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Salesforce Associate Foundation

  • CMDBID 1305
  • Course Code QASFAF
  • Duration 2 Days
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Salesforce Course

course overview

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Overview

The Salesforce Associate Foundation Course is for Trailblazers with 0-6 months of Salesforce experience. This course provides foundational Salesforce knowledge including understanding what a Customer Relationship Management platform is, how its used and what business needs it solves, and how the Salesforce product suite can be used to transform and automate business teams and processes.

The course also prepares students for the Salesforce Certified Associate exam which validates and empowers those to prove they have the skills to build their Salesforce Career. With hands-on experience , setting up your Trailblazer id, and earning your first Trailhead badges, this course prepares you for building your expertise on the Salesforce platform.

The class includes one voucher to sit for the Salesforce Certified Associate exam (valued at $75 USD).

Prerequisites

There are no specific pre-requisites for this course

Outline

Module 1 – Salesforce in Action

  • Describe how companies use Salesforce
  • Identify the approach to customising Salesforce

Module 2 - Salesforce navigation

  • Identify where a user can locate necessary information and how to navigate the platform
  • Understand where Salesforce customisation takes place

Module 3 – Object Relationship

  • The relationships between the core standard Salesforce objects

Module 4 – Navigating the Salesforce Ecosystem

  • Describe various resources available to support your learning around Salesforce.
  • Identify the Salesforce Customer 360 product offerings, and appropriate times to use them.

Module 5 – Data Visibility

  • Object Access
  • Data Visiblity

Module 6 – Data Integrity

  • Customising Salesforce
  • Ensuring Data Quality

Module 7 – Reports and Dashboards

  • Salesforce Reporting
  • Dashboards

Module 8 – Roles and Careers within Salesforce

  • Project Roles
  • Salesforce Careers

Talk to an expert

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes

Trusted by over 1/2 million students in 15 countries

Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.