Course Overview
This 3-day course will allow you to explore Salesforce features and functionality and learn to make Salesforce implementation decisions confidently. It is a heavily discussion-based class focusing on learning about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. You will gain insight into business processes and how they influence key implementation strategies.
Learn to successfully navigate the key phases of Salesforce implementation and milestones, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals. Additionally, provide directives to team members tasked with solution-building to deliver robust Salesforce solutions that achieve business goals.
Who should attend
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.
Course Objectives
- Identify key stakeholders needed for a successful Salesforce implementation.
- Describe the Salesforce data model related to Customer 360, Salesforce Clouds, and the Salesforce Platform.
- Learn how the implementation effectively communicates business needs to ensure alignment with project goals.
- 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 various business challenges.
- Analyze Salesforce data with Reports and Dashboards.
- Navigate the key phases and milestones of a Salesforce implementation.
Outline: Understand and Drive Your Salesforce Implementation (BSX101)
Introduction to Salesforce Implementation Concepts
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 Salesforce Implementation that Effectively Communicates Business Strategies for Long-Term Adoption
- Evaluate Continued Improvements