation - Request and Reply, Remote Process Invocation - Fire and Forget, Batch Data Synchronization, Remote Call-In, and UI Update Based on Data Changes, Data Virtualization) to design integration solutions. Recommend appropriate integration capabilities (SOAP, REST, bulk, streaming, Outbound Messaging, Callouts, and Salesforce Connect) to build integration solutions. Explore architectural concepts and the big picture thinking of how to integrate on the Salesforce Platform. In this 3-day class, our Salesforce integration experts will demonstrate how to build solutions that provide a single view of your customers. You?ll learn about integration capabilities and the considerations that should be made when architecting an integration solution. Through a combination of demos, discussions, and hands-on exercises, you?ll design and build secure, scalable, and high-performing integration solutions that seamlessly surface the information that matters most Integration Overview Understand the Importance of Integration Explore Integration Architecture Explore the Meaning of Single View of the Customer Explore the Meaning of System Landscape Understand the Role of Enterprise Service Bus (ESB) and Extract Transform Load (ETL) in System Landscape Integration Capabilities Introduction to Salesforce APIs Create External Applications Using SOAP API Build Mobile Applications Using REST API Work with Large Data Volumes Using BULK API Build Event-Driven Applications Using Streaming API Build Event-Driven Applications Using Platform Events Build Event-Driven Applications Using Change Data Capture Send Data from Salesforce to External Applications Using Outbound Message Call External APIs Programmatically Using Callouts Integrate Data from an External Data Source Using Salesforce Connect Synchronize Data with Heroku Connect Call External APIs Declaratively Using External Services Integration Patterns Understand Use Cases for a Request and Reply Pattern Understand Use Cases for a Fire and Forget Pattern Understand Use Cases for a Batch Data Synchronization Pattern Understand Use Cases for a Remote Call-In Pattern Understand Use Cases for a UI Update Based on Data Changes Pattern Understand Use Cases for a Data Virtualization Pattern Integration Security Explore Two-Way Transport Layer Security (TLS) Understand When to Use Remote Site Settings Understand the Benefits of Using Named Credentials Understand Certificates Encrypt Your Data at Rest Using Salesforce Shield Platform Encryption Advanced Integration Discussions Design Solutions for Performance Design Solutions for Scale Review Integration Regulatory Requirements Review Integration Best Practices Case Study Draw a System Landscape Diagram Evaluate Business Needs Translate Needs to Integration Requirements Design an Integration Solution Build an Integration Solution Maintain an Integration Solution Additional course details: Nexus Humans Salesforce Design and Build Integration Solutions (ARC101) 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 Design and Build Integration Solutions (ARC101) 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 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.

Kickstart your career with this Salesforce Platform App Builder Certification program. Salesforce skills are in high demand, and you can learn the core concepts of online application development using Salesforce App Builder and Force.com Platform Fundamentals.

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.

Learn to accelerate your Salesforce development with the power of ChatGPT. This course will show you how to use ChatGPT to write your own Apex triggers, batch Apex, test classes, validation rules, and flows, allowing you to streamline your development process and improve productivity.

Immerse into the intricacies of Salesforce Experience Cloud with our training course and explore building sites, Salesforce CMS, content moderation, gamification, and partner portal setups. Learn about sharing rules, dashboards, and Salesforce CMS integration with a focus on user management, social login, and Lightning Bolts.

Duration 1 Days 6 CPD hours This course is intended for This course is ideal for any administrator with an interest in furthering the development of their Salesforce CRM administration, Sales and Service Cloud management, and process automation skills, and who ultimately wants to succeed at the Salesforce Certified Advanced Administrator exam. Overview When you complete this course, you will be able to:Configure data and application security.Describe Sales Cloud and Service Cloud applications.Implement business logic and process automation.Build advanced reports and dashboards.Apply data management best practices. This course will help hone your knowledge of of next-level techniques to administer and manage Salesforce?s CRM capabilities through guided scenarios, lecture, and discussion. Salesforce Security and Custom Objects Restricting and extending object, record, and field access Determining appropriate sharing solutions Territory Management Data relationships Automation, Change Management, and Auditing Process automation tools and best practices Change management options Sandboxes Deployment tools Auditing and monitoring Analytics and Data Management Creating reports Report types Dashboards Data quality features and policies Sales, Service, and Content Applications Products, price books, schedules and quotes Forecasting Salesforce Knowledge Entitlements Service Cloud console toolkit Content management Wrapping Test preparation Practice exam Additional course details: Nexus Humans Salesforce Certification Preparation for Advanced Administrator (CRT211) 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 Advanced Administrator (CRT211) 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.

Gain efficiency on Heroku & boost up your skill with the Salesforce Heroku course. This course has been

Duration 1 Days 6 CPD hours This course is intended for Certification Preparation for Administrator is designed for experienced Salesforce administrators who are planning to take the Salesforce Administrator Certification. Overview Understand the different exam objectives and their weighting on the exam Know which product areas to focus on to best prepare for your exam How to approach exam questions Additional resources available to help prepare for the exam Are you ready to take the next step in your career by becoming a Salesforce Certified Administrator? By covering the details around the exam objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key topics. Instructors will present different administration and configuration scenarios tied to the exam objectives. Questions related to these scenarios will help prepare you to help prepare you for your exam. Introduction and OverviewSecurity and Record AccessStandard and Custom Objects Automation and ValidationData Management Reports and DashboardsPractice Test and DiscussionConclusion and Next Steps Additional course details: Nexus Humans Salesforce Certification Preparation for Administrator (CRT101) 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 Administrator (CRT101) 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.