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 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 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.
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 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 This course is intended for This class is ideal for Salesforce Certified Administrators and Platform Developers responsible for developing and managing Industries CPQ applications, including catalogs and pricing. It's also designed for solution architects and technical architects looking to understand the full capabilities of Industries CPQ in order to formulate industry-specific solutions. This class is also a great foundation builder for anyone looking to earn the Salesforce Certified Industries CPQ Developer credential. Overview When you complete this course, you will be able to: Create 'perfect' orders using order capture and asset-based ordering functionality. Define products and product bundles in the shared catalog. Use pricing components to support simple and complex pricing strategies. Create promotions and discounts to adjust pricing for a limited time. Use rules to ensure the right products are available to the right customers at the right price. Build ordering and quoting solutions using Industries Digital Commerce & CPQ APIs. xplore how to develop Configure, Price, Quote (CPQ) solutions using Industries CPQ. In this class, our Industries CPQ experts will show you how to configure CPQ solutions that ensure your customers get the right products and the right prices at the right time. You?ll learn how to set up and manage products and prices, leverage promotions and rules to drive action, and build a guided experience declaratively using Industries Digital Commerce and CPQ APIs.Note: This class focuses on Industries CPQ, previously known as Vlocity CPQ, and does not cover Salesforce CPQ. Introduction Explore Communications, Media, and Energy and Utilities Clouds and Industries CPQ Understand the Industries CME Data Model Order Capture Create and Configure Orders Using the Cart Work with MACD and ABO Orders Cancel an Order Create Orders with Non-Assetizable Products Configure Data Movement Across Line Items Using Field Mapper Enterprise Product Catalog Create Attributes and Picklists Create Object Types and Learn Inheritance Architecture Create Products Set Product Attribute Metadata and Override Attribute Defaults Create Product Bundles and Define Product Cardinality Work with Product Lifecycle Dates Manage the Shared Catalog?s Platform Cache Pricing Configure One-Time and Recurring Prices Define Price Lists and Child Price Lists Implement Base and Bundled Prices Configure Time Plans and Policies Configure Advanced Pricing Strategies such as Attribute-Based Pricing and Usage Pricing Promotions and Discounts Determine the Difference Between Products, Product Bundles, and Promotions Compare Pricing Adjustments and Overrides Create Promotions for Existing Products Adjust Prices and Time Plans Create Contextual Discounts for Orders, Accounts, and Contracts Identify the Best Type of Pricing Adjustment Given a Scenario Rules Build Context Rules Components Create and Apply Context Rules to Products, Promotions, Price Lists, and Price List Entries Create Product Relationships to Recommend, Exclude, or Require other Products Create Advanced Rules to Modify Product Attributes During Order Capture Create Advanced Rules to Auto-Add Products to the Cart Identify the Best Type of Rule to Use Given a Scenario Guided Selling Customize a Guided LWC Interaction for Purchasing Products Explore Industries Digital Commerce LWC, SDK, and Cacheable APIs Learn About CpqAppHandler Service, Its Methods, and Cart-Based APIs Additional course details: Nexus Humans Salesforce Build CPQ Solutions for Industries (IPQ435) 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 CPQ Solutions for Industries (IPQ435) 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 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 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.
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.