VIA

Implementation Academy

Vanguard Cloud Consulting, a leading Salesforce implementation partner in the UK and Ireland have launched Vanguard Implementation Academy with out new workshop.
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VIA Salesforce Implementation Workshops

Learn how to self implement Salesforce with a guided step by step workshop Led by a world leading Salesforce trainer and former Principal Customer Success Manager Fran Donaghy! Learn how to navigate Salesforce and get the most from your solution over 6 mornings.

Perfect for new to Salesforce companies or those looking to refresh or train a new joiner/admin.

Day 1

  • Getting started with Salesforce
  • Overview of the platform
  • Terminology
  • Requirements gathering
  • Review business process

Day 2

  • Overview of data model
  • Locale & Currency Management
  • Standard and Custom Profiles
  • Set Up & Manage Users

Day 3

  • Customisations
  • Security Model
  • Sharing Rules

Day 4

  • Lead and Sales Processes
  • Web To Lead
  • Assignment Rules

Day 5

  • Quotes, Products and Price Books
  • Campaign Management

Day 6

  • Reports and Dashboards
  • Data Import
  • Outlook / Gmail Integration

Book VIA Salesforce Implementation Workshop