OpenText Exstream v16 Training Course

This instructor-led, live training in Portugal (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Use the different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in Portugal (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

By the end of this training, participants will be able to:

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to intermediate-level IT professionals who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, optimize customer experiences, and deliver marketing insights. It is aligned to the MB-220 Exam, which is the certification exam for Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.

By the end of this training, participants will be able to:

• Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights.
• Unify, enrich, and analyze customer data using Customer Insights.
• Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys.
• Integrate Customer Insights with other applications and services.
• Monitor and optimize marketing performance and customer satisfaction.

This instructor-led, live training in Portugal (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

In this instructor-led, live training in Portugal (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

This instructor-led, live training in Portugal (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in Portugal (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led, live training in Portugal (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
• Use Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

Salesforce is a powerful cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Portugal (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

This instructor-led, live training in Portugal (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to intermediate-level sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led, live training in Portugal (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.

By the end of this training, participants will be able to:

• Personalize customer interactions using Veeva CRM.
• Plan and execute enterprise events using Veeva Digital Events.
• Align sales territories using Veeva Align.

Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies. 

This instructor-led, live training in Portugal (online or onsite) is aimed at end-users who wish to use Veeva Vault to better manage life science documents and data.

By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.