Sitecore Training Overview
This Introduction to Sitecore training teaches attendees Sitecore terminology and provides a basic overview of the key tools needed for successful content entry using Sitecore. Attendees learn how to manage different types of content fields, versions, workflow, and more.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Master the fundamentals of creating content in the Sitecore CMS
- Gain familiarity with key content editing tools
- Understand the marketing tools of the Sitecore Experience Platform
- Learn the differences and key concepts of the Content Editor and the Experience Editor
- Learn workflow basics
- Understand versioning of items including Language Versions
- Learn how to publish content and understand why they would
- Use the media library and manage assets in Sitecore
- Find anything they need in Sitecore
- Gain general best practices for keeping Sitecore clean
Prerequisites
Students should already be comfortable using the operating system (Linux, Unix, Windows, Solaris, macOS, etc.), and have familiarity with using a web browser while they access the Sitecore Content Management System.
Outline
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Introduction
The Sitecore Interface
- How to Log In
- How to Manage Your Account and Change Your Password
Common Content Entry Tools
- The Launch Pad
- How to Access the Desktop
- Accessing the Control Panel
- The Recycling Bin
- Running Reports
Marketing Capabilities of the Experience Platform
- Experience Analytics
- Experience Profile
- List Manager
- Campaign Creator
- Path Analyzer
- Marketing Automation
- Marketing Control Panel
The Experience Editor
- How to Edit a Page in the Experience Editor
- Basic Navigation and Menu Options
- How to Create a New Page
- How to Add a Component
- How to Navigate Components on the Page
- Modifying Component Settings
- How to Edit Common Fields
- Custom Edit Buttons
- How to Save Your Changes
- Introduction to Final vs Shared Layout
The Content Editor
- How to Access the Content Editor
- Overview of the Menu Options Available
- Review of the Basic Content Tree
- Overview of Common Fields and how to Edit
- Sorting Content in the Content Editor
- Managing the Presentation of a Page
- How to Create an Alias on an Item
Basic Workflow
- Overview of the Reviews Tab in the Content Editor
- How to Unlock or Lock a Piece of Content
- Overview of the WorkBox
Versions in Sitecore
- Introduction to Versioning Content
- Understanding the Typical Databases that exist when you edit content
- Working with Language Versions
- How to Copy Content from Language to another Language
How to Publish Content
- Introduction to the different Publishing options in Sitecore
- Preview vs. Publishing
- How to Un-Publish Content
- How to Schedule Publishing Content (This may vary depending on how Sitecore has been configured)
Managing Assets in the Sitecore Experience Platform
- How to Upload an Image
- Editing Attributes of an Image
- How to Resize an Image
- Overview of Common Media Library Fields
- Uploading other types of Assets (PDF’s, etc)
- How to Upload a Zip file of Assets
Search and Finding Content
- What is an Item Bucket and How do you add content to it
- How to find anything in the Content Editor
- How to use the Link Database to find relationships between items
General Best Practices when Editing Content
- Limiting Items in Subfolders
- Global Content vs Page Content (This may vary depending on how Sitecore has been configured)
- Importance of Organizing Content and archiving old content
Conclusion
Training Materials
All Sitecore Content Entry training students will receive comprehensive courseware.
Software Requirements
- Any Windows, Linux, or macOS desktop/laptop system
- Chrome (plus any additional browsers of your choice)
