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What’s Possible: Salesforce Fundamentals (STR 101)

  • Tuition USD $2,700 GSA  $2,448.36
  • Reviews star_rate star_rate star_rate star_rate star_half 482 Ratings
  • Course Code STR-101
  • Duration 3 days
  • Available Formats Classroom

Are you a business analyst or project manager who is looking to learn more about how Salesforce can solve specific business issues? What’s Possible: Salesforce Fundamentals provides the information to enable you to effectively engage with your business stakeholders. The course walks through a series of typical business challenges to provide you with the background to solve your specific business needs.

Skills Gained

Get acquainted with key Salesforce features and how they can help solve your business issues. At the end of this course, you will be able to:

  • Describe Salesforce products and solutions.
  • Ask discovery questions to identify specific business needs within your company.
  • Make informed decisions about which Salesforce solutions meet your business needs.
  • Help your business understand Salesforce design decisions, implications, and best practices.
  • Identify and leverage sources of additional information and support

Who Can Benefit

What’s Possible: Salesforce Fundamentals is designed for individuals who need an understanding of the capabilities of Salesforce to determine how to best solve their business challenges using Salesforce. The course is targeted at individuals in the following roles:

  • Business Analysts
  • Consultants
  • Project & Process Managers

Prerequisites

No prior knowledge or experience with Salesforce is required

Course Details

Welcome

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

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
  • Secure information at the field level

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

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 workflow rules
  • Reduce delays and bottlenecks with approval processes
  • Enforce business processes with visual workflow

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

Collaboration

  • Collaborate using Chatter
  • Collaboration between sales and marketing
  • Create an environment for engagement using Communities
  • Create different communities based on business needs
  • Capture employee and customer inspiration using Ideas
  • Leverage social media for collaboration

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

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

Additional Resources

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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

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.

The course on Redshift was excellent! As a DBA/DA I found there is a quite a bit of learning for Oracle professionals to move into AWS.

I had a good and comfortable remote training experience. Look forward to more such trainings.

Very clean, great cafeteria and well sorted, very kind staff. The bathrooms have to be expanded as they might get crowded sometimes

Thank you for training on AWS development. Course was good and encouraging but labs need to be improved and provide more information and ask students to more work than provide solutions.

Es recomendable, pero no puedo hablar sobre todos los cursos, solo el que tome que fue el de Spark trainning, en especifico ese curso, estuvo muy bueno, la verdad.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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