Salesforce for Sales and Administration Training Course
Salesforce stands as a premier cloud-based Customer Relationship Management (CRM) platform, engineered to assist organizations in optimizing their sales, customer service, and administrative operations.
This guided, live training session (available online or on-site) targets entry-level sales personnel and administrators eager to master the utilization and management of Salesforce Sales Cloud alongside 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.
- Create reports and dashboards to derive valuable sales insights.
- Deploy automation and workflow rules within Salesforce.
- Tailor security settings and administer user permissions.
- Connect Salesforce with Power BI, Tableau, and other solutions to facilitate real-time data analysis.
Course Format
- Engaging lectures and interactive discussions.
- Ample exercises and practical practice.
- Practical implementation within a live-lab environment.
Customization Options
- To arrange a tailored version of this training, please reach out to us.
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
- Fundamental knowledge of CRM concepts
- No previous Salesforce experience necessary
Target Audience
- Sales professionals aiming to harness the power of Salesforce Sales Cloud
- Administrators charged with overseeing Salesforce environments
- Business analysts and CRM specialists
Open Training Courses require 5+ participants.
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izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
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