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Exam Code: Salesforce-Certified-Marketing-Cloud-Consultant Certified Marketing Cloud Consultant teaching January 2024 by team

Salesforce-Certified-Marketing-Cloud-Consultant Certified Marketing Cloud Consultant

The Salesforce Marketing Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with the Marketing Cloud Email application and demonstrate the knowledge and expertise in each of the areas below.

Discovery: 15%

Provided with a set of business requirements, determine what additional information is needed to design the recommended solution.

Provided with a list of branding and creative strategies, probe for additional information that is needed to recommend an appropriate solution.

Provided a customer environment and goals, determine the viability of external systems that need to be included in the solution (for example; POS, CRM, eCommerce, data warehouse, data source inputs).

Demonstrate how to gather requirements in order to put together the data and segmentation strategy for the customer (for example; frequency, complexity, volume of sending).

Given a scenario that includes customer information about subscriber acquisition, management, and attrition, utilize this information to select solution components.

Given a solution, recommend the appropriate customer skill sets required to utilize the Marketing Cloud application.

Conceptual Design: 12%

Analyze customer data to determine the appropriate data model (for example; List model, Data Extensions).

Given a scenario, determine the appropriate solution for given requirements considering technical expertise of personas (for example; Automation Studio vs. Journey Builder).

Given a narrative data flow, select the correct data flow diagram that depicts that data flow.

Given a customer scenario, identify which User Stories are appropriate to use for accessing Marketing Cloud.

Given a customer scenario, determine the factors to consider when scaling the solution.

Articulate how data construct will drive one-to-one messaging and content.

Explain the purpose of IP Warming and make a recommendation based on customer needs.

Marketing Cloud Connect: 6%

Understand the prerequisites to consider prior to starting a Marketing Cloud Connect configuration (for example; Salesforce edition, list of integration users, scope user, administrator credentials).

Understand how to send an email to a contact, lead, campaign, and report via the Sales/Service Cloud and Marketing Cloud (for example; sending, triggered, automated).

Understand how Sales/Service Cloud data in the Marketing Cloud can be segmented.

Account Configuration: 10%

Given a customer scenario, recommend the appropriate Marketing Cloud role based on User Stories.

Determine which type of customer scenario warrants the creation of a business unit (for example; publication types, demographic, workflow processes, and organizational structure).

Given a scenario, troubleshoot issues regarding Reply Mail Management.

Analyze the impact of applying a Sender Authentication Package (SAP) to a business unit (for example; link wrapping, Landing Pages, image URLs).

Reporting: 5%

Explain how the information in data views and tracking extracts are accessed.

Compare and contrast standard reports, data views, and tracking extracts.

Summarize Send Logs, including when/why to use it and how to create and manage.

Data Design: 12%

Explain the various data objects in the Marketing Cloud (for example; data extensions, list model, data retention model, publication lists, suppression lists).

Understand available data types, retention, and template options when building a data extension.

Understand how data is retrieved within a Relational Data Model (for example; basic SQL).

Given a customer scenario, recommend the appropriate import method with lists or data extensions.

Understand the implications of a system being database of record.

Automation: 8%

Given a customer scenario, select the appropriate workflow that meets the business requirement (for example; import, segmentation, email send).

Compare and contrast triggered and scheduled interactions.

Email Build: 7%

Understand the required steps to build, test, and deploy an email based on customer requirements.

Explain the various ways to individualize email content (for example; AMPscript, personalization strings, Dynamic Content, Guide Template Language).

Compare and contrast the ways to individualize content, such as SSJS vs. AMPscript, Dynamic Content Wizard vs. AMPscript/LookupRows function.

Explain various Marketing Cloud Email technologies (for example; Link Alias tags, Impression regions, Web Analytics Connector).

Contact Builder: 15%

Explain the role and capabilities within Contact Builder.

Understand how cardinality impacts data modeling.

Summarize how to use Data Designer to incorporate data source into Contact Builder.

Given a customer scenario, know how to build an Attribute Group to be used for a simple interaction.

Journey Builder: 10%

Compare and contrast automation tools, such as Journey Builder and Automation Studio.

Given a customer scenario that includes Journey Builder, evaluate the requirements, activities, and steps.

Explain the requirements for and the methods by which a contact can enter a Journey.
Certified Marketing Cloud Consultant
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Certified Marketing Cloud Consultant
Question: 86
Which three statements about Send Log Data is correct?
A. Uses Measures, filters and programs
B. Accessed using query
C. Can be viewed in standard report
D. Can be stored for periods of time
E. Added to a standard view
Answer: A,B,D
Question: 87
Northern Trail Outfitters (NTO) is launching a new campaign, driving it to redesign its data structure. NTO needs to
change the cardinality between two data extensions inside Contact Builder.
What are two consequences of this change? Choose 2 Answers
A. All filters created before will adapt automatically to the new cardinality.
B. All scheduled sends using a filter based on one of the data extensions should be reviewed.
C. A contact may NOT show up in the filter based on one of the data extensions.
D. One of the data extensions must be deleted from the attribute group in order to change the cardinality.
Answer: B,C
Question: 88
The customer has these requirements for storing engagement data in their data warehouse:
* All email open and click activity must be pulled daily from the Marketing Cloud.
* Output files must meet the specific requirements for the data warehouse.
* All the activity must be provided via FTP in one file.
Which automation workflow meets the customer requirements?
A. Report activity that generates Recent Send Summary report > Report delivered directly to FTP
B. Extract activity of Tracking Extracts that combines data into required file > Transfer activity
C. Query activity to pull data view information > Extract activity of data extension > Transfer activity
D. Extract activity of data view tables > Query activity to create the required file > Transfer activity
Answer: C
Question: 89
A large retail company has selected Marketing Cloud and has asked to be fully migrated from their existing platform
in three weeks. They have communicated the following:
* They currently have 3 million customers.
* They email customers twice a week with no known deliverability issues.
* Their contract includes one Sender Authentication Package (SAP).
What response articulates proper IP warming? Choose 2 Answers
A. IP ramp-up takes four to six weeks to be able to fully send to all 3 million customers.
B. IP ramp-up can be accelerated by migrating to pre-warmed IP addresses.
C. IP ramp-up is important to establish a positive sender reputation.
D. IP ramp-up can be bypassed, given their historical lack of deliverability issues.
Answer: A,C
Question: 90
Northern Trail outfitters needs to reduce the amount of work when managing messages to customers, but cannot add
any more personnel due to budget constraints. There has been an increased number of customer purchases on their
website, and the team currently sends batch order confirmations.
What solution will decrease manual workloads on the team and will improve their customers experience?
A. A scheduled automation to send emails to customers who made a purchase daily
B. A triggered automation to send emails to customers who have made a purchase
C. A triggered message to send an email as soon as a customer completes a purchase
D. A user-initiated message to send an email to customers who made a purchase daily
Answer: C
Question: 91
A customers web developer team is creating a form that will leverage a Marketing Cloud REST API endpoint to
upsert rows into a data extension.
How should the consultant create an installed package in Marketing Cloud to facilitate this functionality?
A. Enable the package for all business units in the Marketing Cloud account.
B. Create a separate installed package for each individual web form.
C. Instruct the web team to store the client ID and secret in the client-side code.
D. Ensure the package scope includes Read and Write permissions for data extensions.
Answer: D
Question: 92
Northern Trail Outfitters has determined they will initially deploy messaging to email and SMS channels, but also plan
for social advertising. Customer data originates within their point-of-sale system which communicates to Marketing
Cloud in real-time via API. They want to configure their customer data for long-term cleanliness and maintainability.
Which two best practices should be utilized? (Choose 2 Answers)
A. Configure Contact Builder to automatically generate a unique subscriber key.
B. Define the subscriber key as a unique value that does not relate to a specific channel.
C. Regularly merge duplicate contacts to keep tracking data accurately.
D. When using an external database of record, utilize that systems identifier as the contact key.
Answer: B,D
Question: 93
Northern Trail Outfitters wants to include a view online link in an email template to enable users to view a web page
version of the email.
Which personalization string should they include as the href attribute in the link?
A. %%view_as_webpage%%
B. %%view_email_url%%
C. %%vawp%%
D. %%view_online%%
Answer: A
Question: 94
Why would a contact fail to enter a Journey Builder interaction? Choose 3 Answers
A. The interaction allows re-entry only after exiting, and the contact already exists.
B. The contact falls below the High Water Mark.
C. The interaction has an A/B/n split, and the contact does not meet the criteria.
D. The entry event was not fired via Automation Studio.
E. The contact did not meet the entry criteria.
Answer: A,B,E
Question: 95
An analytics team wants to get real-time updates on transactional email metrics, specifically Sent and NotSent, to
ensure they are fulfilling a legal obligation due to the nature of their messages.
What method should be suggested in this scenario?
A. Platform Events API
B. Data View Export with every send
C. Data Retrieves on the Send Object
D. Event Notification Service
Answer: D
Question: 96
A customer manually imports records for sending. Each record contains a warehouse ID that is shared between
Marketing Cloud and a third-party system. The customer does not have developer resources, but wants to include the
warehouse ID in their tracking parameters so that the third-party system can identify the subscriber.
What should a consultant recommend?
A. Use personalization strings created by selecting the data extension.
B. Use AMPscript variables created from each field in the data extension.
C. Use Dynamic Content rules to select a content area for each subscriber.
D. Use Guide Template Language created for each field in the data extension.
Answer: B
Question: 97
A company is hosting a series of events and wants its customers who register to enter into a journey.
Which two methods are viable configurations for entry? Choose 2 Answers
A. A form hosted on the company website that fires the entry event via REST API.
B. A Smart Capture form hosted in CloudPages that updates a Profile attribute.
C. A Smart Capture form hosted in CloudPages that populates the entry source.
D. A form hosted on the company website that fires the entry event via SOAP API.
Answer: C,D
Question: 98
A financial company wans to use Marketing Cloud to send late payment notices to accounts whose payment due date
lapsed the previous week.
The company has shared the following:
* Payment.csv will arrive on the Enhanced SFTP each Monday at 1 a.m.
* Payments.csv will be encrypted.
* Payments.csv will contain data from the previous week.
* Late payment notices will be sent each Monday at noon.
* They need to receive a file containing customers who opened or clicked on the late payment notice email within five
days after send.
Which automation sequence represents a viable solution?
A. File Transfer > Import File > Filter > Wait > Send Email > SQL Query > Wait > Data Extract > File Transfer
B. Import File > File Transfer > SQL Query > Wait > Send Email > Wait > SQL Query > Data Extract > File
C. File Transfer > File Transfer > Import File > SQL Query > Wait > Send Email > SQL Query > File Transfer
D. File Transfer > Import File > Filter > Wait > Send Email > Wait > SQL Query > Data Extract > File Transfer
Answer: B
Question: 99
Northern Trail Outfitters is noticing a gradual decline in the percentage of conversions per emails sent in their digital
marketing campaign. A new initiative is being adopted to reverse the trend
What action should be taken to increase subscriber engagement? Choose 2 Answers
A. Increase volume of emails to a wider audience.
B. Increase the use of dynamic content in emails.
C. Adopt a Cart Abandonment Email Campaign.
D. Introduce more identity verification steps in check out process.
Answer: B,C
Question: 100
NTO wants not only to send to their best customers, but also those most likely to buy.
What data will be helpful to send out an email which increases purchase frequency? Choose All that apply
A. last purchase date
B. proximity to store
C. lifetime purchase value
D. conversion rate
Answer: A,C,D
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Salesforce Consultant teaching - BingNews Search results Salesforce Consultant teaching - BingNews Best Salesforce Certification Courses

Salesforce skills and certifications are in high demand in the information technology industry and you’ll be positioned to take your career to the next level with a few certifications under your belt. 

But what’s the best way to prepare for the exam? An online Salesforce certification course is an ideal place to start. Whether you’re new to Salesforce or need to brush up on your skills, we’ll go over several options for you to choose from that go beyond an exam guide.

The Best Salesforce Certification Courses

We explored over 100 Salesforce certification courses on the web and come up with our top picks. The featured courses are from LinkedIn Learning, PluralSight, Trailhead and Udemy. While this CRM platform is popular and these names are well-known, you should the platform that make the most sense for your needs.

Here’s a description of each course, who it’s for and the price point. We’ve also categorized the courses by skill level: beginners, intermediate students and advanced students.  

Salesforce Certification Courses for Beginners

These Salesforce Certification Courses are great for if you’re just learning the ropes.

1. The Complete Salesforce Classic Administrator by Udemy

  • Who it’s for: Beginners
  • Price: $19.99

Just $19.99 gets you a seat in this bestselling course from Udemy — it’ll teach you everything you need to know to pass the Salesforce Administrator Certification Exam.

When you enroll, you’ll have instant access to 10.5 hours of on-demand video, 17 articles, 2 downloadable resources and 1 practice test. The class begins with a lesson on how to create your own free account. You’ll also learn core concepts of the platform along with the mechanics of deploying the Lightning Experience in Salesforce.

The class is instructed by Mike Wheeler, Salesforce trainer, and Aaron Wheeler, Adobe certified expert. It’s designed for beginners and those who are a bit more experienced who want to take the Salesforce Administrator Exam. 

2. Prepare for Your Salesforce Administrator Credential by Trailhead 

  • Who it’s for: Beginners
  • Price: Free 

It’s fun to prepare for your Salesforce Administrator Certification Exam through Trailhead’s course. 

This 53-hour class begins with an overview of the exam so you’ll know what to expect when it’s time to test. It’s followed by an organization setup task in Salesforce. Once you’ve got the foundational work out of the way, you’ll jump right into the first Salesforce Platform Basics module. 

As the course progresses, you’ll be required to complete a series of assignments and projects to demonstrate your proficiency in the subject. The class wraps up with helpful study tools and a practice test. 

Enrollment is free, but you’ll need to sign up for a Trailhead account to get started. 

3. Formula Fundamentals in Salesforce by PluralSight 

  • Who it’s for: Beginners
  • Price: Included with a monthly subscription 

You might want to gain a better understanding of how Salesforce formulas work if you want to enhance your user experience. This 5-star course is worth exploring. The class is a little over 1.5 hours and includes 6 modules. 

Instructor and software developer Dan Appleman covers formulas, data, operators and functions. He also shares real-life examples and testing formulas that can significantly assist you when as you use the platform. 

The enrollment fee for Formula Fundamentals in Salesforce is included in the $29 PluralSight monthly subscription. You can also grab a seat for free by signing up for a 10-day trial. 

Have you mastered Salesforce mechanics? If not, these intermediate-level courses may be a good fit.

4. Cert Prep: Salesforce Certified Administration by LinkedIn Learning (Formerly

  • Who it’s for: Intermediate students
  • Price: Included with a monthly membership

Taught by Christopher Matthew Spencer, a Salesforce certified administrator, this course is best for those who are ready to start preparing for the qualification exam. 

The 1-hour class touches on the benefits of certification, what’s included in the exam and how to register. You’ll also learn which study materials are most useful and the tips you should implement to increase your odds of earning a passing score on the first attempt. 

It’s free to enroll with a $29.99 LinkedIn Learning monthly membership. But if you’re not yet a member, sign up for a free 1-month subscription to access the course for free.

5. Salesforce Platform App Builder Certification Course by Udemy

  • Who it’s for: Intermediate students 
  • Price: $19.99

Learn what it takes to pass the Salesforce Platform App Builder Certification Exam in this bestselling course from Udemy. You’ll also learn how to set up security and access permissions, configure a role hierarchy, build apps on the platform and a host of other useful skills. 

This class includes 19 hours of on-demand video, 11 articles and 6 downloadable resources to supplement your learning. Once you’ve reached the finish line, you’ll receive a Certificate of Completion. 

Enrollment is only $19.99 and it’s best to have a working knowledge of Salesforce before you sign up for the class.

6. Prepare for Your Salesforce Platform App Builder Credential by Trailhead

  • Who it’s for: Intermediate students
  • Price: Free 

You’ll be able to review key concepts that appear on the Salesforce Platform App Builder exam. This class begins with a primer on Salesforce fundamentals and dives into more complex concepts related to app building. 

The material is delivered through interactive modules that include hands-on tasks and projects designed to enhance your experience. After the course, you can work through real-life simulations that apply to concepts featured in the certification exam. Expect to spend approximately 55 hours working through the course.

Make sure you know design, building and implementation of custom application basics before you enroll in the course. 

Advanced Salesforce Certification Courses

Do you have extensive knowledge of the platform or are you a Salesforce certified administrator? You may be interested in these advanced courses.

7. Salesforce Certified Advanced Administrator- Part 1 by Udemy 

  • Who it’s for: Advanced students
  • Price: $19.99

Do you want to take your career to the next level as a Salesforce Certified Advanced Administrator? This course, the first of a 3-part series, will give you a sneak peek into what the process entails. You can proceed with the other 2 classes in Udemy if you enjoyed the first.

Test drive this 5-hour course for only $19.99. You can receive your money back within 30 days of enrollment if you’re not satisfied for any reason.

The Salesforce Administrator Certification Credential is a prerequisite for this course and you’ll also need it to sit for the exam. 

8. Salesforce Sales Cloud Consultant Certification by Udemy

  • Who it’s for: Advanced students
  • Price: $19.99

Are you interested in the Cloud Consultant Certification? If so, you might want to consider taking this class. This Udemy bestseller will equip you with the knowledge needed to pass the exam. Over 1,700 students have enrolled in this comprehensive course to date. 

You’ll be able to access a thorough discussion of the components of the exam. Instructor Mike Wheeler also covers implementation strategies, sales cloud solution design, marketing and leads, opportunity management, sales productivity and a host of other integral concepts. 

You can enroll for $19.99 and have instant access to 11 hours of on-demand video, 13 articles and 7 downloadable resources. 

9. Salesforce Service Cloud Consultant Certification Course by Udemy

  • Who it’s for: Advanced students 
  • Price: $19.99

This bestselling course will prepare you to pass the Salesforce Service Cloud Consultant Certification Exam. It includes 115 lectures condensed into 11 hours of video. You will also have access to 9 articles when you enroll. 

Instructors Mike and Aaron Wheeler offer 11 modules to give you access to essential industry knowledge. You’ll also earn the mechanics of implementation strategies, service cloud solution design, building custom service apps, knowledge management and interaction channels. 

Enrollment is $19.99 and you should have experience working in Salesforce before you register for this class. 

What Makes a Great Salesforce Certification Course?

Going beyond a practice exam, you need a certificate course that meets you where you are. The best Salesforce certification programs meet the following criteria

Taught by an Experienced Salesforce Trainer

Are you an IT employee? If so, you’re well aware that Salesforce is a sophisticated customer relationship management platform. Make sure you get an instructor who can break down terms, concepts and methodology. Look for a Salesforce trainer who’s well-versed in the platform and understands how to get you through the online certificate program. A Salesforce consultant may know the platform, but make sure they teach in a manner that speaks to you.

Interactive and Includes Resources 

You can’t expect to become skilled in Salesforce by reading a multi-page document. For this reason, the course should be interactive and include tasks or projects that allow you to apply the knowledge you’ve learned in the modules. It’s also a bonus if the instructor provides demonstrations for you to reference at a later date if needed. 

Most importantly, the course should include at least 1 practice exam to test your proficiency in the material. Otherwise, you won’t know whether you’re prepared to take the salesforce certification exam or if you need more time to study. 


Some classes may force you to rush through the material to meet deadlines. As you explore sales Certification courses, confirm that you’re allowed to work at your own pace prior to the Salesforce exam. That way, you can take your time and give yourself the best chance at passing the applicable exam on the first attempt. 

Choose the Right Salesforce Certification Course

Enrolling in a reputable Salesforce certification course is the best way to set yourself up for success. You’ll take the guesswork out of trying to figure out what concepts to focus on and you’ll increase the odds of passing on the first try. 

New to Salesforce? Consider a free course to get acclimated with the platform. Once you’ve mastered the basics, move on to more complex material — enroll in intermediate and advanced courses. 

Confirm that the course is taught by a Salesforce trainer with a stellar track record. The course should also be self-paced so you have an ample amount of time to understand, retain and apply the information shared in the class. 

Frequently Asked Questions


Benzinga recommends The Complete Salesforce Classic Administrator and Prepare for Your Salesforce Administrator Credentials.


It takes 6 weeks to complete the certification, depending on your experience.


Depending on the industry in which you work and your role, you may or may not need Salesforce certification to obtain gainful employment. However, it is wise to receive as much training as you can to make yourself more marketable over the long-term.

Wed, 13 Dec 2023 10:01:00 -0600 en text/html
This Is What Whales Are Betting On Salesforce

Deep-pocketed investors have adopted a bearish approach towards Salesforce CRM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRM usually suggests something big is about to happen.

We gleaned this information from our observations today when Benzinga's options scanner highlighted 24 extraordinary options activities for Salesforce. This level of activity is out of the ordinary.

The general mood among these heavyweight investors is divided, with 33% leaning bullish and 66% bearish. Among these notable options, 10 are puts, totaling $980,886, and 14 are calls, amounting to $619,813.

What's The Price Target?

Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $140.0 to $390.0 for Salesforce over the recent three months.

Insights into Volume & Open Interest

In terms of liquidity and interest, the mean open interest for Salesforce options trades today is 930.53 with a total volume of 5,604.00.

In the following chart, we are able to follow the development of volume and open interest of call and put options for Salesforce's big money trades within a strike price range of $140.0 to $390.0 over the last 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Largest Options Trades Observed:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $240.2K 752 1.0K
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $204.2K 752 2.8K
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $144.3K 752 7
CRM CALL TRADE BULLISH 01/17/25 $200.00 $107.2K 1.6K 0
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $88.0K 752 517

About Salesforce

Salesforce Inc provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

After a thorough review of the options trading surrounding Salesforce, we move to examine the company in more detail. This includes an assessment of its current market status and performance.

Current Position of Salesforce

  • Currently trading with a volume of 2,053,020, the CRM's price is down by -1.15%, now at $253.19.
  • RSI readings suggest the stock is currently may be approaching overbought.
  • Anticipated earnings release is in 56 days.

What Analysts Are Saying About Salesforce

In the last month, 4 experts released ratings on this stock with an average target price of $307.5.

  • An analyst from Wolfe Research has elevated its stance to Outperform, setting a new price target at $315.
  • Maintaining their stance, an analyst from Piper Sandler continues to hold a Neutral rating for Salesforce, targeting a price of $285.
  • In a cautious move, an analyst from Wells Fargo downgraded its rating to Equal-Weight, setting a price target of $280.
  • Showing optimism, an analyst from Morgan Stanley upgrades its rating to Overweight with a revised price target of $350.

Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Salesforce with Benzinga Pro for real-time alerts.

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Wed, 03 Jan 2024 03:15:00 -0600 en text/html
Education at Work Granted $500,000 from Salesforce to Help Students Earn While They Learn

Workforce Readiness

Education at Work Granted $500,000 from Salesforce to Help Students Earn While They Learn

The nonprofit organization Education at Work (EAW) has received a $500,000 grant from customer relationship management company Salesforce's charitable Salesforce Foundation to develop a hybrid "learn and earn" program to help students across the U.S. work part-time for Fortune 500 companies, learn new skills, and pay for college.

EAW will also build a new facility at Salesforce Tower in Indianapolis to provide opportunities for 200 area students by 2025 to learn and earn with major companies.

The work-based learning nonprofit allows students to earn up to $5,250 in tuition assistance while gaining valuable on-the-job skills. Recruitment and hiring of local students is currently in process during the last months of 2023, the organization said.

EAW will also design and build a technology platform for companies to hire and manage students remotely, it said. This will give students with tech skills opportunities to work part time on a flexible schedule.

"The traditional way that students earn money to pay for college is broken," said Jane Swift, Education at Work president and former Massachusetts governor. "We've found a way to flip the script by bringing employers to the table, helping to dramatically boost student earnings and significantly reduce financial barriers to college completion. This generous grant will accelerate our impact and help more students access flexible work experiences and earn money to offset the total cost of college attendance — all while developing transferable skill sets that will help them succeed in the workplace long after graduation."

In its decade of existence, EAW said it has funded over $100 million in combined wages and tuition assistance for almost 8,000 students, saving them nearly $15,000 in debt by the end of their college careers. Its campus-based partnerships include Arizona State University, Northern Kentucky University, and the University of Utah.

"Eighty-six percent of graduates are employed full time within 90 days post-graduation in comparison to a national sample of college graduates (69%)," the organization said.

"Empowering our students to become the workforce of tomorrow isn't just about imparting knowledge — it's also about increasing financial access to education and fostering opportunities for professional growth and connection," said Becky Ferguson, Salesforce Foundation CEO. "The Salesforce Foundation is proud to support Education at Work as they work to expand these pathways for student success."

About the Author

Kate Lucariello is a former newspaper editor, EAST Lab high school teacher and college English teacher.

Sun, 19 Nov 2023 10:00:00 -0600 en text/html
Leading Consulting Firm Launches Attain Digital to Drive Enterprise Impact for Education and Nonprofit Institutions

MCLEAN, Va., Jan. 3, 2024 /PRNewswire/ -- Attain Partners, a leading management and technology consulting firm, announced today the launch of Attain Digital, which will be led by Reshma Patel-Jackson, Partner. Attain Digital will consolidate the firm's Salesforce and Enterprise Resource Planning (ERP) offerings under one umbrella, together with other technology solutions and offerings to create a unique value proposition that positions Attain Partners as a digital transformation leader in the education and nonprofit markets.

Attain Partners, advancing client missions across the education, nonprofit, healthcare, and state and local government landscapes (PRNewsfoto/Attain Partners)

Attain Partners provides expertise in end-to-end solutions that leverage technology to help clients achieve their important missions, from Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions to Data Services, Analytics, and Applications Modernization. By aligning these services under the strategic leadership of Ms. Patel-Jackson, Attain Digital will offer a more comprehensive suite of services, addressing diverse client needs and providing enterprise-wide strategy and technology transformation expertise at scale.

"Technology is advancing at a rapid pace, and we are looking to harness our resources to accelerate growth and position Attain Partners as an innovator," said Greg Baroni, Founder and CEO of Attain Enterprises. "I can think of no better leader for Attain Digital than Reshma Patel-Jackson. Her passion for strategic transformation combined with deep market expertise and a track record of success make Reshma an ideal choice to build this practice. I look forward to seeing the impact that she and her impressive team will create."

Attain Partners has received notable industry and market accolades, reaffirming the company's commitment to excellence and innovation, including being honored as the 2022 Salesforce Consulting Partner of the Year – Education, named to Consulting Magazine's Best Firms to Work For 2023, and securing a spot on the Northern Virginia Technology Council (NVTC) Tech 100 for three consecutive years.

"I am thrilled for the opportunity to lead Attain Digital. Our experts are the best in the business and by bringing together our technical, functional, and strategic advisory teams, we will be able to create greater enterprise-wide impact for our clients," said Reshma Patel-Jackson, Partner and Attain Digital Lead at Attain Partners. "My priorities are to empower our clients and enable mission impact. Attain Digital will be equipped with the resources and tools needed to develop and achieve technology transformation as well as to ensure adoption, creating lasting and impactful results for our clients."

About Attain Partners

Based in McLean, Va., Attain Partners is a leading management and technology consulting firm delivering services and solutions to advance client missions across the education, nonprofit, healthcare, and state and local government landscapes. For more information, please visit


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Wed, 03 Jan 2024 04:33:00 -0600 en-US text/html Top 10 Salesforce Consulting Companies In India 2023 No result found, try new keyword!The customer customization functionality of the salesforce CRM makes it accessible for any size of business belonging to various industries starting from manufacturing to education. Along with ... Thu, 06 Oct 2022 05:18:00 -0500 en-US text/html The Biggest Tech Talent Gap Can Be Found In The SAP Ecosystem

Unless you’ve been asleep since the last Bush administration, you’re probably aware that employers are having a hard time finding qualified talent for jobs which demand tech skills. Qualified talent means having the requisite skills and – increasingly – relevant experience, which is turning the concept of an entry-level job into something of an oxymoron. The tech skills in question span way beyond coding. As the vast majority of good jobs now utilize software platforms for some or most functions, coding is the least of employers’ worries. Companies want talent that knows how to implement, integrate, configure, and run thousands of software platforms used to run 21st century businesses.

As I’ve chronicled America’s skills and talent gap, I’ve focused on hot areas like cybersecurity and data science, new software platforms like Salesforce and Workday, and hundreds of other software-as-a-service companies providing digital functionality for specific industries or job functions e.g., finance hospitals (Epic), insurance agents (Applied Epic), home care (WellSky), construction (Procore), pharma (Veeva), sales and marketing (Hubspot), customer service (Zendesk), software development (Atlassian), low-code app development (Pega), cloud computing (AWS), and digital transformation itself (ServiceNow).

But Salesforce and Workday aren’t the most widely used software platforms – not even close. The platforms with the most users are enterprise resource planning (ERP) systems like SAP and Oracle. One reason is that they’re much older; SAP and Oracle were founded in the 1970s. Another is that ERP systems were designed to handle the full suite of business functions, including accounting, budgeting, project management, and supply chain management. As a result, most large companies and organizations adopted ERP long before Salesforce was even a gleam in Marc Benioff’s eye; SAP has more than 425,000 clients across 180 countries – nearly 3x the number served by Salesforce.

SAP clients have always needed SAP certified talent on hand to maintain, adapt, and enhance their on-prem ERP platforms – SAP currently offers 145 certifications, many of which are specific to individual modules. But the need for SAP talent is growing dramatically due to a major shift. Due in part to companies like Salesforce, businesses now buy and consume software differently. Rather than installing and hosting on-prem instances, SAP is migrating clients to the cloud via its S/4HANA platform. The benefits to clients of running ERP in the cloud are many including scalability, feature availability, security, and cost savings. But migrating an entire ERP to the cloud is no small matter.

As SAP’s 2027 deadline for migrating legacy ERP systems to S/4HANA is fast approaching, clients have some major decisions to make. While S/4HANA works both on prem and in the cloud, the advantages of cloud adoption are steadily increasing, and clients who delay too long may face challenges with outdated infrastructure. So for most clients, the S/4HANA migration is synonymous with moving to the cloud.

All this requires talent. Back in 2020, a survey by the Americas SAP User Group found that only a fraction of SAP consultants were trained and prepared for the coming tsunami of S/4HANA work. SAP has since responded with the Partner Talent Initiative, offering training curricula 2-3-week-long free online bootcamps to SAP partners and aspiring consultants. But the talent gap is still massive. New research from the Americas SAP User Group found a 25% of users said the talent gap was holding up projects overall and 49% reported a lack of S/4HANA talent.

It's not only clients. According to the SAP User Group, the SAP talent gap is hitting SAP partners like systems integrators and consultancies at least as much as clients. As Geoff Scott, the CEO of the Americas SAP User Group told The Register:

We are going to feel the pinch of that skill gap. My word of caution is that as you think about moving to S/4 if you have not already, the ability for you to plan that migration may hit some turbulence related to skill gaps with your external partners. That's something that you absolutely positively should consider.

Thomas Michael, founder and CEO of Michael Management, a leading provider of SAP training, agrees:

According to our surveys of 1000s of SAP professionals, 4 out of 10 say they have not received enough SAP training to perform their job duties. This not only highlights a critical gap in professional development but also presents an opportunity for organizations to rethink their training strategies. The future of SAP lies in empowering professionals with the knowledge and tools they need to embark on the S/4HANA upgrade journey.

What are some options for closing the SAP talent gap? It’s unlikely that colleges and universities will come to the rescue. In an article a few years ago on Texas A&M’s effort to launch courses in cybersecurity, the Chronicle of Higher Education American higher education’s paper of record – reached the following conclusion: “Work-force demand can lead some institutions to teach students the skills needed for today’s entry-level jobs. But those tools may well be obsolete five or ten years from now.” The implication – one that is absolutely in the mainstream of college and university thinking – is that updating curriculum to reflect near-term technology needs may not be a worthwhile pursuit because such needs will change. And even if colleges, universities, or – more likely – bootcamps did offer S/4HANA training, it wouldn’t do much to close the growing experience gap.

The most promising solution is one that delivers not only training but also experience. I’m talking about apprenticeship. Apprenticeships are jobs with built-in training and experience, allowing for the hiring of apprentices without either. As I discuss in my new book, Apprentice Nation, apprenticeships have the potential to close the talent gap across hundreds of sectors as well as to reinvigorate socioeconomic mobility. SAP is no exception.

If apprenticeships are the best solution for the SAP ecosystem, where will they come from? Don’t look at SAP clients. They’re unlikely to solve this problem themselves. In a reaction to the higher cost of bad hires and increased employee churn, employers are increasingly insisting on the perfectly qualified candidate. If job applicants don’t check all the boxes, they won’t be considered. Peter Cappelli of Wharton has observed this phenomenon: “Employers are demanding more of job candidates than ever before. They want prospective workers to be able to fill a role right away, without any training or ramp-up time. To get a job, you have to have that job already.”

My best guess is that new S/4HANA talent will come from one or more SAP partners that decide to get into the business of providing trained, proven talent to clients and other partners. By deploying newly trained talent on migration projects or directly to clients and partners via staff augmentation, enterprising SAP partners can stand out in a mature partner ecosystem, and in so doing, launch thousands of remunerative SAP careers.

Over the next few years, I expect to see SAP partners launching new initiatives to provide trained, proven S/4HANA talent to SAP partners and clients. With so many clients and partners in need of talent, the opportunity is far too vast to remain unfilled for very long.

Mon, 01 Jan 2024 01:07:00 -0600 Ryan Craig en text/html
Dreamforce 2022: The 14 Coolest Exhibitors

Slalom, Deloitte, Gerent, PagerDuty and Provus were among the exhibitors at Salesforce Dreamforce 2022 in San Francisco.

Plenty of services partners joined an incident response platform provider, a deal construction automation software maker and other vendors on site for Salesforce’s annual Dreamforce 2022 conference.

Representatives with Slalom, Deloitte, Gerent, PagerDuty and Provus were among the 40,000 people in attendance for the conference, held in San Francisco, where Salesforce is based. Attendance reached around 150,000 counting online viewers, according to Salesforce.

[RELATED: Salesforce Co-CEO Bret Taylor At Dreamforce 2022: Genie ‘Changes The Game For CRM’ ]

The big news from Dreamforce 2022 included Salesforce’s new Genie feature, which co-CEO Bret Taylor labeled “the most significant shift to the Salesforce platform” in 20-plus years.

Salesforce-owned Slack announced a preview of its canvas feature and open beta of its rebuilt collaboration application.

Here are some of the standout vendors and services partners who shared photos and videos online of their booths and presence at Dreamforce 2022.


San Francisco-based PagerDuty didn’t have to travel far to make an impression on the Salesforce Dreamforce expo floor.

The publicly traded incident response platform provider announced this week that more than 2,000 customer service teams are using PagerDuty. And the company offers an integrated product called PagerDuty Application for Service Cloud for Salesforce users, which also builds on PagerDuty’s Slack integration with an intelligent swarming capability.

In June, PagerDuty for Customer Service Operations announced a deeper integration with Salesforce Service Cloud and Slack, including a single Slack connection management page, according to PagerDuty.

The company also offers a partner program for resellers, integrators and other partner types.


Fresh off a $90 million Series D round of funding, Aisera was among the startups to stand out at Dreamforce 2022. The company provides automation software for IT, sales and customer service teams.

Palo Alto, Calif.-based Aisera announced the Series D round on Aug. 3. The Growth Equity business within Goldman Sachs Asset Management and Thoma Bravo led the round.

Its IT service desk offering aims to help incident handling, service requests and changes for IT, human resources, cybersecurity and operations teams using Salesforce Service Cloud, according to the company.


Provus offers services meant to shorten the deal construction process, with artificial intelligence-powered technology meant to automate configuring, pricing and quoting for sales teams.

The Saratoga, Calif.-based startup’s service is built on the Salesforce platform, according to Provus. Its EPQ platform is on Salesforce’s AppExchange Marketplace.

In July, Provus announced a $12 million Series A round of funding for boosting its product, engineering, sales and marketing efforts. Norwest Venture Partners led the round. Accel Partners, Storm Ventures and Firebolt Ventures participated.

Provus was founded in 2021, according to Crunchbase.

Cherry Bekaert

Accounting firm and digital consultancy Cherry Bekaert was among the exhibitors at Salesforce’s Dreamforce 2022 event.

The Raleigh, N.C.-based firm counts among its technology partners Salesforce-owend Tableau, Microsoft and Nintex, according to Cherry Bekaert’s website. Its digital consulting services include strategy, transformation, business intelligence, data analytics, managed IT security and workflow automation.

The firm was founded in 1947, according to Cherry Bekaert.


Slalom, a consultancy of more than 11,000 employees, has been investing in its Salesforce practice.

The Seattle-based company was among the Salesforce partners who introduced to market industry-focused services that feature Slack.

The partners include Accenture, Atrium, Capgemini, Deloitte, IBM, KPMG, NeuraFlash, PwC, Silverline and Slalom, according to Salesforce. Their industry-focused services are meant to appeal to financial services, manufacturing, communications, retail, media, technology and other verticals.

In August, Slalom announced that it had achieved the Amazon Web Services (AWS) Supply Chain Competency, its 15th AWS competency. In July, Slalom launched the Showcase platform as a centralized hub for its entire engineering community to share best practices, lessons learned and reusable code in serverless development, business intelligence and other areas.

Cloud Coach

Cloud Coach representatives were among the about 40,000 attendees of Salesforce’s Dreamforce 2022 this week in San Francisco.

The Fort Collins, Colo.-based company offers a project management service built on Salesforce, with use cases including professional services automation, customer onboarding and improved project portfolio management, according to Cloud Coach’s website.

Cloud Coach was founded in 2005, according to the company. Customers include Twinkies and Ding Dongs maker Hostess Brands and Athenahealth health care technology provider.

The company also has a partner program, accepting implementation businesses and other partner types, according to Cloud Coach.


Canada-based systems integrator CGI was on site at Dreamforce 2022 to show off sustainability efforts and its partnership with Salesforce, which dates back to 2010.

CGI – No. 14 on CRN’s 2022 Solution Provider 500 – is among the Salesforce partners delivering its Net Zero Cloud for enterprise sustainability, according to CGI.

The integrator also offers Salesforce services for government agencies and Salesforce services for energy and utilities customers, according to CGI.


Prodly offers development operations (DevOps) tools for Salesforce users to release software changes faster and with the promise of fewer bugs.

Palo Alto, Calif.-based Prodly promises streamlined data seeding, automated testing and other features that are meant to remove bottlenecks and improve collaboration, according to the company.

Earlier this month, the startup pushed out its latest release, with a new environment access control feature, access to the standard Salesforce sharing model for managed instances and other updates. Prodly was founded in 2014, according to the company.

Prodly also has a partner program for consultants, implementation businesses and other partner types, according to the company.

Deloitte Digital

The digital wing of British consultancy Deloitte used Dreamforce 2022 to promote Wave, an expansion of its Salesforce Bootcamp, providing a free way for workers to gain skills related to the marketing and sales software vendor.

Deloitte debuted the program first in the U.S., followed by the U.K. and other regions, according to the company. The program is meant to bring new opportunities to people of color and those underrepresented in technology.

Participants can work with colleagues from similar backgrounds, including military veterans, mothers returning to work, people with disabilities and refugees, according to the company. Participants can also work on sample projects and scenarios encountered during an average consulting engagement.


On site at Dreamforce 2022 was Salesforce implementation and consulting partner Gerent.

The Herndon, Va.-based partner business focuses on industries including education, manufacturing and insurance, according to Gerent. The company offers managed services customer digital experience designing.

Gerent was founded in 2008, according to the company.


Representatives of this Sandy, Utah-based startup chatted with Dreamforce 2022 attendees about their commission management platform.

The company, founded in 2017, connects to customer relationship management software, enterprise resource planning software, human capital management software and payroll platforms, according to Spiff.

Spiff’s aim is better accuracy in commission statements and visibility into commission data in real time for sales representatives, according to the company.

Earlier this month, Spiff unveiled a table-based spreadsheet-interface for administrative users. In August, Spiff put its commission estimator tool on Salesforce’s AppExchange marketplace, according to the company.

NTT Data Services

During Dreamforce 2022, NTT Data Services – No. 3 on CRN’s 2022 Solution Provider 500 – announced a definitive agreement to buy Arizona-based Apisero, a partner of Salesforce-owned MuleSoft.

The acquisition adds 1,500 certified MuleSoft consultants and 500 Salesforce consultants to NTT, according to the Plano, Texas-based company.

As a MuleSoft partner, Apisero aims to help customers bring together siloed data and merge fragmented business applications, according to the company.

NTT expects to close the acquisition within the next 30 days, according to the company.


Flextrack offers a vendor management system built on Salesforce and aimed at managed services providers (MSPs) as well as internal program managers.

The Raleigh, N.C.-based company promises a unified view to analyze, manage and adapt workforce ecosystems, according to Flextrack.

In August, Flextrack announced a partnership with workforce intelligence platform Brightfield. The partnership promises to supply Flextrack users with real-time, region-specific market rates and skill sets. Flextrack delivers data to 40 countries, according to the company.


NeuraFlash was among the Salesforce services partners to exhibit at Dreamforce 2022 this week.

The Burlington, Mass.-based consultant builds services on Salesforce and Amazon Web Service, with an emphasis on point-of-sale and point-of-service, according to NeuraFlash.

NeuraFlash was among the Salesforce partners who introduced to market industry-focused services that feature Slack.

The partners include Accenture, Atrium, Capgemini, Deloitte, IBM, KPMG, NeuraFlash, PwC, Silverline and Slalom, according to the company. Their industry-focused services are meant to appeal to financial services, manufacturing, communications, retail, media, technology and other verticals.

NeuraFlash was founded in 2016, according to the company.

Fri, 23 Sep 2022 05:40:00 -0500 text/html
Salesforce Partner NexGen Consultants Acquired By Chicago Firm

The professional services firm, which fields an IT division focused on emerging technologies and industry expertise, looks to stand out in the CRM leader's ecosystem by delivering artificial intelligence and multivendor integration.


Sikich, a large professional services firm, Tuesday completed its purchase of Salesforce partner NexGen Consultants as it looks to boost a CRM practice powered by advanced analytics and artificial intelligence.

The Chicago-based company's tech practice (it also has a large accounting division) focuses on bringing to the upper midmarket a diverse array of digital transformation technologies, including Oracle NetSuite and Microsoft Dynamics, Jim Drumm, leader of the Sikich technology team, told CRN.

"We use a lot of the extended solutions out there, so that's why we wanted to get in the lanes with Salesforce," Drumm said. Financial terms of the deal were not disclosed.

[Related: Salesforce Wants 250,000 Channel Partners To Realize Benioff's Growth Vision]

NexGen was a great fit, he told CRN.

The Salesforce Gold partner, based in Cincinnati, has only remote workers who serve about a thousand customers across the U.S. NexGen's roughly $6 million annual Salesforce practice is focused on financial services, manufacturing and supply chain.

Sikich only had a nominal Salesforce practice before the acquisition and saw benefit in moving fast to become a player in that ecosystem.

"Within the next couple years, Salesforce will probably become one of our largest practice areas," Drumm said.

The CRM leader is an increasingly attractive partner because of its ambitious strategy and integration capabilities, he said.

"I think with [Salesforce CEO Marc] Benioff's aggressive acquisition mentality and where he's looking to go, you can't help but be excited about Salesforce," Drumm said. "We see them in our existing client base all the time, so the synergies we will pick up there will be incredible."

While negotiations with NexGen began before Salesforce revealed plans to acquire Tableau, that nearly $16 billion mega-deal sweetened the pot, as Sikich was already a Tableau partner.

The data visualization giant, coupled with Salesforce's emerging AI and integration capabilities, create new opportunities in the market, he said.

"You lay Tableau on top of [Salesforce] Einstein and you've got this very innovative way to extend the enterprise solution to any back office," Drumm said, including environments powered by SAP, Microsoft Dynamics and Oracle NetSuite.

Sikich's technology division remains focused on subject-matter and industry expertise, not specific vendors or solutions. That approach has led the company to embrace and bring to market emerging technologies, from artificial intelligence to blockchain to robotic process automation.

The industry is veering back toward best-of-breed solutions, Drumm said, after an era where heterogenous environments dominated due to the lack of good integration tools.

Wed, 02 Oct 2019 08:14:00 -0500 text/html
Can Technology Simplify Federal Education Aid?

In 1965, when the government first introduced a federal financial aid program for post-secondary education, the majority of learners in the U.S. were white. Black citizens were effectively barred from attending universities, via systemic discrimination and state-sanctioned violence, unless those schools were built and led by Black scholars. And while students who attended Historically Black Colleges and Universities (HBCUs) were legally allowed to apply for financial assistance prior to 1965, they often faced strong resistance from both state and federal officials. At the time, Black people had a better chance of being drafted for war than receiving federal aid.

Some positive changes have been made to the federal aid program over the years—including the Middle Income Student Assistance Act of 1978 and the addition of PLUS Loans in the early 1990s, which made it possible for parents to take out loans on their children’s behalf—but the need for simplified, equitable access to financial aid for learners with nontraditional backgrounds remains abundantly clear.

One of the more promising innovations to enter this space is a technological solution: a chatbot designed specifically with vulnerable students in mind and with a goal of demystifying and democratizing the FAFSA process. The brainchild of, Impact Labs—a community-rooted collective to collaborate on technology solutions that can potentially assist in addressing the most urgent social inequities—has been developing the chatbot app for the past nine months, and it is being masterminded by experts in education policy, technology, and design. A lack of urgency regarding FAFSA accessibility, and the limits of existing programs to properly assist “nontraditional learners,” was the driving force behind its development.

The app developers cite a heightened conversation design as critical to the chatbot’s promise. Leveraging a type of communication that replicates and predicts human conversation via artificial intelligence, the chatbot can help simplify terminology that may be confusing, like the difference between a bursary and a loan, or the definition of a promissory note. Giving applicants a clear understanding of key FAFSA terms helps ensure that they don’t miss application deadlines, and students can receive much-needed financial assistance at a faster rate.

“For us, today’s students are not your 18- to 21-year-old whose parents pay their way and they finish on time,” says Dominique Raymond, an Impact Lab expert and strategy director at Lumina Foundation. “They’ve got kids, they’ve got jobs. And so the chatbot questions really focused on who are actually today’s students.”

The project experts consulted students throughout the development process, and lived experiences played a fundamental role in informing the way in which the chatbot will function. To account for the diversity in learners’ school-life balance, the questions inputted were more reflective of students’ realities:

”How far do you live from campus?”

“Are you working?”

“Do you need childcare?”

Paired with the real-world prompts, the bot is also designed to be especially helpful for learners whose parents don’t speak English as a first language.

“In sociolinguistics, they are called ‘language brokers,’” Greg Bennett, a sociolinguist and the director of conversation design at Salesforce, says of this feature. “How could we make the content that shows up in that chatbot accessible and easier to translate and easier to communicate from party to party?”

Fri, 29 Oct 2021 01:41:00 -0500 en text/html

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