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Understand and Drive Your Salesforce Implementation (BSX101)
Duration
3 Days
Course
SF-BSX101
Available Formats
Classroom Training, Online Training
Course Description
Overview
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.Objectives
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.
Audience
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.
Prerequisites
-
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.
Topics
Lessons and Topics
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
- Create Users
- Access the Org
- Control Data
- Review Standard Objects
- Understand Custom Objects
- Explore Standard Applications
- Discover Custom Applications
- Work with Fields
- Design Page Layouts
- Understand Record Types
- Review Dynamic Capabilities
- Determine Data Strategy
- Create Data
- Ensure Data Quality
- Streamline Business Processes Using Automation Tools
- Learn Purpose-Driven Automation
- Automate With Flow
- Organize Reports and Dashboards
- Build Reports
- Create Dashboards
- Create an Analytics Strategy
- Adopt Your Implementation
- Evaluate Continued Improvements
Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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