VIA

Implementation Academy

Vanguard Cloud Consulting, a leading Salesforce implementation partner in the UK and Ireland  launched the Vanguard Implementation Academy  in 2020 and todate have helped over 100+ business develop their admin and implementation skills to successfully manage their salesforce instance.  Talk to one of our team today.
Alt Text

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.

Upcoming Training Dates

July 11, 18-22

Day 1 - One week before the workshop

  • Getting Started with Salesforce
  • Overview of the platform, terminology, sandboxes
  • Intro to Trailhead.  Basic online training to prepare for the workshop. Prerequisite Trailheads – Approx 8 hours Study
  • Requirements gathering ready for workshop
  • Review business process to drive the implementation
  • Review implementation Guides

Day 2

  • Overview of Data Model – Standard & Custom Objects
  • Company Information – review company details, locale, currency, multi currency, Advanced  Currency Management
  • User Profiles – Review standard profiles  – create one custom profile
  • Set Up & Manage Users – create up to five  new users

Day 3

  • Configuration –  Create up to five Fields and add to Page Layout
  • Security Model – Set Organisation Wide Defaults, Role Hierarchy, Sharing Rules

Day 4

  • Lead & Sales Processes – create one process for Lead or Opportunity
  • Web To Lead – Prep HTML for W2L and create one auto response rules
  • Assignment Rules – set up one Lead assignment rule

Day 5

  • Products & Price Books, Quotes, – Create one Price books with upto three standard products
  • Campaign Management – Create one Campaign

Day 6

  • Data Import – look at the tools available, use Import Wizard to import data
  • Reports & Dashboards – standard reports and create a custom report/create one dashboard
  • Outlook/Gmail Integration, identify the connectors that are available and discuss the installation process

Book VIA Salesforce Implementation Workshop