Optimize with SugarBPM: Beyond the Basics

Overview

This live virtual class, designed specifically for administrators, is a practical guide to streamlining business processes and automating manual tasks using SugarBPM. You'll learn how to create and manage no-code automation solutions through instruction and hands-on practice labs, gaining the knowledge and skills to apply these directly to your work. The course is packed with trigger processes, various SugarBPM elements, and resources, all aimed at helping you solve user requirements and maximize the benefits of SugarBPM.

Audience:

This course is tailored for seasoned Sugar administrators looking to enhance their proficiency in SugarBPM, even if they have limited or no prior experience. It’s ideal for those tasked with deploying no-code automated solutions. Completing the Sugar Admin Fundamentals course or having at least six months of hands-on experience with Sugar is recommended for optimal understanding and engagement.

Learning Objectives:

• Master the basics of SugarBPM and outline a step-by-step process for creating workflows.
• Create automated no-code solutions with SugarBPM like a pro.
• Add business rules and email templates to process definition records.
• Apply the step-by-step process to create workflows that address typical process improvement scenarios.
• Ensure seamless execution and monitoring of automated workflows to optimize organizational efficiency and productivity.
• Recognize and apply best practices in creating and managing processes.

Recommended Prerequisites:

• You should have a solid understanding of basic Sugar concepts, functionality, and terminology.
• You should have completed the Introduction to SugarBPM class or the have 3 months of experience using SugarBPM.
• You should also have 3 months experience as a Sugar Administrator or completing one of the following courses before attending the Intermediate SugarBPM class is advised:
  • Self-paced: Administrators: Get Started Configuring Sugar
  • Virtual live class: Sugar Admin Fundamentals

Takeaways:

• SugarClub SugarBPM Badge
• Access to a SugarU training instance for one month
• Engagement materials to guide you through the class

Price: $499.00