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Understand and Drive Your Salesforce Implementation (BSX101)
Training Time
09:00 ~ 17:00
Training Venue
i2max Conference Room / Zoom
Tuition Fee
Base Price: 2,160,000 won With Voucher: 2,400,000 won
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Education Purpose
• Identify key stakeholders needed for a successful Salesforce implementation.
• Describe the Salesforce data model as it relates to Customer 360, Salesforce Clouds, and the Salesforce Platform.
• Communicate the appropriate security measures needed to control org and data access.
• Discuss which standard or custom objects and applications should be implemented based on specific requirements and use cases.
• Effectively strategize how to migrate data into your Salesforce org while maintaining high data quality.
• Understand Salesforce automation tools and how they solve for various business challenges.
• Analyze Salesforce data with Reports and Dashboards.
• Navigate the key phases and milestones of a Salesforce implementation.
Training Target
Education Overview
Explore Salesforce features and functionality and gain the knowledge to make Salesforce implementation decisions with confidence. 

In this 3-day, heavily discussion-based class, learn about standard and custom objects and applications, data management, data visualization, flow automation tools, security mechanisms, and more. 

Successfully navigate the key phases and milestones of a Salesforce implementation, effectively communicate business needs, and provide directives to team members tasked with solution-building to deliver a robust Salesforce solution that achieves business goals.
Detailed process
Salesforce Data Model
Discover the Customer 360 Platform
Examine Salesforce Clouds
Navigate the Salesforce Platform
Review the Salesforce Platform Data Model
Understand Data Visualization
Security & Access
Create Users
Access the Org
Control Data
Objects & Applications
Review Standard Objects
Understand Custom Objects
Explore Standard Applications
Discover Custom Applications
Salesforce Customizations
Work with Fields
Design Page Layouts
Understand Record Types
Review Dynamic Capabilities
Successful Data Management
Determine Data Strategy
Create Data
Ensure Data Quality
Process Automation
Streamline Business Processes Using Automation Tools
Learn Purpose-Driven Automation
Automate With Flow
Data Analysis Using Reports & Dashboards
Organize Reports and Dashboards
Build Reports
Create Dashboards
Create an Analytics Strategy
Adoption & Continued Improvement
Adopt Your Implementation
Evaluate Continued Improvements

Pre-primary learning before class

Prior to taking the Trailhead course, an online course offered by Salesforce is recommended to help you understand the basic concepts and features of Salesforce.

Understand and Drive Your Salesforce Implementation
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I2E Training Course: BSX 101 (En)