Montreal College of Information Technology
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CERTIFICATES

Salesforce CRM Administration Essentials
OVERVIEW

Demand for Salesforce CRM experts is growing rapidly and companies are looking for proven professionals who can handle their huge customer databases using SalesForce technology. Companies now use certified cloud specialists for smoother deployment and better use of Salesforce. Getting hands-on training in SalesForce will boost your career and will enable you to contribute even more to your organization’s success. Montreal College now offers hands-on, comprehensive training in Salesforce Administration Essentials for New Admins. Students experience immediate results after attending our classes through increased productivity and efficiency. We offer Salesforce.com classes of varying skill levels to help prepare your staff for a smooth transition to the product. We believe in learning by doing. With hands-on learning in our classrooms, you receive immediate experience, feedback, and gain understanding from our Salesforce.com Certified Consultants as well as from the other students.

Class Schedule: Tuesday and Thursday (6:00pm - 9:00pm EST)

KEY FEATURES

  • Salesforce CRM Administration Essentials

    Get trained by industry Experts

  • Salesforce CRM Administration Essentials

    Project Based Learning

  • Salesforce CRM Administration Essentials

    Learn while you Work

  • Salesforce CRM Administration Essentials

    State of the Art Infrastructure

  • Salesforce CRM Administration Essentials

    24/7 Lab access

COURSE OUTLINE

Salesforce CRM Administration Essentials

This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.

Lessons
Data Analytics and Microsoft
Getting Started with Power BI
Lab : Getting Started
Getting Started
After completing this module, you will be able to:

Explore the different roles in data
Identify the tasks that are performed by a data analyst
Describe the Power BI landscape of products and services
Use the Power BI service

This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage, and understand the difference and performance implications of connecting directly to data vs. importing it.

Lessons
Get data from various data sources
Optimize performance
Resolve data errors
Lab : Preparing Data in Power BI Desktop
Prepare Data
After completing this module, you will be able to:

Identify and retrieve data from different data sources
Understand the connection methods and their performance implications
Optimize query performance
Resolve data import errors

This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.

Lessons
Introduction to data modeling
Working with tables
Dimensions and Hierarchies
Lab : Data Modeling in Power BI Desktop
Create Model Relationships
Configure Tables
Review the model interface
Create Quick Measures
Lab : Advanced Data Modeling in Power BI Desktop
Configure many-to-many relationships
Enforce row-level security
After completing this module, you will be able to:

Understand the basics of data modeling
Define relationships and their cardinality
Implement Dimensions and Hierarchies
Create histograms and rankings

This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.

Lessons
Introduction to DAX
DAX context
Advanced DAX
Lab : Introduction to DAX in Power BI Desktop
Create calculated tables
Create calculated columns
Create measures
Lab : Advanced DAX in Power BI Desktop
Use the CALCULATE() function to manipulate filter context
use Time Intelligence functions
After completing this module, you will be able to:

Understand DAX
Use DAX for simple formulas and expressions
Create calculated tables and measures
Build simple measures
Work with Time Intelligence and Key Performance Indicators

In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.

Lessons
Optimze the model for performance
Optimize DirectQuery Models
Create and manage Aggregations
After completing this module, you will be able to:

Understand the importance of variables
Enhance the data model
Optimize the storage model
Implement aggregations

This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.

Lessons
Design a report
Enhance the report
Lab : Designing a report in Power BI
Create a live connection in Power BI Desktop
Design a report
Configure visual fields adn format properties
Lab : Enhancing Power BI reports with interaction and formatting
Create and configure Sync Slicers
Create a drillthrough page
Apply conditional formatting
Create and use Bookmarks
After completing this module, you will be able to:

Design a report page layout
Select and add effective visualizations
Add basic report functionality
Add report navigation and interactions
Improve report performance
Design for accessibility

In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.

Lessons
Create a Dashboard
Real-time Dashboards
Enhance a Dashboard
Lab : Designing a report in Power BI Desktop - Part 1
Create a Dashboard
Pin visuals to a Dashboard
Configure a Dashboard tile alert
Use Q&A to create a dashboard tile
After completing this module, students will be able to:

Create a Dashboard
Understand real-time Dashboards
Enhance Dashboard usability

This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.

Lessons
Paginated report overview
Create Paginated reports
Lab : Creating a Paginated report
Use Power BI Report Builder
Design a multi-page report layout
Define a data source
Define a dataset
Create a report parameter
Export a report to PDF
After completing this module, you will be able to:

Explain paginated reports
Create a paginated report
Create and configure a data source and dataset
Work with charts and tables
Publish a report

This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.

Lessons
Advanced Analytics
Data Insights through AI visuals
Lab : Data Analysis in Power BI Desktop
Create animated scatter charts
Use teh visual to forecast values
Work with Decomposition Tree visual
Work with the Key Influencers visual
After completing this module, you will be able to:

Explore statistical summary
Use the Analyze feature
Identify outliers in data
Conduct time-series analysis
Use the AI visuals
Use the Advanced Analytics custom visual

This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.

Lessons
Creating Workspaces
Sharing and Managing Assets
Lab : Publishing and Sharing Power BI Content
Map security principals to dataset roles
Share a dashboard
Publish an App
After completing this module, you will be able to:

Create and manage a workspace
Understand workspace collaboration
Monitor workspace usage and performance
Distribute an App

In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.

Lessons
Parameters
Datasets
After completing this module, you will be able to:

Create and work with parameters
Manage datasets
Configure dataset refresh
Troubleshoot gateway connectivity

This module teaches you the steps for implementing and configuring security in Power BI to secure Power BI assets.

Lessons
Security in Power BI
After completing this module, you will be able to:

Understand the aspects of Power BI security
Configure row-level security roles and group memberships

SKILLS ACQUIRED

WHO SHOULD APPLY?

Businessmen & entrepreneurs who should configure Marketing Cloud products utilizing industry best practices. Salesforce essentials is specifically hinted at small business owners and startups.
Sales professionals seeking to leverage their sales & customer relationship process more efficiently, using the power of Salesforce CRM effectively.
Those seeking to obtain comprehensive Salesforce training is vital. A study by Whatfix found that 35% of sales reps feel they need more training to use their customer relationship management platform.
Career starters and fresh graduates who are just joining the workforce by effectively adding IT credentials to their portfolio.

ELIGIBILITY AND REQUIREMENTS

There are no formal prerequisites for this course, but we strongly suggest applicants have the following topics:
Understanding core data concepts, Knowledge of working with relational data on-premises and in the cloud, Knowledge of working with non-relational data on-premises and in the cloud, Knowledge of data analysis and visualization concepts. You can gain the prerequisites and better understand working with data in Azure by completing Microsoft Azure Data Fundamentals before taking this course.

After successful completion of this course, students can prepare for

SalesForce Certified Administration Exam

INSTRUCTOR SPOTLIGHT

CALENDAR

— F.A.Q —

To register for a course, you can either call us or enter your request online and our administrative staff will call you with steps to register.
Montreal College offers a new session every four months, i.e., in October (fall session), February (winter session) and June (summer session). Students are encouraged to register at least 2 to 16 weeks in advance. Please note that many programs fill up before the registration deadline.
You can find most of the scheduling and pricing information on our website, or you can call our office for assistance.
Definitely. Please feel free to contact our office, we will be more than happy to work with you to meet your training needs.