About this course

Course type Specialist
Course code SFSTR101
Duration 3 Days

Are you a business analyst or project manager who is looking to learn more about how Salesforce can solve specific business issues?
What’s Possible: Salesforce Fundamentals provides the information to enable you to effectively engage with your business stakeholders. The course walks through a series of typical business challenges to provide you with the background to solve your specific business needs.
Who should take this course?
What’s Possible: Salesforce Fundamentals is designed for individuals who need an understanding of the capabilities of Salesforce to determine how to best
solve their business challenges using Salesforce. The course is targeted at individuals in the following roles:
  • Business Analysts
  • Consultants
  • Project and Process Managers.

Delegates will learn how to

  • Describe Salesforce products and solutions.
  • Ask discovery questions to identify specific business needs within your company
  • Make informed decisions about which Salesforce solutions meet your business needs
  • Help your business understand Salesforce design decisions, implications, and best practices
  • Identify and leverage sources of additional information and support

Outline

Welcome
  • Overview of Salesforce architecture, objects, and navigation
  • Tour of the application
  • Identify key roles within your company
Data Access and Security
  • Control who can view and modify information
  • Decide who can view and change individual records
  • Dealing with record access exceptions
  • Support team selling with territory management
Customization
  • Capture specific information by adding custom fields
  • Control how data is captured using pick lists
  • Streamline data entry with page layouts
  • Meet different business scenarios using record types
  • Secure information at the field level
Automation
  • Ensure data integrity using validation rules
  • Route requests to the right person using assignment rules
  • Improve customer satisfaction with escalation rules
  • Automate lead capture using web-to-lead
  • Increase quality and efficiency with work flow rules
  • Reduce delays and bottlenecks with approval processes
  • Enforce business processes with visual work flow
Reports and Dashboards
  • Find and run the right report
  • Gain insight into wins and losses with custom reports
  • Analyze data with matrix reports
  • Use dashboards to share key metrics with teams
Collaboration
  • Collaborate using Chatter
  • Collaborate with internal and external groups
  • Create environments for customer and partner engagement using Communities
  • Salesforce tools expand the reach of your Communities
Data Migration and Integration
  • Migrate data to collect and synchronize information
  • Improve data quality and quantity with Data.com
  • Integrate systems to automate and streamline your business
Extending Salesforce
  • Capture additional data using custom objects and tabs
  • Create a unique and specific workspace with a custom application
  • Make use of existing AppExchange resources
  • Build outside the box with programmatic tools: Visualforce and Apex
Additional Resources
  • Share with key roles within your company
  • Engage in community resources and help sites
  • Explore your training options

Specialist Course

3 Days

Duration
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

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