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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

  • 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
 7 Hours

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