2MD Academy
Be a bosssss
Already known with Salesforce or just finished our ‘Basic program’?
We will teach you everything you need to know about 3 modules of choice.
The boss program

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.
8 Salesforce modules
Choose 3 modules you want to learn all the ins and outs about:

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
Our other programs
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 basics of our
– 8 modules
– Use cases
– Trailmix
€ 1600,-
max. 3 persons
Skilled
Already known with Salesforce or just finished our ‘Basic program’? It’s time to
get more specialized. 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
Can we help you choose?

Can we help you choose?

Any questions?
Please contact Dave
