What’s the only kind of training class that Salesforce.com does not offer? User training. Sure, there is Trailhead, but in our experience, users don’t go there much.
We’re holding a 6-hour, one-day Salesforce.com virtual class on April 11, 2018 from 9:00 – 3:00 EST. Cost is $300.
We teach users how to understand, navigate, and really use Salesforce to do their job better. This is a hands-on class; each student will do exercises in a practice training Org. Our instructor is a Salesforce.com certified instructor, consultant, and Registered Partner, and he has taught hundreds of users.
Here is the agenda:
9:00-9:10 Welcome, Introductions, and Agenda Overview
9:10-9:25 What is Salesforce.com & its nomenclature
9:25-9:40 Home Page Tour, Search, Recent Items, Page Layouts
9:40-9:50 Hands On: Searching and Navigating in Salesforce.com
9:50-10:00 Personal Settings – Customizing salesforce.com how YOU want it
10:00-10:30 Hands On: Personalizing Salesforce
10:30-10:40 List Views and mass/inline editing
10:50-11:10 Hands On: Creating a List View
11:10-11:20 Using Activities – Tasks and Events
11:20- 11:30 Emailing from Salesforce, Mass emails
11:30-12:00 Hands On: Creating Salesforce Records
1:00-1:10 Calendar and Outlook/Gmail Integration
1:10-1:20 Classic and Lightning
1:20-1:45 Hands On: Creating a Report
1:55-2:10 Salesforce1 and Chatter
2:10-2:20 Help and Training, AppExchange
2:20-2:30 How to stay up to date with Salesforce
2:30-3:00 Open Floor – Exploration and Questions
So if you want to really get good at Salesforce.com in one day, fill out our ‘Contact Us’ form.