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Course Overview
Discover how to make implementation decisions with confidence by exploring foundational features and functionality of the Salesforce Platform. In this 3-day, heavily discussion-based instructor-led course, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, and security mechanisms. Navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building in order to help deliver robust Salesforce solutions that achieve business goals.
Who Should Attend
- This course 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 course is not recommended for individuals tasked with solution-building.
Course Objectives
- 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.
- Identify security features used to control org and data access.
- Discuss which standard or custom objects and applications should be implemented based on specific business requirements and use cases.
- Recommend data migration techniques that preserve data quality.
- Understand Salesforce automation tools and how they solve for various business challenges.
- Analyze Salesforce data using reports and dashboards.
- Navigate the key phases and milestones of a Salesforce implementation.
Course Outline
1. Introduction to Salesforce Implementation Concepts
2. Salesforce Data Model
- Discover the Customer 360 Platform
- Examine Salesforce Clouds
- Navigate the Salesforce Platform
- Review the Salesforce Platform Data Model
- Understand Data Visualization
3. Security and Access
- Create Users
- Access the Org
- Control Data
4. Objects and Applications
- Review Standard Objects
- Understand Custom Objects
- Explore Standard Applications
- Discover Custom Applications
5. Salesforce Customizations
- Work with Fields
- Design Page Layouts
- Understand Record Types
- Review Dynamic Capabilities
6. Successful Data Management
- Determine Data Strategy
- Create Data
- Ensure Data Quality
7. Process Automation
- Streamline Business Processes with Automation Tools
- Learn Purpose-Driven Automation
- Automate with Flow
8. Data Analysis Using Reports & Dashboards
- Organize Reports and Dashboards
- Build Reports
- Create Dashboards
- Define an Analytics Strategy
9. Adoption and Continued Improvement
- Adopt your Implementation
- Adjust with Continuous Improvements