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Overview:
This class is delivered by a live instructor and is specifically designed to teach customer service
and call center personnel the basics of Salesforce. The instructor will focus on the key features a
call center employee can use to immediately become effective with Salesforce.
A student in this class will learn how to work with accounts, contacts, cases, solutions, and
activities. In addition, the instructor will show students how to how to use and create list views
and reports to effectively filter information.
Each student will be given a practice learning environment to participate in hands-on exercises
during the class. The student will be able to use that learning environment indefinitely after the
class without any additional fee.
Audience:
Customer service or call center personnel with little or no experience with Salesforce or those
wanting a refresher on how to effectively manage leads and cases within Salesforce.
Course duration:
1 day
Course outline:
- Introductions/login to training orgs
- Overview of Salesforce for service
- Working with accounts
- Working with contacts
- Working with cases
- Working with solutions
- Creating list views and reports
- Question and answer
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