Course Overview
The class presents a broad range of topics at the right level of detail for the intended audience, including discussion, demonstration and hands-on exercises related to End User, Business Analyst and Administrator tools and features in Salesforce.
This class is delivered by a senior instructor with many years of real-world Salesforce consulting and sales experience. Following a general overview of Salesforce and related products, the instructor will guide participants through hands-on discovery of sales and service features, automation, reporting and dashboards. Hands-on exercises introduce Administrative customization of Salesforce with clicks-not-code, and the instructor will discuss when and why to use Apex, Visualforce and Lightning Components. Participants will learn the keys to successful change management and user adoption as well as important considerations for ongoing management of Salesforce.
Each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.
Who Should Attend?
People who need to understand the Salesforce terminology and ecosystem, such as business users, operations managers, IT managers and other leadership, and even professional services salespeople. Consultants and architects who need to understand Salesforce but don’t require certification would also benefit from this class.
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
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- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Course Prerequisites
There are no prerequisites for this course.
Agenda
1 - Overview
- Salesforce.com Overview
- General User Interface
- Object Model
2 - Salesforce for Sales & Service Teams
- Leads, Accounts, Contacts & Opportunities
- Activities
- List Views & Kanban
- Cases & Knowledge
- Live Agent
3 - Chatter
4 - Salesforce CPQ
5 - Einstein
6 - Salesforce Reports
- Report Folders
- Tabular, Summary, Matrix Reports
- Dashboards
7 - Salesforce Administration
- Lightning Platform Architecture
- Apex & Visualforce
- Lightning Components
- System Security
- Custom Fields
- Formula Fields
- Validation Rules
- Automation
- Workflow
- Email Templates
- Time Based Workflow
- Approval Processes
- Process Builder
8 - Experience Cloud
9 - User Adoption and Change Management
- Managers
- Retention
- Training Best Practices