Understand and Drive Your Salesforce Implementation (BSX101)

Overview

Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. Learn about standard and custom objects and applications, data management, data visualisation, 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.

Key Takeaways

• 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 organisation and data access
• Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases
• Effectively strategise how to migrate data into your Salesforce organisation while maintaining high data quality
• Understand Salesforce automation tools and how they solve various business challenges
• Analyse Salesforce data with Reports and Dashboards
• Navigate the key phases and milestones of a Salesforce implementation

Who Should Attend

• Please refer to the job roles section.
• Public Service Officers 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 programme is not recommended for individuals tasked with solution-building.