We are excited to introduce this comprehensive sales-focused course, specifically designed to acclimatise your team to the Salesforce system. It’s crucial they feel comfortable and familiar with Salesforce so they can hit the ground running when you go live.
Covering the key areas your team will be using, the course takes a hands-on approach where students view a demonstration and then – with tips and tricks to boost productivity – get the opportunity to apply what they’ve learned from it to various training scenarios.
This training works especially well as an add-on to the existing Consleague QuickStart package or booked separately either as a refresher course or to onboard new employees to your business.
While we feel teaching face-to-face is always more beneficial, we acknowledge the ways the world has changed and are experienced at delivering this course virtually.
Our recommendations in each case would be:
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no more than 6 Attendees in a virtual setting |
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a maximum of 12 Attendees for real-world classroom teaching. |
Introduction and Course Objectives
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Introductions |
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Course Objectives |
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Course Agenda |
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What is Salesforce |
Navigation in Salesforce
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Logging in | ||||||||||||
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Data Access and visibility rules | ||||||||||||
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Terminology | ||||||||||||
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Tour of Salesforce | ||||||||||||
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Leads
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Working with Leads |
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Where do Leads come from? |
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Managing and Converting Leads |
Accounts & Contacts
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Working with Accounts: Account types |
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Your Turn Exercise: Creating Accounts |
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Adding Contacts |
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Maintaining Accounts & Contacts |
Chatter
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Introduction to Chatter |
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Chatter Posts |
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Chatter Groups |
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Your Turn Exercise: Create a post and @mention a colleague |
Managing Opportunities
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Overview of the sales cycle process | ||
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Opportunity types | ||
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Creating Opportunities | ||
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Your Turn Exercise: Create an Opportunity | ||
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Managing Opportunities | ||
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Your Turn Exercise: Update Your Opportunity | ||
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Adding and Managing Products |
Activities & Contacts
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Managing your Workload | ||||
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Creating Activities | ||||
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Accessing Activities from Account and Contact records | ||||
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Completing Activities | ||||
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Your Turn Exercise: Create a Meeting on an Account and Create a Task for a colleague | ||||
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Download the Salesforce app | ||||
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Benefits of using Salesforce mobile |
Cases
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Introduction to cases |
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Reports & Dashboards
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Working with Reports & Dashboards |
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Running existing Reports |
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Using Report Options / Filters |
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Creating Reports |
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Your Turn Exercise: Use the Report Builder to group, summarise and filter data |
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Running and Interpreting Dashboards |
Course Close
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Summary of key points |
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Requesting help |
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Take survey |
Salesforce Partners Supporting Business with Integration and Development
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A Sandbox will be required and loaded with a sample of data. The attendees will need to be created in the Sandbox as users. We can assist with this process if you need additional support |
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A maximum of 6 attendees per session virtually and 12 for classroom |
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Each user must have a laptop |
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If this course is being taught remotely then ideally each user has access to two screens to work with to follow exercises and eliminate the need for printing materials |
Changing your work habits are the primary reason for poor user adoption. Consleague has developed a range of Salesforce training courses in class and online, as well as being able to provide custom training tailored to your specific needs.
Complete the form to setup up a complimentary call with our Course Manager today to discuss your requirements so we can advise you on the best training course for you or your employees.