2MD Academy

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.

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.

8 Salesforce modules

Choose 1 module 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 personen

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

€3200,-
max. 3 persons

Can we help you choose?

Can we help you choose?

Any questions?

Please contact Khoa

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