Understand and Drive Your Salesforce

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 Can Benefit

• 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.

Skills Gained

• When you complete this class, 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.
• 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 Content

Course outline

• 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 and Access
• Create Users
• Access the Org
• Control Data

• Objects and 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 with Automation Tools
• Learn Purpose-Driven Automation
• Automate with Flow

• Data Analysis Using Reports & Dashboards
• Organize Reports and Dashboards
• Build Reports
• Create Dashboards
• Define an Analytics Strategy

• Adoption and Continued Improvement
• Adopt your Implementation
• Adjust with Continuous Improvements