Salesforce for Sales and Administration Training Course
Salesforce is a premier cloud-based Customer Relationship Management (CRM) platform engineered to assist organizations in optimizing their sales, customer service, and administrative workflows.
This instructor-led, live training (available online or onsite) is tailored for sales professionals and administrators at the beginner level who aim to proficiently utilize and manage Salesforce Sales Cloud along with its administrative capabilities.
Upon completion of this training, participants will be equipped to:
- Effectively navigate and leverage Salesforce Sales Cloud.
- Manage leads, accounts, contacts, opportunities, and cases.
- Create reports and dashboards to gain sales insights.
- Implement automation and workflow rules within Salesforce.
- Customize security settings and manage user access permissions.
- Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training session for this course, please contact us to arrange.
Course Outline
Introduction
Sales Cloud
- Standard Objects and Functions
- Campaign
- Lead
- Account & Contact
- Opportunity
- Case
- Chatter
- Mobile App
- AppExchange
- Reports and Dashboards
Admin Training
- Organization level settings
- Set up and managing users
- Security and data access
- Object customizations
- Managing data
- Automation
- Support Process
- Approval Process
Advanced Features
- Automation
- Data analysis in real time
- Reporting
- Dashboard (Power BI or Tableau)
- Indicators
- Connections with Power BI or other tools
- Data quality
- Optional methodology
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- No prior Salesforce experience required
Audience
- Sales professionals looking to leverage Salesforce Sales Cloud
- Administrators responsible for managing Salesforce environments
- Business analysts and CRM specialists
Open Training Courses require 5+ participants.
Salesforce for Sales and Administration Training Course - Booking
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izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
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