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.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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.

1
  • SALESFORCE DATA MODEL

  • Discover the Customer 360 Platform

    Examine Salesforce Clouds

    Navigate the Salesforce Platform

    Review the Salesforce Platform Data Model

    Understand Data Visualization


2
  • SECURITY & ACCESS

  • Create Users

    Access the Org

    Control Data


3
  • OBJECTS & APPLICATIONS

  • Review Standard Objects

    Understand Custom Objects

    Explore Standard Applications

    Discover Custom Applications


4
  • SALESFORCE CUSTOMIZATIONS

  • Work with Fields

    Design Page Layouts

    Understand Record Types

    Review Dynamic Capabilities


5
  • SUCCESSFUL DATA MANAGEMENT

  • Determine Data Strategy

    Create Data

    Ensure Data Quality


6
  • PROCESS AUTOMATION

  • Streamline Business Processes Using Automation Tools

    Learn Purpose-Driven Automation

    Automate With Flow


7
  • DATA ANALYSIS USING REPORTS & DASHBOARDS

  • Organize Reports and Dashboards

    Build Reports

    Create Dashboards

    Create an Analytics Strategy


8
  • ADOPTION & CONTINUED IMPROVEMENT

  • Adopt Your Implementation

    Evaluate Continued Improvements


Audience

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.

Language

English

Prerequisites

$1,800

Length: 3.0 days (24 hours)

Level:

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