Course Description
Explore what’s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, & their business values & benefits. Familiarize yourself with Salesforce Cloud, & learn about platform features & processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, & hands-on exercises, you’ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, & the critical components of ongoing control of your Salesforce environment. Note: This class uses Trailhead for hands-on exercises.
Prerequisites
No prerequisites are needed.
Target Audience
This class is ideal for business users — those who need to learn what’s possible with Salesforce functionality across the suite of products but aren’t necessarily responsible for managing the application. If you’re a customer service control, business executive, business operations control, sales operations control, or any other operations, controlled, or process analysis “super user,” this class is just what you need better to understand the business value of the Salesforce Platform.
Content Outline
- Understand How Salesforce Works
- Explore Salesforce Applications
- Review Salesforce Organization
- Control Org Access
- Control Who Views & Modifies Objects
- Unlock Access to Records
- Share Access to Records
- Lock Down Individual Fields
- Make New Users
- Troubleshoot Login, Record Access, & Field Visibility Issues
- Think About Your Implementation
- Explore Custom Fields, Picklists, Page Layouts, & Record Types
- Make Email Templates
- Review Validation Rules
- Review Assignment & Escalation Rules
- Review Web-to-Lead & Entitlements
- Review Lightning Process Builder & Workflow
- Review Approval Processes & Visual Workflow
- Explore the Reports Tab, Folders, & Formats
- Explore the Report Builder
- Summarize Your Data
- Get More Insight from Your Data
- Visualize Your Data with Dashboards
- Make Your Analytics Strategy
- Collaborate with Chatter, Groups, & Communities
- Share Feedback with Chatter Answers & Ideas
- Go Mobile with Salesforce1
- Make Salesforce Part of Your Day
- Make a Data Migration Strategy
- Ensure Data Quality
- Drive a Salesforce Implementation
- Customize Salesforce Using Custom Objects, Apps, & the Salesforce AppExchange
- Build It Yourself
Review the Certification Process & Resources
FAQs
This course is a must for new Salesforce administrators. We recommend administrators take this training program for many advantages before starting a Salesforce deployment or when taking over an existing deployment.
This class is ideal for business users — those who need to learn what’s possible with Salesforce functionality across the suite of products but aren’t necessarily responsible for managing the application. If you’re a customer service control, business executive, business operations control, sales operations control, or any other operations, controlled, or process analysis “super user,” this class is just what you need better to understand the business value of the Salesforce Platform.
In this course, you will learn to:
- Describe the primary business value of Sales & Service Salesforce Clouds.
- Control users & data.
- Control basic org configuration.
- Make email templates.
- Make reports & dashboards.
- Apply & champion Chatter.
- Understand the Salesforce implementation & maintenance lifecycle.
- Extend Salesforce functionality beyond basic design.
In case of Radiant Techlearning solutions cancel an event, 100% of the course fee will be refunded to the participant.
We provide best-in-class training programs to our clients with many services. Radiant also believe in taking feedback from its client’s time to time. If you face any difficulty, you can freely discuss it with us. However, due to some reason, if your expectations are not met. We have a refund policy in which Radiant will refund your payment within seven days. To get the refund, you must inform us about your concern before the 20% completion of the training program.
To know about the fees details, you can email us at training@radianttechlearning.com with your requirement in detail containing the below information
In the case of Self / Individual
- Training Program
- Training Mode (Online/ Classroom)
- Location (in case of the classroom):
- Background (Education/ Technology/ Year of experience, etc. )
- Training Timeline
In the case of Corporate Training
- Training Program
- No. of Participants
- Training Mode (Online/ Classroom)
- Location (in case of the classroom):
- Participant’s Background (Education/ Technology/ Year of experience, etc.)
- Training Timeline
- Expectations from the training program
The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.
Radiant issues course completion certificates to all participants who complete the training program, which consists of various real-time projects, assignments, quizzes, and other tasks. Once the course is completed, you will be assigned a project that you must complete in two weeks.
Radiant Techlearning experts will assess the project on a variety of criteria. To be eligible for the verified certificate, you must have a grade point average minimum of 60%.
Only after completing these criteria would you be awarded a Radiant verified certificate & which the participants can use for their future job purpose.
Participants will be awarded grades according to the following criteria:
- 90% – 100% – AAA+
- 80% – 90% – AA+
- 70% – 80% – A+
- 60% – 70% – A
No. These training programs are helping to improve your skills & knowledge of the technology, which would allow you to land your dream job by learning them.
Our training program will maximize your ability & chances of getting a successful job. You have to select a position according to your convenience. Your performance in the training program & interview is crucial for getting a good job.