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BSX101
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For whom?
BSX101 – UNDERSTAND AND DRIVE YOUR SALESFORCE IMPLEMENTATION
(Program update June 2024)
Score : 4,9/5 (2023 average)
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.
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
Please complete the following trailmix before attending our expert-led class Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class.
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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.
• Identify security features used to control org and data access.
• Discuss which standard or custom objects and applications should be implemented based on specific 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 with Reports and Dashboards.
• Navigate the key phases and milestones of a Salesforce implementation. -
Program
- Introduction to Salesforce Implementation Concepts
- Salesforce Data Model
- Security & Access
- Objects & Applications
- Salesforce Customizations
- Successful Data Management
- Process Automation
- Data Analysis Using Reports & Dashboards
- Adoption & Continued Improvement
-
Advantages
- Basics of Salesforce platform administration features
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Training organization available 30 days
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Practical informations
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 3 days
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 1 530 € excl. tax
- Training can be supported on the training budget and financed by a collecting organism or OPCO
- Delivery Format:
BSX101 – UNDERSTAND AND DRIVE YOUR SALESFORCE IMPLEMENTATION
(Program update June 2024)
Score : 4,9/5 (2023 average)
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.
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
Please complete the following trailmix before attending our expert-led class Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class.
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.
• Identify security features used to control org and data access.
• Discuss which standard or custom objects and applications should be implemented based on specific 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 with Reports and Dashboards.
• Navigate the key phases and milestones of a Salesforce implementation.
- Introduction to Salesforce Implementation Concepts
- Salesforce Data Model
- Security & Access
- Objects & Applications
- Salesforce Customizations
- Successful Data Management
- Process Automation
- Data Analysis Using Reports & Dashboards
- Adoption & Continued Improvement
- Basics of Salesforce platform administration features
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Training organization available 30 days
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 3 days
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 1 530 € excl. tax
- Training can be supported on the training budget and financed by a collecting organism or OPCO
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