Premier Success Plans Role-Based Training Paths

Transcription

1 Premier Success Plans Role-Based Training Paths SELL. SERVICE. MARKET. SUCCEED. Copyright 2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Last Updated: July 2015

2 Administrator Beginning Administrator Learning Path Getting Started: Navigating Salesforce Getting Started: Using the Sales Cloud Getting a Head Start with Chatter Administration Essentials for new Admins (ADM201) Classroom (5 days), Virtual Classroom (5 days), or w/ labs Get started as a Salesforce Administrator! Using a Chatter-driven business scenario, you ll learn how to set up, customize, configure, maintain, and customize Salesforce. The course also covers key features, including enterprise security, data utilities, and analytics. Cross-Cloud Expertise Analyze Your Data with Reports Configure Salesforce with Custom Fields Creating Formulas to Enhance Your Apps Customizing Profiles to Align with Your Business Needs Getting Started: Administering Salesforce Getting Started: Administering Salesforce1 Getting Started with Managing Data Getting Started with Reports and Dashboards Managing Users and Troubleshooting Login Issues Securing Your Salesforce Organization Summarize our Data with Dashboards Cross-Cloud Expertise Administration Essentials for the Service Cloud Cross-Cloud Expertise Data.com Administration Getting Started with Data.com Using Data.com to Improve Data Quality service cloud Rufus is the primary Salesforce administrator and is brand new to the role and Salesforce. His first goal is to get comfortable and confident using Salesforce. Rufus will benefit from an overview of what an Administrator does day to day. He should spend some time exploring the Salesforce model, as well as learning what is needed to get up and running. Rufus wants to become a Salesforce.com Certified Administrator. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

3 Administrator Experienced Administrator Learning Path Administration Essentials for Experienced Admins (ADM201) Classroom (4 days) or w/ labs Ready to tackle your biggest administration challenges? Using real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating sophisticated reports and dashboards, and automating complex business processes. Getting Started: Administering Saleforce1 Elective courses continued on next page. service cloud Jessie is the primary administrator for her company. She spends a lot of time maintaining data access, importing data, automating common tasks, and creating reports and dashboards. Jessie knows there are parts of the application that her company is not using. She wants to learn how to automate complex business processes, improve data quality, extend Salesforce using custom objects and apps, and perform complex analytics on the data. She would also benefit from hearing about best practices from other administrators. Jessie is a Salesforce.com Certified Administrator and she wants to become a Salesforce.com Certified Advanced Administrator.

4 Administrator Experienced Administrator Learning Path service cloud Service Cloud Administering Salesforce Knowledge Administering Entitlements Sales Cloud Administering Site.com Customizable Forecasting for Administrators Configuring Salesforce for Outlook Configuring Campaigns to Maximize Your ROI Measuring Success with Data.com Reports Setting Up Collaborative Forecasts Cross-Cloud Expertise Administering Site.com Creating Formulas to Enhance Your Apps Increase Productivity with Visual Workflow Introduction to Apex for Non-developers Setting Up and Building Communities Setting Up Salesforce CRM Content Introduction to Object-Oriented Programming with Apex (ADM231) Classroom (5 days) If you re new to programming, this course introduces you to object-oriented programming with Force.com code. You ll learn the basics of creating classes and triggers as well as the best practices and methodology concepts you ll need to build Force.com applications. When you complete this class, you ll know how to approach your first programming assignment, write basic Force.com code to build applications, and work with the Force.com tool. Introduction to Object-Oriented Programming with Apex (ADM231) Classroom (3 days) Using real-world business scenarios, the course provides your with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

5 End User Sales Representative/Manager Learning Path Sales Representative/Manager Analyze Your Data with Reports Building Your Sales Pipeline Getting Started: Navigating Salesforce Getting Started: Using the Sales Cloud Getting Started with Reports and Dashboards Getting a Head Start with Chatter Hitting Your Numbers Summarize Your Data with Dashboards Sales Manager Only Implementing an Analytics Strategy for the Sales Cloud (STR301) Classroom (3 days) Using real-world business scenarios, the course provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Reporting for Sales Managers Sales Representative/Manager Customizable Forecasting for Sales Reps and Managers Data.com Clean Getting Started with Data.com Getting Started with the Marketing Cloud: Radian6 Introduction to Quotes for Sales Reps Measure Campaign Results with Reports and Dashboards Measuring Success with Data.com Reports Prospecting Using Data.com Social Media Goes to Work: Chatter Using Data.com to Improve Data Quality Using Salesforce CRM Content Using Salesforce for Outlook Using Salesforce1 What s Possible with Data.com Matching Madison is web savvy and quickly adopted Salesforce as her main sales tool. She is always looking for ways to improve efficiency. Madison tracks all her leads, contacts, accounts, and opportunities in Salesforce and her manager is looking to improve forecasting and visibility into the business. She likes Salesforce, but sometimes wishes she knew the best ways to get information out of and into Salesforce. Renee, Madison s Sales Manager, relies heavily on Salesforce dashboards to watch her business. Renee does a lot of reporting and she uses Salesforce for forecasting and other data she needs for her regular updates.

6 End User Sales Representative/Manager Learning Path Sales Representative/Manager Analyze Your Data with Reports Getting Started: Navigating Salesforce Getting Started with Reports and Dashboards Getting a Head Start with Chatter Salesforce CRM Service and Support Publishing Articles and Knowledge Summarize Your Data with Dashboards Using Articles with Knowledge Sales Manager Only Reporting for Call Center Managers Sales Representative/Manager Social Media Goes to Work: Chatter Using Salesforce CRM Content Using Salesforce for Outlook Using Salesforce1 service cloud Scott is a an experienced service rep who handles support requests that come in via phone, , or chat. He is tasked with solving customer s most complex problems, and he often has to collaborate with people on different teams to successfully solve customer issues. He is looking forward to understanding how the Service Cloud can help introduce self service and expand access to information and knowledge. Scott is primarily interested in optimizing the agent console and the benefits to be gained from Salesforce Knowledge. Scott s manager, Suja is excited about how her team will become more effective at resolving issues by using the Service Cloud, and is interested in the analytics this will provide.

7 End User Marketing Manager Learning Path Marketing Manager Analyze Your Data with Reports Campaign Management Getting Started: Navigating Salesforce Getting Started with the Marketing Cloud: Buddy Media Getting Started with the Marketing Cloud: Radian 6 Getting Started with Reports and Dashboards Getting a Head Start with Chatter Summarize Your Data with Dashboards Sales Representative/Manager Building Websites with Site.com Measure Campaign Results with Reports and Dashboards Measuring Success with Data.com Reports Prospecting Using Data.com Social Media Goes to Work: Chatter Using Data.com to Improve Data Quality Using Salesforce CRM Content Using Salesforce for Outlook Using Salesforce1 Kate is responsible for all Marketing campaigns at her company. Her role is a blend of strategic and tactical, as she divides her time between planning her company s marketing strategy and executing campaigns. Kate spends a good amount of time making sure her data sets are accurate and clean. She has a number of regular practices she uses, such as mass s and lead tracking. Because the heart of her business is lead generation, much of what she does hinges on tracking all of the metrics related to marketing. The better she can track the numbers end to end from each campaign, the better she can plan, report the results of campaigns, and get visibility into what channels are working. Being able to connect her efforts directly to ROI is key to her increasing her impact to the business.

8 Consultant Business Analyst/Solution Architect Learning Path Service Cloud Implementing Case Management Across Channels Implementing Salesforce Knowledge Sales Cloud Implementing Sales and Marketing Implementing an Analytics Strategy for the Sales Cloud (STR301) Classroom (3 days) Using real-world business scenarios, the course provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Additional Electives and classroom CTI Troubleshooting for Salesforce CTI Toolkit Customizable End User Training ENGAGE: How to Drive Chatter Adoption Expand Your Practice with ISV Apps from the Salesforce AppExchange Force.com Connect for CTI Implementing Change Management with Salesforce Introduction to Center of Excellence Introduction to Governance Introduction to Open CTI service cloud Sadia implements best practices to quickly design and deploy solutions that support the customer organization s bus-ness strategy, processes, and technical requirements. She leads requirements gathering sessions with subject-matter experts, and she designs, documents, and obtains sign-off on a solution that meets each functional business requirement and aligns with the customer s technical and datarelated business requirements. Sadia is a Salesforce.com Certified Administrator and she wants to become a Salesforce.com Certified Service Cloud Consultant and Salesforce.com Certified Sales Cloud Consultant. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

9 Developer Beginning Developer Learning Path and/or classroom Building Applications with Force.com and Visualforce (DEV401) Classroom (5 days), Virtual Classroom (5 days) This hands-on course covers the object model and how to configure applications with metadata the fundamentals of creating Force.com applications. You ll learn how to build a sophisticated application from start to finish, including how to design applications for the cloud, create custom objects, use workflow rules to automate processes, and build the user interface. w/ labs Building Applications with Force.com: Part 1 Building Applications with Force.comL Part 2 Beginning Developer Getting Started with Force.com Pages (Visualforce) Getting Started Administering Salesforce1 Managing Development with Force.com Introduction to Object-Oriented Programming with Apex (ADM231) Classroom (5 days) If you re new to programming, this course introduces you to object-oriented programming with Force.com code. You ll learn the basics of creating classes and triggers as well as the best practices and methodology concepts you ll need to build Force.com applications. When you complete this class, you ll know how to approach your first programming assignment, write basic Force.com code to build applications, and work with the Force.com tool. Adam is an expert in administering the capabilities of the CRM clouds. He has spent a lot of time doing customizations that involve custom fields, custom objects, custom page layouts, formula fields, and workflow rules. He s looking to expand his skill set to take his company to the next level of productivity and automation. He s not ready to become an Apex developer, but he s ready to do extreme customization. Adam is interested in building Visualforce pages to further customize his users experiences. He also wants to learn about Apex so he can work with his IT team more efficiently. Adam wants to become a Salesforce.com Certified Developer. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

10 Developer Experienced Developer Learning Path and/or classroom Apex and Visualforce Controllers (DEV501) Classroom (5 days) Designed for experienced developers, you get a deep dive into the Force.com programming languages and the cloud-based development environment. You ll explore how to develop custom interfaces and write business logic and interactions. You ll find out how to manage and deploy your projects in the cloud, using team development and debugging best practices. w/ labs Apex Visualforce Controllers Managing Development with Force.com Integrating with Force.com (DEV502) Classroom (4 days) This course covers how to design and build all types of integrations with the Force.com platform. The course introduces the major integration mechanisms, such as the APIs and the built-in declarative functionalities available on the platform. w/ labs Integration with Series (11 separate courses covering Force.com integration technologies) Additional Electives Introduction to Heroku Introduction to Force.com Sites Writing Secure Applications on Force.com Deanna is an experienced Java Developer and is migrating her skills to Force.com. She is interested in learning Apex syntax and design patterns and, although not a UI developer, how to work with Visualforce Controllers in her applications. She first needs to understand how to work with declarative features to build up the data model and basic functionality of applications. Deanna is interested in learning basic integration techniques, particularly around Web Services, so that she can integrate Force.com with existing legacy systems. Deanna is a Salesforce.com Certified Developer and wants to become a Salesforce.com Certified Advanced Developer. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

11 Developer Systems Integrator Learning Path Classroom Integration with Force.com (DEV502) Classroom (4 days) This course covers how to design and build all types of integrations with the Force.com platform. The course introduces the major integration mechanisms, such as the APIs and the built-in declarative functionalities available on the platform. w/ labs Integration with (11 separate courses covering Force.com integration technologies) Building Applications with Force.com and Visualforce (DEV401) Classroom (5 days), Virtual Classroom (5 days) This hands-on course covers the object model and how to configure applications with metadata. You ll learn how to build a sophisticated application from start to finish, including how to design applications for the cloud, create custom objects, use workflow rules to automate processes, and build the user interface. w/ labs Building Applications with Force.com: Part 1 Building Applications with Force.com: Part 2 Apex and Visualforce Controllers (DEV501) Classroom (5 days) Designed for experienced developers, you get a deep dive into the Force.com programming languages and the cloud-based development environment. You ll explore how to develop custom interfaces and write business logic and interactions. You ll find out how to manage and deploy your projects in the cloud, using team development and debugging best practices. w/ labs Apex Visualforce Controllers Managing Development with Force.com Ivan has spent a lot of time integrating other systems in the past and has a large toolbox of methods and techniques. He wants to expand that toolbox with multiple solutions for integrating with Force.com. Ivan would benefit from seeing the wide range of integration possibilities available within Force.com, such as the APIs, Force.com Canvas, and AppExchange applications. Additionally, he may need to expand his programmatic skills to include Apex in order to create new Web Services with Apex code. Release Training: Highly recommended for all certified Administrators, these courses provide training and examples of key new features. Primary reference set for certification maintenance exams.

12 Administrator, End User, Consultant Analyze Your Data Learning Path Cross Cloud Expertise Analyze Your Data with Reports Summarize Your Data with Dashboards Implementing an Analytics Strategy for the Sales Cloud (STR301) Classroom (3 days) Using real-world business scenarios, the course provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Cross Cloud Expertise Administration Essentials for Experienced Admins: Extend Analytics Modules Getting Started with Reports and Dashboards Sales Cloud Reporting for Sales Managers Measuring Success with Data.com Reports Service Cloud Reporting for Call Center Managers Measuring Success with Data.com Reports From the basics of reports and dashboards to building sophisticated joined reports, the following courses provide you with the skills you need to take full advantage of Salesforce s powerful analytics.