Salesforce Training Classes & Learning

Overview
Whether you are a new Salesforce administrator or have been managing Salesforce® for some time, you probably know that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Exam Notes
This course maps to the related Salesforce Certified Administrator exam and covers similar material to that found in the Salesforce University course. You will need to take this class and review additional resources and exam objectives in order to pass your Salesforce exam.

Course Objectives
In this course, you will perform the basic skills required of a typical Salesforce system administrator.
You will:
• Describe basic concepts related to Salesforce administration.
• Set up an organization.
• Manage user accounts.
• Implement security controls.
• Configure the Salesforce Classic user interface.
• Support the Lightning Experience user interface.
• Customize pages.
• Manage Opportunities.
• Implement additional Opportunity features.
• Implement data validation and workflows.
• Manage Leads.
• Manage Accounts.
• Manage Contacts.
• Manage Campaigns.
• Manage Cases.
• Manage custom objects.
• Manage data.
• Configure views, reports, and dashboards.
• Integrate and extend Salesforce.

Target Student
This course is intended for individuals who need to manage instances of Salesforce Sales Cloud®. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com® system administration, or external consultants who have been engaged to provide administrative support for an organization.

This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification.

Prerequisites
To ensure your success, you will need a working knowledge of how Salesforce is being used in their organization and general familiarity with the Salesforce Lightning Experience user interface. Experience with using the Salesforce1 mobile app on iOS® or Android™ devices will be helpful but is not required.

COURSE OUTLINE

Lesson 1: Introduction to Salesforce Administration
Topic A: The Salesforce Data Model
Topic B: SMART Administration Principles

Lesson 2: Setting Up an Organization
Topic A: Manage the Company Profile
Topic B: Configure Organizational Settings

Lesson 3: Managing User Accounts
Topic A: Create User Accounts
Topic B: Manage Users

Lesson 4: Implementing Security Controls
Topic A: Salesforce Security Essentials
Topic B: Configure Profiles
Topic C: Establish Organization-Wide Sharing Defaults
Topic D: Configure Roles
Topic E: Create Sharing Rules
Topic F: Perform a Health Check

Lesson 5: Configuring the Salesforce Classic User Interface
Topic A: Configure User Interface Settings
Topic B: Customize the Home Page in Salesforce Classic
Topic C: Configure Search in Salesforce Classic

Lesson 6: Supporting the Lightning Experience User Interface
Topic A: Implement Lightning Experience
Topic B: Customize Lightning Experience Home Pages

Lesson 7: Customizing Pages
Topic A: Create Page Layouts in Salesforce Classic
Topic B: Customize Record Pages in Lightning Experience

Lesson 8: Introduction to Opportunity Management
Topic A: Opportunity Management Essentials
Topic B: Design and Implement Opportunity Fields
Topic C: Design and Implement Opportunity Stages
Topic D: Design and Implement Opportunity Contact Roles
Topic E: Design and Create Opportunity Record Types

Lesson 9: Implementing Additional Opportunity Features
Topic A: Implement and Maintain Opportunity Products and Price Books
Topic B: Implement the Similar Opportunities Function
Topic C: Implement Opportunity Teams
Topic D: Create a Big Deal Alert

Lesson 10: Implementing Data Validation and Workflows
Topic A: Create and Test Validation Rules
Topic B: Create and Test Workflows

Lesson 11: Managing Leads
Topic A: Lead Management Essentials
Topic B: Design and Implement Lead Fields
Topic C: Design and Implement Custom Lead Sources
Topic D: Design and Implement Web-to-Lead Forms
Topic E: Design and Implement Lead Assignment Rules

Lesson 12: Managing Accounts
Topic A: Design an Account Management Model
Topic B: Implement an Account Management Model

Lesson 13: Managing Contacts
Topic A: Design a Contact Management Strategy
Topic B: Implement a Contact Management Strategy

Lesson 14: Managing Campaigns
Topic A: Prepare for Campaign Management
Topic B: Administer a Campaign Management Strategy

Lesson 15: Managing Cases
Topic A: Case Management Essentials
Topic B: Design and Implement Case Fields
Topic C: Design and Implement Case Origins
Topic D: Automate Case Management

Lesson 16: Providing Apps and Custom Objects
Topic A: Supply Apps in Salesforce Classic
Topic B: Supply Apps in Lightning Experience

Lesson 17: Managing Data
Topic A: Data Management Essentials
Topic B: Import and Update Data
Topic C: Back Up and Restore Data

Lesson 18: Configuring Views, Reports, and Dashboards
Topic A: Create Views
Topic B: Create and Manage Reports
Topic C: Create and Manage Dashboards

Lesson 19: Integrating and Extending Salesforce
Topic A: Integrate Salesforce and Outlook
Topic B: Implement Salesforce1
Topic C: Implement SalesforceA

	Dates	Times	Location	Price
	1/13/25 - 1/17/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	2/10/25 - 2/14/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	3/10/25 - 3/14/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695
	4/7/25 - 4/11/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$2,695

More Dates    Quote

Overview
Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets.

Course Objectives
In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.

You will:
Create a basic Salesforce Sales Cloud environment and navigate the interface.
Optimize lead qualification.
Manage accounts and contacts.
Manage the opportunity pipeline.
Use Salesforce email.
Work with reports and dashboards.

Target Student
This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.

Prerequisites
To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications.

Course Content

Lesson 1: Getting Started with Salesforce
Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Topic B: Navigate the Salesforce LE Interface
Topic C: Navigate in the Salesforce Classic Interface

Lesson 2: Optimizing Lead Qualification
Topic A: View Leads
Topic B: Manage Leads
Topic C: Work Leads
Topic D: Convert Leads

Lesson 3: Managing Accounts and Contacts
Topic A: Manage Accounts
Topic B: Manage Contacts

Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities
Topic A: Manage Opportunities
Topic B: Work Opportunities
Topic C: Close Opportunities

Lesson 5: Using Salesforce Email
Topic A: Use Salesforce Email in Salesforce Classic
Topic B: Use Salesforce Email in Salesforce LE

Lesson 6: Working with Reports and Dashboards
Topic A: View Reports and Dashboards
Topic B: Create and Edit Reports and Dashboards

Appendix A: Extending Salesforce with AppExchange

	Dates	Times	Location	Price
	12/13/24	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	1/20/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	2/21/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395
	3/17/25	10:00 - 4:45 EST 9:00 - 3:45 CST 8:00 - 2:45 MST 7:00 - 1:45 PST	Live Online from our site or yours.	$395

More Dates    Quote

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.

Who Should Attend?
Salespeople with a very good understanding of Salesforce sales basics who want to utilize more of the power that Salesforce can provide.

Agenda

• 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