Salesforce Fast Start: Training for New Users

Who Should Attend Anyone who is new to Salesforce, or existing Salesforce users who would like a refresher on the fundamentals, will benefit from this course. This workshop is targeted to businesses like startups, SME’s, corporations, social enterprises and charities. N.B. There is significant overlap between this course and our Starting Out with Salesforce course – we recommend selecting only one of the two. By the end of this course you will be able to:

  • Master Salesforce login and security
  • Navigate Salesforce CRM applications and describe basic Salesforce navigation terminology
  • Confidantly use Global Search to find companies, people, leads, and more
  • Customise personal application settings.
  • Explain the difference between a Lead, Account and Contact
  • Create, update, and convert a Lead, and describe how Web-to-Lead works
  • Create an Account and a Contact associated with that Account
  • Create, update, and close an Opportunity
  • Create tasks for colleagues and yourself, and log calls and email
  • Use Chatter to communicate and collaborate with your colleagues
  • Find additional Salesforce Help & Training
  • You will also find out why you would want to use Salesforce rather than spreadsheets
Pete Field
Pete Field PPA
Stony has a great, lively and fun presentation style, I learned lots, thanks!
Join us for a hands-on, interactive workshop to help you get the most out of Salesforce!

 

6 August 2015 at 9:00 am – 12:00 pm

 

Details What to bring: Nothing is required – a computer and Salesforce training instance will be provided. Refreshments will be available. Where: IT Training Room Hire, 202 Blackfriars Road, Southwark, SE1 8NJ. The venue is a 1 minute walk from Southwark tube. Cost: £299 excluding VAT (discounts are available to charities and non profit organisations – please enquire for further details) If you have an Annual Support Contract from Third Sector IT, this course may be available for free. How to book: Credit Card 100% refunds are available up until 10 business days before the course start date. After this date no refunds are available, although you are welcome to substitute a different member of staff.
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