2MD Academy
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.
Module 1:
Getting around the app
In this module you will learn:
- Navigating through Salesforce
Module 2:
Setting up and managing users
In this module you will learn the basics about f.e.:
- Creating new User Profiles
Module 3:
Getting your organization ready for users
In this module you will learn the basics about f.e.:
- Creating list views
Module 4:
Security and data access
In this module you will learn the basics about f.e.:
- Secure objects with view/edit rights
Module 5:
Object Customzations
In this module you will learn the basics about f.e.:
- Create of edit fields (including picklist fields and formula fields)
Module 6:
Reports and dashboards
In this module you will learn the basics about f.e.:
- Creating easy Reports and place into dashboard
Module 7:
Managing data
In this module you will learn the basics about f.e.:
- Load data with Dataloader
Module 8:
Automation
In this module you will learn the basics about f.e.:
- Editing Email Templates
Can we help you choose?
Any questions?
Please contact Dave
