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Datorama Training and Certification Help

By Vimal Eapen Revised on June 4, 2022 at 10:17AM EDT

Our Datorama training service familiarizes clients with the platform and teaches them how to navigate its functions and features. Our program equips clients with the resources and skills, regardless of experience needed to create Datorama dashboards and maintain their Marketing Cloud Intelligence solution.

Through a classroom style training approach, we offer interactive and engaging working (virtual) sessions that span from five to twenty hours depending on your needs. This format introduces platform concepts in manageable pieces by walking through core use cases, explaining approaches, and teaching tips and tricks acquired over nearly 8 years of Datorama implementation experience. These classes are for non-Datorama partners, only who wish to become truly proficient in solving basic and complex use cases within the platform. Note: We can’t offer you Datorama certification. Only Salesforce can do so, but as added value, we will prepare you to take the certified exam.

Why Select Decision Foundry as Your Datorama Trainer?

We are Datorama’s oldest and most awarded partner. We’ve executed over 500 projects, to date. We support 4 of the 5 largest media holding companies. Our Salesforce CSAT score currently stands at 4.95 out of 5. 90 of our 125 Salesforce professionals hold multiple certifications, including Salesforce Marketing Champions and we are the creators of Data Experience Design. Review our Datorama case studies, articles and webinars.

Datorama Platform Traing and Certification Exam Readiness

  • Theoretical and practical learning through training (virtual) sessions that explore the Datorama University and Success Center.
  • Hands-on training during which our certified trainers and clients set up an initial workspace and complete projects across an end-to-end Datorama instance.
  • Hands-on Training + Certification: Clients can also opt for the Datorama Admin Readiness Class, which positions the subject matter expert to manage small and large implementation projects.


Two Weeks Schedule (10 hours)


Week/Day


Agenda/Topics


Week One


Kick-off/Discovery/Partner Access


DF to kick-off training program and understand the client’s current reporting practice


Platform walkthrough


Platform overview


Platform fundamentals and overview


Datorama Marketplace


Core platform use case


Datorama: Connect & Mix


API connectors


Data Integration layer, including best practices, tips, and tricks


TotalConnect


Data Model


Datorama: Harmonization


Parent-Child connection


Data Blending layer, including best practices, tips, and tricks


Data Fusion


VLOOKUP, calculated dimensions, mapping formula


Harmonization Center


Custom Classification


Week Two


Datorama: Data Canvas


Dashboards and Pages


Data Visualization Layer


Widgets


Templates


User and Row management


User roles


Workspace health monitoring, maintenance, and upkeep


Row usage monitoring


Optional


Admin certifications


Admin Fundamentals


Client to commence self-certification (optional)


Admin Intermediate


Data Canvas


Admin Expert (optional TBD)


Training closure


Final sign off on training

Datorama Training: Frequently Asked Questions

How do I grant Partner Access for training?

Partner access is granted via the Manage Users tab. Click Manage Users and then navigate to the Access Invitations tab and then click Invite User. Then, enter the users email ID and click Invite. The Partner can then take care of the rest.

Can I access Session Recordings and Learning Resources?

Yes. All training sessions are recorded and hosted in a shared Google Drive repository. The same goes for all training materials like documents, schedule, and PDFs.

What are the Premium features compared to the out-of-the box features?

According to your license agreement, all standard features are enabled immediately. However, Premium features — such as Media Transparency Center, Data Lake, and Direct Connect — are only available after purchase. Contact your Salesforce Client Success Manager to gain access to these features.

What is the general training schedule in scope versus out of scope?

The general training schedule is found here. Depending on the contract, trainings are customized to fit your needs.

What is the Training duration, frequency, and type?

Training typically last for two weeks. Depending on the contract, these consist of one to 1.5 hours of working/training sessions. However, typically, we see three days a week works best.

As mentioned above, training comes in three types/styles:

  • Theoretical and practical learning explores the Datorama University and Success Center.
  • Hands-on training during which our certified trainers and clients set up an initial workspace and complete projects across an end-to-end Datorama instance.
  • Hands-on Training + Certification: Clients can also opt for the Datorama Admin Readiness Class, which positions the subject matter expert to manage small and large implementation projects.

What is the difference between Platform Training vs. Solution Training?

Platform Training consists of the full training schedule. By teaching users the core platform use cases, they learn how to use the platform, efficiently, and effectively.

Solution Training consists of tailor-made, hyper-focused training that gives client the understanding they need to effectively use their existing Datorama setup. Users also learn what takes to maintain and scale their current instance. Scaling can include such items as adding new data sources/channels, adding and/or modifying calculated dimensions and measurements, setting up Goals and Benchmarking, modifications to visualization, and learning how to use templates within the platform in order to scale at a faster pace.

About Decision Foundry

Decision Foundry is a top-tier Salesforce integration partner supporting Datorama, CDP, Tableau, Tableau CRM, and Marketing Cloud, proper. Our global team includes some of the industry’s leading practitioners in data analytics and visual communication. As Salesforce consultants, we help make sense of your data by connecting scattered data points while blending and visualizing performance marketing data. We organize marketing data across our clients’ entire tech stack — from delivery to IO management to billing and reconciliation to automated insights and sales lift.

Contact us today to see what we can do for your Marketing Cloud Intelligence investment.

CATEGORIES

Datorama

TOPIC TAGS

Guides Harmonization