Discover Salesforce Fundamentals (BSX101) Certification Training

salesforce fundamentals for business bsx101 certification

Learn from highly experienced Salesforce-certified trainers with over two decades of expertise in delivering impactful learning experiences.

Benefit from hands-on exercises, discussions, and real-world scenarios to enhance your understanding and application of Salesforce.

Earn a globally recognised certification upon course completion, enhancing your professional credentials and career prospects.

Choose from online instructor-led sessions or customised corporate training to fit your learning style and organisational needs.

Overview Learning Objectives Who Should Attend Prerequisite Outline

Course Overview

The "Discover Salesforce Fundamentals to Support Your Business (BSX101)" course offers a comprehensive exploration of the Salesforce platform, empowering participants with essential skills to optimise their business processes. The learners are exposed to fundamental principles of Salesforce, its structure, and functioning.
The course also covers the fundamentals of working with Salesforce: the interfaces of data access and security, buttons, and fields for customising the application to business needs. You will learn to create email templates and reply to the emails, how to set up the email for the automation of the workflow, and how to set validation or approval rules. The training is centred around the operational use of such applications as the Lightning Process Builder and the Salesforce AppExchange to enhance problem-solving skills.
There is a great focus on producing insightful and valuable reports as well as management visualisations for decision-making and planning. Another topic covered in the course is the integration of new custom objects and applications into Salesforce. Using a case study, participants acquire the best practices to follow when implementing Salesforce, identifying and solving common user problems, and encouraging users to embrace the Salesforce platform. Available for various roles, the course helps learners to use Salesforce properly and be able to manage and develop their organisation’s Salesforce environment.

Course Objectives

This course is designed to equip participants with practical knowledge and skills to effectively utilise Salesforce in managing business operations and driving organisational success.

Manage fundamental organisational structures such as users and their roles, as well as data access.
Create email templates that will be used for different purposes in order to avoid the use of too many emails.
Describe the primary business value of Salesforce Clouds is and what capabilities do they offer.
Apply Chatter for efficient teamwork and communication.
Develop detailed reports and visualisations in order to understand and communicate data properly.
Extend Salesforce's standard configurations by utilising advanced features.
Understand the stages of Salesforce adoption and further support.
Troubleshoot login problems and issues with the field visibility.
Automate business processes through features such as the Lightning Process Builder and workflow rules.
Analyse the quality of data and develop a sound migration plan.
Build objects, applications and connections with Salesforce AppExchange.
Facilitate usage through appropriate and timely introduction and constant follow-up.

Audience

This course is designed for professionals seeking to leverage Salesforce to enhance their business processes and operations. It is ideal for:

Customer Service Managers who aim to improve customer interactions and streamline service processes using Salesforce tools.
Sales Operations Managers looking to optimise sales strategies and monitor performance through Salesforce functionalities.
Business Executives and Managers who want to understand the potential of Salesforce to drive organisational growth and strategic decision-making.
Business Operations Managers focused on automating workflows and improving process efficiency within their teams.
Super Users and Analysts responsible for evaluating and implementing business solutions to enhance productivity and operational insights.

This course is tailored to meet the needs of professionals who may not directly manage Salesforce but are key stakeholders in utilising its features to achieve business objectives. Whether you're analysing processes, managing operations, or driving customer-focused strategies, this training equips you with the knowledge to unlock the full potential of the Salesforce platform.

Eligibility Criteria

This course demands experienced learners in one of the given Salesforce sectors:

Experience as a Customer Service Manager with a focus on improving customer
support processes.
Background in Sales Operations Management involving sales strategies and performance monitoring.
Expertise in Business Operations Management, including workflow optimisation and process analysis.
Role as a Business Executive with responsibilities in decision-making and strategic planning.
Professional experience in operations, management, or process analysis related to Salesforce applications.

Course Outline

Module 1: Introduction

How Salesforce Works
Salesforce Organization
Salesforce Applications

Module 2: Data Access and Security

Unlocking Access to Records
Managing Who Views and Modifies Objects
Locking Down Individual Fields
Sharing Access to Records
Controlling Org Access

Module 3: User Management and Troubleshooting

Record Access
Creating New Users
Field Visibility Issues
Troubleshoot Login

Module 4: Customize Salesforce

Thinking About Your Implementation
Creating Email Templates
Custom Fields, Picklists, Page Layouts, and Record Types

Module 5: Automate Business Processes

Web-to-Lead and Entitlements
Assignment and Escalation Rules
Lightning Process Builder and Workflow
Validation Rules
Approval Processes and Visual Workflow

Module 6: Report On Your Data

Reports Tab, Folders, and Formats
Summarize Your Data
Using the Report Builder

Module 7: Using Reported Data

Getting More Insight From Your Data
Your Analytics Strategy
Dashboards

Module 8: Salesforce every day

Salesforce1
Chatter Answers and Ideas
Making Salesforce Part of Your Day
Chatter, Groups, and Communities

Module 9: Data Management

Data Quality
Data Migration Strategy

Module 10: Extending Salesforce

Build It Yourself
Custom Objects, Apps, and the Salesforce AppExchange
Driving Salesforce Implementation

Module 11: Wrap-Up and Certification

Certification Process and Resources

Choose Your Preferred Mode

Online Training

Engage with expert trainers through interactive, live virtual classes.
Choose convenient timings that fit your personal or professional commitments.
Leverage state-of-the-art digital tools and cloud labs for hands-on experience.
Benefit from round-the-clock assistance to address queries and ensure seamless learning.

Enroll Now

Corporate Training

Tailored training programs aligned with organisational goals and specific needs.
Choose between on-premise sessions or virtual classes for flexibility.
Foster collaboration and shared learning experiences among team members.
Learn from industry-experienced facilitators who understand corporate dynamics.

Enroll Now

FAQ’s

Why should I choose Vinsys for the "Discover Salesforce Fundamentals to Support Your Business (BSX101)" course?

Vinsys offers experienced trainers, advanced learning tools, flexible training modes, and post-training support, ensuring a comprehensive learning experience that equips you with practical Salesforce skills.

What makes this course different from other Salesforce training programs?

This course emphasises practical applications, hands-on exercises, and a deep understanding of business process automation tailored to business professionals' needs.

Can I take this course if I am new to Salesforce?

Yes, while prior experience in related business operations roles is beneficial, the course provides a foundational understanding of Salesforce.

What kind of hands-on exercises are included?

The course includes exercises on configuring Salesforce, creating reports and dashboards, automating workflows, and customising the platform for specific business needs.

How does this course help improve business efficiency?

By teaching tools for data analysis, process automation, and user management, the course empowers participants to streamline operations and enhance productivity.

Will this course help me implement Salesforce in my organisation?

Yes, the training covers the Salesforce implementation lifecycle, providing insights into adoption strategies and ongoing maintenance.

Is there a practical component to the course?

Yes, the course includes real-world scenarios, interactive discussions, and practical assignments to reinforce learning.

Can I enrol if I’m not currently using Salesforce at work?

Yes, the course equips you with transferable knowledge and skills, making it useful even if you plan to adopt Salesforce.

What kind of support will I receive after the course?

Vinsys provides post-training assistance to ensure you can apply your learning effectively and troubleshoot issues as they arise.

How do I know if my role aligns with this course?

If your responsibilities involve improving operations, automating processes, or analysing business data, this course is ideal.

Why Vinsys

Seasoned Instructors

Official Vendor Partnerships

Authorized Courseware

3,000+ Courses & 2,000+ Modules

In Synch with Tech-advancements

Customizable Blended Learning Options

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Reviews

This course provided me with a clear understanding of Salesforce's functionalities and its business value. I also found the practical demonstrations as well as the examples used throughout the course to be quite useful. The trainers were competent and friendly, ensuring that all my questions were answered satisfactorily.

Rahul SangwanProject Manager

To the credit of a Sales Operations Manager, this course helped me improve in the areas of introducing more efficiency to the workflows and producing better reports. Overall, I suggest that everyone who administers Salesforce environments undertake this training.

Prashant PawarCustomer Service Manager

The BSX101 course offered by Vinsys was a turning point in my career. Not only did it explain concepts I was not fully certain of, but it also taught me more complex aspects, such as data management and business process automation. The structure of the course and the trainers were great.

Dhiraj RathodSales Operations Manager

I would like to thank Vinsys for the outstanding result of our team's corporate training session. It was designed to meet our organisation's needs with an emphasis on the Salesforce product deployment and users. The trainers made sure that everyone participated and that our team was using these skills in day-to-day activities.

Chetna ShettySuper Users and Analyst