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Course objectives

Learning about the capabilities of the Salesforce system, within Sales and Service Cloud. The training includes standard solutions offered by the system. “Custom” solutions possible as part of the training after sharing the system and documentation in advance.

Benefits

Trainees will learn and understand

  • Salesforce nomenclature,
  • Working methods, logic and data structure
  • Best practices to help navigate the system.

The listeners will be able to

  • Navigate the system
  • Build simple reports and views,
  • Use the system to their advantage
Training scope

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

Audience

Individuals working with or about to start working with Salesforce on a daily basis. The training can also be customized for individual companies, for employees already working on Salesforce for some time, as part of increasing adoption of the system.

We offer

Classes conducted by a trainer with practical experience, printed materials, set of exercises, certificate of training completion

Course objectives

Learning about the capabilities of the Salesforce system, within Sales and Service Cloud. The training includes standard solutions offered by the system. “Custom” solutions possible as part of the training after sharing the system and documentation in advance.

Benefits

Trainees will learn and understand

  • Salesforce nomenclature,
  • Working methods, logic and data structure
  • Best practices to help navigate the system.

The listeners will be able to

  • Navigate the system
  • Build simple reports and views,
  • Use the system to their advantage
Training scope

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

Audience

Individuals working with or about to start working with Salesforce on a daily basis. The training can also be customized for individual companies, for employees already working on Salesforce for some time, as part of increasing adoption of the system.

We offer

Classes conducted by a trainer with practical experience, printed materials, set of exercises, certificate of training completion

The number of participants: 8-15 people

Duration: 4 days

Available language: PL / EN

Available course material: PL / EN

Course form
Workshop - presentation, group exercises

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Contact our experts with questions about any of our trainings

Natalia & Agata

Training Practice Team

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Natalia & Agata

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