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What's Possible: Salesforce Fundamentals (STR-101)

New – Learn ways to effectively engage with your business stakeholders.

GK# 6341

Course Overview

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Are you a business analyst or project manager who is looking to learn more about how Salesforce can solve specific business issues? This course provides the information to enable you to effectively engage with your business stakeholders. You will be introduced to a series of typical business challenges that provide you with the background to solve your specific business needs.

Schedule

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  • Delivery Format:
  • Date:
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$

What You'll Learn

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  • Salesforce products and solutions
  • Identify specific business needs within your company
  • Which Salesforce solutions meet your business needs
  • Salesforce design decisions, implications, and best practices
  • Sources of additional information and support

Outline

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Viewing outline for:

Classroom Live Outline

1. Welcome

  • Overview of Salesforce architecture, objects, and navigation
  • Tour of the application
  • Identify key roles within your company

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. Additional Resources

  • Share with key roles within your company
  • Engage in community resources and help sites
  • Explore your training options

Prerequisites

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No prior knowledge or experience with Salesforce is required.

Who Should Attend

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  • Business analysts
  • Consultants
  • Project and process managers

Resources

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Media

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 3 day

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 3 day

Request this course in a different delivery format.
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