18 and older
This class is delivered by a live instructor and is specifically designed to teach sales people 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.Who Should Attend
Sales people with a very good understanding of Salesforce sales basics who want to utilize more of the power that Salesforce can provide.Prerequisite
- Salesforce.com for Sales Representatives (Classic)
- Salesforce.com for Sales Representatives (Lightning)
Headsets for free, Guaranteed to Run, Re-Takes for free (Up to 6 months), Interactive Classroom environment.Registration Note:
- 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 & Answer
We can only accept students into our classes whose tuition is being paid by an employer or sponsoring organization. Self-paying individuals cannot enroll.
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.