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 Sales@HarrisonCorp.com 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

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

Chatter will focus on four key areas:

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

Security

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

Upcoming