Salesforce.com
User Operations Workshop
Type On-Site
Duration Half-Day
Fee $700
Audience New and experienced users
Prerequisites None
   

 

Instructor

 

 

 

This course introduces the new or inexperienced salesforce.com user to the basics. Hands-on lab sessions reinforce the instructor’s lessons.

Topics

  • Finding records and using lists
  • Creating and changing Account and Contact records
  • Introduction to the salesforce.com Workspace and Home Page and Personal Setup
  • Adding notes and attachments
  • Understanding Leads
  • Working with your calendar
  • Scheduling and completing events and tasks
  • Managing opportunities
  • Sending and receiving email
  • Using email templates
  • Generating reports and exporting to Microsoft Excel
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"After reviewing all of the online courses Salesforce.com offers and several months of administration experience. I still did not feel that I knew as much as I should about Salesforce.com. In one day I increased my knowledge considerably. I learned many things about Salesforce.com that I never expected."
- Student