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
At the end of this programme, 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 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.
Programme Structure
This programme will cover the following topics:
Salesforce Data Model
- Discover the Customer 360 Platform
- Examine Salesforce Clouds
- Navigate the Salesforce Platform
- Review the Salesforce Platform Data Model
- Understand data visualisation
Security & Access
- Create users
- Access the org
- Control data
Objects & Applications
- Review standard objects
- Understand custom objects
- Explore standard applications
- Discover custom applications
Salesforce Customisations
- 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
- Organise reports and dashboards
- Build reports
- Create dashboards
- Create an analytics strategy
Adoption & Continued Improvement
- Adopt your implementation
- Evaluate continued improvements
| Full Fee |
Full programme fee | USD$735 |
9% GST on nett programme fee | USD$66.15 |
| Total nett programme fee payable, including GST | USD$801.15 |
With effect from 1 Jan 2024
NOTE
This programme does not include the certification exam. If you are interested in taking the certification exam after completing this programme, please register and pay the exam fees through Salesforce.
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Step 1
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Apply through your organisation's training request system. |
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Step 2
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Your organisation's training request system (or relevant HR staff) confirms your organisation's approval for you to take the programme.
Your organisation will send registration information to the academy.
Organisation HR L&D or equivalent staff can click here for details of the registration submission process.
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Step 3
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GovTech Digital Academy will inform you whether you have been successful in enrolment.
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