Salesforce Copilot Course Overview

Minimum Required Prerequisites for the Salesforce Copilot Course:

• Basic understanding of Salesforce concepts, including standard objects, fields, and basic Salesforce functionalities.
• Familiarity with Salesforce user interface and navigation.
• Experience with creating and managing Salesforce records.
• Fundamental knowledge of business process automation within Salesforce.
• Basic data analysis skills and understanding of reporting within Salesforce.

These prerequisites ensure that you have a foundational understanding of Salesforce, enabling you to get the most out of the Salesforce Copilot course. If you meet these minimum requirements, you're well-prepared to dive into this comprehensive training and enhance your Salesforce capabilities with Copilot.

Target Audience for Salesforce Copilot

The Salesforce Copilot course offers comprehensive training on leveraging Salesforce Copilot features, enabling workflows, and integrating analytics for optimizing business processes. It is designed for professionals keen on enhancing their Salesforce expertise and organizational efficiency.

• Salesforce Administrators
• Salesforce Developers
• IT Managers
• Business Analysts
• Project Managers
• CRM Specialists
• Data Analysts
• Process Automation Engineers
• Integration Specialists
• Solutions Architects
• Technical Consultants
• IT Trainers
• Enterprise Resource Planning (ERP) Managers

Learning Objectives - What you will Learn in this Salesforce Copilot?

Introduction

The Salesforce Copilot course at Koenig Solutions empowers participants to effectively setup, integrate, and leverage Salesforce Copilot for enhanced business processes, automation, and analytics. The course covers Copilot workflows, integration techniques, analytics, and service optimization.

Learning Objectives and Outcomes

• Introduction to Salesforce Copilot

  • Understand the benefits, use cases, and features of Salesforce Copilot.
  • Learn to navigate the Copilot interface and dashboards.

• Setting Up Your Salesforce Developer Org

  • Create a Salesforce developer organization and enable Copilot features.
  • Connect datasets to Copilot and explore the interface.

• Building and Using Copilot Workflows

  • Use the Workflow Builder to create and deploy custom workflows.
  • Define workflow criteria, actions, and ensure data accuracy.

• Integrating Copilot with Salesforce Processes

  • Connect Copilot with standard and custom Salesforce objects.
  • Design and implement integrated workflows for business process automation.

• Advanced Integration Techniques

  • Utilize APIs for advanced Copilot integration.
  • Handle complex data operations and third-party application integration.

• Copilot Analytics and Reporting

  • Create and customize reports and dashboards using Copilot data.
  • Utilize Copilot Analytics for strategic decision-making