This training focuses on the activities that people tasked with setting up or administrating a Salesforce Sales-, or Service cloud org need to perform. All topics relevant for setup and day-to-day operations are covered from initial setup, creating users, making customizations to data and processes, and reporting and dashboards. This training covers theoretical knowledge and practical insights provided by an experienced Salesforce professional. The focus is on practical application and getting a good understanding of Salesforce Sales-, and Service Cloud. This 3-day training prepares for the Salesforce Administrator certification (ADX-201/ADM-201) but additional self study is needed.
Attendee profile
- Administrators for new Salesforce Sales- or Service cloud deployments
- Business analysts working on Salesforce projects
- Project members and power users involved in Salesforce projects
All groups will benefit from the knowledge and understanding of the Salesforce platform. It will ensure more efficient implementation, prevent costly mistakes, and establish a common team vocabulary that ensures your teams function effectively.
Training overview
- 3-day training course
- Preparation: Self-study – Trailhead + additional resources
- Location: Leiden (near the central train station)
- Lunch, coffee, tea included
- Attendees need to bring a laptop for practice exercises
- Language: English (Dutch if attendees are all Dutch speakers)
- Some additional self-study in Trailhead and hands-on experience is advised before doing certifications.
- exam fee for ADX-201/ADM-201 not included
Training topics / schedule
DAY 1
This day is focused on the initial setup of a Salesforce instance, including users, security, UI customization, and modification of the standard data model to suit specific business needs.
We will cover these specific exam topics:
- Configuration and setup
- Object manager and lightning app builder
We end the day with a case or assignment, and we will practice some certification exam questions.
DAY 2
This day is focused on the specific functionalities that come with Salesforce Service Cloud and Salesforce Sales Cloud. Next we cover functionality that helps users work efficiently and collaboration options. We will cover these specific exam topics:
- Sales & marketing applications
- Service and support applications
- Productivity and collaboration
We end the day with a case or assignment, and we will practice some certification exam questions.
DAY 3
This day is focused on working with the data Salesforce users generate using reporting and dashboarding. We will also cover several features Salesforce offers to automate processes, like flow and process builder.
- We will cover these specific exam topics:
- Data & Analytics
- Process automation
We end the day with a case or assignment, and we will practice some certification exam questions.
Pricing & Registration
Early bird tickets are available for € 1.600,- until Feb 28 2022. Price includes coffee, tea and lunch. From March 1 the ticket price will default to the regular price of € 1.750,-. Please contact us for group discounts.
Location (to be confirmed)
Fletcher Wellness-Hotel Leiden
Bargelaan 180
2333 CW Leiden
Tel.: +31(0)71 – 870 02 60
www.wellnesshotelleiden.nl
Additional self study
- Trailmix: Prepare for Your Salesforce Administrator Credential
- Trail: Study for the Administrator Certification Exam
- Superbadge: Lightning Experience Reports & Dashboards Specialist
- Superbadge: Business Administration Specialist
- Superbadge: Security Specialist
