Expert Coaching

(Accelerators)
Catalog

Updated February 21, 2022

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Expert Coaching (Accelerators) Catalog
Expert Coaching includes targeted, outcome-based sessions that cover a range of topics from getting started to
governance. This catalog includes links to three types of Expert Coaching: webinar sessions, individual sessions, and
videos. Find your product, explore the available resources, and grow your skills with Salesforce experts.

Select a Product Learn More

Get Help Booking an

Individual Session

Sales Service Marketing Commerce Pardot Experience Get Started

Register for an
Upcoming Session
Platform Tableau CRM Heroku Salesforce Industries Governance Salesforce Mobile
Find Sessions

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Revenue Salesforce.org Work.com Success Plans

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Customers with Premier and Signature Success Plans can schedule individual sessions at no additional cost.
For more info, get to know our Success Plans.
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

One-hour engagements on a specific
topic. Available to Premier and Signature
Success Plan customers.
Recorded Expert Coaching Sessions that
give you the flexibility to learn at your
own pace and on your own schedule.
Available to all customers.
Personalized sessions with Salesforce
experts to help you overcome obstacles
and drive long-term success. Available to
Premier and Signature Success Plan
customers.

Premier and Signature Success Plan customers can request

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

Requires Premier or Signature Success Plan

Expert Coaching Videos
Did you know? Most of our Expert
Coaching webinars are also available
via video, so you can get the
Salesforce expertise you need—when
you need it—on your schedule.

Keep Exploring

Ask an Expert Office
Hours
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.
Register for a Session
Topics
● Ask a B2C Commerce Cloud Expert
● Ask a Tableau CRM Expert
●
●
Ask a Lightning-Transition Expert
Ask a Marketing Cloud Expert
Ask a Maps Expert
●
● Ask a Pardot Expert
● Ask a Social Studio Expert
●
●
Ask a Sales Cloud Expert
Ask a Service Cloud Expert
● Ask a Revenue Cloud Expert
● Ask an Experience Cloud Expert
Experience Cloud: Show Me How
●
● Ask a Change Management Expert
● Ask a Governance Expert
● Ask an Expert: Vision & Strategy
● Ask a Financial Services Cloud Expert
● Ask a Consumer Goods Cloud Expert
● Ask a Manufacturing Cloud Expert
● Ask an Expert - Scheduler
● Ask a Health Cloud Expert
Premier Success Plan
Get the most out of your Salesforce technology with
specialized guidance
● Realize value from day one

● Deploy new innovations and capabilities with confidence

● Boost productivity and keep your vision on track

Register for the Getting Started: Premier Success Plan webinar.

● Getting Started: Premier Success Plan

Register Now
 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
● High Velocity Sales ● Set Up and Keep Track of Opportunities
● Sales Cloud Einstein ■ Console Design
● Set Up Einstein Activity Capture ■ Get the Most out of Enterprise Territory Management
● Set Up myTrailhead ■ Prevent Duplicate Records
● Set Your Implementation Up for Success ■ Salesforce Maps: Layer Creation
▶ Salesforce Maps Fast Start ■ Set Up Gmail Integration
▶ Salesforce Meetings ■ Set Up Gmail Integration with Inbox
■ Admin Basics ■ Set Up Home Page
■ 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 Return to menu

 Sales (continued)
Insights
● Design Reports and Dashboards
■ Activity Dashboards
■ Enterprise Territory Management & Territory Planning
■ Level Up Your Reports and Dashboards
■ Opportunity Management for Products and Price Books

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Service
Getting Started How To
● Agent Productivity Features ● Automate Your Case Management
● Chat for Lightning ● Design Your Lightning Console
● Digital Engagement ● Deploy Messaging
● Einstein Bots ● Einstein Bots NLP Tuning
● Service Cloud Einstein ● Field Service: Schedule Optimization
● Voice ● Import External Content in Lightning Knowledge
▶ Omni-Channel ● Plan “Salesforce Knowledge” in Lightning
■ Field Service: Lightning ● Plan Your Lightning Knowledge Transition
■ Service Cloud: Lightning ● Set Up Entitlements & Milestones
■ Automate Work Distribution With Omni-Channel
■ Deploy Chat
■ Plan Your CTI Implementation

Insights Review
● Dashboards Fast Start ■ Lightning Transition Readiness
■ Dashboard Design

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Marketing
Getting Started How To
● Admin + Deliverability ● Einstein Feature Overview
● Advertising Studio ● Journey Builder: Set Up a Journey
● Building, Testing + Sending Email ● Manage Your Data and Contacts
● Data and Segmentation Basics ● Social Studio: Set Up Social Studio Automate
● Email Studio: Email Personalization Basics ● Use Marketing Cloud Connect
● Interaction Studio: Prepare for Implementation ■ Audience Studio: Uncover Audience Insights
● Journey Builder: Journey Strategy ■ Automate Data Imports
● Social Studio ■ Email Studio: Automate Email Segmentation
● Social Studio: Social Listening
▶ CDP: Prepare for Implementation
▶ Feature Overview
▶ Multi-Factor Authentication
■ Design & Strategy for Email Marketing
Insights
● Email Reporting and Tracking

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Commerce
Getting Started How To
● Einstein Product Recommendations [B2C] ● Organize Your Teams [B2B]
● Metrics and Analytics [B2B] ▶ Custom Reporting for Salesforce Order Management [B2C]
● Metrics and Analytics [B2C]
● Onsite Marketing & Promotions [B2C]
● Onsite Search [B2C]
● Page Designer [B2C]
● Products and Catalogs [B2C]
● Set Up Your Org on Lightning Experience [B2B]
● Sorting Rules [B2C] Insights

▶ Manage the Product Lifecycle [B2C] ■ Feature Adoption Checklist [B2C]

▶ Multi-Factor Authentication [B2C]

▶ PWA Kit and Managed Runtime [B2C]
Review
▶ Salesforce Order Management [B2C]
■ Einstein [B2C]
■ Search Engine Optimization (SEO) [B2C]
■ Improve Add to Basket Rate [B2C]
■ Onsite Search [B2C]
■ Sorting Rules [B2C]

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Pardot
Getting Started How To
● Empower Your Sales Users ● Integrate with Google Ads and Analytics
● New Admin Onboarding ● Send List Emails
● Personalization Through Automation ● Use Forms and Landing Pages
● Prepare for Implementation ● Use Salesforce Campaigns
▶ Google Organic Basics ● Use Salesforce Engage
▶ Switching to Pardot Lightning App ■ Email Marketing Strategy
■ Manage Leads
■ Use Automation Tools
■ Use Engagement Studio
Insights
● B2B Marketing Analytics
■ Reporting

Review
● Health
■ Database Hygiene Assessment
Advanced ■ Optimize Your Pardot and Salesforce Integration
▶ Global Marketing Strategy

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Experience
Getting Started How To
■ Self-Service Experience Fast Start ■ Build a Self-Service Experience Site
■ PRM Portal Fast Start ■ Build a PRM Portal
■ Community Management
■ Create a Public Knowledge Base
■ Manage Sharing for External Site Users
■ Plan Your Chatter Adoption

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Platform
Getting Started How To
● Application Security ● Back Up and Manage Salesforce Data
● Data Modeling 101 ● Design and Integration Tools
● Lightning Configuration and Customization ● Salesforce Shield
▶ Multi-Factor Authentication ● Transition to Salesforce Flow
▶ Set Up Salesforce Scheduler ■ App Development with Salesforce DX
■ Automating with Salesforce Flow ■ Plan Your Chatter Adoption**
■ Sandbox Design
■ Set Up Single Sign-On

Review
● Lightning Readiness Assessment
■ Org Health
■ Salesforce Data Quality
■ Security Maturity Assessment

** Also appears in the Experience Cloud section.

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

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

Insights Review
■ Tableau CRM: Visualize Your Data ■ Tableau CRM: Health Check

● Webinar Session and Video ▶ Video ■ Individual Session Return to 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 ■ Security Review

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Salesforce Industries
Getting Started
▶ OmniStudio

Insights
▶ Development Lifecycle Recommendations

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Industries | Consumer Goods Cloud
Getting Started
▶ Feature Overview

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Industries | Financial Services Cloud
Getting Started How To
● Financial Services ▶ Use Transition Assistant

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Industries | Health Cloud
Getting Started How To
● Health Cloud ▶ Referrals & Provider Relationship Management
● Planning Your Implementation

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Industries | Manufacturing Cloud
Getting Started
▶ Feature Overview

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

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

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Governance
Getting Started How To
● Change Management ● Approaches to a Center of Excellence
● Governance ● Manage the Salesforce Development Lifecycle
● Vision and Strategy ■ Design a Salesforce Org Strategy

Review
● Salesforce Maturity Assessment
■ Improve Salesforce Adoption

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

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

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

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

Review
■ Salesforce CPQ: Optimization Assessment

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Salesforce.org | Nonprofit Cloud
Getting Started
● Contact and Household Management in NPSP
▶ Welcome to Premier Success for Nonprofits
■ Best Practices in Online Fundraising with Elevate
■ Case Management for Human Services
■ Essential Admin Skills for Nonprofits
■ Nonprofit Success Pack (NPSP) for Fundraising
■ 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
■ 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 Campaigns for Nonprofit Fundraising
■ Set Up Levels and Engagement Plans in Nonprofit Success Pack
(NPSP)
■ Track Income in Nonprofit Success Pack (NPSP)
■ Track Soft Credits in Nonprofit Success Pack (NPSP)
■ Use Design Thinking to Achieve Your Project Goals
■ Use Email Functionality to Engage Nonprofit Constituents
Review
■ Org Health for Nonprofit Cloud
Return to menu
 Salesforce.org | Education Cloud
Getting Started How To
▶ Education Data Architecture (EDA) ■ Develop a Digital Engagement Strategy for Education
▶ Using Student Success Hub ■ Implement a Case Management Strategy for Education
▶ Welcome to Premier for Education Cloud ■ Plan Your Student Experience Community
■ Governance in Higher Education ■ Use Design Thinking to Achieve Your Project Goals

Insights
■ Report in Education Data Architecture (EDA)

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Salesforce.org | Marketing Cloud
Getting Started How To
■ Marketing Cloud for Nonprofits and Higher Education ■ Set Up Social Studio for Nonprofits and Higher Education

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

 Work.com
Getting Started
● Work.com

● Webinar Session and Video ▶ Video ■ Individual Session Return to menu

Still Have
Questions?
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and be inspired by Salesforce experts and
customers like you. Join the Trailblazer
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