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Course Outline

Introduction

Sales Cloud

  • Standard Objects and Functions
    • Campaign
    • Lead
    • Account & Contact
    • Opportunity
    • Case
    • Chatter
    • Mobile App
    • AppExchange
  • Reports and Dashboards

Administrative Training

  • Organization-level settings
  • User setup and management
  • Security and data access control
  • Object customizations
  • Data management
  • Automation
  • Support Process
  • Approval Process

Advanced Features

  • Automation
  • Real-time data analysis
  • Reporting
  • Dashboards (Power BI or Tableau)
  • Key Performance Indicators (KPIs)
  • Integrations with Power BI and other tools
  • Data quality assurance
  • Optional methodologies

Summary and Next Steps

Requirements

  • Fundamental knowledge of CRM concepts
  • Previous Salesforce experience is not required

Target Audience

  • Sales professionals aiming to harness the power of Salesforce Sales Cloud
  • Administrators tasked with managing Salesforce ecosystems
  • Business analysts and CRM specialists
 21 Hours

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 4800 € + VAT*

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