Salesforce – training End User

Why take this course

If you work with the Salesforce system daily or are about to start, this training will help you fully unlock its potential. You’ll learn how to navigate the system efficiently and use it to your advantage. This will increase your effectiveness, improve your results, and make working with Salesforce intuitive and enjoyable.

What you'll learn

• The nomenclature, logic, and data structure within the Salesforce system.
• Navigate the system in an intuitive and efficient way.
• Create simple reports and views to analyze data.
• Use the system to your advantage and streamline your daily work.
• Communicate within the system and manage changes.

Certification & Exam

Upon completion of the training, you will receive a certificate of participation, confirming your skills in effectively using the Salesforce system as an End User. There is no final exam—all you need is active participation in the classes.

Who is this course for

This course is for individuals who work or are about to start working with the Salesforce system in Sales and Service Cloud. The training is also suitable for current Salesforce users who want to increase system adoption and learn best practices.

Topics covered

1. Facilities:

• Accounts (Account)
• Contacts (Contact)
• Business opportunities (Opportunity)
• Lead
• Tasks (Task)
• Events (Event)
• Campaigns (Campaign)
• And others depending on the Salesforce product

2. The manager part:

• Reports
• Dashboards
• Approval Process

3. Change management

4. Communication within the system

5. Salesforce for Gmail/Outlook