Course Detail: CMP218 - Salesforce: Power User - NEW!
Salesforce is the leading customer relationship management (CRM) software for sales and marketing automation. They help your marketing, sales, commerce, service, and IT teams work as one from anywhere - so you can keep your customers happy everywhere.
This online course will train you to be a Salesforce Power User, so you can navigate the Lightning interface, create and manage accounts, handle leads, and utilize opportunities. By becoming proficient in Salesforce, you will be able to better engage customers with the most popular CRM software available to large and small businesses.
Course Objectives
- Recognize key features and options available in the Salesforce software to become proficient in usage
- Apply the proper procedures to create accounts, contacts, leads, and opportunities
- Analyze features for account management within Salesforce
- Understand the basic units of a relational database management system and its ties to Salesforce
- Implement best practices related to data migration
How you will benefit
- Become familiar with successfully operating the Salesforce software
- Growth in operating Salesforce to become a power user
- Prepare for future Salesforce credentials as experience and expertise grows
Software Requirements
- Salesforce (You can redeem a 30-day free trial offer of Salesforce to complete the optional labs. Download and installation instructions are provided in the course)
- Adobe Acrobat Reader
Instructor