CON201 – Implementation Essentials

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3 Days Course
Designers Essentials

Classroom + Online

Course Details

The CON201 – Implementation Essentials course is ideal for consultants looking for an introduction to implementing the Salesforce Sales and Service Clouds. This course is also useful for certified administrators and developers looking for implementation best practices and strategies. In this course, you’ll learn best practices on how to implement the Sales and Service Clouds using process maps, important design considerations, key reporting metrics, and data management and migration strategies.

 

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Objectives

When you complete this course, you’ll be able to complete the following tasks for the Sales and Service Clouds:

  • Ask targeted discovery questions to uncover business requirements
  • Discuss each application’s inherent business processes and features
  • Describe design tradeoffs
  • Design an application solution to address common business requirements
  • Identify common key reporting metrics
  • Explain common data migration and integration considerations
  • Plan deployment strategies
  • Recommend design considerations for usability and administration

Outline

Implementing Salesforce Marketing

  • For consultants seeking to learn marketing implementation concepts to:
    • Drive new business
    • Align Sales and Marketing
    • Manage reports and campaigns to measure marketing ROI
    • Plan for data migration, integration, and advanced marketing concepts
  •  Students will participate in exercises to learn how to:
    • Plan for requirements gathering
    • Develop a lead-generation strategy
    • Design a lead handoff process
    • Design an effective campaign structure
    • Leverage campaigns to maximize marketing effectiveness

 

Implementing the Service Cloud

  • For consultants seeking to learn implementation concepts for a customer service environment, including:
    • High-quality one and done case management
    • A streamlined case resolution process
    • Increased agent effectiveness
    • Self-learning knowledge database
    • Reports to ensure service never skips a beat
    • Plan for data migration, integration, and advanced customer service concepts
  • Students will participate in exercises to learn how to:
    • Plan for requirements gathering
    • Design a case routing process
    • Design a case management process
    • Design solutions to address usability
    • Design a knowledge management structure

 

Implementing the Sales Cloud

  • For consultants seeking to learn SFA implementation concepts to:
    • Build a strong pipeline
    • Manage the funnel
    • Improve sales rep productivity
    • Obtain full visibility with reports and dashboards
    • Extend solutions with advanced features, AppExchange applications, and other Salesforce CRM applications
  • Students will participate in exercises to learn how to:
    • Plan a project kickoff
    • Generate a list of discovery questions for requirements gathering
    • Design a lead management process
    • Design a sales funnel
    • Design a custom SFA solution

 

Application Essentials

  • Before setting up any application, consultants must learn to:
    • Set up a secure environment
    • Optimize usability for client adoption
    • Set up data management practices to ensure trusted data quality
    • Provide full visibility with reports and dashboards
    • Understand the advanced concepts, applications, and customizations available to complement a CRM solution
  • Students will participate in exercises to learn how to:
    • Modify existing security settings
    • Design home pages that minimize clicks to get to data
    • Create a data migration plan

Target Audience

  • Consultants
  • Certified Administrators
  • Developers, looking for implementation best practices and strategies

Prerequisites

A Salesforce Certified Administrator credential.