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Overview:
This online class is delivered by a live instructor and is specifically designed to teach marketing
people the basics of Salesforce. The instructor will focus on the key features a marketer can use
to immediately become effective with Salesforce.
A student in this class will learn how to manage leads and campaigns. In addition, the instructor
will show students how to use the Lead Import Wizard to manage large campaigns. Finally, the
student will learn how to use and create list views and reports.
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:
Marketers with little or no experience with Salesforce or those wanting a refresher on how to
effectively manage leads and campaigns within Salesforce.
Course duration:
1 day
Course outline:
- Introductions / log into training orgs
- Overview of Salesforce for marketing
- Working with leads
- Working with campaigns
- Importing leads
- Mass updating leads
- Creating list views and reports
- Question and answer
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