Duration 1 Days 6 CPD hours This course is intended for In this course, students will learn how to establish routines, set goals, create an efficient environment, and use time-honored planning and organizational tools to use their time more effectively. Overview Upon successful completion of this course, students will take ownership of their time management in order to achieve their goals and lead a more productive life. In this course, students will learn how to establish routines, set goals, create an efficient environment, and use time-honored planning and organizational tools to use their time more effectively. Getting Started Icebreaker Housekeeping Items The Parking Lot Workshop Objectives Setting SMART Goals The Three P's The SMART Way Prioritizing Your Goals Evaluating and Adapting The Power of Routines What is a Routine? Personal Routines Professional Routines Six Easy Ways to Simplify Your Life Scheduling Yourself The Simple Secret of Successful Time Management Developing a Tracking System Scheduling Appointments Scheduling Tasks Keeping Yourself on Top of Tasks The One-Minute Rule The Five-Minute Rule What To Do When You Feel Like You're Sinking Tackling New Tasks and Projects Why We Procrastinate Nine Ways to Overcome Procrastination Eat That Frog! Using Project Management Techniques The Triple Constraint Creating the Schedule Using a RACI Chart Creating a Workspace Setting Up the Physical Layout Ergonomics 101 Using Your Computer Efficiently Organizing Files and Folders Organizing Paper Files Organizing Electronic Files Scheduling Archive and Clean-Up Managing E-Mail Using E-mail Time Wisely Taking Action! Making the Most of Your E-mail Program Taking Time Back from Handheld Devices Tackling Procrastination Why We Procrastinate Nine Ways to Overcome Procrastination Eat That Frog Wrapping Up Words from the Wise Review of Parking Lot Lessons Learned Completion of Action Plans and Evaluations
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 This course is intended for those who want to understand and use soft skills to communicate, problem solve, and resolve conflict. Overview Upon successful completion of this course, participants will use soft skills to more effectively interact with people and improve communication skills. In this course, participants will develop a core set of ten soft skills. Getting Started Workshop Objectives Action Plan What are Soft Skills? Definition of Soft Skills Empathy and the Emotional Intelligence Quotient Professionalism Learned vs. Inborn Traits Practical Illustration Communication Ways We Communicate Improving Nonverbal Communication Listening Openness and Honesty Practical Illustration Team Work Identifying Capabilities Get Into Your Role Learn the Whole Process The Power of Flow Practical Illustration Problem Solving Define the Problem Generate Alternative Solutions Evaluate the Plans Implementation and Re-Evaluation Practical Illustration Time Management The Art of Scheduling Prioritizing Managing Distractions The Multitasking Myth Practical Illustration Attitude and Work Ethic What Are You Working For? Caring for Others vs Caring for Self Building Trust Work Is Its Own Reward Practical Illustration Adaptibility/Flexibility Getting Over the Good Old Days Syndrome Changing to Manage Process Changing to Manage People Showing You?re Worth Your Weight in Adaptability Practical Illustration Self Confidence (Owning It) Confident Traits Self-Questionnaire Sure-fire Self-Confidence Building Tactics Build Up Others Practical Illustration Ability to Learn Wow, You Mean I?m Not Perfect? Listen with an Open Mind Analyze and Learn Clear the Air and Don?t Hold Any Grudges Practical Illustration Networking Redefine Need Identifying Others? Interests Reach Out When to Back Off Practical Illustration Wrapping Up Words From the Wise
Duration 1 Days 6 CPD hours This course is intended for This course is intended for organizations engaged with remote workforce teams. Overview Upon successful completion of this course, participants will be able to identify and create high performance teams. In this course, teams will learn the importance of developing performance skills while working remotely. Getting Started Workshop Objectives Action Plan Remote Workforce What is a Remote Workforce? Types of Remote Workforce Benefits of a Remote Workforce Materials for Remote Workforce Practical Illustration High Performance Teams What is a High-Performance Team? Benefits of High-Performance Teams Leadership for High Performance Team Understanding Team Dynamics Practical Illustration Characteristics of High-Performance Teams Excellent Communication Goal-Oriented Flexibility Committed Practical Illustration How to Create Teamwork Identify Group & Individual Responsibilities Give Permission to Take Action Build Relationships between Team Members and Management Give Feedback Practical Illustration Types of Communication Virtual Team Meetings Telephone Conferences Email Communication Intranet, Webpage, and Social Media Communication Practical Illustration Training Your Team Telecommute Training Web-based Training Peer Training Training Assessment and Retraining Practical Illustration Types of Communication Tracking Team Performance Counseling Employees Positive Recognition for Employees Training Never Stops! Practical Illustration Effective Team Meeting How-to 43 Have a Clear Agenda Have a Clear Agenda Use Screen Shots or References Create a Safe Place Team Meeting Don?ts Practical Illustration Keep a Happy and Motivated High-Performance Team Watch for Signs of Conflict or Unhappiness Employee Feedback and Concerns Give Opportunities for Additional Education Impart Opportunities for Career Growth Practical Illustration Don?ts? with High Performance Teams Don't Forget to Share Success Don't Delay in Responding Don?t Assign Vague Responsibilities Don?t Lead as a Dictator Practical Illustration Wrapping Up Words from the Wise
Duration 1 Days 6 CPD hours This course is intended for This course is intended for individuals who want to improve their phone skills. Overview Upon successful completion of this course, students will be more confident in handling the phone, resulting in new customers while retaining current clientele. In this course, students will learn about different types of calls and the etiquette associated with them. Getting Started Housekeeping Items Pre-Assignment Review Workshop Objectives The Parking Lot Action Plan Aspects of Phone Etiquette Phrasing Tone of Voice Speaking Clearly Listen to the Caller Case Study Using Proper Phone Language Please and Thank You Do Not Use Slang Avoid Using the Term ?You? Emphasize What You Can Do, Not What You Can?t Case Study Eliminate Phone Distractions Avoid Eating or Drinking Minimize Multi-Tasking Remove Office Distractions Do Not Let Others Interrupt Case Study Inbound Calls Avoid Long Greeting Messages Introduce Yourself Focus on Their Needs Be Patient Case Study Outbound Calls Be Prepared Identify Yourself and Your Company Give Them the Reason for the Call Keep Caller Information Private Case Study Handling Rude or Angry Callers Stay Calm Listen to the Needs Never Interrupt Identify What You Can Do For Them Handling Interoffice Calls Transferring Calls Placing Callers on Hold Taking Messages End the Conversation Case Study Handling Voicemail Messages Ensure the Voice Mail Has a Proper Greeting Answer Important Messages Right Away Ensure Messages are Delivered to the Right Person When Leaving A Message for Others... Case Study Methods of Training Employees Group Training One-on-One Training Peer Training Job Shadowing Case Study Correcting Poor Telephone Etiquette Screening Calls Employee Evaluations Peer Monitoring Customer Surveys Case Study Wrapping Up Words From The Wise Review Of The Parking Lot Lessons Learned Recommended Reading Completion Of Action Plans And Evaluations
Duration 1 Days 6 CPD hours This course is intended for Everyone dealing with day to day work environment Overview Wherever two or more people come together, there is bound to be conflict. This course will give participants a seven-step conflict resolution process that they can use and modify to resolve conflict disputes of any size. Participants will also learn crucial conflict management skills, including dealing with anger and using the Agreement Frame. Participants will learn crucial conflict management skills, including dealing with anger and using the Agreement Frame. If left unchecked or not resolved it can lead to lost production, absences, attrition, and even law suits. Getting Started Icebreaker Housekeeping Items The Parking Lot Workshop Objectives An Introduction to Conflict Resolution What is Conflict? What is Conflict Resolution? Understanding the Conflict Resolution Process The Thomas-Kilmann Instrument Collaborating Competing Compromising Accommodating Avoiding Creating an Effective Atmosphere Neutralizing Emotions Setting Ground Rules Choosing the Time and Place Creating Mutual Understanding What do I Want? What Do They Want? What Do We Want? Focusing on Individual Needs Finding Common Ground Building Positive Energy and Goodwill Strengthening Your Partnership Getting to the Root Cause Examining Root Causes Creating a Cause and Effect Diagram The Importance of Forgiveness Identifying the Benefits of Resolution Generating Options Generate, Don't Evaluate Creating Mutual Gain Options and Multiple Option Solutions Digging Deeper into Your Options Building a Solution Creating Criteria Creating a Shortlist Choosing a Solution Building a Plan The Short Version of the Process Evaluating the Situation Choosing Your Steps Creating an Action Plan Using Individual Process Steps Additional Tools Stress and Anger Management Techniques The Agreement Frame Asking Open Questions Wrapping Up Words from the Wise Review of Parking Lot Lessons Learned Completion of Action Plans
Duration 1 Days 6 CPD hours This course is intended for This course is intended for anyone who wants to develop a toolbox of personal stress management skills. Overview Upon successful completion of this course, students will be able to identify the best approach to handle a stressful situation; understand what lifestyle elements, routines and relaxation techniques can help reduce stress. In this course, students will apply a three-option method to address any stressful situation. Module One: Getting Started Workshop Objectives Pre-Assignment Pre-Test Action Plan Form Evaluation Form Module Two: Understanding Stress What is Stress? What is Eustress? Understanding the Triple ?A? Approach Practical Illustration Module Two Review Questions Module Three: Creating a Stress-Reducing Lifestyle Eating Properly Exercising Regularly Sleeping Well Practical Illustration Module Three Review Questions Module Four: Altering the Situation The First A Identifying Appropriate Situations Creating Effective Actions Practical Illustration Module Four Review Questions Module Five: Avoiding the Situation The Second A Identifying Appropriate Situations Creating Effective Actions Practical Illustration Module Five Review Questions Module Six: Accepting the Situation The Third A Identifying Appropriate Situations Creating Effective Actions Practical Illustration Module Six Review Questions Module Seven: Using Routines to Reduce Stress Planning Meals Organizing Chores Using a To-Do List Practical Illustration Module Seven: Review Questions Module Eight: Environmental Relaxation Techniques Finding a Sanctuary Using Music Seeing the Humor Practical Illustration Module Eight: Review Questions Module Nine: Physical Relaxation Techniques Soothing Stretches Deep Breathing Tensing and Relaxing1 Meditation1 Practical Illustration Module Nine: Review Questions Module Ten: Coping with Major Events Establishing a Support System Creating a Plan Knowing When to Seek Help Practical Illustration Module Ten: Review Questions Module Eleven: Our Challenge to You Creating a Stress Log Week One: Recording Events1 Week Two: Identifying Stressors and Creating a Plan1 Week Three: Creating New Habits Reviewing and Evaluating Practical Illustration Module Eleven: Review Questions Module Twelve: Wrapping Up Words from the Wise Lessons Learned
Duration 1 Days 6 CPD hours This course is intended for Employees not working in a centralized office. Overview The Telework and Telecommuting workshop will cover strategies to help participants learn skills required for working outside the office that include proper self-management, manage time efficiently, know different methods of organization and planning, identify various forms of communication and address and resolve challenges that teleworkers can face. The Telework and Telecommuting workshop will cover strategies to help participants learn skills required for working outside the office that include proper self-management, manage time efficiently, know different methods of organization and planning, identify various forms of communication and address and resolve challenges that teleworkers can face. Getting Started Workshop Objectives Pre-Assignment Core Skills Required Self-Management Time Management Organizing and Planning Communication Self-Management (I) Solving Problems on Your Own Being and Staying Motivated You Have More Freedom ? Don?t Abuse It You and Only You are Accountable Self-Management (II) Recognize and Remove Bad Habits Reflect on Mistakes and Learn from Them Establish Good Habits Be Assertive with Yourself Time Management (I) Build a Little Flexibility into Your Schedule Identify and Remove Time Wasters Working with Time Zones Using Free Time Wisely Time Management (II) The Urgent/Important Matrix Setting and Sticking to Deadlines The Glass Jar: Rocks, Pebbles, Sand and Water Recognize When You Are Procrastinating Organizing and Planning (I) Plan for Additional Stress When to Seek Help Being Proactive ? Not Reactive Establish Priorities and Attainable Goals Organizing and Planning (II) Setting Up Your Home Office Remove Unneeded or Distracting Items When Technology Fails Develop a Normal Working Day Communication (I) Stay in the Loop Use the Correct Medium Be Clear and to the Point Virtual Communication Can Be Impersonal Communication (II) Open and Frequent Communication Share Your Information Have a Collaborative Attitude Setting Expectations with Family and Friends Additional Challenges Building Trust and Rapport Feeling Isolated Always in the Office Lack of or Less Feedback Wrapping Up Words from the Wise
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 This course is intended for individuals who desire to become more skilled at handling difficult customers. Overview Upon successful completion of this course, students will be able to deal with difficult customers in a way that increases productivity and customer service, and decreases unhappy customers. In this course, students will gain a valuable skill set to deal with difficult customers in various situations. 1 - GETTING STARTED Housekeeping Items Pre-Assignment Review Workshop Objectives The Parking Lot Action Plan 2 - THE RIGHT ATTITUDE STARTS WITH YOU Be Grateful Keep Your Body Healthy Focus on Positive Thoughts Invoke Inner Peace Case Study 3 - INTERNAL STRESS MANAGEMENT Irritability Unhappiness with Your Job Feeling Underappreciated Not Well-Rested Case Study 4 - EXTERNAL STRESS MANAGEMENT Office Furniture Not Ergonomically Sound High Noise Volume in the Office Rift with Co-Workers Demanding Supervisor Case Study 5 - TRANSACTIONAL ANALYSIS What is Transactional Analysis? Parent Adult Child Case Study 6 - WHY ARE SOME CUSTOMERS DIFFICULT? They Have Truly Had a Bad Experience and Want to Vent They Have Truly Had a Bad Experience and Want Someone to be Held Accountable They Have Truly Had a Bad Experience and Want Resolution They Are Generally Unhappy Case Study 7 - DEALING WITH THE CUSTOMER OVER THE PHONE Listen to the Customer?s Complaint Build Rapport Do Not Respond with Negative Words or Emotion Offer a Verbal Solution to Customer Case Study 8 - DEALING WITH THE CUSTOMER IN PERSON Listen to the Customer?s Complaint Build Rapport Responding with Positive Words and Body Language Besides Words, What to Look For? Case Study 9 - SENSITIVITY IN DEALING WITH CUSTOMERS Who are Angry Who Are Rude With Different Cultural Values Who Cannot Be Satisfied Case Study 10 - SCENARIOS OF DEALING WITH A DIFFICULT CUSTOMER Angry Customer Rude Customer Culturally Diverse Customer Impossible to Please Customer Case Study 11 - CUSTOMER ONCE YOU HAVE ADDRESSED THEIR COMPLAINT Call the Customer Send the Customer an Email Mail the Customer a Small Token Handwritten or Typed Letter Case Study 12 - WRAPPING UP Words From The Wise Review Of The Parking Lot Lessons Learned Recommended Reading Completion Of Action Plans And Evaluations