Mini Courses

At HTT, we offer mini courses to get you and your team up-to-date with Saleforce’s latest apps. Need a refresher? Have new additions to your team that need specific training? We are here to help you maximize your return on investment. Contact one of our course advisors at to find out more about what mini courses we have to offer.

Data Modeling

Data Modeling will focus on four key areas:

  • Data structure
  • Objects
  • Fields
  • Relationships

Data Management

Data Management will focus on five key areas:

  • Import Data
  • Export Data
  • Data Import Wizard
  • Data Loader
  • Update Data

Lightning Customizations

Lightning Customizations will focus on seven key areas:

  • Set up Org
  • Create/Customize Lightning Apps
  • Create/Customize List views
  • Customize Record Highlights (Compact Layouts)
  • Customize Record Details (Page Layouts)
  • Custom Buttons
  • Links and Quick Actions

Salesforce Mobile App

Salesforce Mobile App will focus on five key areas:

  • Set Up
  • Global Quick Actions
  • Object Specific Quick Actions
  • Compact Layouts
  • Navigation

Reports and Dashboards

Reports and Dashboards will focus on twelve key areas:

  • Reports and Dashboards in Lightning
  • Report Builder
  • Format Reports
  • Lightning Dashboard Builder
  • Reports and Dashboard Folders
  • Custom Report
  • Filter Reports
  • Group and Categorize Data
  • Summary Formulas
  • Manage Reported Data
  • Visualize Data
  • App Exchange


Campaigns will focus on four key areas:

  • Intro to Campaigns
  • Hierarchies and Record Types
  • Marketing Audience
  • Campaign Reports

Case Feed

Case Feed will focus on three key areas:

  • Resolve Cases
  • Professional Email Creation
  • Feed Filters


Chatter will focus on four key areas:

  • Intro to Chatter
  • Feed Tracking
  • Approve Records
  • Rollout Strategy


Security will focus on seven key areas: 

  • Data Security
  • Org Access
  • Object Access
  • Field Access
  • Record Access
  • Role Hierarchy
  • Sharing Rules

Service Cloud

Service Cloud will focus on three key areas:

  • Administering Service Cloud
  • Automating Case Management
  • Creating Digital Engagement on Multiple Channels.

Workflow/Process Automation

Workflow/Process Automation will focus on six key areas:

  • Right Automation Tool
  • Process Builder
  • Flow Builder
  • Combine Process Builder and Flow Builder
  • Record Approval
  • Creating New Processes (criteria, action & test)

Essentials License