|
|
|
|
|
|
Overview:
This class is delivered by a live instructor and is specifically designed to teach salespeople the
more advanced sales and activity management features of Salesforce.
A student in this class will learn how to configure some of the advanced functionality within
Salesforce including the user interface features and search settings. Students will also set up and
use advanced email features, Chatter, opportunity features such as tracking competitors,
contact roles, partners, and setting up and utilizing price books and products. Finally,
participants will learn how to create and utilize views, reports, and the Activities tab.
Each student will be given a practice learning environment to participate in hands-on exercises
during the class. The students will be able to use that learning environment indefinitely after the
class without any additional fees
Audience:
Salespeople with a very good understanding of Salesforce sales basics who want to utilize more
of the power that Salesforce can provide.
Course duration:
1 day
Course outline:
- Introductions/login to training orgs
- Overview of Salesforce power user for sales
- Setting up the user interface and search settings
- Working with advanced email features
- Setting up and working with Chatter
- Setting up and working with advanced opportunity features
- Creating and working with list views
- Creating, customizing, and running reports
- Activity management
- Question and answer
|
|
|
|
|
