Understand and Drive Your Salesforce Implementation ( BSX101 )
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.
Course 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.
Agenda
- Discover the Customer 360 Platform
- Examine Salesforce Clouds
- Navigate the Salesforce Platform
- Review the Salesforce Platform Data Model
- Understand Data Visualization
- Create Users
- Access the Org
- Control Data
- Review Standard Objects
- Understand Custom Objects
- Explore Standard Applications
- Discover Custom Applications
- Work with Fields
- Design Page Layouts
- Understand Record Types
- Review Dynamic Capabilities
- Determine Data Strategy
- Create Data
- Ensure Data Quality
- Streamline Business Processes Using Automation Tools
- Learn Purpose-Driven Automation
- Automate With Flow
- Organize Reports and Dashboards
- Build Reports
- Create Dashboards
- Create an Analytics Strategy
- Adopt Your Implementation
- Evaluate Continued Improvements
FREE
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Course Type: Instructor Led