This course runs for a duration of 3 days.
The class will run daily from 10 AM ET to 6 PM ET.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
Jeremy White
This class is developed specifically for business users, leaders, and technologists who need to understand the business value and benefits of Salesforce and the various Clouds. The class presents a broad range of topics at the right level of detail for the intended audience, including discussion, demonstration and hands-on exercises related to End User, Business Analyst and Administrator tools and features in Salesforce.
Salesforce Fundamentals training course is recommended for people who need to understand the Salesforce terminology and ecosystem, such as business users, operations managers, IT managers and other leadership, and even professional services salespeople. Consultants and architects who need to understand Salesforce but don’t require certification would also benefit from this class.
Each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.
1 - Overview
Salesforce.com Overview
General User Interface
Object Model
2 - Salesforce for Sales & Service Teams
Leads, Accounts, Contacts & Opportunities
Activities
List Views & Kanban
Cases & Knowledge
Live Agent
3 - Chatter
4 - Salesforce CPQ
5 - Einstein
6 - Salesforce Reports
Report Folders
Tabular, Summary, Matrix Reports
Dashboards
7 - Salesforce Administration
Lightning Platform Architecture
Apex & Visualforce
Lightning Components
System Security
Custom Fields
Formula Fields
Validation Rules
Automation
Workflow
Email Templates
Time Based Workflow
Approval Processes
Process Builder
8 - Experience Cloud
9 - User Adoption and Change Management
Managers
Retention
Training Best Practices
