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

