Understand and Drive Your Salesforce Implementation

Course 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.

Target 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.

Course Objectives

• 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.

Course Content

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 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 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 and Continued Improvement

• Adopt Your Implementation
• Evaluate Continued Improvements