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Understand and Drive Your Salesforce Implementation ( BSX101 )

4.6 out of 5 rating

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Duration

3 Days

18 CPD hours

About this course

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.

Overview

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.

Description

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.

Salesforce Data Model
  • Discover the Customer 360 Platform
  • Examine Salesforce Clouds
  • Navigate the Salesforce Platform
  • Review the Salesforce Platform Data Model
  • Understand Data Visualization
Security & Access
  • Create Users
  • Access the Org
  • Control Data
Objects & Applications
  • Review Standard Objects
  • Understand Custom Objects
  • Explore Standard Applications
  • Discover Custom Applications
Salesforce Customizations
  • Work with Fields
  • Design Page Layouts
  • Understand Record Types
  • Review Dynamic Capabilities
Successful Data Management
  • Determine Data Strategy
  • Create Data
  • Ensure Data Quality
Process Automation
  • Streamline Business Processes Using Automation Tools
  • Learn Purpose-Driven Automation
  • Automate With Flow
Data Analysis Using Reports & Dashboards
  • Organize Reports and Dashboards
  • Build Reports
  • Create Dashboards
  • Create an Analytics Strategy
Adoption & Continued Improvement
  • Adopt Your Implementation
  • Evaluate Continued Improvements
Additional course details:

Nexus Humans Understand and Drive Your Salesforce Implementation ( 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 Understand and Drive Your Salesforce Implementation ( 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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