When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
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...
Read MoreOverview
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.
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.
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.
Course Details
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
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
Good training material and good instruction. More time needs to be provided for the lab work.
I think the platform is very good and look forward to taking my next course in early October.
Overall it was a good bootcamp. A lot to cover so it is understandable that the pace had to be a little fast.
Simply great training provider that I can go for updating/acquiring my skill sets.
The platform is very intuitive and easy to navigate. Great tool for learning
