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 support, and administrative operations.
This instructor-led, live training (available online or onsite) targets beginner-level sales professionals and administrators aiming to proficiently use and oversee Salesforce Sales Cloud along with its administrative capabilities.
Upon completion of this training, participants will be capable of:
- Effectively navigating and utilizing Salesforce Sales Cloud.
- Managing leads, accounts, contacts, opportunities, and cases.
- Creating reports and dashboards to derive sales insights.
- Implementing automation and workflow rules within Salesforce.
- Customizing security settings and managing user access.
- Integrating Salesforce with Power BI, Tableau, and other tools for real-time data analysis.
Format of the Course
- Interactive lecture and discussion.
- Ample exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training 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
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izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
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