Booking options
Price on Enquiry
Price on Enquiry
Delivered Online
3 days
All levels
Duration
3 Days
18 CPD hours
This course is intended for
This class is designed for individuals who are (or will soon be) supporting a Salesforce implementation in a decision-making capacity. This includes, but is not limited to, business analysts, IT managers, project managers, executive leaders, and executive sponsors. This class is not recommended for individuals tasked with solution-building.
Overview
When you complete this course, you will be able to:
Identify key stakeholders needed for a successful Salesforce implementation.
Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform.
Communicate the appropriate security measures needed to control org and data access.
Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases.
Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality.
Understand Salesforce automation tools and how they solve for various business challenges.
Analyze Salesforce data with Reports and Dashboards.
Navigate the key phases and milestones of a Salesforce implementation.
Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals.
Salesforce Data Model
Discover the Customer 360 Platform
Examine Salesforce Clouds
Navigate the Salesforce Platform
Review the Salesforce Platform Data Model
Understand Data Visualization
Security & Access
Create Users
Access the Org
Control Data
Objects & Applications
Review Standard Objects
Understand Custom Objects
Explore Standard Applications
Discover Custom Applications
Salesforce Customizations
Work with Fields
Design Page Layouts
Understand Record Types
Review Dynamic Capabilities
Successful Data Management
Determine Data Strategy
Create Data
Ensure Data Quality
Process Automation
Streamline Business Processes Using Automation Tools
Learn Purpose-Driven Automation
Automate With Flow
Data Analysis Using Reports & Dashboards
Organize Reports and Dashboards
Build Reports
Create Dashboards
Create an Analytics Strategy
Adoption & Continued Improvement
Adopt Your Implementation
Evaluate Continued Improvements
Additional course details:
Nexus Humans Understand and Drive Your Salesforce Implementation ( BSX101 ) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.
This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.
Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.
While we feel this is the best course for the Understand and Drive Your Salesforce Implementation ( BSX101 ) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.
Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Nexus Human, established over 20 years ago, stands as a pillar of excellence in the realm of IT and Business Skills Training and education in Ireland and the UK....