2MD Academy
2 days
At the end of day 2, you will be a Salesforce boss.
3 modules of choice
You will learn all ins and outs about your modules of choice.
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 3 modules.
Module 1:
Getting around the app
This module contains f.e.
- Data Model and Navigation
- Lightning Experience
- Help & Training
Module 2:
Setting up and managing users
This module contains f.e.
- Managing User Profiles
- Managing Users
- Setting Up Chatter Free Users and Invites
- Troubleshooting Login Issues
Module 3:
Getting your organization ready for users
This module contains f.e.
- Setting Up the Company Profile
- Configuring the User Interface
- Setting Up Activities and Calendars
- Configuring Search Settings
- Setting Up Chatter Groups
- Mobile Access with Salesforce
Module 4:
Security and data access
This module contains f.e.
- Restricting Logins
- Determining Object Access
- Setting Up Record Access
- Creating a Role Hierarchy
- Dealing with Record Access Exceptions
- Managing Field-level Security
Module 5:
Object Customisations
This module contains f.e.
- Administering Standard Fields
- Creating New Custom Fields
- Creating Selection Fields: Picklists and Lookups
- Creating Formula Fields
- Working with Page Layouts
- Working with Record Types and Business Processes
- Maintaining Data Quality
Module 6:
Reports and dashboards
This module contains f.e.
- Running and Modifying Reports
- Creating New Reports with the Report Builder
- Working with Report Filters
- Summarizing with Formulas and Visual Summaries
- Printing, Exporting, and Emailing Reports
- Building Dashboards
Module 7:
Managing data
This module contains f.e.
- Import Wizards
- Data Loader
- Data.com
- Mass Transfer
- Backing Up Data
- Mass Delete and Recycle Bin
Module 8:
Automation
This module contains f.e.
- Email Templates
- Workflow Rules
- Process Builder
- Lead Automation
Can we help you choose?
Can we help you choose?
Any questions?
Please contact Dave
