Salesforce for Sales and Administration Training Course

This instructor-led, live training in Vietnam (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

Salesforce stands as a top-tier CRM platform designed to monitor, refine, and expand sales effectiveness.

This instructor-led live training (available online or in-person) is tailored for mid-level sales professionals looking to enhance their performance by leveraging modern, high-impact selling methods backed by Salesforce.

After finishing this course, learners will be equipped to:

• Implement contemporary cold-calling strategies that drive higher engagement.
• Utilize tested scripts to boost conversion rates.
• Establish rapport swiftly through psychological insights and human-connection techniques.
• Harness Salesforce to monitor activities and speed up results.

Course Delivery Format

• Live demonstrations paired with guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Availability

• Examples, scenarios, and exercises can be tailored upon request.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, automate operational processes, and enhance team collaboration. This practical, hands-on course delves into core configuration techniques, object and application design, automation through workflows and Process Builder/Flow, along with productivity features designed to help teams work more efficiently.

Delivered as an instructor-led live training—available either online or onsite—this program targets beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, automate routine processes, and boost user productivity.

Upon completion of this training, participants will be equipped to:

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and develop Lightning apps and pages utilizing Lightning App Builder.
• Create automation solutions using Flow and other process automation tools to streamline tasks.
• Leverage productivity and collaboration features such as Lightning Experience, Chatter, and various integrations.
• Develop basic reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures combined with live demonstrations.
• Guided hands-on exercises conducted within a sandbox organization.
• Real-world scenarios culminating in a short capstone lab project.

Customization Options

• To request a tailored version focusing on Sales Cloud, Service Cloud, or custom objects, please reach out to us for arrangement.

This instructor-led, live training in Vietnam (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in Vietnam (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led live training in Vietnam (online or onsite) is designed for marketing staff, sales professionals, and customer service representatives who aim to configure, manage, and monitor Salesforce to better serve their customers.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Leverage Salesforce features and tools to attract, acquire, and service existing and potential customers.
• Create reports and dashboards to produce valuable analytics and business insights.

Salesforce serves as a robust cloud-based platform that facilitates the entire insurance lifecycle, encompassing processes from initial quoting and sales through to claims handling and policy administration.

This instructor-led live training, available online or onsite, is designed for intermediate-level professionals in the insurance and leasing sectors who aim to configure, extend, and optimize Salesforce to manage product offerings, automate claims processing, and oversee complete policy lifecycles.

Upon completion of this training, participants will be capable of:

• Configuring Salesforce to handle quoting and pricing for insurance products.
• Managing post-sales activities such as claims processing, event registration, and automated payments.
• Modeling insurance products and administering policies throughout their entire lifecycle.
• Adapting Salesforce to address the regulatory and operational requirements specific to insurance and leasing.

Course Format

• Interactive lectures and discussions.
• Practical application of Salesforce Insurance tools and configurations.
• Guided exercises focusing on product creation, claims workflows, and policy automation.

Customization Options

• For customized training tailored to your specific insurance or leasing products, please contact us to arrange.

This instructor-led live training in Vietnam (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

This instructor-led live training in Vietnam (available online or onsite) is designed for intermediate-level marketing professionals seeking to develop the skills and knowledge needed to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the conclusion of this training, participants will be able to:

• Understand the key features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, build segmented audiences, and leverage data for targeted marketing strategies.

This instructor-led live training in Vietnam (online or onsite) is tailored for beginner to intermediate-level sales professionals who want to leverage Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and enhancing overall sales performance.

Upon completion of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface with confidence.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilize Salesforce tools to streamline workflows and monitor performance.
• Harness reports and dashboards to gain valuable insights into the sales pipeline.