Salesforce
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 user to the basics. Hands-on lab sessions reinforce the instructor’s lessons.
Topics
- Finding records and using List Views
- Creating and changing Account and Contact records
- Introduction to the Salesforce workspace and Home Page and Personal Setup
- Adding Aattachments
- Understanding Leads
- Working with your Calendar
- Scheduling and completing Events and Tasks
- Managing Opportunities
- Sending and receiving email
- Using email templates
- Generating Reports
"After reviewing all of the online courses Salesforce offers and several months of administration experience. I still did not feel that I knew as much as I should about Salesforce. In one day I increased my knowledge considerably. I learned many things about Salesforce that I never expected."
- Student

