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Trailhead

Build Soft Skills to Succeed as a Salesforce Partner

Salesforce via Trailhead

Overview

Develop the soft skills you need to lead Salesforce implementation projects.
  • Define a problem that requires fresh thinking and scope your innovation project.
  • Discover how design can help build better relationships with customers and communities.
  • Explore the Salesforce user research personas and learn how to use them at your business.
  • Improve your solution design by mapping how customers experience your product or service.
  • Increase efficiency and alignment by mapping processes.
  • Learn how architecture diagrams help you create connected customer experiences.
  • Discover two workflows that Salesforce teams use for agile development.
  • Sponsored content: Learn Copado’s take on how DevOps helps you deliver innovation faster with less risk.
  • Get your sales reps using Salesforce to succeed.
  • Use Salesforce-tested risk management strategies, processes, and tools to succeed.

Syllabus

  • Innovation Project Definition
    • Frame the Challenge
    • Imagine a Headline from the Future
    • Crystallize Your Vision into a V2MOM
  • Relationship Design
    • Explore Human-Centered Design
    • Improve Relationships Using Design
    • Embrace the Relationship Design Mindsets
  • UX Personas for Salesforce
    • Get Started with Personas
    • Learn About Sales Cloud Personas
    • Learn About Service Cloud Personas
    • Learn About Marketing Cloud Personas
    • Learn About Experience Cloud Personas
    • Work with Personas
  • Journey Mapping
    • Add Journey Mapping to Your Solution Toolbox
    • Define Intention and Audience
    • Start Your Journey Map
    • Run a Journey Mapping Workshop
    • Craft Your Journey Map
  • Business Process Mapping
    • Understand the Value of Business Analysis
    • Understand Universal Process Notation
    • Create a Business Process Map
    • See Business Process Mapping in Practice
  • Salesforce Architecture Diagrams: Quick Look
    • Get Familiar with Architecture Diagrams
  • Scrum and Kanban at Salesforce
    • Learn About Scrum
    • Learn the Elements of the Scrum Workflow
    • Implement Scrum
    • Learn About Kanban
    • Choose the Best Workflow
  • Salesforce DevOps with Copado
    • Get Started with DevOps
    • Create Value Stream Maps
    • Learn About Version Control and Agile Planning
    • Support Collaboration with Continuous Integration
    • Let Innovation Flow with Continuous Delivery
  • Salesforce Adoption Strategies
    • Accelerate Salesforce Adoption
    • Prepare to Build Your Salesforce Journey
    • Create the Ideal Salesforce Org for Your Company
    • Deploy Your Salesforce Technology
    • Drive Long-Term Adoption
  • Project Risk Management for Partners
    • Make Risk Management a Priority
    • Identify, Assess, and Address Risk
    • Monitor and Communicate Risk

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