Get your whole team of Salesforce users—including sales and support reps, marketing managers, and executives—up to speed quickly. Whether you’re brand new or an experienced administrator, get the core knowledge you need to get up to speed, perform at your best and get the most out of Salesforce. New Horizons offers the full suite of Salesforce training and certifications.
Salesforce Marketing Cloud Connect Essentials (MCC201)
When you complete this course, you will be able to:
- Explain Marketing Cloud Connect.
- Connect a Marketing Cloud account to a Salesforce org.
- Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content.
- Create an email in Content Builder.
- Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in the Marketing Cloud and Sales/Service Clouds.
- Automate the sending of emails using a Triggered Email, Automation Studio, and Journey Builder.
- Configure Synchronized CRM Sources to bring CRM data into the Marketing Cloud.
- Segment data using Reports, Filter Activity, and Query Activity.
- Create journeys using Salesforce Activities in Journey Builder.
- Review tracking data in the Marketing Cloud and Sales / Service Clouds.
- Create analytics reports in the Marketing Cloud.
- Create and customize Marketing Cloud reports in a Sales / Service Clouds.
- Create a dashboard based on Marketing Cloud reports.
| 4 day course | Normally runs 14:30 to 23:00 | Live Online | Can be run in person. Contact us for details. |
Salesforce Working with Data and Dashboards in Einstein Analytics (ANC301)
When you complete this course, you will be able to:
- Determine your user, data, and security requirements, and establish a development process.
- Set up apps and control what users can do in Wave Analytics by assigning them permission set licenses, permission sets, and app permissions.
- Load an external CSV file to Wave and create and run a dataflow JSON file that loads Salesforce data and combines it with data from an existing dataset.
- Understand and implement data security in Wave and override security for implementation and testing.
- Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout.
- Explain the limitations of filters in lenses and dashboards in the UI, and overcome these by modifying the compact form query.
- Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements.
- Create and upload an XMD file to modify a dataset’s metadata
| 3 day course | Normally runs 14:30 to 23:00 | Live Online | Can be run in person. Contact us for details. |
Salesforce Administration Essentials for Experienced Admins in Lightning Experience (ADX211)
When participants complete this course, participants will be able to:
- Determine and implement appropriate data access and visibility settings
- Manage configuration changes in a sandbox environment and move data between environments using change sets
- Extend the functionality of your implementation with custom objects and apps
- Extend your reporting to provide up-to-date views of your business
- Customize the Salesforce mobile app and create quick actions to increase efficiency
- Improve data quality so that the ongoing task of data maintenance is not so overwhelming
- Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.
| 4 day course | Normally runs 13:00 to 22:00 | Live Online | Can be run in person. Contact us for details. |
Salesforce Certification Preparation for Administrator (CRT101)
Are you ready to take the next step in your career by becoming a Salesforce Certified Administrator? By covering the details around the exam objectives, this course will help hone your problem-solving skills and reinforce your knowledge of key topics. Instructors will present different administration and configuration scenarios tied to the exam objectives. Questions related to these scenarios will help prepare you to help prepare you for your exam.
Understand the different exam objectives and their weighting on the exam
- Know which product areas to focus on to best prepare for your exam
- How to approach exam questions Additional resources available to help prepare for the exam
| 1 day course | Normally runs 14:30 to 23:00 GMT | Live Online | Can be run in person. Contact us for details. |
Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)
When you complete this course, you will be able to:
- Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
- Learn how security settings created in Salesforce Classic are applied in Lightning.
- Maintain and import clean data in Lightning.
- Use Lightning features to create high-value reports and dashboards.
- Understand how workflow automation complies with Lightning
| 5 day course | Normally runs 14:30 to 23:00 GMT | Live Online | Can be run in person. Contact us for details. |