Salesforce Training Classes & Learning

Overview
Whether you are a new Salesforce administrator or have been managing Salesforce® for some time, you probably know that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Exam Notes
This course maps to the related Salesforce Certified Administrator exam and covers similar material to that found in the Salesforce University course. You will need to take this class and review additional resources and exam objectives in order to pass your Salesforce exam.

Course Objectives
In this course, you will perform the basic skills required of a typical Salesforce system administrator.
You will:
• Describe basic concepts related to Salesforce administration.
• Set up an organization.
• Manage user accounts.
• Implement security controls.
• Configure the Salesforce Classic user interface.
• Support the Lightning Experience user interface.
• Customize pages.
• Manage Opportunities.
• Implement additional Opportunity features.
• Implement data validation and workflows.
• Manage Leads.
• Manage Accounts.
• Manage Contacts.
• Manage Campaigns.
• Manage Cases.
• Manage custom objects.
• Manage data.
• Configure views, reports, and dashboards.
• Integrate and extend Salesforce.

Target Student
This course is intended for individuals who need to manage instances of Salesforce Sales Cloud®. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com® system administration, or external consultants who have been engaged to provide administrative support for an organization.

This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification.

Prerequisites
To ensure your success, you will need a working knowledge of how Salesforce is being used in their organization and general familiarity with the Salesforce Lightning Experience user interface. Experience with using the Salesforce1 mobile app on iOS® or Android™ devices will be helpful but is not required.

COURSE OUTLINE

Lesson 1: Introduction to Salesforce Administration
Topic A: The Salesforce Data Model
Topic B: SMART Administration Principles

Lesson 2: Setting Up an Organization
Topic A: Manage the Company Profile
Topic B: Configure Organizational Settings

Lesson 3: Managing User Accounts
Topic A: Create User Accounts
Topic B: Manage Users

Lesson 4: Implementing Security Controls
Topic A: Salesforce Security Essentials
Topic B: Configure Profiles
Topic C: Establish Organization-Wide Sharing Defaults
Topic D: Configure Roles
Topic E: Create Sharing Rules
Topic F: Perform a Health Check

Lesson 5: Configuring the Salesforce Classic User Interface
Topic A: Configure User Interface Settings
Topic B: Customize the Home Page in Salesforce Classic
Topic C: Configure Search in Salesforce Classic

Lesson 6: Supporting the Lightning Experience User Interface
Topic A: Implement Lightning Experience
Topic B: Customize Lightning Experience Home Pages

Lesson 7: Customizing Pages
Topic A: Create Page Layouts in Salesforce Classic
Topic B: Customize Record Pages in Lightning Experience

Lesson 8: Introduction to Opportunity Management
Topic A: Opportunity Management Essentials
Topic B: Design and Implement Opportunity Fields
Topic C: Design and Implement Opportunity Stages
Topic D: Design and Implement Opportunity Contact Roles
Topic E: Design and Create Opportunity Record Types

Lesson 9: Implementing Additional Opportunity Features
Topic A: Implement and Maintain Opportunity Products and Price Books
Topic B: Implement the Similar Opportunities Function
Topic C: Implement Opportunity Teams
Topic D: Create a Big Deal Alert

Lesson 10: Implementing Data Validation and Workflows
Topic A: Create and Test Validation Rules
Topic B: Create and Test Workflows

Lesson 11: Managing Leads
Topic A: Lead Management Essentials
Topic B: Design and Implement Lead Fields
Topic C: Design and Implement Custom Lead Sources
Topic D: Design and Implement Web-to-Lead Forms
Topic E: Design and Implement Lead Assignment Rules

Lesson 12: Managing Accounts
Topic A: Design an Account Management Model
Topic B: Implement an Account Management Model

Lesson 13: Managing Contacts
Topic A: Design a Contact Management Strategy
Topic B: Implement a Contact Management Strategy

Lesson 14: Managing Campaigns
Topic A: Prepare for Campaign Management
Topic B: Administer a Campaign Management Strategy

Lesson 15: Managing Cases
Topic A: Case Management Essentials
Topic B: Design and Implement Case Fields
Topic C: Design and Implement Case Origins
Topic D: Automate Case Management

Lesson 16: Providing Apps and Custom Objects
Topic A: Supply Apps in Salesforce Classic
Topic B: Supply Apps in Lightning Experience

Lesson 17: Managing Data
Topic A: Data Management Essentials
Topic B: Import and Update Data
Topic C: Back Up and Restore Data

Lesson 18: Configuring Views, Reports, and Dashboards
Topic A: Create Views
Topic B: Create and Manage Reports
Topic C: Create and Manage Dashboards

Lesson 19: Integrating and Extending Salesforce
Topic A: Integrate Salesforce and Outlook
Topic B: Implement Salesforce1
Topic C: Implement SalesforceA

	Dates	Times	Location	Price
	1/13/25 - 1/17/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	2/10/25 - 2/14/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	3/10/25 - 3/14/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	4/7/25 - 4/11/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695

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Overview
Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets.

Course Objectives
In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.

You will:
Create a basic Salesforce Sales Cloud environment and navigate the interface.
Optimize lead qualification.
Manage accounts and contacts.
Manage the opportunity pipeline.
Use Salesforce email.
Work with reports and dashboards.

Target Student
This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.

Prerequisites
To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications.

Course Content

Lesson 1: Getting Started with Salesforce
Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Topic B: Navigate the Salesforce LE Interface
Topic C: Navigate in the Salesforce Classic Interface

Lesson 2: Optimizing Lead Qualification
Topic A: View Leads
Topic B: Manage Leads
Topic C: Work Leads
Topic D: Convert Leads

Lesson 3: Managing Accounts and Contacts
Topic A: Manage Accounts
Topic B: Manage Contacts

Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities
Topic A: Manage Opportunities
Topic B: Work Opportunities
Topic C: Close Opportunities

Lesson 5: Using Salesforce Email
Topic A: Use Salesforce Email in Salesforce Classic
Topic B: Use Salesforce Email in Salesforce LE

Lesson 6: Working with Reports and Dashboards
Topic A: View Reports and Dashboards
Topic B: Create and Edit Reports and Dashboards

Appendix A: Extending Salesforce with AppExchange

	Dates	Times	Location	Price
	1/20/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	2/21/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	3/17/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	4/18/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395

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Overview
This class is delivered by a live instructor and is specifically designed to teach salespeople the more advanced sales and activity management features of Salesforce. A student in this class will learn how to configure some of the advanced functionality within Salesforce including the user interface features and search settings. Students will also set up and use advanced email features, Chatter, opportunity features such as tracking competitors, contact roles, partners, and setting up and utilizing price books and products. Finally, participants will learn how to create and utilize views, reports, and the Activities tab.

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The students will be able to use that learning environment indefinitely after the class without any additional fees.

Who Should Attend?
Salespeople with a very good understanding of Salesforce sales basics who want to utilize more of the power that Salesforce can provide.

Agenda

• Introductions/login to training orgs

• Overview of Salesforce power user for sales

• Setting up the user interface and search settings

• Working with advanced email features

• Setting up and working with Chatter

• Setting up and working with advanced opportunity features

• Creating and working with list views

• Creating, customizing, and running reports

• Activity management

• Question and answer

Who should take this course?

This class is ideal for developers who are new to Salesforce and want to gain declarative development skills. You should have experience writing programmatic solutions with any object-oriented language and strong working knowledge of programming constructs including loops, conditional branching, and sub-processing. You should also have some experience with relational databases. This is a great foundational class for anyone looking to earn their Salesforce App Builder credential.

When you complete this course, you will be able to:

• Build and customize multi-user Salesforce applications
• Create custom objects
• Manage your data and create validation rules
• Customize the user interface
• Make pages dynamic using Lightning App Builder
• Automate business process with flows, Process Builder, workflows, and approval processes

COURSE OUTLINE

Data Model Development
Create custom objects
Create custom fields
Create master-detail relationships
Create lookup relationships
Create many-to-many relationships
Create lookup filters
View and edit your schema graphically

Profiles and Permissions
Create and customize profiles
Create permission sets
Set field-level security

Record Access
Describe the levels of record access available
Assign organization-wide defaults
Create a role hierarchy
Define sharing rules
Manually share a record

Data Management
Create custom validation rules
Describe tools available for data management
Export and import data
Describe the Bulk API

User Interface Development
Create custom apps, tabs, and pages
View and customize the Salesforce mobile app
Describe use cases for Quick actions
Create record types

Flow Basics and Screen Flows
Describe the types of flows available
Create a screen flow
Add elements and resources to a flow
Control navigation in a flow
Describe the difference between user mode and system mode
Debug a flow
Deploy a flow

Record-Triggered Flows
Describe the types of Data Manipulation Language (DML) in Salesforce
Identify difference between before and after triggers
Configure a record-triggered flow
Use the $Record and $Record__Prior global variables
Debug a record-triggered flow
Send custom notifications from a flow
Configure a platform event-triggered flow

Process Builder and Workflow
List the actions that can be triggered by a process and a workflow
Describe the difference between immediate and scheduled actions
Describe use cases for a process and a workflow
Create processes and workflow rules
Create an escalation using scheduled actions

Automation with Approvals
List the components of a multi-step approval process
Implement a multi-step approval process

Save Order of Execution
Describe key points in the Order of Execution
Describe how declarative programming fits into and can be impacted by OOE
Describe the lifecycle of a transaction

Flow Best Practices
Use naming conventions
Describe how to avoid flow limits
Describe the difference between flow transactions and flow interviews
Describe how Flow handles bulkification
Identify common problems that can occur with flow loops
Call invocable Apex from a flow
Identify when not to use Flow

App Deployment
Contrast the differences between the various types of sandboxes
Describe the capabilities, limitations, and considerations of change sets
Describe the capabilities of unmanaged packages
Determine the appropriate deployment plan given a scenario

	Dates	Times	Location	Price
	1/13/25 - 1/17/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500
	2/3/25 - 2/7/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500
	2/24/25 - 2/28/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500
	3/17/25 - 3/21/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500

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Overview

Who should take this course?
This course is designed for programmatic developers looking to write programmatic customizations to both business logic and UI layers using Apex and Visualforce. You should have a good understanding of core object-
oriented programming concepts and experience building declarative solutions on the Salesforce Platform. This course is also a great foundation builder if you’re looking to earn your Salesforce Platform Developer I credential.

When you complete this course, you will be able to:

• Learn modern tools for developing on the Salesforce Platform using Visual Studio Code, the Salesforce Extension Pack, and the Salesforce CLI.
• Write business logic customizations using Apex triggers and classes; those customizations will use SOQL and DML.
• Design programmatic solutions that take advantage of declarative customizations.
• Describe how your trigger code works within the basics of the Save Order of Execution.
• Describe some of the fundamental aspects of designing programs on a multi-tenant platform.
• Write Visualforce markup and code to customize the user interface.
• Use the built-in testing framework to test Apex and Visualforce.

COURSE OUTLINE

Declarative Automation
Create Formula Fields
Create Roll-Up Summary Fields
Understand Record Types
Review Other Automation Tools
Build a Data Model on the Salesforce Platform

Programming with Apex
Describe Key Aspects of Apex That Differentiate It from Other Languages, Such as Java and C#
Describe Why Apex Transactions and Governor Limits Must Be Considered When Writing Apex
Execute Simple Apex
Use the sObject Data Type, the Primitive Data Types, and Basic Control Statements in Apex

Using SOQL and SOSL to Retrieve Your Org’s Data
Write a Basic Query Using Salesforce’s Query Language, SOQL
Process the Result of a Query in Apex
Create a Query Dynamically at Run-Time
Use SOQL to Query Parent-Child Relationships
Describe a Relationship Query
Write a Query That Traverses a Child-to-Parent Relationship
Write a Query That Traverses a Parent-to-Child Relationship
Use SOSL to Search Data

Using DML to Manipulate Your Org’s Data
List the Differences Between the Ways You Can Invoke DML Operations
Write Apex to Invoke DML Operations and Handle DML Errors

Deployment
What Is Deployment?
Deploy Code Using Change Sets
Use the Ant Migration Tool
Review Managed and Unmanaged Packages
Explore Salesforce DX

Trigger Essentials
Describe What a Trigger Is Used For
Describe the Syntax of a Trigger Definition
Use Trigger Context Variables
Use Trigger Context Variables

Apex Class Essentials
Describe How Apex Classes Are Used
Define an Apex Class
Determine What Data an Apex Class Can Access

The Save Order of Execution, Apex Transactions, and Platform Events
Describe Key Points in the Order of Execution
Describe How Triggers Fit Into and Can Be Impacted by the Order of Execution
Describe the Lifecycle of an Apex Transaction
Describe the Memory Lifecycle for Static Attributes
Use Platform Events for Immediate Error Logging

Apex Testing
Describe the Apex Testing Framework
Create Test Data
Write and Run an Apex Test
Test Best Practices

Strategies for Designing Efficient Apex Solutions
Describe Best Practices for Writing Code That Is Easy to Maintain and Extend
Write Triggers and Classes That Assume Batches of Data as Input
Write Code That Works Efficiently with the Database, Both in Querying and Using DML

Trigger Design Strategies
List Declarative Mechanisms You Can Use to Implement Complex Business Logic, What Types of Problems
They’re Best Used for, and Their Limitations
Describe Ways in Which You Can Use Declarative Functionality to Improve Your Programmatic Solutions

Working with Visualforce
Create a Visualforce Page
Reference a Standard Controller
Launch a Visualforce Page Using a Custom Button
Display Data from a Record in a Visualforce Page
Reference Custom Controllers and Controller Extensions
Work with List Controllers

Visualforce Development Considerations and Testing
Describe Common Limit Issues and Security Concerns
Describe Strategies for Testing Visualforce Controllers
Write Tests for Controller Constructors
Write Tests for Action Methods, Getters, Setters, and Properties

Lightning Components
Create and Surface an Aura Component
Create and Surface a Lightning Web Component

	Dates	Times	Location	Price
	1/27/25 - 1/31/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500
	2/24/25 - 2/28/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500
	3/24/25 - 3/28/25	10:00 - 6:00 EST 9:00 - 5:00 CST 8:00 - 4:00 MST 7:00 - 3:00 PST	Live Online from our site or yours.	$4,500

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