Salesforce CRM Mastery for High-Impact Business Growth
You're under pressure. Growth targets are rising, but pipelines are stalling. You know Salesforce holds the answer, yet most teams only use 30% of its power - leaving revenue on the table, insights buried, and customer journeys half-optimised. What if you could unlock every high-leverage function, configure your CRM to drive predictable growth, and position yourself as the strategic operator your leadership team can't ignore? This isn’t about clicking through tutorials. It’s about mastering a tool that can single-handedly transform your business outcomes. Salesforce CRM Mastery for High-Impact Business Growth turns fragmented knowledge into a repeatable, board-ready system. In just 28 days, you’ll move from uncertain configuration to delivering a fully optimised CRM environment that drives forecasting accuracy, shortens sales cycles, and scales customer retention - with a documented implementation plan you can present on day one of your next role or review. One recent graduate, a Regional Sales Director at a mid-market SaaS provider, used the framework to restructure lead routing logic and campaign tracking across 5 teams. Within 6 weeks, their marketing qualified lead conversion rate increased by 42%, and sales rep onboarding time dropped from 3 weeks to 7 days. Other programs leave you guessing how to apply concepts to real business challenges. This course gives you the exact blueprints, checklists, and decision trees used by top-tier Salesforce consultants at Fortune 500 firms - adapted for rapid deployment in organisations of any size. This is your bridge from being reactive to being the architect of growth. Here’s how this course is structured to help you get there.Course Format & Delivery Details Designed for Maximum Clarity, Minimum Risk
This course is self-paced, with immediate online access upon enrollment. You can begin learning the same day, from any device, no matter your timezone or schedule. There are no fixed dates, no live sessions to attend, and no artificial deadlines to stress over. Most professionals complete the core material in 28 to 35 days, dedicating just 60–90 minutes per week. Because the content is modular and goal-aligned, you can apply learnings immediately to your current role - many learners report seeing measurable improvements in data cleanliness, reporting accuracy, or team adoption within the first two weeks. Lifetime Access with Future Updates Included
Once enrolled, you gain lifetime access to all materials. Every update to Salesforce features, best practices, or compliance standards is reflected in the course content at no additional cost. This ensures your mastery remains current, relevant, and future-proof - not outdated the moment you finish. Access is fully mobile-friendly. Whether you're reviewing configuration workflows on your commute or fine-tuning a dashboard strategy during a break, the platform adapts seamlessly to phones, tablets, and desktops. You learn where work happens - not just where Wi-Fi is strong. Expert Guidance & Real-World Relevance
You’re not alone. The course includes direct guidance through expert-curated decision frameworks and structured troubleshooting pathways. While this is not a live coaching program, every module is supported by actionable templates, escalation criteria, and prioritisation models used by certified Salesforce architects. Need clarity? The built-in knowledge base and FAQ repository address over 120 commonly encountered deployment challenges. Upon completion, you will earn a verified Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by enterprises, consultancies, and hiring managers across 78 countries. This certificate validates not just participation, but applied understanding of CRM systems that drive revenue at scale. No Hidden Fees. No Risk. Full Transparency.
The total price is straightforward, with no hidden fees, subscriptions, or upsells. What you see is what you get - one-time access, complete content, lifetime updates. We accept all major payment methods, including Visa, Mastercard, and PayPal. If you complete the first three modules and don’t feel you’ve gained actionable insight into Salesforce optimisation, deployment strategy, or business alignment, contact us for a full refund. Your investment is protected by our “Satisfied or Refunded” guarantee - because you should never risk your professional development. Immediate Confirmation, Secure Access
After enrollment, you’ll receive an automated confirmation email. Your access credentials and course dashboard login details will be delivered in a separate message once your learner profile is processed - ensuring a secure, personalised experience from day one. “Will This Work For Me?” - We’ve Got You Covered
Whether you're a sales operations lead, a CRM analyst, a marketing technology manager, or a revenue consultant - this course is designed for cross-functional impact. You’ll find role-specific examples throughout, from setting up closed-loop attribution for digital marketers to configuring territory management for global sales teams. This works even if you’ve never held an official Salesforce admin role. If you interact with the CRM, rely on its data, or influence its configuration, this course gives you the authority to lead change with confidence. This works even if your company uses a heavily customised org or if you're preparing to lead a greenfield implementation. You gain more than knowledge. You gain leverage - with tools, frameworks, and credentials that position you as the go-to expert in one of the most critical business systems of the decade.
Module 1: Foundations of Salesforce CRM Strategy - Understanding the Salesforce ecosystem and its role in modern business growth
- Core architecture principles: Objects, fields, relationships, and data models
- Defining high-impact CRM outcomes aligned to business KPIs
- Differentiating between Sales Cloud, Service Cloud, Marketing Cloud, and Platform editions
- Assessing organisational readiness for CRM transformation
- Common pitfalls in CRM adoption and how to avoid them
- Establishing governance models for scalable CRM management
- Identifying stakeholder needs across sales, marketing, and customer success
- Creating a CRM vision statement for executive alignment
- Mapping current-state processes to Salesforce capabilities
Module 2: Data Architecture & Integrity Frameworks - Designing a clean and scalable data model from scratch
- Best practices for lead, account, contact, and opportunity object configuration
- Understanding standard vs custom objects and when to use each
- Data ownership models and sharing rule fundamentals
- Preventing data duplication with merge rules and deduplication logic
- Building robust naming conventions and field labelling standards
- Implementing required fields and validation rules for data quality
- Using formula fields to automate data population
- Configuring record types and page layouts for role-specific usability
- Setting up business processes and picklist dependencies
Module 3: Lead and Opportunity Management Systems - Designing a lead-to-cash process aligned to your sales cycle
- Creating custom lead sources and campaign tracking fields
- Automating lead assignment with round robin and territory-based routing
- Building lead scoring models using checklist and weighted criteria
- Configuring lead conversion rules and post-conversion field mapping
- Setting up opportunity stages with accurate probability weighting
- Creating sales path guidance for consistent deal progression
- Using guidance and productivity tools to reduce admin burden
- Designing opportunity contact roles and stakeholder mapping
- Implementing quote and contract association within opportunities
Module 4: Automation & Workflow Efficiency - Choosing between workflow rules, process builder, and flow
- Introduction to declarative automation without code
- Building time-dependent actions for follow-up sequences
- Automating field updates across related records
- Creating approval processes for discounting and contract review
- Using email alerts to notify stakeholders of key events
- Setting up task creation automation for sales reps
- Designing escalation paths for overdue activities
- Configuring case escalation rules for customer service teams
- Using update records actions in multi-step automation
Module 5: Reporting & Dashboard Excellence - Designing reports that answer strategic business questions
- Understanding report types and how to customise them
- Building summary, matrix, and joined reports for insights
- Filter logic best practices for accurate data slicing
- Creating cross-object reports to connect marketing and sales
- Designing dashboard components for executive visibility
- Setting dashboard filters for role-based data access
- Using conditional formatting to highlight performance outliers
- Building pipeline health dashboards with stage duration analysis
- Tracking forecast accuracy and variance over time
Module 6: Sales Forecasting & Pipeline Intelligence - Configuring collaborative forecasts in Salesforce
- Setting up forecast categories and rollup levels
- Aligning forecasting with revenue recognition policies
- Using snapshot reports to track pipeline trends
- Analysing win rate by rep, region, and product line
- Identifying pipeline gaps using coverage ratios
- Creating weighted pipeline reports for realistic projections
- Integrating forecasting with quarterly business reviews
- Building early warning indicators for stalled deals
- Using Einstein Opportunity Insights for risk detection
Module 7: Marketing & Campaign Integration - Setting up campaign hierarchy and member status tracking
- Attributing leads and opportunities to campaigns accurately
- Building multi-touch attribution models within Salesforce
- Syncing campaign ROI data to marketing dashboards
- Creating custom campaign influence models
- Using UTM parameters and web-to-lead forms for tracking
- Integrating email marketing platforms with lead capture
- Configuring auto-response rules for new leads
- Analysing campaign performance by cost per acquisition
- Building budget tracking fields within campaign records
Module 8: Customer Success & Service Cloud Essentials - Configuring cases with clear status and priority levels
- Setting up entitlements and service contracts
- Using milestones to track SLA compliance
- Creating knowledge base articles for self-service
- Building case assignment rules for support teams
- Designing omni-channel routing for chat and email
- Integrating service console for agent productivity
- Tracking customer satisfaction with survey integrations
- Using case escalation paths for urgent issues
- Reporting on first response time and resolution duration
Module 9: User Adoption & Change Management - Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Understanding the Salesforce ecosystem and its role in modern business growth
- Core architecture principles: Objects, fields, relationships, and data models
- Defining high-impact CRM outcomes aligned to business KPIs
- Differentiating between Sales Cloud, Service Cloud, Marketing Cloud, and Platform editions
- Assessing organisational readiness for CRM transformation
- Common pitfalls in CRM adoption and how to avoid them
- Establishing governance models for scalable CRM management
- Identifying stakeholder needs across sales, marketing, and customer success
- Creating a CRM vision statement for executive alignment
- Mapping current-state processes to Salesforce capabilities
Module 2: Data Architecture & Integrity Frameworks - Designing a clean and scalable data model from scratch
- Best practices for lead, account, contact, and opportunity object configuration
- Understanding standard vs custom objects and when to use each
- Data ownership models and sharing rule fundamentals
- Preventing data duplication with merge rules and deduplication logic
- Building robust naming conventions and field labelling standards
- Implementing required fields and validation rules for data quality
- Using formula fields to automate data population
- Configuring record types and page layouts for role-specific usability
- Setting up business processes and picklist dependencies
Module 3: Lead and Opportunity Management Systems - Designing a lead-to-cash process aligned to your sales cycle
- Creating custom lead sources and campaign tracking fields
- Automating lead assignment with round robin and territory-based routing
- Building lead scoring models using checklist and weighted criteria
- Configuring lead conversion rules and post-conversion field mapping
- Setting up opportunity stages with accurate probability weighting
- Creating sales path guidance for consistent deal progression
- Using guidance and productivity tools to reduce admin burden
- Designing opportunity contact roles and stakeholder mapping
- Implementing quote and contract association within opportunities
Module 4: Automation & Workflow Efficiency - Choosing between workflow rules, process builder, and flow
- Introduction to declarative automation without code
- Building time-dependent actions for follow-up sequences
- Automating field updates across related records
- Creating approval processes for discounting and contract review
- Using email alerts to notify stakeholders of key events
- Setting up task creation automation for sales reps
- Designing escalation paths for overdue activities
- Configuring case escalation rules for customer service teams
- Using update records actions in multi-step automation
Module 5: Reporting & Dashboard Excellence - Designing reports that answer strategic business questions
- Understanding report types and how to customise them
- Building summary, matrix, and joined reports for insights
- Filter logic best practices for accurate data slicing
- Creating cross-object reports to connect marketing and sales
- Designing dashboard components for executive visibility
- Setting dashboard filters for role-based data access
- Using conditional formatting to highlight performance outliers
- Building pipeline health dashboards with stage duration analysis
- Tracking forecast accuracy and variance over time
Module 6: Sales Forecasting & Pipeline Intelligence - Configuring collaborative forecasts in Salesforce
- Setting up forecast categories and rollup levels
- Aligning forecasting with revenue recognition policies
- Using snapshot reports to track pipeline trends
- Analysing win rate by rep, region, and product line
- Identifying pipeline gaps using coverage ratios
- Creating weighted pipeline reports for realistic projections
- Integrating forecasting with quarterly business reviews
- Building early warning indicators for stalled deals
- Using Einstein Opportunity Insights for risk detection
Module 7: Marketing & Campaign Integration - Setting up campaign hierarchy and member status tracking
- Attributing leads and opportunities to campaigns accurately
- Building multi-touch attribution models within Salesforce
- Syncing campaign ROI data to marketing dashboards
- Creating custom campaign influence models
- Using UTM parameters and web-to-lead forms for tracking
- Integrating email marketing platforms with lead capture
- Configuring auto-response rules for new leads
- Analysing campaign performance by cost per acquisition
- Building budget tracking fields within campaign records
Module 8: Customer Success & Service Cloud Essentials - Configuring cases with clear status and priority levels
- Setting up entitlements and service contracts
- Using milestones to track SLA compliance
- Creating knowledge base articles for self-service
- Building case assignment rules for support teams
- Designing omni-channel routing for chat and email
- Integrating service console for agent productivity
- Tracking customer satisfaction with survey integrations
- Using case escalation paths for urgent issues
- Reporting on first response time and resolution duration
Module 9: User Adoption & Change Management - Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Designing a lead-to-cash process aligned to your sales cycle
- Creating custom lead sources and campaign tracking fields
- Automating lead assignment with round robin and territory-based routing
- Building lead scoring models using checklist and weighted criteria
- Configuring lead conversion rules and post-conversion field mapping
- Setting up opportunity stages with accurate probability weighting
- Creating sales path guidance for consistent deal progression
- Using guidance and productivity tools to reduce admin burden
- Designing opportunity contact roles and stakeholder mapping
- Implementing quote and contract association within opportunities
Module 4: Automation & Workflow Efficiency - Choosing between workflow rules, process builder, and flow
- Introduction to declarative automation without code
- Building time-dependent actions for follow-up sequences
- Automating field updates across related records
- Creating approval processes for discounting and contract review
- Using email alerts to notify stakeholders of key events
- Setting up task creation automation for sales reps
- Designing escalation paths for overdue activities
- Configuring case escalation rules for customer service teams
- Using update records actions in multi-step automation
Module 5: Reporting & Dashboard Excellence - Designing reports that answer strategic business questions
- Understanding report types and how to customise them
- Building summary, matrix, and joined reports for insights
- Filter logic best practices for accurate data slicing
- Creating cross-object reports to connect marketing and sales
- Designing dashboard components for executive visibility
- Setting dashboard filters for role-based data access
- Using conditional formatting to highlight performance outliers
- Building pipeline health dashboards with stage duration analysis
- Tracking forecast accuracy and variance over time
Module 6: Sales Forecasting & Pipeline Intelligence - Configuring collaborative forecasts in Salesforce
- Setting up forecast categories and rollup levels
- Aligning forecasting with revenue recognition policies
- Using snapshot reports to track pipeline trends
- Analysing win rate by rep, region, and product line
- Identifying pipeline gaps using coverage ratios
- Creating weighted pipeline reports for realistic projections
- Integrating forecasting with quarterly business reviews
- Building early warning indicators for stalled deals
- Using Einstein Opportunity Insights for risk detection
Module 7: Marketing & Campaign Integration - Setting up campaign hierarchy and member status tracking
- Attributing leads and opportunities to campaigns accurately
- Building multi-touch attribution models within Salesforce
- Syncing campaign ROI data to marketing dashboards
- Creating custom campaign influence models
- Using UTM parameters and web-to-lead forms for tracking
- Integrating email marketing platforms with lead capture
- Configuring auto-response rules for new leads
- Analysing campaign performance by cost per acquisition
- Building budget tracking fields within campaign records
Module 8: Customer Success & Service Cloud Essentials - Configuring cases with clear status and priority levels
- Setting up entitlements and service contracts
- Using milestones to track SLA compliance
- Creating knowledge base articles for self-service
- Building case assignment rules for support teams
- Designing omni-channel routing for chat and email
- Integrating service console for agent productivity
- Tracking customer satisfaction with survey integrations
- Using case escalation paths for urgent issues
- Reporting on first response time and resolution duration
Module 9: User Adoption & Change Management - Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Designing reports that answer strategic business questions
- Understanding report types and how to customise them
- Building summary, matrix, and joined reports for insights
- Filter logic best practices for accurate data slicing
- Creating cross-object reports to connect marketing and sales
- Designing dashboard components for executive visibility
- Setting dashboard filters for role-based data access
- Using conditional formatting to highlight performance outliers
- Building pipeline health dashboards with stage duration analysis
- Tracking forecast accuracy and variance over time
Module 6: Sales Forecasting & Pipeline Intelligence - Configuring collaborative forecasts in Salesforce
- Setting up forecast categories and rollup levels
- Aligning forecasting with revenue recognition policies
- Using snapshot reports to track pipeline trends
- Analysing win rate by rep, region, and product line
- Identifying pipeline gaps using coverage ratios
- Creating weighted pipeline reports for realistic projections
- Integrating forecasting with quarterly business reviews
- Building early warning indicators for stalled deals
- Using Einstein Opportunity Insights for risk detection
Module 7: Marketing & Campaign Integration - Setting up campaign hierarchy and member status tracking
- Attributing leads and opportunities to campaigns accurately
- Building multi-touch attribution models within Salesforce
- Syncing campaign ROI data to marketing dashboards
- Creating custom campaign influence models
- Using UTM parameters and web-to-lead forms for tracking
- Integrating email marketing platforms with lead capture
- Configuring auto-response rules for new leads
- Analysing campaign performance by cost per acquisition
- Building budget tracking fields within campaign records
Module 8: Customer Success & Service Cloud Essentials - Configuring cases with clear status and priority levels
- Setting up entitlements and service contracts
- Using milestones to track SLA compliance
- Creating knowledge base articles for self-service
- Building case assignment rules for support teams
- Designing omni-channel routing for chat and email
- Integrating service console for agent productivity
- Tracking customer satisfaction with survey integrations
- Using case escalation paths for urgent issues
- Reporting on first response time and resolution duration
Module 9: User Adoption & Change Management - Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Setting up campaign hierarchy and member status tracking
- Attributing leads and opportunities to campaigns accurately
- Building multi-touch attribution models within Salesforce
- Syncing campaign ROI data to marketing dashboards
- Creating custom campaign influence models
- Using UTM parameters and web-to-lead forms for tracking
- Integrating email marketing platforms with lead capture
- Configuring auto-response rules for new leads
- Analysing campaign performance by cost per acquisition
- Building budget tracking fields within campaign records
Module 8: Customer Success & Service Cloud Essentials - Configuring cases with clear status and priority levels
- Setting up entitlements and service contracts
- Using milestones to track SLA compliance
- Creating knowledge base articles for self-service
- Building case assignment rules for support teams
- Designing omni-channel routing for chat and email
- Integrating service console for agent productivity
- Tracking customer satisfaction with survey integrations
- Using case escalation paths for urgent issues
- Reporting on first response time and resolution duration
Module 9: User Adoption & Change Management - Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Measuring CRM usage with adoption dashboards
- Identifying power users and adoption champions
- Designing role-based training plans for new features
- Creating in-app guidance and tips for daily users
- Reducing admin fatigue with productivity optimisations
- Using login flows to guide users to key tasks
- Building quick actions and macros for common workflows
- Conducting usability audits to remove friction points
- Establishing feedback loops for continuous improvement
- Communicating wins to sustain momentum and buy-in
Module 10: Security & Access Control - Understanding the Salesforce security model hierarchy
- Configuring profiles and permission sets effectively
- Setting up organisation-wide defaults for data access
- Using role hierarchies to control visibility
- Creating public groups for targeted sharing
- Managing login access and IP restrictions
- Enabling two-factor authentication for all users
- Using session settings to control timeout policies
- Setting up audit trails for compliance monitoring
- Running security health checks and trust reports
Module 11: Customisation & App Builder Techniques - Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Using Lightning App Builder to customise home pages
- Creating custom tabs and navigation menus
- Building branded themes and company-specific layouts
- Adding components like rich text, charts, and filters
- Designing home page layouts for sales vs ops teams
- Creating utility bars for quick access tools
- Embedding web resources and iframes safely
- Using dynamic forms to show fields contextually
- Configuring dynamic actions for responsive interfaces
- Testing customisations across user roles
Module 12: Integrations & Data Flow Management - Understanding integration patterns and use cases
- Planning API usage and call limits
- Using Salesforce Connect for real-time external data
- Setting up outbound messages and callouts
- Configuring platform events for system notifications
- Using ETL tools for data migration and synchronisation
- Mapping fields between Salesforce and external systems
- Validating data integrity after integration runs
- Building error handling routines for failed syncs
- Monitoring integration health with custom logs
Module 13: Analytics & Einstein Discovery - Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Transitioning from reports to advanced analytics
- Using Tableau CRM for deep-dive exploration
- Building interactive dashboards with drag-and-drop
- Applying filters and bindings for dynamic views
- Creating dataflows to prepare datasets
- Using recipes to transform and blend data sources
- Generating augmented insights with Einstein Discovery
- Interpreting prediction models and key drivers
- Deploying discovery models into operational processes
- Monitoring model accuracy and drift over time
Module 14: Mobile & Field Productivity - Optimising Salesforce for mobile device use
- Configuring mobile navigation and compact layouts
- Designing mobile-friendly page layouts
- Using Salesforce Mobile App offline capabilities
- Building custom actions for field reps
- Adding voice-to-text functionality for note entry
- Creating location-based alerts and reminders
- Syncing mobile calendars and tasks
- Tracking mobile login and usage trends
- Providing just-in-time guidance for key workflows
Module 15: Project Planning & Implementation Frameworks - Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Applying the ADM (Application Development Methodology)
- Defining project scope and success criteria
- Using phased rollout strategies to reduce risk
- Creating a change request log for feature tracking
- Developing a test plan with documented scenarios
- Conducting user acceptance testing with real data
- Building a data migration plan with cleansing steps
- Creating rollback procedures for failed deployments
- Documenting configuration decisions and rationale
- Finalising go-live checklists and communication plans
Module 16: Admin Best Practices & Operational Excellence - Scheduling regular data hygiene routines
- Using duplicate management rules proactively
- Monitoring API usage and governor limits
- Backing up critical metadata and configurations
- Using Salesforce Optimiser to identify improvements
- Reviewing login history for suspicious activity
- Archiving old records to improve performance
- Managing inactive users and license reassignment
- Creating sandbox usage policies for testing
- Documenting system changes with version control
Module 17: Advanced Automation with Flow - Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Understanding the power of Salesforce Flow
- Choosing between screen, record-triggered, and scheduled flows
- Building multi-step automation with decision elements
- Using loops to process multiple records
- Creating variables and assigning values dynamically
- Invoking Apex actions from flow when needed
- Handling errors and exceptions gracefully
- Testing flows in sandbox before production deployment
- Turning flows into reusable solutions
- Monitoring flow execution and debug logs
Module 18: Territory & Team Management - Setting up sales territories based on geography or segment
- Aligning territories with quota allocation
- Using territory management for forecasting accuracy
- Automating account and opportunity assignment
- Handling overrides and manual adjustments
- Reporting on territory performance and alignment
- Integrating with CPQ for quote routing
- Managing realignment events during restructures
- Using territory models for scenario planning
- Creating dashboards to visualise coverage gaps
Module 19: CPQ & Revenue Operations Integration - Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules
Module 20: Certification Preparation & Career Advancement - Mapping course content to Salesforce certification paths
- Preparing for Admin, Consultant, and Business Analyst exams
- Using study plans and knowledge checks effectively
- Practising with real-world scenario questions
- Building a professional portfolio of configurations
- Demonstrating ROI on past CRM improvements
- Using the Certificate of Completion as a credibility signal
- Listing your achievement on LinkedIn and résumés
- Joining the global Art of Service alumni network
- Accessing job boards and role-specific guidance for CRM careers
- Understanding CPQ fundamentals and key objects
- Linking quotes to opportunities seamlessly
- Configuring product bundles and dynamic pricing
- Using discount approval workflows
- Generating professional quote documents
- Syncing contracted values to forecasting
- Tracking renewal dates and expansion opportunities
- Creating automated renewal campaigns
- Using CPQ for usage-based or subscription pricing
- Aligning CPQ data with revenue recognition schedules