Understand and Drive Your Salesforce Implementation - BSX-101

Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals.

Who should take this course?

This class is designed for individuals who are (or will soon be) supporting a Salesforce implementation in a decision-making capacity. This includes, but is not limited to, business analysts, IT managers, project managers, executive leaders, and executive sponsors. This class is not recommended for individuals tasked with solution-building.

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

• Identify key stakeholders needed for a successful Salesforce implementation.

• Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform.

• Communicate the appropriate security measures needed to control org and data access.

• Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases.

• Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality.

• Understand Salesforce automation tools and how they solve for various business challenges.

• Analyze Salesforce data with Reports and Dashboards.

• Navigate the key phases and milestones of a Salesforce implementation.

Prework

Prepare for the course with this Trailmix.

Trailhead Academy

Understand and Drive your Salesforce Implementation (BSX101) Prework

Please complete the following before attending our expert-led class.

Lessons and Topics

Introduction to Salesforce Implementation Concepts

Salesforce Data Model

• Discover the Customer 360 Platform

• Examine Salesforce Clouds

• Navigate the Salesforce Platform

• Review the Salesforce Platform Data Model

• Understand Data Visualization

Security & Access

• Create Users

• Access the Org

• Control Data

Objects & Applications

• Review Standard Objects

• Understand Custom Objects

• Explore Standard Applications

• Discover Custom Applications

Salesforce Customizations

• Work with Fields

• Design Page Layouts

• Understand Record Types

• Review Dynamic Capabilities

Successful Data Management

• Determine Data Strategy

• Create Data

• Ensure Data Quality

Process Automation

• Streamline Business Processes Using Automation Tools

• Learn Purpose-Driven Automation

• Automate With Flow

Data Analysis Using Reports & Dashboards

• Organize Reports and Dashboards

• Build Reports

• Create Dashboards

• Create an Analytics Strategy

Adoption & Continued Improvement

• Adopt Your Implementation

• Evaluate Continued Improvements