What to expect

• An interactive live Zoom session, led by an experienced facilitator. 

• The session will include: Scenarios, challenges, quizzes, building tasks, and reflection time.  

• The session will cover 4 essential modules to kickstart your first Salesforce Dashboard: 

  • • Module 1: Understanding CRM and Salesforce 

    • Module 2: Getting Started with Salesforce 

    • Module 3: Working with Objects, Fields & Records 

    • Module 4: Intro to Reports & Dashboards

    • Workshop Wrap-Up & Challenge Recap

You will leave the session being able to: 

• Perform administrative functions in a CRM system that uses drag-and-drop declarative programming.

• Describe organisational and business structures, demonstrating how a CRM system that uses ‘drag-and-drop‘ solutions supports businesses and organisations to achieve their strategic objectives. 

• Explore and apply communication strategies and techniques used by CRM administrators, that support effective engagement with others. 

What to expect

• You can jump straight into Workshop 2, without having done Workshop 1! 

• This is an interactive live Zoom session, led by an experienced facilitator. 

• The session will include: Scenarios, challenges, hands-on tasks, and reflection time.  

• The session will cover 3 security modules to make you a guardian of data: 

  • • Module 1: Introduction to Salesforce security. 

    • Module 2: Organisational, object, record and field level security, 

    • Module 3: Practical applications

    • Workshop Wrap-Up & Challenge Recap

You will leave the session with a deeper understanding of: 

• The importance of data security in Salesforce.

• The four security levels: Organisational, Object, Record, Field.

• Why layered security matters for businesses and compliance.

What to expect

• You can jump straight into Workshop 3, without having done Workshop 1 - 2! 

• This is an interactive live Zoom session, led by an experienced facilitator. 

• The session will include: Scenarios, challenges, hands-on tasks, and reflection time.  

• The session will cover 5 modules to put the Salesforce CRM into action: 

  • • Module 1: Object customisation, field dependencies.

    • Module 2: Page layouts, user interface. 

    • Module 3: Record types, customised processes. 

    • Module 4: Business processes. 

    • Module 5: Security, monitoring, MFA

    • Workshop Wrap-Up & Challenge Recap

You will leave the session having explored: 

• Review Object Manager and Management Settings.

• Create Picklist fields (Regions & Suburbs).

• Understand Controlling and Dependent picklists.

• Definition of User Interface (UI).

• Salesforce Classic vs Lightning Experience.

• Customising record pages using Classic Page Layouts and Lightning App Builder.

• Create Record Types for different profiles (Manager vs Employee).

• Assign Page Layouts and control picklist values.

• Lead, Sales, and Support processes in Salesforce.

• Creating Sales Processes and assigning to Opportunity Record Types.

• Using Paths to guide users through key stages.

• Queues to distribute work among teams.

• Tracking and monitoring tools: Login History, Field History Tracking, Setup Audit Trail.

• Debug Logs for automation and flow troubleshooting.

• Health Check dashboard.

• Multi-factor Authentication (MFA) to secure user identities.

What to expect

• You can jump straight into Workshop 4, without having done Workshop 1 - 3! 

• This is an interactive live Zoom session, led by an experienced facilitator. 

• The session will include: Scenarios, challenges, hands-on tasks, and reflection time.  

• The session will cover automation and org CRM strategy.