Salesforce Training Catalog

Overviews

  • 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:

  1. Experience Cloud Overview
  2. Experience Cloud to enable your business strategy
  3. Better experiences for your stakeholders
  4. Strengthening relationships
  5. How to create best-in-class and scalable experiences
  6. A powerful and integrated part of your tech stack
  7. Continuous improvement

  • Cost: $199 USD per session
  • Duration: 60 minute session

See how you can get the most out of Salesforce NPSP with a 360o view of your donors, volunteers and clients and improve the administration of donations, grants, and gifts.

This Course is Ideal for:

  • People currently working within nonprofits
  • People presently using Nonprofit Cloud but want to get more out of it
  • Nonprofits thinking of using NPSP
  • Companies preparing to implement NPSP or Nonprofit Cloud
  • Sales reps that sell NPSP or Nonprofit Cloud

Topics:

  • What is NPSP?
  • Comparison with Sales Cloud
  • Comparison with Nonprofit Cloud
  • Data Model
  • Demo of NPSP in Action
  • Advantages of NPSP
  • NPSP Updates & Releases
  • Support available for NPSP

  • 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

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

  • 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

  • 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.

  • Workshop Cost: $299 USD
  • Duration: 2.5 Hour Workshop

In this 2.5 hour immersion into Salesforce automation, 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:

  • The Purpose of Automation
  • Formulas
  • Rules (validation, escalation, assignment, auto-response)
  • Workflows & Process Builder with migration to Flows
  • Approval Processes
  • Flow Builder

Prerequisite: Soliant Consulting Sales Cloud User Intro Workshop or equivalent experience.

Certifications

  • 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.

  • 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.

  • Cost: $900 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

  • 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.

  • Price: $500 USD
  • Duration:  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!

  • 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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