Course Outline
Introduction to Salesforce for End Users
Overview of Salesforce Features and Concepts
- Customer relationship management (CRM) principles
- User interface navigation
- Key terminology
Setting up a Salesforce Account
- Account configuration
- Customizing the Salesforce environment
- Personal settings
Getting Started with Salesforce
- Managing records
- Tracking interactions (including overview, tasks, events, and emails)
- List views and reporting
- Collaboration via Chatter
Managing Marketing and Leads in Salesforce
- Lead management processes
- Engaging with leads
- Utilizing Salesforce for marketing campaigns
Tracking Sales Records and Accounts
- Managing Accounts in Salesforce
- Team-based sales strategies
- Monitoring account record activities
- Maintaining contact records
- Overseeing opportunity records
- Accessing Salesforce Content for sales representatives
- Analyzing campaign return on investment (ROI)
Providing Support Using Salesforce Serve Cloud
- Handling Case records in Salesforce
- Service Cloud fundamentals
- Case lifecycle management (creation, updates, and closure)
- The Salesforce Service Console
- Queue configuration
- Automating case workflows
Monitoring and Reporting with Salesforce
- Standard report types
- Building and customizing reports
- Scheduling and automating report generation
- Dashboards and their components
- Building and customizing dashboards
- Scheduling and automating dashboard updates
Using the Salesforce Mobile App
- App download and installation
- Mobile interface and navigation
- Executing common marketing, sales, and service functions
Exploring Advanced Salesforce Topics
- Integrating Salesforce with social networks
- Importing accounts and contacts
- Leading a sales team using Salesforce
- Productivity enhancements and best practices
Troubleshooting
Summary and Conclusion
Requirements
- Background experience in sales, marketing, or customer support
- A general comprehension of customer relationship management and operational workflows
Target Audience
- Marketing professionals
- Sales team members
- 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
