Duration 1 Days 6 CPD hours This course is intended for Certification Preparation for Service Cloud Consultant is designed for individuals who have experience designing Service Cloud solutions and are preparing to take the Salesforce Service Cloud Consultant Certification exam. You should have the following experience before attending this class: Attainment and maintenance of the Salesforce Administrator Certification Knowledge of the topics discussed in the Service Cloud Consultant Overview When you complete this course, you will be able to: Review the different exam objectives and their weighting on the exam Understand the product areas to focus on to best prepare for the exam Discuss how to design Service Cloud solutions to meet specific business needs Assess your exam readiness by answering practice questions Are you ready to take the next step in your career by becoming a Salesforce Certified Service Cloud Consultant? Instructors will present scenarios that will help reinforce your knowledge of Service Cloud functionality by thinking through requirements and design considerations. The course provides an overview of the exam objectives to help you focus your efforts to prepare for the Salesforce Service Cloud Consultant Certification exam. Review the different exam objectives and their weighting on the examUnderstand the product areas to focus on to best prepare for the examDiscuss how to design Service Cloud solutions to meet specific business needsAssess your exam readiness by answering practice questions Additional course details: Nexus Humans Salesforce Certification Preparation for Service Cloud Consultant (CRT261) 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 Service Cloud Consultant (CRT261) 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 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 1 Days 6 CPD hours This course is intended for Certification Preparation for Platform App Builder is ideal for administrators, system integrators, and independent software vendors (ISVs) with an interest in sharpening the development, deployment, and administrative skills required to succeed in becoming a Salesforce Certified Platform App Builder Overview Architect and manage the correct data model based on business requirements. Configure application security. Define business logic and process automation declaratively. Design user interfaces. Customize applications for mobile use and Lightning. Deploy applications. Are you ready to take the next step in your career by becoming a Salesforce Certified Platform App Builder? By covering the details around the exam objectives, this course will help hone your knowledge of Salesforce application lifecycle management and the declarative and programmatic solutions available to you through guided scenarios, lecture, and discussion. Salesforce Fundamentals Capabilities of core CRM objects Boundaries of declarative customizations Use cases for programmatic customizations Security Restricting and extending object, record, and field access Determining appropriate sharing solutions Data Modeling and Management Determining an appropriate data model Relationship types and impact on record access, user interface, and reporting Considerations for changing field types Considerations of the schema builder Considerations for importing and exporting data Use cases of external objects Reporting Creating reports Report types Dashboards User Interface Customization options Custom buttons, links, and actions Declarative options for incorporating Lightning Components Mobile Declarative customizations available for the Salesforce1 user interface Business Logic and Process Automation Record types Formula fields Roll-up summary fields Validation rules Approval processes Workflow Visual workflow Process builder Automating business processes Ramifications of field updates and potential for recursion App Deployment Application lifecycle Sandboxes Change sets Unmanaged and managed packages Determining an appropriate deployment plan Wrapping Up Test preparation Practice exam
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.
Duration 3.75 Days 22.5 CPD hours This course is intended for New systems administrators Overview When you complete this course, you will be able to:Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.Learn how security settings created in Salesforce Classic are applied in Lightning.Maintain and import clean data in Lightning.Use Lightning features to create high-value reports and dashboards.Understand how workflow automation complies with Lightning This course is the core training that ensures your success with Salesforce Lightning. It?s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment. Getting Around the App Data Model and Navigation Lightning Experience Help & Training Getting Your Organization Ready for Users Setting Up the Company Profile Configuring the User Interface Setting Up Activities and Calendars Configuring Search Settings Setting Up Chatter Groups Mobile Access with Salesforce1 Setting Up & Managing Users Managing User Profiles Managing Users Setting Up Chatter Free Users and Invites Troubleshooting Login Issues Security & Data Access Restricting Logins Determining Object Access Setting Up Record Access Creating a Role Hierarchy Dealing with Record Access Exceptions Managing Field-level Security Object Customizations Administering Standard Fields Creating New Custom Fields Creating Selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with Record Types and Business Processes Maintaining Data Quality Managing Data Import Wizards Data Loader Data.com Mass Transfer Backing Up Data Mass Delete and Recycle Bin Reports & Dashboards Running and Modifying Reports Creating New Reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, Exporting, and Emailing Reports Building Dashboards Automation Email Templates Workflow Rules Process Builder Lead Automation Managing the Support Process Managing and Resolving Cases Customizing a Support Process Automating Support Understanding the Salesforce Console for Service Collaborating in the Service Cloud Analyzing Support Data Additional course details: Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 2 Days 12 CPD hours This course is intended for This introductory-level course is intended for Business Analysts and Data Analysts (or anyone else in the data science realm) who are already comfortable working with numerical data in Excel or other spreadsheet environments. No prior programming experience is required, and a browser is the only tool necessary for the course. Overview This course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises. Our engaging instructors and mentors are highly experienced practitioners who bring years of current 'on-the-job' experience into every classroom. Throughout the hands-on course students, will learn to leverage Python scripting for data science (to a basic level) using the most current and efficient skills and techniques. Working in a hands-on learning environment, guided by our expert team, attendees will learn about and explore (to a basic level): How to work with Python interactively in web notebooks The essentials of Python scripting Key concepts necessary to enter the world of Data Science via Python This course introduces data analysts and business analysts (as well as anyone interested in Data Science) to the Python programming language, as it?s often used in Data Science in web notebooks. This goal of this course is to provide students with a baseline understanding of core concepts that can serve as a platform of knowledge to follow up with more in-depth training and real-world practice. This course introduces data analysts and business analysts (as well as anyone interested in Data Science) to the Python programming language, as it's often used in Data Science in web notebooks. This goal of this course is to provide students with a baseline understanding of core concepts that can serve as a platform of knowledge to follow up with more in-depth training and real-world practice. Additional course details: Nexus Humans Python for Data Science Primer: Hands-on Technical Overview (TTPS4872) 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 Python for Data Science Primer: Hands-on Technical Overview (TTPS4872) 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 Intended for students with HTML Experience. Overview At the completion of the course, you will be able to: How PHP works. The basic syntax of PHP. Create dynamic interactive pages with PHP. Manipulate files with PHP. Work with arrays in PHP. Validate forms with PHP. Write functions in PHP. Manipulate and manage database data with PHP. Authenticate users with PHP. Manage sessions with PHP. Work with the MDB2 package. Learn advanced form validation with regular expressions. Send email with PHP. In this PHP training course, students will learn to create database-driven websites using PHP and MySQL or the database of their choice. PHP Basics How PHP Works The php.ini File Basic PHP Syntax Variables First PHP Script PHP Operators Creating Dynamic Pages Passing Variables via the Query String Flow Control Conditional Processing Working with Conditions Loops Working with Loops Arrays Enumerated Arrays Working with Enumerated Arrays Associative Arrays Working with Associative Arrays Two-dimensional Arrays Array Manipulation Functions PHP and HTML Forms HTML Forms Processing Form Input String Manipulation Formatting Strings Working with String Manipulation Functions Magic Quotes Reusing Code and Writing Functions Including Files Adding a Header and Footer User Functions Form Processing Form Validation and Presentation Functions Managing Data Querying a Database Inserting Records Authentication with PHP and SQL A Database-less Login Form Authenticating Users Regular Expressions Perl-compatible Regular Expression Functions Regular Expression Syntax Form Validation Functions with Regular Expressions Session Control and Cookies Sessions Cookies Authentication with Session Control Sending Email with PHP mail() PHPMailer Sending a Password by Email File System Management Opening a File Reading from a File Writing to a File Writing to a File File Locking Uploading Files via an HTML Form Getting File Information More File Functions Directory Functions Creating a Resume Management Page
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
Duration 1 Days 6 CPD hours This course is intended for Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects. Overview When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Introducing the CourseReports Tab, Folders, and Formats Navigate the Reports Tab to Find Suitable Reports Create Custom Folders in Classic to be Used in Lightning Describe the Different Formats of Reports Run and Modify Existing Reports Using the Report Builder Establish a Report Building Process Navigate the Report Builder Create Custom Reports Using a Standard Report Type Use Filters and Filter Logic Export Your Report Summarizing Your Data Understand the Difference Between a Summary and Matrix Report Use Bucket Fields to Segment Your Data Use Custom Summary Formulas to Perform Calculations on Your Report Data Getting More Insight from Your Data Add Conditional Highlighting to a Report Create Charts to Display Summary Data Schedule and Email a Report to Run Dashboards Articulate What a Dashboard Is Understand the Benefits of Creating Dashboards in Lightning Create a Dashboard Using the Dashboard Builder Additional course details: Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3 Days 18 CPD hours This course is intended for This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster. Discovery and Planning Discovery Meeting Establishing Your Users and Development Process Set Up Users and Apps Overview of User Access on the Tableau CRM Platform Creating Tableau CRM Permission Sets Assigning Licenses and Permission Sets to Users Creating and Sharing Tableau CRM Apps Connect Data Overview of Connecting Data Data Mapping Overview of the Dataflow Process Designing a Dataflow Loading External CSV Data Creating Dataflows Optimizing Dataflows Running, Monitoring, and Scheduling a Dataflow Preparing Datasets with Recipes with Data Prep Data Connectors Additional Transformations Data Security Overview of Security in Tableau CRM Determining Security Requirements Overview of Using Predicate Filters Implementing Ownership-Based Row-Level Security Implementing Role-Based Row-Level Security Implementing Team-Based Row-Level Security Overriding Security for Implementation and Testing Sharing Inheritance Extended Metadata in a Dataset Overview of Extended Metadata (XMD) Updating Field Metadata Adding Quick Action Menus for Records in Tableau CRM Dashboard Templates and Mobile Dashboards Overview of Tableau CRM Dashboard Templates Overview of JSON for Dashboards Building a Dashboard Using a Template Optimizing Dashboards for a Mobile Device Bindings in Dashboards Understanding Filters in Lenses and Dashboards Multi-Dataset Dashboards Filters with Interactions Custom Queries Query Modification Overview of Modifying Queries Maximizing the Use of the Compare Table Salesforce Analytics Query Language (SAQL) SAQL Queries in a Tableau CRM Dashboard Additional course details: Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Implement and Manage Tableau CRM (ANC301) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.