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BOOTCAMP PLUS: Salesforce Tips, Tricks, and Traps (Mar 29, 2019)

Venue

501Partners Office

164 Canal Street, Suite 502, Boston, MA 02114

Boston, MA, US, 02114

Introducing a new Salesforce training from 501Partners!


How often should you back up your data? Are there are too many users with the system administrator profile? Not sure how to reassign roles when a user leaves? Do you have duplicates, or concerns about the quality and integrity of your data?


If your organization has fallen into any of these common traps, this Bootcamp will give you tips and tricks to help.


Who Should Attend?


Any organization, big or small, looking for more independence, self-sufficiency, and ability to support Salesforce in-house. Whether you’re the dedicated database administrator, or just that person who happened to fix the printer one day and became the unofficial IT staff, you’ll benefit from this half-day training.


What You’ll Learn:


Tips and tricks for Salesforce self-sufficiency! Minimize staff frustration, save money, and maintain the quality of your valuable data.


Curriculum Highlights:


User and Company Profile Maintenance


We’ll look at the life-cycle of a user, from adding a new employee to correctly reassigning roles when someone leaves. Gain understanding of user profiles from a security perspective (who should have access to data), as well as overall company profile settings (such as customizing your fiscal year).


Duplicate Management


Get an introduction to free tools available for identifying and cleaning up duplicates. We’ll also look at tools, habits, and best practices for preventing duplicates in the future.


Automations


Learn when to automate, and how to set up basic automations to save time and streamline your processes.


Lightning


Still using Classic? No problem. While this training is conducted in Lightning, we’ll also take a look at Classic and discuss how the Salesforce setup menu differs and where it is the same.


About Bootcamp PLUS:


Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.


All of our workshops are taught by our Director of Training, Paul Baxter.  Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp PLUS workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.


Few Details:


Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).


Note: Chromebooks and tablets are not recommended.


We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line).