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Salesforce Discover Salesforce Fundamentals to Support Your Business (BSX101)

4.6 out of 5 rating

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Duration

3 Days

18 CPD hours

About this course

This class is ideal for business users — the people who need to learn what’s possible with Salesforce functionality across the suite of products, but aren’t necessarily responsible for managing the application. If you’re a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis “super user,” this class is just what you need to better understand the business value of the Salesforce Platform.

Overview

Describe the primary business value of each major Salesforce Cloud.
Manage users and data.
Manage basic org configuration.
Create email templates.
Create reports and dashboards.
Apply and champion Chatter.
Understand the Salesforce implementation and maintenance lifecycle.
Extend Salesforce functionality beyond basic configuration.

Description

Explore what's possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.

Introduction
  • Understand How Salesforce Works
  • Explore Salesforce Applications
  • Review Salesforce Organization
Data Access and Security
  • Control Org Access
  • Manage Who Views and Modifies Objects
  • Unlock Access to Records
  • Share Access to Records
  • Lock Down Individual Fields
User Management and Troubleshooting
  • Create New Users
  • Troubleshoot Login, Record Access, and Field Visibility Issues
Salesforce Customizations
  • Think About Your Implementation
  • Explore Custom Fields, Picklists, Page Layouts, and Record Types
  • Create Email Templates
Business Processes Automation
  • Review Validation Rules
  • Review Assignment and Escalation Rules
  • Review Web-to-Lead and Entitlements
  • Review Lightning Process Builder and Workflow
  • Review Approval Processes and Visual Workflow
Reports
  • Explore the Reports Tab, Folders, and Formats
  • Explore the Report Builder
  • Summarize Your Data
Dashboards and Data Insights
  • Get More Insight from Your Data
  • Visualize Your Data with Dashboards
  • Create Your Analytics Strategy
Everyday Salesforce
  • Collaborate with Chatter, Groups, and Communities
  • Share Feedback with Chatter Answers and Ideas
  • Go Mobile with Salesforce1
  • Make Salesforce Part of Your Day
Data Management
  • Create a Data Migration Strategy
  • Ensure Data Quality
Extending Salesforce
  • Drive a Salesforce Implementation
  • Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange
  • Build It Yourself
Wrap-up and Certification
  • Review the Certification Process and Resources
Additional course details:

Nexus Humans Salesforce Discover Salesforce Fundamentals to Support Your Business (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 Salesforce Discover Salesforce Fundamentals to Support Your Business (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.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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