Salesforce User Training | Wycado Consulting - Salesforce Experts

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Salesforce User Training

$150.00

Choose the date that you want to attend this online course. The price is per student. If you are registering more than one student, update the “How Many Spots” amount (below) to pay for the spots that you need. This is a 4 hour course. For Private user training, contact us to schedule. Scroll down for more details about this course. We will email you a Zoom link and password for this training. This course is taught by Jeff Susich, a senior consultant and trainer that has taught hundreds of Salesforce classes.

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Course Description: Salesforce® User Training

Training Overview

This course is for new users, or those that have been using Salesforce® for some time but know that they are not leveraging all it can do. Go deeper into Salesforce® and learn more about how to use the platform more effectively. Students will learn basic nomenclature, how to use personal settings, navigating in Salesforce®, personal settings, using the main objects, how to use List Views, using records, using Activities, emailing from Salesforce®, and how to create Reports. Students will perform hands-on exercises working in a Salesforce® Org to reinforce the training concepts. Private courses will have a custom curriculum tailored for the client’s Org and business.

 

Prerequisites: None

Training Materials

All students will receive comprehensive courseware

 

Salesforce® Training Outline

  • Overview of Salesforce
  • Salesforce Nomenclature
    • Apps
    • Objects
    • Tabs
    • Records
  • Logging in
    • Username and passwords
    • Password policies
  • Navigating in Salesforce
    • App Launcher
    • Search
    • Tabs
    • Favorites
    • Global Actions
    • Notifications
    • Viewing Records
  • Personal Settings
    • User Info
    • Customizing pages
    • Email Settings
    • Activity Reminders
    • Adding Navigation Tabs
  • Objects
    • Accounts
    • Contacts
    • Leads
    • Converting Leads
    • Opportunities
    • Cases
  • List Views
    • Standard List Views
    • Custom List Views
    • Tagging a List View as a Favorite
  • Using Records
    • Create, view, edit, delete
    • Undelete Records
  • Activities and Calendars
    • Tasks
    • Events
    • Calendars
  • Sending Email from Salesforce
    • Email Integration
    • Email Templates
    • Emailing from List Views
  • Reports
    • Creating Reports
  • Other Tips
    • Help and Training
    • AppExchange
    • Salesforce Community
    • Trailhead
    • User Groups

 

If you have any questions about this Salesforce® training course, feel free to email us or call us at 513-218-7180.

Class Dates