2MD Academy

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.

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.

8 Salesforce modules

You will learn the basics of all the 8 Salesforce modules:

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

Our other 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
– All ins and outs about
– 1 module of choice
– Use cases
– Trailmix

€2400,-
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
– All ins and outs about
3 modules of choice
– Use cases
– Trailmix

€3200,-
max. 3 persons

Can we help you choose?

Can we help you choose?

Any questions?

Please contact Dave

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