Introducing Our New Course: Intermediate SugarBPM

Please Note that this course is free for a limited time! A registration fee will apply starting November 1, 2024, so act now and take advantage of this free offer before it's too late!

If you're looking to enhance your skills in real-world workflow scenarios and projects, and advance from a proficient workflow builder to an expert by mastering SugarBPM techniques and use cases, then this course is ideal for you.

As the default workflow tool in Sugar, SugarBPM is a key resource for admins who want to sharpen their workflow skills. This hands-on course focuses on solving practical, real-life scenarios using SugarBPM. You'll explore a variety of concepts and automation possibilities through case-driven approaches. By the end of this course, you'll be able to tackle complex business challenges with simple point-and-click solutions using SugarBPM.

What Will You Learn?

In this course, you'll dive into intermediate level SugarBPM concepts and learn how to leverage its game-changing effect of SugarBPM for your organization. The course will cover the following key areas:

• Customizing Approval Processes: Gain an understanding of the basic activity elements for approvals and identify the necessary steps for record approvals, including defining who is responsible for approval.
• Processing Escalations: Learn how to create processes with multiple escalation levels.
• Evaluating Relationship Changes: Discover how to build processes based on criteria involving the addition or removal of relationships.
• Working with Related Records: Learn how to configure advanced processes that update fields in related records.
• Using Gateway Elements: Understand when and how to use different gateway elements in your processes.
• Using Sugar Date Variables: Explore how to create processes utilizing Sugar Date Variables, including runtime and date fields in Sugar records.
• Merging Documents in SugarBPM: Learn how to build processes that include the merge document action type.
• Utilizing Stock SugarBPM Process Definitions: Understand how to customize out-of-the-box process definitions to meet your organization’s unique needs.

Who Should Take This Course?

This course is designed for beginner workflow creators who have some experience with advanced processes and are looking to refine their skills. It is recommended that you complete the Introduction to SugarBPM course or have at least three months of experience with SugarBPM, along with a basic understanding of Sugar modules and relationships.

Get Started Today

We're thrilled to invite you to dive deeper into the world of SugarBPM with this self-paced Intermediate SugarBPM course on SugarU. This course will help you build a solid foundation in mastering SugarBPM. Don’t miss this valuable opportunity – kickstart your next-level SugarBPM expertise today!