The skilled program
1 day
At the end of the day, you are specialized in your module of choice.
1 module of choice
You will learn all ins and outs about one module 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 module of choice.
Skills make the difference
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.
8 Salesforce modules
Choose 1 module you want to learn all the ins and outs about:
Module 1:
Getting around the app
You will learn:
– Data Model and Navigation
– Lightning Experience
– Help & Training
Module 2:
Setting up and managing users
You will learn:
– Managing User Profiles
– Managing Users
– Setting Up Chatter Free Users and Invites
– Troubleshooting Login Issues
Module 3:
Getting your organization ready for users
You will learn:
– 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
You will learn:
– 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 Customzations
You will learn:
– 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
You will learn:
– 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
You will learn:
– Import Wizards
– Data Loader
– Data.com
– Mass Transfer
– Backing Up Data
– Mass Delete and Recycle Bin
Module 8:
Automation
You will learn:
– Email Templates
– Workflow Rules
– Lead Automation
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.