18 and older
This class is delivered by a live instructor and is specifically designed to teach marketing people the basics of Salesforce Sales Cloud marketing features in the Lightning Experience. 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.
This class will cover the Lightning version of Salesforce.Course Outline:
Registration Note: We can only accept students into our classes whose tuition is being paid by an employer or sponsoring organization. Self-paying individuals cannot enroll.
- 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
Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.
The classes are instructor-led live training you attend in a local classroom or from your home/office. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.
Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.