Salesforce for Sales and Administration Training Course
Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform designed to help businesses streamline sales, customer service, and administrative processes.
This instructor-led, live training (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.
By the end of this training, participants will be able to:
- Navigate and utilize Salesforce Sales Cloud effectively.
- Manage leads, accounts, contacts, opportunities, and cases.
- Generate reports and dashboards for sales insights.
- Implement automation and workflow rules in Salesforce.
- Customize security settings and manage user access.
- Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.
Format of the Course
- Interactive lecture and discussion.
- Lots of 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
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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The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
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