Course Overview
This course is designed to teach sales people the basics of Salesforce Lightning.
Course Objectives
- Welcome & Introductions
- Setting up a Practice Site
- Terminology
- Salesforce Basics
- Leads
- Activities
- Converting Leads
- Accounts
- Contacts
- Opportunities
- Data Management – List Views
- Kanban Opportunity Board
- A Plan to Win
- Putting it All Together
- Cool Tips!
Who Should Attend?
Sales Reps with no experience of using the Salesforce CRM
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
- Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Agenda
- Welcome & Introductions
- Setting up a Practice Site
- Terminology
- Salesforce Basics
- Leads
- Activities
- Converting Leads
- Accounts
- Contacts
- Opportunities
- Data Management – List Views
- Kanban Opportunity Board
- A Plan to Win
- Putting it All Together
- Cool Tips!