Salesforce Training Catalog
View our classes and find the training that meets your needs on the platform.
View our calendar to see our upcoming classes.
Overviews
Experience Cloud
- Price: $199 USD per session
- Duration: 60 minute session
See how Salesforce Experience Cloud can allow you to build stronger relationships, create scalable experiences and provide a better experience for your stakeholders and customers.
This Course is Ideal for:
- People presently using Experience Cloud but want to get more out of it
- Companies thinking about purchasing or upgrading to Experience Cloud
- Companies preparing to implement Experience Cloud
- Sales reps that sell Experience Cloud
Topics:
- Experience Cloud Overview
- Experience Cloud to enable your business strategy
- Better experiences for your stakeholders
- Strengthening relationships
- How to create best-in-class and scalable experiences
- A powerful and integrated part of your tech stack
- Continuous improvement
NPSP
- Cost: $199 USD per session
- Duration: 90 minute session
Learn how Salesforce and the Nonprofit Success Pack (NPSP) empowers organizations to gain 360° view of your donors, volunteers, and clients and also improve the administration of donations, grants, and gifts.
This Course is Ideal for:
- Nonprofits new to Salesforce
- Nonprofits exploring or would like to explore a new CRM
- Consultants that support Nonprofit Salesforce Implementations
Topics:
- Overview of Salesforce & NPSP
- NPSP v.s. Nonprofit Cloud
- Tracking Individuals & Organizations
- Constituent Management
- Tracking Gifts & Grants
- Tracking Payments, Restricted, and Unrestricted Funds
- Aggregates, Reports, & Dashboards
CPQ
- Price: $129 USD
- Duration: 60 Minute Session
In this 60 minute session, we will provide a high-level overview on how Salesforce CPQ can help your organization streamline the process from quote to payment, all on the World’s #1 CRM Platform. See how Salesforce CPQ can maximize utilization, productivity and improve the way you configure products, price orders, and generate quotes.
This Course Is Ideal For:
- People presently using CPQ but want to get more out of it
- Companies thinking about purchasing or upgrading to CPQ
- Companies preparing to implement CPQ
- Sales reps that sell CPQ
Topics
- Configure: Products, Product Rules, Bundles
- Price: Pricing Tools, Price Rules & Discounting
- Quote: Contracts, Renewals, Amendments and Quote Documents
- CPQ Billing
Salesforce Release Overview
Are you ready for the next Salesforce Release? Want to know what changes to expect in your org? Join Soliant for our 90-minute Salesforce Release Overview where we walk you through the retired features, new functionalities, and changes that are coming to Salesforce. This interactive session highlights the overall changes to Salesforce in the new release while calling out changes and updates to select clouds.
This Course is Ideal for:
- Any Salesforce user interested in learning about the changes to their Salesforce Org
- Salesforce Admins and IT professionals that need to stay up to date
- Sales reps who sell in the ecosystem
Workshops
Sales Cloud User Intro
- Workshop Cost: $299 USD
- Duration: 2.5 Hour Workshop
Catered to onboarded new and daily Salesforce users, this workshop will provide insight into the full functionality of Salesforce Sales Cloud and best practices that can be implemented into your organization to ensure your team is fully utilizing the powerful features of Salesforce!
This Workshop is Ideal for:
- Onboarding new Salesforce users
- Daily Salesforce Sales Cloud End-Users
- Those looking for a basic refresher
- Companies not fully utilizing the powerful features of Salesforce
Workshop Agenda:
- Module 1: Understanding Salesforce
- Module 2: Leads, Opportunities & Campaigns
- Module 3: Cases & Customer Experience
- Module 4: Reports & Dashboards
- Module 5: Email Sync & Mobile Access
- Module 6: Next Steps & Questions
Prerequisite: None
Reports & Dashboards Workshop
- Workshop Cost: $299 USD
- Duration: 2.5 Hour Workshop
Learn how to leverage reports and dashboards to present and analyze your Salesforce data. This hands-on workshop will help you understand the different types and formats of reports and how to navigate the reports and dashboard tabs.
This Course is Ideal for:
- Salesforce Admins
- Department Power Users
- Any Salesforce User Looking to Master Reports and Dashboards
Topics:
- Folders, permissions and sharing
- Running and Modifying Reports
- Creating New Reports with the Report Builder
- Working with Report Filters
- Summarizing with Formulas and Visual Summaries
- Exporting and subscribing to Reports
- Building Dashboards
- Alternatives for viewing your data
Prerequisite: Soliant Consulting Sales Cloud User Intro Workshop or equivalent experience.
Intro to Flow
- Workshop Cost: $299 USD
- Duration: 2.5 Hour Workshop
In this 2.5 hour immersion into Salesforce Flow, we will use a hands-on, scenario-based format to show you how to use out-of-the-box Salesforce automation tools to drive efficiency and accuracy in your organization.
This Course is Ideal for:
- Salesforce Admins
- Department Power Users
- Any Salesforce User Looking to learn about Salesforce Automation
Topics:
- Migrating Historical Automations (Workflow Rules & Process Builder) to Flow
- Types of Flows
- Building Blocks of Flow
- Assignment & Decision Elements
- Variables & Formulas
- Updating, Creating, & Deleting Records through Flow
- Understand the Distinction between Before Save & After Save Flows
Prerequisite: Soliant Consulting Sales Cloud User Intro Workshop or basic Admin experience.
Certifications
Admin Stage 1: Power User
- Cost: $1,200 USD
- Duration: 2 Day Course
Beginning your Salesforce Administrator journey? Or working towards your Salesforce Administrator Certification? Learn the basic concepts every admin needs to know to get started.
The course follows a hands-on approach, where each topic is explained, discussed, and put into practice through different exercises showing how to get the most out of Salesforce.
This Course is Ideal for:
- New Salesforce Admins
- Department power users
- Those looking for a refresher
- Those who want an in-depth understanding of Sales Cloud
- Those looking to write the Salesforce Certified Admin exam (Exam Prep additionally recommended)
Course Agenda:
Day 1
- Module 1: Introduction to Salesforce
Learn how to navigate Salesforce efficiently and understand the architecture and terminology of a Salesforce. - Module 2: Object Manager & Lightning App Builder
This module focuses on customization. You will learn how to change, adjust and create different objects and fields like formulas and roll-ups. As well as create and apply different business processes, page layouts, and record types.
Day 2
- Module 3: Sales & Marketing Applications
You will learn how to apply the sales process, sales productivity tools, and lead automation to make your company's Sales Cycle run seamlessly. - Module 3: Managing Data
You will learn how to import, export, mass transfer and bulk delete data using different tools available in your org. - Module 4: Reports & Dashboards
You will learn how to create, share and display (dashboards) different custom reports to help with all aspects of Sales, Marketing and Service.
Admin Stage 2: Junior Admin
- Cost: $1,800 USD
- Duration: 2 Day Course
Delve deeper into the role of a Salesforce Administrator. Build on the concepts you learned during the Power User session and explore important Salesforce admin functions like managing users, setting up security access, customizations and more!
The course follows a hands-on approach, where each topic is explained, discussed, and put into practice through different exercises showing how to get the most out of Salesforce.
This Course is Ideal for:
- Individuals that completed Soliant Consulting's Power User course
- New Salesforce Admins
- Those looking for a refresher
- Those who want an in-depth understanding of Sales Cloud
- Those looking to write the Salesforce Certified Admin exam (Our Exam Prep additionally recommended)
Course Agenda:
Day 1
- Module 1: Configuration & Setup Part I
Learn how to set up the basic functions of your Salesforce Instance and configure your User interface. - Module 2: Configurations & Setup Part II
This module focuses on how to manage all of the users within your organization and your organizations security. Learn how to manage user profiles and users, troubleshoot login issues and how to restrict/open data access for Salesforce users.
Day 2
- Module 3: Service & Support Applications
This module focuses on the Service side of Salesforce. Learn how to manage and automate cases from auto-response rules to escalations. - Module 4: Workflow/Process Automation
You will learn to take your company’s current in-house processes and display them within Salesforce, while saving time by automating repetitive tasks. This module focuses on identifying and implementing the correct automation tool like Approval processes and Flow. - Module 5: Productivity & Collaboration
Understand how to improve company productivity activity management, chatter, mobile access and the use of the AppExchange.
Admin Stage 3: Exam Prep
- Cost: $900Â USD
- Duration: 1 Day Course
Prepare for your Salesforce Administrator Certification. Take our guided practice exams with an instructor and glean important tips and tricks to help cross that finish line!
This Course is Ideal for:
- New Salesforce Admins
- Those looking for a refresher
- Those looking to write the Salesforce Certified Admin exam
2-Day Pardot
- Price: $1,200 USD
- Duration: 2 Days
Learn how to effectively design, build, and implement marketing workflows, grading, use Pardot-generated reports in the Pardot Lightning App to make data-driven decisions and more.
Pardot Exam Prep
- Price: $500 USD
- Duration:Â 1 Day
Prepare for your Salesforce Marketing Cloud Account Engagement Specialist Certification (previously Pardot Specialist Certification). Take our guided practice exams with an instructor and glean important tips and tricks to help cross that finish line!
2-Day CPQ
- Price: $1,250 USD
- Duration: 2 Days
Get a deep understanding of both basic and complex CPQ topics, empowering you to excel in the CPQ Specialist exam and beyond.
Custom Salesforce Training
We can build a custom curriculum to allow for a hands-on approach tailored to your platform implementation.
We also provide custom training to teach your team members to better leverage your customized Salesforce implementation.
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