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PT26088
Training Summary
Explore what’s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you’ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.
Prerequisites
RECOMMENDED EXPERIENCE As this course is an introduction to and overview of Salesforce for the business user, there are no prerequisites or prior experience required. However, completing the following Trailhead/Help & Training modules prior to training will help you get the most out of this course.
- Salesforce Basics
- Salesforce User Tour
- Data Security
- Process Automation
- Reports and Dashboards
- Chatter Basics for Users
Duration
3 Days/Lecture & Lab
Audience
This class is ideal for business users — the people who need to learn what’s possible with Salesforce functionality across the suite of products, but aren’t necessarily responsible for managing the application. If you’re a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis “super user,” this class is just what you need to better understand the business value of the Salesforce Platform.
Course Topics
- Introduction
- Data Access and Security
- User Management and Troubleshooting
- Customize Salesforce
- Automate Business Processes
- Report On Your Data
- Using Reported Data
- Salesforce Everyday
- Data Management
- Extending Salesforce
- Wrap Up and Certification