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 operations, customer support, and administrative workflows.
This instructor-led, live training session (available online or onsite) targets beginner-level sales professionals and administrators eager to master the utilization and management of Salesforce Sales Cloud along with its administrative capabilities.
Upon completing this training, participants will be equipped to:
- Effectively navigate and leverage Salesforce Sales Cloud.
- Oversee leads, accounts, contacts, opportunities, and cases.
- Produce reports and dashboards to derive actionable sales insights.
- Deploy automation and workflow rules within Salesforce.
- Tailor security settings and control user access permissions.
- Connect Salesforce with Power BI, Tableau, and other tools to facilitate real-time data analysis.
Course Format
- Engaging lectures and group discussions.
- Extensive exercises and practical practice sessions.
- Practical implementation within a live-lab environment.
Course Customization Options
- For inquiries regarding customized training for this course, please reach out to us to make arrangements.
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
- Foundational understanding of CRM concepts.
- No previous Salesforce experience necessary.
Audience
- Sales professionals aiming to harness Salesforce Sales Cloud.
- Administrators tasked with 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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Salesforce for Sales and Administration - Consultancy Enquiry
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izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
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