Salesforce for End Users Training in Metro Manila, Philippines

This training program provides an in-depth introduction to Salesforce for end users, focusing on how to effectively navigate the Salesforce platform, manage data, and leverage its functionalities for enhanced productivity. Participants will learn essential features such as managing contacts, accounts, opportunities, and dashboards. The course is tailored for professionals in sales, marketing, and customer service who aim to maximize their use of Salesforce.

Introduction to Salesforce and Basic Features

Module 1: Salesforce Overview

What is Salesforce?

Key components of Salesforce: CRM, Sales Cloud, Service Cloud, Marketing Cloud

Salesforce interface and navigation

Module 2: Managing Records

Understanding Accounts, Contacts, Leads, and Opportunities

Creating and updating records

Managing customer information effectively

Module 3: Working with Opportunities and Accounts

Managing sales opportunities

Opportunity stages and their significance

Creating and managing accounts

Module 4: Introduction to Reports and Dashboards

Overview of reports in Salesforce

Customizing and running reports

Dashboards and data visualization for end users

Advanced Salesforce Features and Collaboration

Module 5: Using Salesforce for Collaboration

Chatter: Salesforce collaboration tool

Communicating and sharing insights with team members

Using Notes and Tasks to track activities and updates

Module 6: Automating Workflows

Introduction to Workflow Rules

Setting up basic automation for efficiency

Email notifications and task assignments

Module 7: Enhancing Productivity with Salesforce Mobile App

Accessing Salesforce on mobile devices

Key mobile features for sales reps and service teams

Using Salesforce mobile for on-the-go updates and notifications

Module 8: Case Study and Hands-On Exercise

Practical use case: Managing opportunities, accounts, and reports

Group exercise: Creating reports and dashboards based on real-world scenarios

Reviewing best practices for Salesforce end users

Interactive Components

Hands-On Labs: Practical exercises for creating records, managing opportunities, and generating reports.

Group Activities: Collaborative exercises for working with Salesforce’s communication and reporting tools.

Case Studies: Real-world scenarios where participants apply Salesforce to business operations.

Scenario-Based Exercises: Problem-solving activities using Salesforce to streamline sales and customer service workflows.