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
- Account setup procedures
- Customizing Salesforce for your needs
- Configuring personal settings
Getting Started with Salesforce
- Record management basics
- Tracking interactions (overview, tasks, events, and emails)
- List views and reporting basics
- Collaborating using Chatter
Managing Marketing and Leads in Salesforce
- Lead lifecycle management
- Communicating with leads
- Executing marketing campaigns via Salesforce
Tracking Sales Records and Accounts
- Understanding accounts in Salesforce
- Team-based selling strategies
- Monitoring account record activities
- Contact records management
- Opportunity records management
- Salesforce Content for sales representatives
- Campaign return on investment (ROI) analysis
Providing Support Using Salesforce Service Cloud
- Understanding case records in Salesforce
- Service Cloud fundamentals
- Case management (creating, updating, and closing)
- Navigating the Salesforce Service Console
- Configuring queues
- Implementing case automation
Monitoring and Reporting with Salesforce
- Overview of common report types
- Creating and customizing reports
- Scheduling and automating reports
- Dashboards and dashboard components
- Building and customizing dashboards
- Scheduling and automating dashboards
Using the Salesforce Mobile App
- Download and installation process
- User interface and navigation
- Executing core functions (marketing, sales, and service)
Exploring Advanced Salesforce Topics
- Integrating Salesforce with social networks
- Importing accounts and contacts
- Managing sales teams with Salesforce
- Productivity tips and best practices
Troubleshooting
Summary and Conclusion
Requirements
- Experience in sales, marketing, or customer support roles
- A fundamental understanding of customer relationship management principles and operations
Audience
- Marketing staff
- Sales staff
- Customer service representatives
Testimonials (7)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
good interaction with the audience
rihlah farhati - True Lens Services Ltd
Course - Salesforce for End Users
Interactive, real life scenario examples
Jaimie Cluer - True Lens Services Ltd
Course - Salesforce for End Users
That it was very interactive and flexible.
Richard Grocott - True Lens Services Ltd
Course - Salesforce for End Users
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