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Salesforce.com - Sales Cloud for Sales Representatives

Course Overview

This course will give students the knowledge and skills they need to use Salesforce® in the real world—ultimately enabling them to meet and exceed their sales targets.

Who Should Attend

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. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.

Course Objectives

In this course, students will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition. Students will:

  • Create a basic Salesforce Sales Cloud environment and navigate the interface.
  • Optimize lead qualification.
  • Manage accounts and contacts.
  • Manage the opportunity pipeline.
  • Use Salesforce email.
  • Work with reports and dashboards.

    Course Outline

    1 - GETTING STARTED WITH SALESFORCE

    • Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
    • Navigate the Salesforce LE Interface
    • Navigate in the Salesforce Classic Interface

    2 - OPTIMIZING LEAD QUALIFICATION

    • View Leads
    • Manage Leads
    • Work Leads
    • Convert Leads

    3 - MANAGING ACCOUNTS AND CONTACTS

    • Manage Accounts
    • Manage Contacts

    4 - MANAGING THE OPPORTUNITY PIPELINE

    • Manage Opportunities
    • Work Opportunities
    • Close Opportunities

    5 - USING SALESFORCE EMAIL

    • Use Salesforce Email in Salesforce Classic
    • Use Salesforce Email in Salesforce LE

    6 - WORKING WITH REPORTS AND DASHBOARDS

    • View Reports and Dashboards
    • Create and Edit Reports and Dashboards

  • Enroll Today

    This is a 1-day class

    Price: $600.00
    Payment Options

    ILT Instructor‑Led Training

    OLL Online LIVE

    GTR  Guaranteed to Run

    Class times are listed Eastern time. This class is available for Private Group Training

    To sort by location or date, click the ‘When’ and ‘Where’ column headings.

    Cart When Time   Where How
    11/27/2019 9:00AM - 5:00PM GTR Online LIVE OLL
    01/03/2020 9:00AM - 5:00PM GTR Online LIVE OLL
    02/12/2020 9:00AM - 5:00PM GTR Online LIVE OLL
    03/27/2020 9:00AM - 5:00PM GTR Online LIVE OLL
    04/27/2020 9:00AM - 5:00PM GTR Online LIVE OLL

    Class times are listed Eastern time
    This class is available for Private Group Training