Admin Training for Salesforce

Admin Training for Salesforce

These are the Admin courses for Salesforce Edition.

Admin - Foundations - SFDC
Admin - Foundations - SFDC
Learn the basics of Gainsight from an Administrative perspective. This course covers the following topics: What is Gainsight, Help Tools, What is an Admin, Vocabulary, Gainsight Architecture, and What is Best Practice Library
FREE
Admin - Basic Data Management - SFDC
Admin - Basic Data Management - SFDC
This four part course covers the following: Data Spaces, Data Management, MDA, Key Concepts, MDA Interface, and Loading Data to MDA Objects
FREE
Admin - Basic Rules Engine - SFDC
Admin - Basic Rules Engine - SFDC
This four part course prepares you to work with the Rules Engine and build Rules in Gainsight. This course covers the following topics: Rules Engine Overview, Anatomy Of A Rule, Creating A Rule - Walk Thru, Best Practice Tips, and Troubleshooting
FREE
Admin - Reports & Dashboards - SFDC & NXT
Admin - Reports & Dashboards - SFDC & NXT
This course will prepare you to design Reports and Dashboards.
FREE
Admin - Scorecards - SFDC & NXT
Admin - Scorecards - SFDC & NXT
This course overviews Scorecard 2.0 uses, configuration and best practices including uses for Multiple Scorecards and their configuration.
FREE
Admin - Cockpit & Playbooks - SFDC & NXT
Admin - Cockpit & Playbooks - SFDC & NXT
This course will prepare you to work with Cockpit, CTAs and Playbooks. This course covers the following topics: Understand Cockpit Functionality, Manual Creation and Editing of CTAs, Create and Manage Playbooks, and Leverage Best Practice Library for Playbooks
FREE
Admin - C360 & Timeline - SFDC & NXT
Admin - C360 & Timeline - SFDC & NXT
This course reviews Customer 360 configuration and best practices. We dive into managing Timeline including customizing fields for tracking activity related data. And lastly look at the G360 Feature and its use.
FREE
Admin - Journey Orchestrator - SFDC & NXT
Admin - Journey Orchestrator - SFDC & NXT
This 2 part course will prepare you to work with Gainsight's Journey Orchestrator tools. This course covers the following topics: Introduction to Journey Orchestrator, Program Models, Prep Steps, Creating an Outreach, Adding Participants, Building Your Model, Outreach Status, and Best Practice Tips
FREE
Admin - Surveys - SFDC
Admin - Surveys - SFDC
This course will prepare you to work with the Survey feature within Gainsight.
FREE
Admin - Success Plans - SFDC & NXT
Admin - Success Plans - SFDC & NXT
This course will prepare you to use Gainsight's Success Plans. This course covers the following topics: Overview of Success Plans, Use Case Examples, Anatomy Of A Success Plan, and Prep Work & Exercise
FREE
Admin - Advanced Rules Engine - SFDC
Admin - Advanced Rules Engine - SFDC
This 2 part course will prepare you to work with advanced features of Gainsight's Rules Engine. This course covers the following topics: Using Merge, Pivot and Transformation Tasks, Sourcing Both Salesforce And MDA Data, and Creating Actions to Load Data, Set Scores, Create CTAs
FREE
Admin - Advanced Data Management - SFDC
Admin - Advanced Data Management - SFDC
This three part course will prepare you to work with Gainsight's Data Management tools including S3. This course covers the following topics: MDA Deep Dive, Using S3 Connector, Core Concepts, and Exercises & Workshop
FREE
Admin - Business Modeler - SFDC
Admin - Business Modeler - SFDC
This course will prepare you to use Gainsight's Business Modeler tools. This course covers the following topics: Overview Of Relationships, Explore Use Cases, Relationship Configuration, and Configuring R360
FREE