Build Salesforce Industries Skills with New Trailhead Academy Classes

We’re excited to offer nine new Salesforce Industries classes to empower your teams to skill up and transform the way you work with customers.

Amy Regan Morehouse
The Trailblazer
5 min readMay 5, 2021

--

Trailhead characters Astro, dressed in scrubs, and Codey, dressed in business attire with a Salesforce Industries badge featuring purple buildings all set against a purple background. The heading reads Salesforce Industries now on Trailhead Academy.

Over the past year, businesses have experienced major change as they pivot fast, finding new ways to operate and reach their customers.

Every industry is shifting gears; doctors and nurses shifted from in-person to virtual appointments, and brick-and-mortar stores shifted to online and curbside pickup.

Making this move isn’t a nice-to-have, it’s an imperative — and Salesforce is here to help customers from every industry with new purpose-built apps we call Salesforce Industries.

Introducing Salesforce Industries

Imagine you’re a health insurance provider looking to transform the way you work. Your customers want a personalized and seamless experience across every interaction, and that means integrating data across systems to allow them to find the right health insurance plan.

But the way you do work as a health insurer is very different from, for example, how a retailer or bank does business. You want all the goodness of Salesforce, but you want it to speak the language of your industry right out of the box.

Makes sense, right? That’s where Salesforce Industries comes in.

Our solutions empower companies to digitally transform faster than ever by providing applications that are tailored to their unique industry. In addition to the applications themselves, you’ll also get new tooling that allows you to build personalized, guided experiences for your customers.

And where there’s new tooling, there are new ways to skill up on Salesforce Industries⁠ — here’s where our experts can help.

Skill up with Salesforce Industries expert-led classes

Trailhead Academy empowers you to build expertise across your organization and improve the way your business uses Salesforce. Salesforce experts share insights, tips, and best practices via virtual and in-person classes and private workshops.

With in-depth explanations, real-world scenarios, and live Q&A sessions, learning directly from Salesforce experts is one of the best ways to get a deeper understanding of Salesforce and, now, Salesforce Industries.

We’re so excited to introduce nine new Salesforce Industries classes designed to give your teams the skills and knowledge they need to accelerate the value of Salesforce Industries applications.

Our Salesforce Industries experts are here to share their knowledge, answer questions, and provide best practices, tips, and tricks so your teams feel capable and confident building applications and solutions tailored to your industry.

Let’s take a look at these new classes and how they can help your business transform the way you engage with your customers.

1. Build Guided Experiences with OmniStudio

  • Develop engaging, digital-first, guided experiences using OmniStudio tools.
  • Use FlexCards, OmniScripts, and the OmniStudio data tools to configure applications that elevate the user experience.
  • Learn more and register for this 5-day virtual course.

2. Build CPQ Solutions for Industries

  • Develop Configure, Price, Quote (CPQ) solutions using Industries CPQ to ensure your customers get the right products and the right prices at the right time.
  • Learn more and register for this 5-day virtual course.

3. Design and Build a Working Industries CPQ Solution

  • Roll up your sleeves and work individually or in teams to analyze product requirements outlined in a complex business scenario, and then design and model a product bundle.
  • Learn more and register for this 4-day virtual course.

4. Manage and Fulfill Orders with Industries Order Management

  • Build and manage end-to-end order fulfillment processes using Industries Order Management.
  • Break down orders into sub-orders tailored for downstream systems, and manage orders through their lifecycle to ensure customers get the right products and services delivered on time.
  • Learn more and register for this 4-day virtual course.
Trailhead character, Astro, dressed in scrubs to represent Health Cloud.

5. Build Quoting Experiences for Health Cloud

  • Develop digital-first quoting experiences for Health Cloud.
  • Define new health plan product offerings and implement rating matrices to calculate prices.
  • Build an engaging quoting experience in OmniScript.
  • Learn more and register for this 3-day virtual course.

6. Transform CLM and Document Generation Processes for Health & Insurance

  • Build and simplify contract and document generation processes for Health and Insurance companies using Contract Lifecycle Management (CLM).
  • Manage contracts through their lifecycle, and design document templates to generate personalized contract documents and fee schedules.
  • Learn more and register for this 1-day virtual course.
Trailhead character, Codey, dressed in business attire to represent Insurance.

7. Build Quoting Experiences for Insurance

  • Develop digital-first quoting experiences for insurance customers.
  • Define new insurance product offerings, and implement rating matrices to calculate prices and build an engaging quoting experience in OmniScript.
  • Learn more and register for this 3-day virtual course.

8. Design Product Models for Insurance Applications

  • Design product models that serve as the foundation for insurance quoting processes.
  • Analyze insurance policies and design product specifications tuned to specific types of insurance policies.
  • Learn more and register for this 1-day virtual course.
Trailhead character, Appy, with a headset to represent communicatiuons.

9. Transform CLM and Document Generation Processes for CME

  • Build contract and document generation processes for Communications, Media, and Energy & Utilities (CME) companies using CLM and Document Generation.
  • Manage contracts through their lifecycle and design document templates to generate personalized contract documents.
  • Learn more and register for this 2-day virtual course.

We’re here with you at every stage of your Salesforce Industries learning journey.

Whether you’re getting started with the Get to Know OmniStudio trail on Trailhead, going deeper with Salesforce experts in virtual and in-person classes, or validating your expertise with a Salesforce credential, we’re here to help your business succeed.

Earn a Salesforce Industries credential

With more than 30 role-based certifications and 18 domain-based superbadges, we’re thrilled to expand the Salesforce Credentials program to now include three new Salesforce Industries credentials.

These credentials prove you have the skills needed to design and implement Salesforce Industries solutions in two specific domains: OmniStudio and Industries CPQ.

Ready to skill up on Salesforce Industries?

We know there’s been a LOT of change, and a big part of keeping up with the pace is having a skilled workforce that adapts and thrives using new technology.

If you’re ready to start skilling up your teams on Salesforce Industries and want to thrive with amazing tips from our Salesforce experts, look no further.

Register today for one of our Salesforce Industries virtual, expert-led classes and get ready to transform the way your business engages with customers.

--

--

Amy Regan Morehouse
The Trailblazer

SVP, Trailhead GTM — Trailhead Academy & myTrailhead. Wife, mother, daughter, friend. Life long learner.