Expert Coaching

Catalog

Updated February 2023

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 Success Plan Resources
These resources will help you start off strong, boost productivity,
and focus on efficient growth. Fast track your success now.

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Expert Coaching Guided Onboarding Office Hours

Outcome-driven Expert led programs that outline Highly interactive Q&A sessions
engagements to take your best practices for setting up with Salesforce experts for
success to the next level Salesforce products real-time answers and ideas

Jump to Sessions Learn More Explore Now

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Resource 1

Expert Coaching
What’s an Expert Coaching Session?
Take your success to the next level
Expert Coaching Sessions are specialized engagements designed to help
you get more value from Salesforce products. We currently offer:

● Webinar Sessions Videos ■ Individual Sessions

Engagements on a specific Recorded Expert Coaching Personalized sessions with
topic that are typically Sessions that give you the Salesforce experts to help you
one hour. flexibility to learn at your own overcome obstacles and drive
pace and on your own schedule. long-term success.

Register for a Session Watch Video Sessions How to Book

Premier and Signature Success Plan customers can request an individual

follow-up session after attending a webinar or viewing a video.

Available to Premier and Signature Success Plan customers.

 Expert Coaching Topics
Choose a product or use case below.
Explore available sessions, and grow your skills with Salesforce experts.

Commerce CRM Experience Heroku Industries Communications

Analytics

Consumer Financial Healthcare &

Manufacturing Public Sector Marketing
Goods Services Life Sciences

MuleSo Net Zero Pardot Platform Revenue Sales

Salesforce Salesforce.org Salesforce.org Strategy &

Service
Mobile Education Nonprofit Planning

More Ways to Learn

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 Commerce
Getting Started How To
● Einstein Product Recommendations [B2C] ● Change Management [B2B]
● Metrics and Analytics [B2B] ● Organize Your Teams [B2B]
● Metrics and Analytics [B2C] ▶ Custom Reporting for Salesforce Order Management
● Onsite Marketing & Promotions [B2C] ▶ Einstein Complete the Set [B2C]
● Onsite Search [B2C] ▶ Product and Catalog Setup [B2B]
● Page Designer [B2C] ▶ SEO for Public Sites [B2B]
● Products and Catalogs [B2C] ▶ Technical Reports in Reports & Dashboards [B2C]
● Set Up Your Org on Lightning Experience [B2B]
● Sorting Rules [B2C]
▶ Composable Storefront [B2C]
▶ Manage the Product Lifecycle [B2C] Review
▶ Salesforce Order Management ■ Einstein [B2C]
■ Search Engine Optimization (SEO) [B2C] ■ Improve Add to Basket Rate [B2C]
■ Improve Cart Conversion [B2C]
■ Onsite Search [B2C]

Insights ■ Sorting Rules [B2C]

■ Feature Adoption Checklist [B2C]

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 CRM Analytics
Getting Started How To
● CRM Analytics: Event Monitoring ■ CRM Analytics: Advanced Customizations
● CRM Analytics: Platform Fundamentals ■ CRM Analytics: Data Prep
● Einstein Discovery
● Einstein Prediction Builder
▶ Revenue Insights: Fast Start
▶ Sales Analytics: Fast Start
▶ Service Analytics: Fast Start
▶ CRM Analytics: Financial Services Fast Start

Insights Review
■ CRM Analytics: Visualize Your Data ■ CRM Analytics: Governance and Health Check

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Experience
Getting Started How To
■ Licenses and Profiles ● SEO Best Practices
■ Self-Service Experience Foundations ▶ Plan Your Chatter Adoption
■ PRM Portal Foundations ■ Experience Builder Best Practices for PRM Portals
■ Experience Builder Best Practices for Self-Service Sites
■ Community Management
■ Create a Public Knowledge Base
■ Manage Sharing for External Site Users

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Heroku
Getting Started How To
▶ Enterprise Fast Start ■ Plan for Application Scaling
■ Onboarding & Implementation Strategy ■ Solution Proposal

Insights Review
■ Application Performance Assessment ■ Application Outage Review
■ Heroku Postgres Assessment ■ Operational Review
■ Technical Discovery

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries
Getting Started How To
● Salesforce Industries for Communications, Media, Energy ■ Salesforce Scheduler: Best Practices
▶ OmniStudio
▶ Set Up Salesforce Scheduler**

** Also appears in the Platform section.

Insights
▶ Development Lifecycle Recommendations

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Communications
Getting Started
■ Best Practices

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Consumer Goods
Getting Started How To
▶ Feature Overview ■ Best Practices

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Financial Services
Getting Started How To
● Financial Services ▶ Use Transition Assistant
● Set Up Insurance with FSC ■ Best Practices
▶ Transition Assistant-Insurance Edition

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Healthcare & Life Sciences
Getting Started How To
● Health Cloud for Payers and Providers ▶ Referrals & Provider Relationship Management
● Planning Your Implementation ▶ Use Transition Assistant With Health Cloud
▶ MedTech and Pharma Implementations ■ Best Practices

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Manufacturing
Getting Started How To
▶ Feature Overview ■ Best Practices

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Industries Public Sector
How To
▶ Government Cloud: Plan Your Org Migration

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Marketing
Getting Started Getting Started (continued)
● Advertising: Segmenting and Activating Audiences ▶ Personalization: Planning for Success
● Engagement: Build, Test, and Send Email ■ Customer Data Platform: Best Practices
● Engagement: Deliverability Fundamentals ■ Customer Data Platform: Mapping Fundamentals
● Engagement: Email Personalization Basics ■ Engagement: Design & Strategy for Email Marketing
● Intelligence: Data Canvas Visualization
● Intelligence: Data Harmonization
● Intelligence: Data Model
● Intelligence: Data Upload & Mapping
● Intelligence: Plan your Implementation
● Intelligence: Platform Overview
● Journey Builder: Journey Strategy
● Personalization: Prepare for Implementation
▶ Customer Data Platform: Prepare for Implementation
▶ Engagement: Data and Segmentation Basics
▶ Engagement: Distributed Marketing
▶ Feature Overview
▶ Mobile Studio

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Marketing (continued)
How To Insights
● Engagement: Einstein Feature Overview ● Engagement: Reporting and Tracking
● Engagement: Manage Your Data and Contacts ■ Engagement: Intelligence Reports for Engagement
● Engagement: Use Marketing Cloud Connect
● Intelligence: Ready to Go Live
● Journey Builder: Set Up a Journey
● Personalization: Navigate the Platform
● Personalization: Prepare for Launch
■ Audience Studio: Uncover Audience Insights
■ Engagement: Automate Data Imports
■ Engagement: Automate Email Segmentation
■ Engagement: Data and Contacts Feature Overview Review
■ Intelligence: Data Mapping ● Intelligence: Admin Tips & Tricks
■ Journey Builder: Use Journey Builder ■ Engagement: Health Check
■ Intelligence: Go Further

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 MuleSo
Getting Started How To
● Center for Enablement ● Implement Automation Beyond the Basics
● Onboarding to the Anypoint Platform
● Project Success on the Anypoint Platform
● Robotic Process Automation and the Anypoint Platform

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Net Zero
Getting Started
● Introduction to Net Zero Cloud

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Pardot
Getting Started How To
● Empower Your Sales Users ● Einstein Feature Overview
● New Admin Onboarding ● Integrate with Google Ads and Analytics
● Personalization Through Automation ● Send List Emails
● Prepare for Implementation ● Use Automation Tools
▶ Switching to Pardot Lightning App ● Use Forms and Landing Pages
■ Enhanced Builders in Lightning ● Use Salesforce Campaigns
● Use Salesforce Engage
■ Account Based Marketing Strategy
■ Email Marketing Strategy
Insights
■ Manage Leads
● B2B Marketing Analytics
■ Use Engagement Studio
■ B2BMA Advanced Utilization
■ B2B Marketing Analytics Basics
■ Reporting Review
● Database Hygiene Assessment
● Health
■ Salesforce Integration Technical Audit
■ Usage Assessment

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Platform
Getting Started How To
● Application Security ● Back Up, Manage, and Restore Salesforce Data
● Data Modeling 101 ● Design and Integration Tools
● Install and Connect MuleSoft Composer ● Salesforce Shield
● Introducing Hyperforce ● Transition to Salesforce Flow
● Lightning Configuration and Customization ▶ Plan Your Chatter Adoption**
▶ Einstein Next Best Action ▶ Sandbox Design
▶ Flow Orchestration ■ App Development with Salesforce DX
▶ Multi-Factor Authentication ■ Set Up Single Sign-On
▶ Set Up Salesforce Scheduler
■ Automating with Salesforce Flow ** Also appears in the Experience Cloud section.

Review Guided Onboarding for the Salesforce Platform

Learn more about this 4-week program here.
● Lightning Readiness Assessment
■ Org Health
■ Performance Assessment
■ Salesforce Data Quality
■ Security Maturity Assessment

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Revenue
Getting Started How To
● Salesforce CPQ: Pricing ● Salesforce CPQ: Build a Bundle
● Salesforce Billing ● Salesforce CPQ: Manage Renewals and Amendments
■ Salesforce CPQ ● Salesforce CPQ: Set Up Advanced Approvals
▶ Salesforce Billing: Generate an Invoice
■ Salesforce CPQ: Create a Product Catalog
■ Salesforce CPQ: Guided Selling
■ Salesforce CPQ: Use Price Rules
■ Salesforce CPQ: Use Product Rules
■ Salesforce CPQ: Use Quote Templates

Review
■ Salesforce CPQ: Optimization Assessment

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Sales
Getting Started How To
● Admin Fast Start ● Get the Most out of Forecasting
● Campaign Management ● Improve Efficiencies with Key Lightning Features
● Considerations for Accounts and Contacts ● Managing Activities in Lightning
● Email Templates ● Manage Leads
● Einstein ● Set Up and Keep Track of Opportunities
● Sales Engagement (High Velocity Sales) ■ Console Design
● Sales Engagement Reporting (HVS) ■ Get the Most out of Enterprise Territory Management
● Set Up Einstein Activity Capture ■ Prevent Duplicate Records
● Set Up Sales Enablement ■ Salesforce Maps: Layer Creation
● Set Your Implementation Up for Success ■ Set Up Gmail Integration
▶ Salesforce Maps Fast Start ■ Set Up Gmail Integration with Inbox
▶ Salesforce Meetings ■ Set Up Home Page
■ Admin Basics ■ Set Up Lead or Opportunity Workspace
■ Set Up Outlook Integration
■ Set Up Outlook Integration with Inbox
■ Set Up Path in Lightning

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Sales (continued)
Insights Review
● Design Reports and Dashboards ■ Health Check
■ Email Integration Security
■ Enterprise Territory Management & Territory Planning
■ Level Up Your Reports and Dashboards
■ Opportunity Management for Products and Price Books

Guided Onboarding for Sales Cloud

Learn more about this 4-week program here.

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Salesforce Mobile
Getting Started How To
▶ Platform Fast Start ■ Improve Adoption

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Salesforce.org Education
Getting Started How To
▶ Education Data Architecture (EDA) ■ Set Up Social Studio for Nonprofits and Higher Education
▶ Using Student Success Hub

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Salesforce.org Nonprofit
Getting Started
● Essential Admin Skills for Nonprofits
● Nonprofit Success Pack for Fundraising
▶ Best Practices in Online Fundraising with Elevate
▶ Contact & Household Management in NPSP
■ Case Management for Human Services
■ Contact & Household Management in NPSP
■ Nonprofit Cloud for Program Management
■ Volunteers for Salesforce
Insights
● Reports and Dashboards in Nonprofit Success Pack (NPSP)
■ Advanced Reports & Dashboards in NPSP
● Webinar Session and Video ▶ Video ■ Individual Session
How To
● Set Up Campaigns for Nonprofit Fundraising
▶ Set Up Levels and Engagement Plans in NPSP
▶ Track Soft Credits in Nonprofit Success Pack
■ Automating with Salesforce Flow for Nonprofits
■ Get Your Data into Nonprofit Success Pack (NPSP)
■ Manage Activities in Nonprofit Success Pack (NPSP)
■ Prevent Duplicates in Nonprofit Success Pack (NPSP)
■ Set Up Social Studio for Nonprofits and Higher Education
■ Use Email Functionality to Engage Nonprofit Stakeholders
Review
■ Org Health for Nonprofits
Menu
 Service
Getting Started How To
● Agent Productivity Features ● Automate Your Case Management
● Chat for Lightning ● Design Your Lightning Console
● Digital Engagement ● Einstein Bots NLP Tuning
● Einstein Bots ● Field Service: Schedule Optimization
● KCS in Lightning ● Import External Content in Lightning Knowledge
● Messaging for Web and In-App ● Plan “Salesforce Knowledge” in Lightning
● Service Cloud Einstein ● Set Up Entitlements & Milestones
● Slack for Service ▶ Plan Your Lightning Knowledge Transition
● Voice ■ Automate Work Distribution With Omni-Channel
▶ Omni-Channel ■ Deploy Chat
■ Lightning

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Service (continued)
Insights Guided Onboarding for Service Cloud
Learn more about this 5-week program here.
● Dashboards Fast Start
■ Dashboard Design

● Webinar Session and Video ▶ Video ■ Individual Session Menu

 Strategy & Planning
Getting Started How To
● Change Management ● Approaches to a Center of Excellence
● Governance Framework ● Manage the Salesforce Development Lifecycle
● Vision and Strategy ▶ Org Migration Best Practices

Insights Review
■ Single vs. Multi-Org Implementation Planning ● Salesforce Maturity Assessment
■ Improve Salesforce Adoption

● Webinar Session and Video ▶ Video ■ Individual Session Menu

Additional Session
Languages
We support some Expert Coaching Sessions
in additional languages. Explore the French,
German, Italian, Japanese, Portuguese, and
Spanish catalogs below.

French German

Italian Japanese

Portuguese Spanish

Menu
Resource 2

Guided Onboarding
 Guided Onboarding
for Sales Cloud
Week 1
Get expert guidance on starting your Kickoff: Prepare for Success
Sales Cloud journey.

A 4-week guided onboarding program for

Week 2
Sales Cloud admins. Plan Your Implementation

Led by a Salesforce expert who will share

how to successfully prepare for, configure,
and launch Sales Cloud. Week 3
Create the User Experience
Learn the hands-on skills you need to be
successful with Sales Cloud and the
resources you can lean on after your
implementation. Available to Premier and Week 4
Deploy and Empower Users
Signature Success Plan customers.

Register Now
 Guided Onboarding Week 1

for Service Cloud Kickoff: Set Yourself

Up for Success

Get expert guidance on starting your

Service Cloud journey.
Week 2
Set Up and Manage Cases
A 5-week guided onboarding program for
Service Cloud admins.

Led by a Salesforce expert who will share Week 3

how to successfully prepare for, configure, Boost Agent Productivity

and launch Service Cloud.

Learn the hands-on skills you need to be

successful with Service Cloud and the Week 4
Service Reporting
resources you can lean on after your
implementation. Available to Premier and
Signature Success Plan customers.
Week 5
Self Service

Register Now
 Guided Onboarding
for the Salesforce Platform Week 1
Get expert guidance on starting your Kickoff: Set Yourself
Up for Success
Salesforce Platform journey.

A 4-week guided onboarding program for Week 2

Salesforce Platform admins. Lightning Configuration
and Customization
Led by a Salesforce expert who will share
how to successfully prepare for, configure,
and launch the Salesforce Platform. Week 3
Application Security
Learn the hands-on skills you need to be
successful with Salesforce and the
resources you can lean on after your
Week 4
implementation. Available to Premier and Automation and
Signature Success Plan customers. Access Management

Register Now
Resource 3

Office Hours (Ask an Expert)

 Office Hours (Ask an Expert)
Talk with Salesforce experts and learn from your peers.
Join us as we answer adoption, best-practice, and how-to
questions live! Available to Premier and Signature
Success Plan customers.

Discuss the following topics and more:

Sales Cloud Pardot
Service Cloud CRM Analytics
Marketing Cloud Premier Success Plan

Find more discussion topics and register for a session today!

Register Now
 Explore More Resources

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