Friday, 21. June 2019, 501Partners Office, BOOTCAMP PLUS: Salesforce Tips, Tricks, and Traps (Jun 21, 2019)

from 21. June 2019 - 13:00 till 16:00

501Partners Office

Show map
0 people attending
Event description
Introducing a new Salesforce training from 501Partners!
How often should you back up your data? Are there are too many users with the system administrator profile? Not sure how to reassign roles when a user leaves? Do you have duplicates, or concerns about the quality and integrity of your data?
If your organization has fallen into any of these common traps, this Bootcamp will give you tips and tricks to help.
Who Should Attend?
Any organization, big or small, looking for more independence, self-sufficiency, and ability to support Salesforce in-house. Whether you’re the dedicated database administrator, or just that person who happened to fix the printer one day and became the unofficial IT staff, you’ll benefit from this half-day training.
What You'll Learn:
Tips and tricks for Salesforce self-sufficiency! Minimize staff frustration, save money, and maintain the quality of your valuable data.
Curriculum Highlights:
• User and Company Profile Maintenance
We’ll look at the life-cycle of a user, from adding a new employee to correctly reassigning roles when someone leaves. Gain understanding of user profiles from a security perspective (who should have access to data), as well as overall company profile settings (such as customizing your fiscal year).
• Duplicate Management
Get an introduction to free tools available for identifying and cleaning up duplicates. We’ll also look at tools, habits, and best practices for preventing duplicates in the future.
• Automations
Learn when to automate, and how to set up basic automations to save time and streamline your processes.
• Lightning

Show more
Still using Classic? No problem. While this training is conducted in Lightning, we’ll also take a look at Classic and discuss how the Salesforce setup menu differs and where it is the same.
About Bootcamp PLUS:
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.
All of our workshops are taught by our Director of Training, Paul Baxter.  Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp PLUS workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
Few Details:
Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).
Note: Chromebooks and tablets are not recommended.
We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line).

BOOTCAMP PLUS: Salesforce Tips, Tricks, and Traps (Jun 21, 2019), 501Partners Office event

Energy Connect 2019

Energy Connect 2019

Thursday 26. September 2019
1 shares
Class 1T License Training Class | Wednesdays

Class 1T License Training Class | Wednesdays

Wednesday 24. July 2019
2 shares
Advanced Cooking Techniques: Summer Vegetables
Saturday 03. August 2019
3 shares
Advanced Flavor Workshop
Saturday 17. August 2019
1 shares
Not My Mother's Chicken
Tuesday 29. October 2019
1 shares
BIOTECH BREAKFAST BRIEFING  -  Wallonia-Belgium
Tuesday 15. October 2019
3 shares
Bach Project II
Sunday 17. May 2020
1 shares
GET UNSTUCK!   Social/Networking event.
Thursday 25. July 2019
2 shares
Enhancing Your Apps with Embedded Analytics
Thursday 01. August 2019
2 shares
Find more interesting events
Get event recommendations based on your Facebook taste. Get it now!Show me the suitable events for meNot now