Course Details
Course Description:
The Salesforce.com: Sales Cloud for Sales Representatives course is a 1-day course that is designed to help students learn to create and manage records in the trial version of Salesforce Sales Cloud Lightning Enterprise Edition.
Topics covered in the course include:
- Creating a basic Salesforce Sales Cloud environment
- Navigating the Salesforce interface
- Optimizing lead qualification
- Managing accounts and contacts
- Managing the opportunity pipeline.
- Using Salesforce email
- Working with reports and dashboard
Target Student: This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales.
Section 1: Getting Started with Salesforce
Lesson A: Setting Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Lesson B: Navigate the Salesforce LE Interface
Lesson C: Navigate in the Salesforce Classic Interface
Section 2: Optimizing Lead Qualification
Lesson A: Viewing Leads
Lesson B: Managing Leads
Lesson C: Working Leads
Lesson D: Converting Leads
Section 3: Managing Accounts and Contacts
Lesson A: Managing Accounts
Lesson B: Managing Contacts
Section 4: Managing the Opportunity PipelineTLesson A: Managing Opportunities
Lesson A: Managing Opportunities
Lesson B: Working Opportunities
Lesson C: Close Opportunities
Section 5: Using Salesforce Email
Lesson A: Using Salesforce Email in Salesforce Classic
Lesson B: Using Salesforce Email in Salesforce LE
Section 6: Workinging with Reports and Dashboards
Lesson A: Viewing Reports and Dashboards
Lesson B: Create and Edit Reports and Dashboards
Appendix A: Extending Salesforce with AppExchange
Please check the course description to find prerequisite information.
We offer live-instructor group training classes for your team.
Upskill your team from the comfort of your office or online.
Benefits of Group Training Include:
- Experienced Professional Instructor Trains Your Team
- Content Focused On Your Team's Needs
- Convenient Scheduling and Class Setup
- Significant Per/Student Cost Savings
- Online, On-Site and Blended Options Available
Virtual Live Instructor
Financing Available
Free Repeat
Testimonials
This was the class I needed.
The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don't know about the rest of the students, but was very pleased with this experience.
I finally understand how to use Excel.
-Amanda T (Yale New Haven Hospital).
Great class!
We were able to cover a lot of information in one day without getting overwhelmed.
-Maria R (Microsoft).
We offer private Salesforce group training services for organizations looking to upskill their team members with a live-instructor.
Training options include:
Learn more about how Salesforce Private Group Training from Business Computer Skills can help your team.
