Salesforce for Sales and Administration

• 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

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.

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