The basic program
1 day
At the end of the day, you know how to handle Salesforce and to make basic adjustments. We set up 8 modules we think you need to know to control the basics.
The basics of 8 modules
We set up 8 modules we think you need to know to control the basics.
Use cases
We will set up some use cases to test your new knowledge.
2MD trailmix
2ManyDigits Trailmix as a service with hands-on assignments based on your module of choice.
Basics are essential
New to Salesforce and not sure where to start? We’ll take you through the basics so you can start making small adjustments by yourself.
8 Salesforce modules
You will learn the basics of all the 8 Salesforce modules:
Module 1:
Getting around the app
You will learn:
– Navigating through Salesforce
Module 2:
Setting up and managing users
You will learn:
– Creating new User Profiles
Module 3:
Getting your organization ready for users
You will learn:
– Creating list views
Module 4:
Security
You will learn:
– Secure objects with view/edit rights
Module 5:
Object Customzations
You will learn:
– Create and edit fields (including picklist fields and formula fields)
Module 6:
Reports and dashboards
You will learn:
– Creating easy Reports and place into dashboard
Module 7:
Managing data
You will learn:
– Load data with Dataloader
Module 8:
Automation
You will learn:
– Editing Email Templates
The programs
Skilled
Already known with Salesforce or just finished our ‘Basic program’? It’s time to
get more specialised. We will teach you everything you need to know about 1 module of choice.
– 1 day
– 1 module of choice
– Use cases
– Trailmix
max. 3 persons
Boss
Already known with Salesforce or just finished our ‘Basic program’? We will teach you everything you need to know about 3 modules of choice.
Let’s go and become a Salesforce Bossss!
– 2 days
– 3 modules of choice
– Use cases
– Trailmix
max. 3 persons
Basic
New to Salesforce and not sure where to start? We’ll take you through the basics so you can start making small adjustments by yourself.
– 1 day
– the basic of 8 modules
– Use cases
– Trailmix
max. 3 persons
Other solutions
Starter Kit
With the 2ManyDigits Starter Kit you are able to carry out the basic CRM activies of Salesforce.
Health-Check
Independent overview of where you stand. Tools to grow your Salesforce concurrently with your company. For a Salesforce that is future-proof. Insight in 2-5 days.
Digital Sales Enablement
Digital Customer Engagement is enabling your customers to experience your brand the way they want and move from one channel to another seamlessly.
Digital Customer Engagement
Align your Sales enablement with your Marketing automation to unlock your organization’s conversion power.
Smartupload
For IT managers and Salesforce admins, adopting SmartUpload means embracing a future where technology aligns seamlessly with business needs, driving growth and efficiency.
2MD Academy
Our world is constantly changing. Keep your company up to speed with new knowledge.