Web Age Solutions Inc
Providing Technology Training and Mentoring For Modern Technology Adoption
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US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887

Business Analysis Webinars

Recorded webinars

Salesforce Data Quality and Organization – Accounts and Contacts

Coming Soon!
Presenter: Chris Ude
Recorded on: February 27, 2020
Duration: 1 hour

Description: Software at its best is all about organizing, simplifying and automating the information and tasks of the real world. So it can be frustrating when getting real world data into something like a Customer Relationship Management (CRM) tool feels like fitting a square peg into a round hole. What if we want to track customers and partners in the system–and even competitors–but we care about completely different company details for each type? What if we work with a national or global customer who has multiple separate offices that roll up to a central parent company? How can we denote that a person who works for one of our customers is also a referral partner to multiple other customers? Is there a way to follow the history of those people who seem to change jobs but stay within the ecosystem of our customers? Thankfully Salesforce gives us many Data Quality and Organization tools right out of the box. It’s easy to configure them, but many of us don’t even know what they are or when to use them. This webinar will expose you to some Data Quality and Organization features related to Accounts and Contacts that you may not even know existed, or have heard of, but haven’t yet figured out how they would help you, including:

– Record Types
– Account Hierarchy
– Account Teams
– Related Contacts
– More!

Salesforce Lightning Report Builder

play buttonPresenter: Chris Ude
Recorded on: December 19, 2018
Duration: 2 hours

Description:
Salesforce Lightning was introduced in the Winter ’16 release, but reporting continued to rely on the Classic report builder until the Summer ’18 release, when the new–and very slick–Lightning report builder became generally available. This 2 hour webinar covers key Lightning report builder topics from the Introduction to Salesforce Administration & Configuration–Lightning class (SPADM-203L). Attendees will be exposed to the Lightning report builder, learn how it compares to the Salesforce Classic report builder, and learn how to create, customize and view Summary and Joined Reports in Lightning.
Topics:
• Create a Matrix Report in Lightning Report Builder
• Group and Filter Reports in Lightning Report Builder
• Edit Joined Reports with Lightning Report Builder (Beta)
• A look at the Enhanced Run Page (Beta)

Business Architecture Essentials

play buttonPresenter: Mikhail Vladimirov, Director of Curriculum Architecture, Web Age Solutions Inc.
Recorded on: July 17, 2014
Duration: 1 hour

Description: Business Architecture is a relatively new discipline and in practice there is no general consensus as to what Business Architecture exactly is. In this webinar, we will present some of the approaches that make Business Architecture a practical proposition in the context of an Enterprise.

REAL-TIME DATA AND THE DATA WAREHOUSE

play buttonPresenter: Jim Cody
Recorded on: June 24, 2014
Duration: 1 hour

Description: As consumers of data engage more with easy-to-use tools and vast volumes of data, the demand for real-time access is also increasing. Real-time information is becoming more critical for business decisions and providing services to customers. This webinar explores the impact of providing real-time data on delivering data to consumers, extracting and storing data and overall data warehouse operations.

5 EASY STEPS TO PREPARE FOR THE CBAP® / CCBA® EXAM

play buttonPresenter: Dayle Beyer
Recorded on: June 4, 2014
Duration: 30 min.

Description: Join for 30 minutes to get information to get accelerated exam preparation tips from real-world experienced certified exam preparation trainers who will inspire you to accelerate your learning and reduce your stress.

US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887