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Course Outline
Introduction to Salesforce for End Users
Overview of Salesforce Features and Concepts
- Customer relationship management (CRM) concepts
- User interface and navigation
- Terminology
Setting up a Salesforce Account
- Setting up a Salesforce account
- Customizing Salesforce
- Personal settings
Getting Started with Salesforce
- Record management
- Tracking interactions (overview, tasks, events, and emails)
- List views and reports
- Collaboration with Chatter
Managing Marketing and Leads in Salesforce
- Lead management
- Corresponding with leads
- Using Salesforce for marketing campaigns
Tracking Sales Records and Accounts
- Accounts in Salesforce
- Team-based selling
- Tracking account records activities
- Contact records management
- Opportunity records management
- Salesforce Content for sales reps
- Campaign return on investment (ROI) analysis
Providing Support Using Salesforce Serve Cloud
- Case records in Salesforce
- Service Cloud basics
- Managing cases (creating, updating, closing)
- Salesforce Service Console
- Setting up queues
- Case automation
Monitoring and Reporting with Salesforce
- Common types of reports
- Creating and customizing reports
- Report scheduling and automation
- Dashboards and dashboard components
- Creating and customizing dashboards
- Dashboard scheduling and automation
Using the Salesforce Mobile App
- Download and installation
- User interface and navigation
- Performing common functions (marketing, sales, and service)
Exploring Advanced Salesforce Topics
- Connecting Salesforce to social networks
- Importing accounts and contacts
- Managing a sales team with Salesforce
- Productivity tips and best practices
Troubleshooting
Summary and Conclusion
Requirements
- Experience in sales, marketing, or customer support
- A general understanding of customer relationship management and operations
Audience
- Marketing staff
- Sales staff
- Customer service representatives
7 Hours
Testimonials (4)
What i like was the level of knowledge that the trainer had. It is important to feel safe that the information provided is correct and that the level of understanding is high.
Alina Alexandru - Baumit Romania Com SRL
Course - Salesforce for End Users
The interactions
Andreea - Baumit Romania Com SRL
Course - Salesforce for End Users
it was specific to our requests
Graziana - Miraclon Belgium
Course - Salesforce for End Users
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.