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Salesforce Online Training



Salesforce Online Training Course Content:



Unit 1: About this Course
  • Course Objectives
  • About Rainmaker Associates
  • How the course is structured


Unit 2: Get your Head in the Clouds! - A Salesforce.com Primer

  • Benefits of using Salesforce.com
  • Getting the most out of Salesforce.com
  • What is Salesforce.com
  • Navigating the Salesforce.com User Interface


Unit 3: Leads - Enter, Track, Qualify, Convert

  • Introducing Leads
  • Managing your Leads Process
  • Working with Lead Field Mapping and Queues


Unit 4: Account Management

  • Introducing Accounts
  • Creating Accounts
  • Working with Account Fields
  • Using Related Lists


Unit 5: Contact Management

  • Working with the Contact-Account Relationship
  • Entering Contacts
  • Using Campaigns to Group Contacts


Unit 6: Opportunities - Taking Control of your Sales Process

  • Tracking your Sales
  • Managing your Sales Process
  • Working with Campaigns
  • Using Products to Better Define the Sale
  • Knowing who is Involved in the Opportunity
  • Using Partner Roles


Unit 7: Activities - Driving Collaboration and Intelligence Gathering

  • Introducing Activities
  • Understanding how Activities Relate to Accounts
  • Entering Activities
  • Working with Emails
  • Completing Tasks


Unit 8: Getting Info Out of Salesforce: Views, Reports, Dashboards

  • Introducing Views, Reports, and Dashboards
  • Working with Views
  • Working Efficiently on the Reports tab
  • Working with Dashboards


Unit 9: The Big Picture

  • Does YOUR Salesforce Fit YOUR Business
  • Extending Functionality
  • Managing Salesforce in your Organization
  • Driving User Adoption


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